Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Summitry LLC

  • TSM
  • AMZN
  • GOOGL
  • ULTA
  • V
  • META
  • SCHW
Summitry LLC's Q1 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 144
Filing on May 13, 2025 Q1 2025

Gpi Capital, L.P.

  • LZ
  • ZETA
  • BASE
  • GRAB
Gpi Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 4
Filing on May 13, 2025 Q1 2025

Mcrae Capital Management Inc

  • CHKP
  • MSFT
  • WSM
  • NDAQ
  • LOW
  • OMC
  • KEYS
Mcrae Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 444 Million
Stocks 94
Filing on May 13, 2025 Q1 2025

Life Plan Investment Advisors, Inc.

  • AGG
  • VOO
  • IVV
  • SCHE
  • IUSB
  • SCHP
  • IAGG
Life Plan Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 102
Filing on May 13, 2025 Q1 2025

Dundas Partners LLP

  • WRB
  • GWW
  • MSFT
  • BRO
  • V
  • TSM
  • GOOG
Dundas Partners LLP's Q1 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 51
Filing on May 13, 2025 Q1 2025

Daiwa Securities Group Inc.

  • AAPL
  • MSFT
  • NVDA
  • WELL
  • AMZN
  • META
  • PLD
Daiwa Securities Group Inc.'s Q1 2025 Portfolio
Portfolio Value 23.7 Billion
Stocks 1698
Filing on May 13, 2025 Q1 2025

Black Diamond Wealth Management Inc.

  • USFR
  • SPLG
  • AAPL
  • QDPL
  • ITOT
  • MSFT
  • UCON
Black Diamond Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 121 Million
Stocks 153
Filing on May 13, 2025 Q1 2025

Heron Bay Capital Management

  • LPLA
  • VNT
  • CCSI
  • GOOGL
  • SSNC
  • SCHW
  • MSFT
Heron Bay Capital Management's Q1 2025 Portfolio
Portfolio Value 457 Million
Stocks 116
Filing on May 13, 2025 Q1 2025

Manchester Financial Inc

  • SCHB
  • BSCR
  • RSP
  • SCHX
  • EWZ
  • SCHM
  • FTSM
Manchester Financial Inc's Q1 2025 Portfolio
Portfolio Value 407 Million
Stocks 122
Filing on May 13, 2025 Q1 2025

Svb Capital Management, LLC

  • NU
  • AXSM
  • COIN
  • PL
  • AVPT
  • PACB
Svb Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 33.9 Billion
Stocks 9
Filing on May 13, 2025 Q1 2025

Tableaux LLC

  • SPLG
  • JCPB
  • DUHP
  • IYW
  • AAPL
  • DFAU
  • COWZ
Tableaux LLC's Q1 2025 Portfolio
Portfolio Value 139 Billion
Stocks 93
Filing on May 13, 2025 Q1 2025

Kimmeridge Energy Management Company, LLC

  • CHK
  • CIVI
Kimmeridge Energy Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 419 Million
Stocks 3
Filing on May 13, 2025 Q1 2025

Fj Investments, LLC

  • VOO
  • GOOGL
  • BRK-B
  • AMZN
Fj Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.11 Trillion
Stocks 5
Filing on May 13, 2025 Q1 2025

Ci Investments Inc.

  • IVV
  • MSFT
  • AMZN
  • NVDA
  • META
  • MA
  • AAPL
Ci Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 23.7 Billion
Stocks 1343
Filing on May 13, 2025 Q1 2025

Hilton Capital Management, LLC

  • MBB
  • JAAA
  • VCSH
  • JEPQ
  • PFF
  • VCIT
  • JEPI
Hilton Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 160
Filing on May 13, 2025 Q1 2025

M&G PLC

  • MSFT
  • AMCR
  • META
  • MEOH
  • BMY
  • NEE
  • GOOGL
M&G PLC's Q1 2025 Portfolio
Portfolio Value 14.5 Billion
Stocks 472
Filing on May 13, 2025 Q1 2025

Wrenne Financial Planning LLC

  • VTI
  • VEU
  • SLYV
  • BND
  • VNQ
  • VWO
  • VXUS
Wrenne Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 188 Billion
Stocks 45
Filing on May 13, 2025 Q1 2025

Quadrature Capital LTD

  • CNI
  • AVGO
  • META
  • CNQ
  • XLB
  • CVE
  • STLA
Quadrature Capital LTD's Q1 2025 Portfolio
Portfolio Value 4.51 Trillion
Stocks 1032