Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Josh Tarasoff

Greenlea Lane Capital Management, LLC
  • AMZN
  • BRK-A
  • MKL
  • TRUP
  • TSLA
  • GOOGL
  • BUR
Josh Tarasoff's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 8
Filing on May 13, 2025 Q1 2025

Nine Masts Capital LTD

  • SPY
  • GOOGL
  • HDB
  • ASX
  • BRK-A
  • XLI
  • HON
Nine Masts Capital LTD's Q1 2025 Portfolio
Portfolio Value 335 Million
Stocks 72
Filing on May 13, 2025 Q1 2025

Camelot Portfolios, LLC

  • SPY
  • MINT
  • JAAA
  • BRK-B
  • AMZN
  • VEU
  • GOOGL
Camelot Portfolios, LLC's Q1 2025 Portfolio
Portfolio Value 158 Million
Stocks 208
Filing on May 13, 2025 Q1 2025

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • QUAL
  • IEMG
  • BIP
Tacita Capital Inc's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 208
Filing on May 13, 2025 Q1 2025

Stone Point Capital LLC

  • ESGR
  • AXS
  • ECC
Stone Point Capital LLC's Q1 2025 Portfolio
Portfolio Value 771 Million
Stocks 3
Filing on May 13, 2025 Q1 2025

Marathon Trading Investment Management LLC

  • NVDA
  • BABA
  • BAC
  • GME
  • SPY
  • WFC
  • INTC
Marathon Trading Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 465
Filing on May 13, 2025 Q1 2025

Abrdn PLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • TSLA
  • GOOG
Abrdn PLC's Q1 2025 Portfolio
Portfolio Value 50.5 Billion
Stocks 1848
Filing on May 13, 2025 Q1 2025

Element Capital Management LLC

  • CME
  • XHB
  • IGV
  • AWK
  • ATO
  • RGLD
  • EBAY
Element Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 402 Billion
Stocks 146
Filing on May 13, 2025 Q1 2025

Rpo LLC

  • BAC
  • COP
  • COP
  • XME
  • AAPL
  • AAPL
  • CSCO
Rpo LLC's Q1 2025 Portfolio
Portfolio Value 140 Million
Stocks 39
Filing on May 13, 2025 Q1 2025

Measured Risk Portfolios, Inc.

  • SFM
  • XHLF
  • AAPL
  • CWEN
  • KMI
  • CCI
  • VZ
Measured Risk Portfolios, Inc.'s Q1 2025 Portfolio
Portfolio Value 93.2 Billion
Stocks 58
Filing on May 13, 2025 Q1 2025

High Falls Advisors, Inc

  • IVV
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
High Falls Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 413 Million
Stocks 125
Filing on May 13, 2025 Q1 2025

Independent Family Office, LLC

  • SPY
  • IAU
  • PTC
  • IWD
  • TOST
  • GLD
  • IWM
Independent Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 187 Million
Stocks 70
Filing on May 13, 2025 Q1 2025

Anchor Capital Advisors LLC

  • WRB
  • MCK
  • CBOE
  • MKL
  • PNC
  • MTB
  • ADI
Anchor Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 241
Filing on May 13, 2025 Q1 2025

Summit Investment Advisors, Inc.

  • BSJP
  • BSCR
  • IWF
  • IBHF
  • BSJQ
  • IBDS
  • IWB
Summit Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 112 Billion
Stocks 55
Filing on May 13, 2025 Q1 2025

Endeavour Capital Advisors Inc

  • BCAL
  • CCB
  • USCB
  • SFST
  • QCRH
  • FVCB
  • OCFC
Endeavour Capital Advisors Inc's Q1 2025 Portfolio
Portfolio Value 249 Million
Stocks 42
Filing on May 13, 2025 Q1 2025

Meridian Wealth Partners, LLC

  • DFAC
  • AGG
  • DFAU
  • SCHX
  • DFAX
  • MBB
  • MUB
Meridian Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 624 Million
Stocks 103
Filing on May 13, 2025 Q1 2025

Promus Capital, LLC

  • VOO
  • ACWF
  • SPYG
  • SPYV
  • EWJ
  • VGK
  • IAU
Promus Capital, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 275
Filing on May 13, 2025 Q1 2025

Herold Advisors, Inc.

  • AAPL
  • AVUS
  • MSFT
  • NVDA
  • V
  • MA
  • LLY
Herold Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 439 Million
Stocks 282