Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Call To Action Foundation

  • VOO
Call To Action Foundation's Q1 2025 Portfolio
Portfolio Value 467 Billion
Stocks 1
Filing on May 13, 2025 Q1 2025

Kensington Asset Management, LLC

  • USHY
  • JNK
  • VOO
  • SPHY
  • ANGL
  • JAAA
  • SRLN
Kensington Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 923 Million
Stocks 31
Filing on May 13, 2025 Q1 2025

Simplify Asset Management Inc.

  • IVV
  • SPY
  • GLD
  • AGG
  • MSTR
  • AGGH
  • SPUC
Simplify Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 94
Filing on May 13, 2025 Q1 2025

English Capital Management LLC

  • AER
  • ARW
  • G
  • CI
  • GL
  • BKNG
  • SYF
English Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 31
Filing on May 13, 2025 Q1 2025

Horizon Investments, LLC

  • SPYG
  • SPY
  • SPYV
  • IDEV
  • SPDW
  • RSP
  • SPEM
Horizon Investments, LLC's Q1 2025 Portfolio
Portfolio Value 3.95 Billion
Stocks 884
Filing on May 13, 2025 Q1 2025

Black Cypress Capital Management, LLC

  • WCC
  • USB
  • WFC
  • BFB
  • SLB
  • JCI
  • HAL
Black Cypress Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 28
Filing on May 13, 2025 Q1 2025

Fca Corp

  • VGT
  • VEA
  • GSIE
  • BSCP
  • BSCQ
  • FLOT
  • RSP
Fca Corp 's Q1 2025 Portfolio
Portfolio Value 304 Million
Stocks 186
Filing on May 13, 2025 Q1 2025

Fox Run Management, L.L.C.

  • XLE
  • XLF
  • IYR
  • MRVL
  • MELI
  • DT
  • PFE
Fox Run Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 608 Million
Stocks 870
Filing on May 13, 2025 Q1 2025

Azimuth Capital Investment Management LLC

  • AAPL
  • MSFT
  • NVDA
  • LLY
  • GOOGL
  • AVGO
  • V
Azimuth Capital Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 302
Filing on May 13, 2025 Q1 2025

Providence Capital Advisors, LLC

  • AAPL
  • MSFT
  • IVV
  • BAC
  • JPM
  • GOOG
  • AMZN
Providence Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 462 Million
Stocks 125
Filing on May 13, 2025 Q1 2025

Legal Advantage Investments, Inc.

  • TDG
  • VSEC
  • DIS
  • FISV
  • AMZN
  • ESLT
  • MSFT
Legal Advantage Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 96
Filing on May 13, 2025 Q1 2025

Harbor Advisory Corp

  • VOO
  • BRK-B
  • AMZN
  • VGK
  • AAPL
  • IVV
  • GOOGL
Harbor Advisory Corp 's Q1 2025 Portfolio
Portfolio Value 297 Million
Stocks 83
Filing on May 13, 2025 Q1 2025

Stephen J. Garry & Associates, LLC

  • VUG
  • BND
  • IAU
  • VOO
  • BIV
  • SPY
  • VTV
Stephen J. Garry & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 107 Billion
Stocks 43
Filing on May 13, 2025 Q1 2025

Klcm Advisors, Inc.

  • NVDA
  • BA
  • C
  • ATI
  • APA
  • CAG
  • BMY
Klcm Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 178
Filing on May 13, 2025 Q1 2025

Compass Advisory Group LLC

  • SCHB
  • BALT
  • SCHM
  • VTI
  • CALF
  • VGLT
  • MOAT
Compass Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 210 Million
Stocks 75
Filing on May 13, 2025 Q1 2025

Hamlin Capital Management, LLC

  • ABBV
  • CME
  • ORI
  • PEG
  • PAYX
  • DRI
  • JNJ
Hamlin Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.19 Billion
Stocks 25
Filing on May 13, 2025 Q1 2025

Moerus Capital Management LLC

  • WPM
  • NTR
  • JEF
  • ARCO
  • BBD
  • VAL
  • DOUG
Moerus Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 15
Filing on May 13, 2025 Q1 2025

Aisling Capital Management LP

  • BBIO
  • VRNA
  • SNDX
  • CMPS
  • GLUE
  • NUVB
  • BMEA
Aisling Capital Management LP's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 13