Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Verity & Verity, LLC

  • AVGO
  • MSFT
  • JPM
  • RTX
  • ABBV
  • GILD
  • CVX
Verity & Verity, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 133
Filing on Aug 12, 2025 Q2 2025

Foresite Capital Management V, LLC

  • HIMS
Foresite Capital Management V, LLC's Q2 2025 Portfolio
Portfolio Value 13.6 Million
Stocks 6
Filing on Aug 12, 2025 Q2 2025

Financial Advocates Investment Management

  • AAPL
  • SPY
  • NVDA
  • VTI
  • MSFT
  • IEFA
  • GOVT
Financial Advocates Investment Management's Q2 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 627
Filing on Aug 12, 2025 Q2 2025

Crestview Partners Ii Gp, L.P.

  • VCTR
  • WTTR
  • CWH
Crestview Partners Ii Gp, L.P.'s Q2 2025 Portfolio
Portfolio Value 552 Million
Stocks 3
Filing on Aug 12, 2025 Q2 2025

Elo Mutual Pension Insurance CO

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • AVGO
  • IEMG
Elo Mutual Pension Insurance CO's Q2 2025 Portfolio
Portfolio Value 4.8 Billion
Stocks 626
Filing on Aug 12, 2025 Q2 2025

Foresite Capital Management Vi LLC

  • CNTA
  • AKRO
  • EWTX
  • CRVS
  • KYMR
  • XENE
  • CGEM
Foresite Capital Management Vi LLC's Q2 2025 Portfolio
Portfolio Value 178 Billion
Stocks 20
Filing on Aug 12, 2025 Q2 2025

Dean Investment Associates, LLC

  • JPM
  • MO
  • JNJ
  • FLRN
  • CVX
  • XEL
  • PEP
Dean Investment Associates, LLC's Q2 2025 Portfolio
Portfolio Value 665 Million
Stocks 204
Filing on Aug 12, 2025 Q2 2025

Intel Corp

  • JOBY
Intel Corp's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 3
Filing on Aug 12, 2025 Q2 2025

New Republic Capital, LLC

  • IVV
  • JPM
  • MS
  • MSFT
  • SPY
  • AAPL
  • NVDA
New Republic Capital, LLC's Q2 2025 Portfolio
Portfolio Value 282 Billion
Stocks 248
Filing on Aug 12, 2025 Q2 2025

Planning Alternatives LTD

  • IVV
  • IJH
  • VEA
  • SPMO
  • VIG
  • IJR
  • VUG
Planning Alternatives LTD 's Q2 2025 Portfolio
Portfolio Value 711 Million
Stocks 80
Filing on Aug 12, 2025 Q2 2025

Aldebaran Capital, LLC

  • BRK-B
  • MSFT
  • OXY
  • LLY
  • IWS
  • BAC
  • SU
Aldebaran Capital, LLC's Q2 2025 Portfolio
Portfolio Value 101 Billion
Stocks 34
Filing on Aug 12, 2025 Q2 2025

Palisades Hudson Asset Management, L.P.

  • IJS
  • IVV
  • SPY
  • VTI
  • IJT
  • IEUR
  • IJR
Palisades Hudson Asset Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 156
Filing on Aug 12, 2025 Q2 2025

Mmbg Investment Advisors Co.

  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • JPM
  • NVDA
Mmbg Investment Advisors Co.'s Q2 2025 Portfolio
Portfolio Value 1 Billion
Stocks 178
Filing on Aug 12, 2025 Q2 2025

Wealth Dimensions Group, Ltd.

  • VGSH
  • DFAI
  • PG
  • VONV
  • IVV
  • VONG
  • VYM
Wealth Dimensions Group, Ltd.'s Q2 2025 Portfolio
Portfolio Value 452 Million
Stocks 173
Filing on Aug 12, 2025 Q2 2025

Bravias Capital Group, LLC

  • BBUS
  • VGT
  • GMOM
  • BRK-B
  • NTSX
  • VUG
  • NVDA
Bravias Capital Group, LLC's Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 100
Filing on Aug 12, 2025 Q2 2025

First Long Island Investors, LLC

  • MSFT
  • AMZN
  • ADP
  • NVDA
  • ABT
  • PH
  • MA
First Long Island Investors, LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 65
Filing on Aug 12, 2025 Q2 2025

Mwa Asset Management

  • AVGO
  • NVDA
  • META
  • AAPL
  • MSFT
  • AMZN
  • CAT
Mwa Asset Management's Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 118
Filing on Aug 12, 2025 Q2 2025

Tocqueville Asset Management L.P.

  • HD
  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • GOOGL
  • GOOG
Tocqueville Asset Management L.P.'s Q2 2025 Portfolio
Portfolio Value 6.38 Billion
Stocks 535