Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Fine Mark National Bank & Trust

  • UPS
  • SPY
  • AAPL
  • IVV
  • MSFT
  • MDY
  • NVDA
Fine Mark National Bank & Trust's Q1 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 525
Filing on May 13, 2025 Q1 2025

Bank Of Marin

  • MSFT
  • AAPL
  • AMZN
  • XLV
  • NVDA
  • COST
  • QQQ
Bank Of Marin's Q1 2025 Portfolio
Portfolio Value 75.4 Million
Stocks 101
Filing on May 13, 2025 Q1 2025

Prudential Financial Inc

  • IVV
  • AAPL
  • MSFT
  • NVDA
  • DFUS
  • AMZN
  • META
Prudential Financial Inc's Q1 2025 Portfolio
Portfolio Value 67.5 Billion
Stocks 3639
Filing on May 13, 2025 Q1 2025

Taurus Asset Management, LLC

  • AAPL
  • MSFT
  • JPM
  • AMZN
  • V
  • GOOG
  • INTU
Taurus Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 942 Million
Stocks 87
Filing on May 13, 2025 Q1 2025

State Of New Jersey Common Pension Fund D

  • AAPL
  • NVDA
  • MSFT
  • VNQ
  • AMZN
  • IEFA
  • VTI
State Of New Jersey Common Pension Fund D's Q1 2025 Portfolio
Portfolio Value 21.6 Billion
Stocks 1499
Filing on May 13, 2025 Q1 2025

Thompson Davis & Co., Inc.

  • SMID
  • CSL
  • DOV
  • VOO
  • SHW
  • CB
  • JPST
Thompson Davis & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 124 Million
Stocks 125
Filing on May 13, 2025 Q1 2025

Nations Financial Group Inc,

  • AAPL
  • BRK-B
  • MSFT
  • IJH
  • NVDA
  • IWV
  • QQQ
Nations Financial Group Inc, 's Q1 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 655
Filing on May 13, 2025 Q1 2025

Wealthedge Investment Advisors, LLC

  • SPY
  • LTPZ
  • IVV
  • MSFT
  • AAPL
  • VO
  • GOOGL
Wealthedge Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 222 Billion
Stocks 178
Filing on May 13, 2025 Q1 2025

American Century Companies Inc

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • META
  • MA
American Century Companies Inc's Q1 2025 Portfolio
Portfolio Value 157 Billion
Stocks 2881
Filing on May 13, 2025 Q1 2025

Oak Grove Capital LLC

  • NVDA
  • NVDA
  • LLY
  • NVDA
  • MU
  • AAPL
  • MU
Oak Grove Capital LLC's Q1 2025 Portfolio
Portfolio Value 601 Million
Stocks 161
Filing on May 13, 2025 Q1 2025

Redmond Asset Management, LLC

  • JPM
  • JNJ
  • MKL
  • MSFT
  • V
  • BRK-B
  • XPO
Redmond Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 376 Million
Stocks 205
Filing on May 13, 2025 Q1 2025

Nierenberg Investment Management Company, Inc.

  • COOP
  • EQT
  • PBPB
  • CTLP
  • CRTO
  • RVSB
  • ADTN
Nierenberg Investment Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 57
Filing on May 13, 2025 Q1 2025

Lexington Partners L.P.

  • NABL
  • AMPX
Lexington Partners L.P.'s Q1 2025 Portfolio
Portfolio Value 9 Million
Stocks 4
Filing on May 13, 2025 Q1 2025

Lwm Advisory Services, LLC

  • SPY
  • GLDM
  • EELV
  • RSP
  • COWZ
  • PAVE
  • JMUB
Lwm Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 96
Filing on May 13, 2025 Q1 2025

White Pine Capital LLC

  • MMM
  • AAPL
  • MSFT
  • IVV
  • SPY
  • V
  • AMZN
White Pine Capital LLC's Q1 2025 Portfolio
Portfolio Value 281 Million
Stocks 225
Filing on May 13, 2025 Q1 2025

Fifthdelta LTD

  • ON
  • VC
  • HUN
  • BWA
  • TSM
  • QCOM
  • DOW
Fifthdelta LTD's Q1 2025 Portfolio
Portfolio Value 400 Million
Stocks 13
Filing on May 13, 2025 Q1 2025

Pring Turner Capital Group Inc

  • SCHM
  • NOBL
  • BAC
  • SCHW
  • ORCL
  • TXN
  • MAA
Pring Turner Capital Group Inc's Q1 2025 Portfolio
Portfolio Value 161 Million
Stocks 66
Filing on May 13, 2025 Q1 2025

State Of Tennessee, Treasury Department

  • AAPL
  • MSFT
  • NVDA
  • INDA
  • EWT
  • AMZN
  • META
State Of Tennessee, Treasury Department's Q1 2025 Portfolio
Portfolio Value 25.5 Billion
Stocks 1719