Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Kids Capital Management, L.P.

  • MELI
  • AMZN
  • BX
  • HWM
  • GOOGL
  • DASH
  • ILMN
Kids Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 94.9 Million
Stocks 12
Filing on May 13, 2025 Q1 2025

Gator Capital Management, LLC

  • HOOD
  • FCNCA
  • SLM
  • VRTS
  • UMBF
  • AX
  • JXN
Gator Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 68
Filing on May 13, 2025 Q1 2025

Camden National Bank

  • MSFT
  • TMUS
  • COST
  • RSG
  • V
  • JPM
  • SLQD
Camden National Bank's Q1 2025 Portfolio
Portfolio Value 651 Million
Stocks 253
Filing on May 13, 2025 Q1 2025

Hutner Capital Management Inc

  • BRK-A
  • BRK-B
  • COST
  • PM
  • KO
  • MCD
  • PG
Hutner Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 48
Filing on May 13, 2025 Q1 2025

Varma Mutual Pension Insurance CO

  • AAPL
  • MSFT
  • NVDA
  • LCTU
  • AMZN
  • IGV
  • VCIT
Varma Mutual Pension Insurance CO's Q1 2025 Portfolio
Portfolio Value 8.3 Billion
Stocks 320
Filing on May 13, 2025 Q1 2025

Equitable Holdings, Inc.

  • SPYG
  • IVV
  • VUG
  • VONG
  • QQQ
  • SPYV
  • VTV
Equitable Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 10 Billion
Stocks 1443
Filing on May 13, 2025 Q1 2025

Dean Investment Associates, LLC

  • WEC
  • CVX
  • MO
  • JNJ
  • XEL
  • JPM
  • FLRN
Dean Investment Associates, LLC's Q1 2025 Portfolio
Portfolio Value 663 Million
Stocks 212
Filing on May 13, 2025 Q1 2025

Trans Canada Capital Inc.

  • VOO
  • VCSH
  • SPY
  • EWJ
  • RIVN
  • IJR
  • SCCO
Trans Canada Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 17
Filing on May 13, 2025 Q1 2025

Gentry Private Wealth, LLC

  • VOO
  • VUG
  • SPIB
  • FTSM
  • IEFA
  • VTI
  • VB
Gentry Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 91
Filing on May 13, 2025 Q1 2025

Inkwell Capital LLC

  • BRK-B
  • RSP
  • MKL
  • GOOGL
  • MA
  • SBUX
  • AMZN
Inkwell Capital LLC's Q1 2025 Portfolio
Portfolio Value 91.5 Billion
Stocks 30
Filing on May 13, 2025 Q1 2025

Ethic Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • GOOG
  • META
Ethic Inc.'s Q1 2025 Portfolio
Portfolio Value 4.8 Billion
Stocks 1164
Filing on May 13, 2025 Q1 2025

Advisor Shares Investments LLC

  • SPY
  • MTUM
  • IMCG
  • RPG
  • AWK
  • OTIS
  • ROL
Advisor Shares Investments LLC's Q1 2025 Portfolio
Portfolio Value 489 Million
Stocks 270
Filing on May 13, 2025 Q1 2025

Soltis Investment Advisors LLC

  • MSFT
  • AAPL
  • BND
  • SNFCA
  • SPY
  • IVV
  • JPST
Soltis Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 370
Filing on May 13, 2025 Q1 2025

Caldwell Investment Management Ltd.

  • CBOE
  • KKR
  • ICE
  • BAC
  • AEM
  • AGI
  • WCN
Caldwell Investment Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 31
Filing on May 13, 2025 Q1 2025

Hazelview Securities Inc.

  • PLD
  • EQIX
  • WELL
  • PSA
  • EQR
  • INVH
  • CPT
Hazelview Securities Inc.'s Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 33
Filing on May 13, 2025 Q1 2025

Shorepoint Capital Partners LLC

  • FBND
  • AVGO
  • SCHD
  • JPM
  • MSFT
  • AEM
  • TRV
Shorepoint Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 190
Filing on May 13, 2025 Q1 2025

Tower Trust & Investment CO

  • AAPL
  • GII
  • NVDA
  • MSFT
  • META
  • AMZN
  • JPM
Tower Trust & Investment CO's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 197
Filing on May 13, 2025 Q1 2025

Kennedy Capital Management, Inc.

  • CHEF
  • AAPL
  • SF
  • LLY
  • MSFT
  • NVDA
  • GTES
Kennedy Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.99 Billion
Stocks 642