Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Foguth Wealth Management, Llc.

  • DIVB
  • SPY
  • MOAT
  • SPYV
  • AGG
  • QQQM
  • LQD
Foguth Wealth Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 412 Billion
Stocks 149
Filing on May 15, 2025 Q1 2025

Aprio Wealth Management, LLC

  • DUHP
  • DIHP
  • EMXC
  • TOLZ
  • COWZ
  • REZ
  • TDIV
Aprio Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 374
Filing on May 15, 2025 Q1 2025

Wimmer Associates 1, LLC

  • AAPL
  • MSFT
  • VIG
  • NVDA
  • V
  • PRF
  • COST
Wimmer Associates 1, LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 106
Filing on May 15, 2025 Q1 2025

Garden State Investment Advisory Services LLC

  • AAPL
  • NVDA
  • AMZN
  • META
  • PWB
  • JEPI
  • QQQ
Garden State Investment Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 312 Billion
Stocks 282
Filing on May 15, 2025 Q1 2025

Yaupon Capital Management LP

  • AEP
  • XLU
  • SLB
  • ETN
  • BP
  • SHEL
  • OVV
Yaupon Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 86
Filing on May 15, 2025 Q1 2025

Deprince Race & Zollo Inc

  • PRGO
  • PCH
  • ENS
  • NWL
  • SON
  • OGN
  • WFC
Deprince Race & Zollo Inc's Q1 2025 Portfolio
Portfolio Value 4.74 Billion
Stocks 184
Filing on May 15, 2025 Q1 2025

Ten Core Partners, LP

  • MSFT
  • META
  • MNDY
  • GOOGL
  • WDAY
  • DASH
  • CRM
Ten Core Partners, LP's Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 12
Filing on May 15, 2025 Q1 2025

Yu Fan

  • AADI
  • CSTL
  • PYXS
Yu Fan's Q1 2025 Portfolio
Portfolio Value 4.2 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Ally Bridge Group (Ny) LLC

  • SWTX
  • VRNA
  • AXSM
  • TARS
  • BPMC
  • INSM
  • TRVI
Ally Bridge Group (Ny) LLC's Q1 2025 Portfolio
Portfolio Value 76.1 Million
Stocks 28
Filing on May 15, 2025 Q1 2025

Sepio Capital, LP

  • VOO
  • VEA
  • ABBV
  • VTV
  • ABT
  • VWO
  • VBR
Sepio Capital, LP's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 287
Filing on May 15, 2025 Q1 2025

Ophir Asset Management Pty LTD

  • AIR
  • WLY
  • GENI
  • IRTC
  • CDNA
  • LITE
  • SMPL
Ophir Asset Management Pty LTD's Q1 2025 Portfolio
Portfolio Value 567 Million
Stocks 31
Filing on May 15, 2025 Q1 2025

Al Ti Global, Inc.

  • EFA
  • IJH
  • ITOT
  • SPMD
  • SPY
  • VTI
  • GLD
Al Ti Global, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.81 Trillion
Stocks 617
Filing on May 15, 2025 Q1 2025

Bullseye Investment Management, LLC

  • KNG
  • MSFT
  • XLV
  • AMLP
  • POCT
  • FTSL
  • XJUN
Bullseye Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 59 Million
Stocks 91
Filing on May 15, 2025 Q1 2025

Fairview Capital Investment Management, LLC

  • LPLA
  • LNG
  • BRK-B
  • BX
  • GOOG
  • MSFT
  • WMG
Fairview Capital Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 159
Filing on May 15, 2025 Q1 2025

Mint Tower Capital Management B.V.

  • UBER
  • HES
  • UBER
  • FCG
  • ZG
  • MA
  • DFS
Mint Tower Capital Management B.V.'s Q1 2025 Portfolio
Portfolio Value 283 Million
Stocks 148
Filing on May 15, 2025 Q1 2025

Argosy Lionbridge Management, LLC

  • WRE
  • FR
  • AIV
  • REXR
  • VRE
  • INVH
  • COLD
Argosy Lionbridge Management, LLC's Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 12
Filing on May 15, 2025 Q1 2025

Hmi Capital Management, L.P.

  • CPNG
  • NICE
  • RBLX
  • GTLB
  • NCNO
  • WDAY
  • TOST
Hmi Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 12
Filing on May 15, 2025 Q1 2025

Abg Innovation Capital Partners Iii Gp LTD

  • CSTL
  • AADI
Abg Innovation Capital Partners Iii Gp LTD's Q1 2025 Portfolio
Portfolio Value 782,000
Stocks 3