Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Guerra Advisors Inc

  • SPY
  • SCHG
  • QQQ
  • IYW
  • FCOM
  • VTV
  • FDL
Guerra Advisors Inc's Q2 2025 Portfolio
Portfolio Value 212 Billion
Stocks 72
Filing on Aug 12, 2025 Q2 2025

Eulav Asset Management

  • HEI
  • TYL
  • MSCI
  • WCN
  • CTAS
  • LII
  • FICO
Eulav Asset Management's Q2 2025 Portfolio
Portfolio Value 4.25 Billion
Stocks 160
Filing on Aug 12, 2025 Q2 2025

Public Sector Pension Investment Board

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • CM
  • META
Public Sector Pension Investment Board's Q2 2025 Portfolio
Portfolio Value 22.7 Billion
Stocks 1235
Filing on Aug 12, 2025 Q2 2025

Goehring & Rozencwajg Associates, LLC

  • RRC
  • CCJ
  • NTR
  • SDRL
  • EQT
  • LEU
  • AR
Goehring & Rozencwajg Associates, LLC's Q2 2025 Portfolio
Portfolio Value 654 Billion
Stocks 41
Filing on Aug 12, 2025 Q2 2025

Intellus Advisors LLC

  • QQQ
  • VIG
  • IAU
  • QINT
  • RODM
  • JQUA
  • SYLD
Intellus Advisors LLC's Q2 2025 Portfolio
Portfolio Value 671 Billion
Stocks 135
Filing on Aug 12, 2025 Q2 2025

Viawealth, LLC

  • NVDA
  • MSFT
  • NOBL
  • VCIT
  • FTLS
  • GGG
  • RSP
Viawealth, LLC's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 149
Filing on Aug 12, 2025 Q2 2025

Nipun Capital, L.P.

  • INDA
  • MCHI
  • FXI
  • SMIN
  • VWO
  • PDD
  • TSM
Nipun Capital, L.P.'s Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 12
Filing on Aug 12, 2025 Q2 2025

Country Trust Bank

  • FBND
  • VEA
  • VOO
  • NVDA
  • MSFT
  • AAPL
  • AMZN
Country Trust Bank's Q2 2025 Portfolio
Portfolio Value 4.31 Billion
Stocks 674
Filing on Aug 12, 2025 Q2 2025

Inceptionr LLC

  • ACM
  • RJF
  • WM
  • C
  • AZO
  • PCAR
  • PAYX
Inceptionr LLC's Q2 2025 Portfolio
Portfolio Value 432 Billion
Stocks 629
Filing on Aug 12, 2025 Q2 2025

Boxwood Ventures, Inc.

  • SPY
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • AVGO
Boxwood Ventures, Inc.'s Q2 2025 Portfolio
Portfolio Value 75.1 Million
Stocks 30
Filing on Aug 12, 2025 Q2 2025

Cornerstone Wealth Management, LLC

  • BBUS
  • AAPL
  • SPMD
  • IVV
  • SPLG
  • NVDA
  • MSFT
Cornerstone Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 649
Filing on Aug 12, 2025 Q2 2025

Tumwater Wealth Management, LLC

  • DFAX
  • VTI
  • DFAT
  • BIV
  • VV
  • DFUV
  • VOO
Tumwater Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 215 Billion
Stocks 37
Filing on Aug 12, 2025 Q2 2025

Oak Associates LTD

  • AMZN
  • GOOG
  • KLAC
  • META
  • MSFT
  • AVGO
  • ORCL
Oak Associates LTD 's Q2 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 131
Filing on Aug 12, 2025 Q2 2025

Castalian Partners, LLC

  • NRP
Castalian Partners, LLC's Q2 2025 Portfolio
Portfolio Value 7.36 Billion
Stocks 1
Filing on Aug 12, 2025 Q2 2025

North Star Asset Management Inc

  • MSFT
  • AAPL
  • SCHB
  • VTI
  • SPLG
  • V
  • SSNC
North Star Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 438
Filing on Aug 12, 2025 Q2 2025

Scalar Gauge Management, LLC

  • BL
  • PD
  • CWAN
  • FIVN
  • AVGO
  • SMWB
  • MA
Scalar Gauge Management, LLC's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 30
Filing on Aug 12, 2025 Q2 2025

J.W. Cole Advisors, Inc.

  • AAPL
  • NVDA
  • MSFT
  • QQQ
  • AMZN
  • VOO
  • SPY
J.W. Cole Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 4.58 Billion
Stocks 1461
Filing on Aug 12, 2025 Q2 2025

Richmond Investment Services, LLC

  • IWL
  • QQQ
  • MOAT
  • VNLA
  • SPLG
  • SDVY
  • VUG
Richmond Investment Services, LLC's Q2 2025 Portfolio
Portfolio Value 473 Billion
Stocks 242