Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Arvin Capital Management LP

  • TAC
  • DHR
  • AMZN
  • SNPS
  • TMO
  • AMZN
  • CRS
Arvin Capital Management LP's Q2 2025 Portfolio
Portfolio Value 407 Million
Stocks 40
Filing on Aug 12, 2025 Q2 2025

Worth Venture Partners, LLC

  • RDCM
  • SILC
  • CTO
  • AIP
  • OPRA
  • ALLT
  • WRE
Worth Venture Partners, LLC's Q2 2025 Portfolio
Portfolio Value 10.2 Million
Stocks 42
Filing on Aug 12, 2025 Q2 2025

Northwest & Ethical Investments L.P.

  • MSFT
  • NVDA
  • AAPL
  • RY
  • AVGO
  • AMZN
  • TD
Northwest & Ethical Investments L.P.'s Q2 2025 Portfolio
Portfolio Value 4.03 Trillion
Stocks 490
Filing on Aug 12, 2025 Q2 2025

Choreo, LLC

  • VUG
  • VTV
  • IWF
  • SPY
  • AAPL
  • MSFT
  • VBR
Choreo, LLC's Q2 2025 Portfolio
Portfolio Value 7.23 Billion
Stocks 1527
Filing on Aug 12, 2025 Q2 2025

Blue Whale Capital LLP

  • NVDA
  • AVGO
  • TSM
  • APO
  • PM
  • UBER
  • DHR
Blue Whale Capital LLP's Q2 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 20
Filing on Aug 12, 2025 Q2 2025

Employees Retirement System Of Texas

  • VGIT
  • MSFT
  • NVDA
  • AAPL
  • HYLB
  • AMZN
  • VEA
Employees Retirement System Of Texas's Q2 2025 Portfolio
Portfolio Value 12.3 Billion
Stocks 523
Filing on Aug 12, 2025 Q2 2025

Carlson Capital L P

  • SWKH
  • HYG
  • NVDA
  • K
  • HES
  • AFRM
  • SOFI
Carlson Capital L P's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 65
Filing on Aug 12, 2025 Q2 2025

Oep Capital Advisors, L.P.

  • AHCO
Oep Capital Advisors, L.P.'s Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 1
Filing on Aug 12, 2025 Q2 2025

Baltimore Washington Financial Advisors, Inc.

  • VV
  • QQQ
  • NVDA
  • MSFT
  • RSP
  • IVV
  • VIG
Baltimore Washington Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.03 Billion
Stocks 171
Filing on Aug 12, 2025 Q2 2025

Elgethun Capital Management

  • BRK-B
  • FRFHF
  • EFV
  • LLY
  • IEMG
  • SCHB
  • FNDE
Elgethun Capital Management's Q2 2025 Portfolio
Portfolio Value 465 Million
Stocks 151
Filing on Aug 12, 2025 Q2 2025

8 Vc Gp I, LLC

  • JOBY
  • SNTI
8 Vc Gp I, LLC's Q2 2025 Portfolio
Portfolio Value 102 Billion
Stocks 2
Filing on Aug 12, 2025 Q2 2025

Kiltearn Partners LLP

  • AMG
  • DG
  • CMCSA
  • CVS
  • CI
  • LUV
  • KMX
Kiltearn Partners LLP's Q2 2025 Portfolio
Portfolio Value 490 Million
Stocks 27
Filing on Aug 12, 2025 Q2 2025

Harfst & Associates, Inc.

  • RJF
  • IVV
  • QQQ
  • VIS
  • PG
  • LAD
  • VTI
Harfst & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 467 Million
Stocks 98
Filing on Aug 12, 2025 Q2 2025

Integrity Investment Advisors, LLC

  • IVV
  • SPHQ
  • JEPI
  • AVUS
  • DFCF
  • IGM
  • DUHP
Integrity Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 51
Filing on Aug 12, 2025 Q2 2025

All Terrain Financial Advisors, LLC

  • SPY
  • LOW
  • IWM
  • DIA
  • AAPL
  • MSFT
  • QQQ
All Terrain Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 117
Filing on Aug 12, 2025 Q2 2025

Hobbs Wealth Management, LLC

  • SPLG
  • QUAL
  • EFV
  • IVW
  • DYNF
  • IVE
  • IEMG
Hobbs Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 105 Billion
Stocks 49
Filing on Aug 12, 2025 Q2 2025

Financial Avengers, Inc.

  • NVDA
  • AMZN
  • AAPL
  • BRK-B
  • GOOG
  • SCHW
  • AXP
Financial Avengers, Inc.'s Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 141
Filing on Aug 12, 2025 Q2 2025

Scp Investment, LP

  • GOGO
  • RH
  • CZR
  • UBER
  • GOOGL
  • GOOS
  • AAPL
Scp Investment, LP's Q2 2025 Portfolio
Portfolio Value 110 Million
Stocks 73