Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Wellington Management Group LLP

  • MSFT
  • AAPL
  • NVDA
  • UNH
  • AMZN
  • LLY
  • AVGO
Wellington Management Group LLP's Q1 2025 Portfolio
Portfolio Value 503 Billion
Stocks 7370
Filing on May 13, 2025 Q1 2025

Partners Group Holding Ag

  • APO
  • AMT
  • AWK
  • RSG
  • UNP
  • KKR
  • ATO
Partners Group Holding Ag's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 43
Filing on May 13, 2025 Q1 2025

Fidato Wealth LLC

  • VOO
  • VO
  • DFAR
  • BSV
  • IVV
  • AAPL
  • SHW
Fidato Wealth LLC's Q1 2025 Portfolio
Portfolio Value 131 Million
Stocks 24
Filing on May 13, 2025 Q1 2025

10 Elms LLP

  • IEFA
  • XLK
  • XLV
  • IEMG
  • QUAL
  • USMV
  • BND
10 Elms LLP's Q1 2025 Portfolio
Portfolio Value 99.5 Billion
Stocks 526
Filing on May 13, 2025 Q1 2025

Crux Wealth Advisors

  • DGRW
  • MSFT
  • BKAG
  • NVDA
  • BRK-B
  • AMZN
  • VOO
Crux Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 169
Filing on May 13, 2025 Q1 2025

Lee Financial CO

  • IVV
  • IJH
  • FNDX
  • BRK-B
  • IVW
  • EMLP
  • GLD
Lee Financial CO's Q1 2025 Portfolio
Portfolio Value 650 Million
Stocks 206
Filing on May 13, 2025 Q1 2025

Fairfield, Bush & Co.

  • MSFT
  • AMZN
  • ADM
  • ORCL
  • TSM
  • GOOG
  • JPM
Fairfield, Bush & Co.'s Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 109
Filing on May 13, 2025 Q1 2025

Tikvah Management LLC

  • AMZN
  • GOOGL
  • BIO
  • CMPO
  • SPY
  • PCOR
  • GOOG
Tikvah Management LLC's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 24
Filing on May 13, 2025 Q1 2025

Pollock Investment Advisors, LLC

  • FTCS
  • SELV
  • ORLY
  • MA
  • DFAC
  • TJX
  • LMT
Pollock Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 43
Filing on May 13, 2025 Q1 2025

Gsg Advisors LLC

  • VTI
  • VYM
  • SCHB
  • AAPL
  • SCHD
  • QUAL
  • RDVY
Gsg Advisors LLC's Q1 2025 Portfolio
Portfolio Value 305 Billion
Stocks 112
Filing on May 13, 2025 Q1 2025

Adviser Investments LLC

  • VUG
  • VTV
  • VEA
  • AGG
  • VGIT
  • MUB
  • SPBO
Adviser Investments LLC's Q1 2025 Portfolio
Portfolio Value 7.85 Billion
Stocks 857
Filing on May 13, 2025 Q1 2025

Francois Rochon

Giverny Capital Inc.
  • BRK-B
  • META
  • AME
  • PGR
  • V
  • KMX
  • GOOG
Francois Rochon's Q1 2025 Portfolio
Portfolio Value 2.49 Billion
Stocks 54
Filing on May 13, 2025 Q1 2025

Lincoln Capital LLC

  • BRK-B
  • BRK-A
  • MA
  • COST
  • MKL
  • GOOGL
  • DHR
Lincoln Capital LLC's Q1 2025 Portfolio
Portfolio Value 481 Million
Stocks 117
Filing on May 13, 2025 Q1 2025

Financial Advisors Network, Inc.

  • BND
  • VEA
  • VTV
  • SCHG
  • VUG
  • VWO
  • SCHV
Financial Advisors Network, Inc.'s Q1 2025 Portfolio
Portfolio Value 600 Million
Stocks 184
Filing on May 13, 2025 Q1 2025

Forefront Analytics, LLC

  • NULV
  • SPYX
  • MTUM
  • VWO
  • VEA
  • HDV
  • DBEF
Forefront Analytics, LLC's Q1 2025 Portfolio
Portfolio Value 86.8 Million
Stocks 72
Filing on May 13, 2025 Q1 2025

Pl Capital Advisors, LLC

  • BANC
  • EFSC
  • FISI
  • FRME
  • EVBN
  • HBNC
  • FNB
Pl Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 27
Filing on May 13, 2025 Q1 2025

Quantbot Technologies LP

  • BX
  • USB
  • PNC
  • CNC
  • LMT
  • CSX
  • CTAS
Quantbot Technologies LP's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 1417
Filing on May 13, 2025 Q1 2025

M Holdings Securities, Inc.

  • IVV
  • SPY
  • VTV
  • VCIT
  • IJR
  • SPSB
  • MSFT
M Holdings Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 601 Million
Stocks 140