Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Tanaka Capital Management Inc

  • CORT
  • AAPL
  • CPRX
  • NVDA
  • AFL
  • NXE
  • ONTO
Tanaka Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 42 Million
Stocks 42
Filing on May 15, 2025 Q1 2025

Icon Wealth Advisors, LLC

  • IVV
  • ACN
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • MSFT
Icon Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 475
Filing on May 15, 2025 Q1 2025

Southern Farm Bureau Life Insurance

  • VOO
  • SPY
  • MOAT
  • TUA
  • RSP
  • IEMG
  • IEFA
Southern Farm Bureau Life Insurance's Q1 2025 Portfolio
Portfolio Value 681 Million
Stocks 16
Filing on May 15, 2025 Q1 2025

Finward Bancorp

  • TQQQ
  • MSFT
  • CWB
  • VOO
  • VUG
  • AAPL
  • FNWD
Finward Bancorp's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 179
Filing on May 15, 2025 Q1 2025

Pacifica Capital Investments, LLC

  • BRK-B
  • FIVE
  • BBW
  • SBUX
  • ASO
  • RTO
  • BRK-A
Pacifica Capital Investments, LLC's Q1 2025 Portfolio
Portfolio Value 282 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Recurrent Investment Advisors LLC

  • ET
  • LNG
  • PBA
  • TRGP
  • SU
  • CVE
  • OKE
Recurrent Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 65
Filing on May 15, 2025 Q1 2025

Wellspring Financial Advisors, LLC

  • IVV
  • VYM
  • IEFA
  • VTI
  • AAAU
  • SGOV
  • SHY
Wellspring Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 899 Billion
Stocks 139
Filing on May 15, 2025 Q1 2025

Silverback Asset Management LLC

  • HYG
  • SPY
  • HLIT
  • PCG
  • RMBL
  • MX
  • GOSS
Silverback Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 61
Filing on May 15, 2025 Q1 2025

Mountaineer Partners Management, LLC

  • CENX
  • VSH
  • FCX
  • ATI
  • HBM
  • ENTG
  • AA
Mountaineer Partners Management, LLC's Q1 2025 Portfolio
Portfolio Value 96.1 Million
Stocks 28
Filing on May 15, 2025 Q1 2025

Advisory Services Network, LLC

  • AAPL
  • NVDA
  • IVV
  • AMZN
  • MSFT
  • SPY
  • QQQ
Advisory Services Network, LLC's Q1 2025 Portfolio
Portfolio Value 4.99 Billion
Stocks 5796
Filing on May 15, 2025 Q1 2025

Granite Fo LLC

  • SPY
  • BRK-A
  • VIG
  • BRK-B
  • VYM
  • MDY
  • GBDC
Granite Fo LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 640
Filing on May 15, 2025 Q1 2025

Scarborough Advisors, LLC

  • SCHX
  • QUAL
  • SPYV
  • QQQM
  • DYNF
  • IGIB
  • TLT
Scarborough Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 667 Million
Stocks 118
Filing on May 15, 2025 Q1 2025

Texas Treasury Safekeeping Trust CO

  • BND
  • SPY
  • VNLA
  • VT
Texas Treasury Safekeeping Trust CO's Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 5
Filing on May 15, 2025 Q1 2025

Francisco Partners Management, LP

  • GDRX
  • LZ
  • ETWO
  • SATX
Francisco Partners Management, LP's Q1 2025 Portfolio
Portfolio Value 589 Million
Stocks 5
Filing on May 15, 2025 Q1 2025

Brown Capital Management LLC

  • CYBR
  • VEEV
  • TYL
  • GWRE
  • APPF
  • VCEL
  • DDOG
Brown Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 3.23 Billion
Stocks 105
Filing on May 15, 2025 Q1 2025

Human Investing LLC

  • VOO
  • VEA
  • VYM
  • BSV
  • VIG
  • IJH
  • BNDX
Human Investing LLC's Q1 2025 Portfolio
Portfolio Value 566 Million
Stocks 125
Filing on May 15, 2025 Q1 2025

Corsair Capital Management, L.P.

  • VRT
  • MIR
  • LAUR
  • GDDY
  • LMB
  • SPY
  • CMPO
Corsair Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 377 Million
Stocks 122
Filing on May 15, 2025 Q1 2025

Keenan Capital, LLC

  • GDDY
  • APP
  • WDAY
  • GLBE
  • MLNK
  • DT
  • JAMF
Keenan Capital, LLC's Q1 2025 Portfolio
Portfolio Value 429 Million
Stocks 10