Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Working Capital Advisors (Uk) Ltd.

  • SFIX
  • TME
  • FNKO
Working Capital Advisors (Uk) Ltd.'s Q2 2025 Portfolio
Portfolio Value 74.9 Million
Stocks 3
Filing on Aug 12, 2025 Q2 2025

Bank Ozk

  • MSFT
  • AAPL
  • LLY
  • NVDA
  • MA
  • JPM
  • NFLX
Bank Ozk's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 264
Filing on Aug 12, 2025 Q2 2025

Baypointe Partners LLC

  • MA
  • HD
  • LULU
  • V
  • MCD
  • CPRT
  • ULTA
Baypointe Partners LLC's Q2 2025 Portfolio
Portfolio Value 85.3 Billion
Stocks 28
Filing on Aug 12, 2025 Q2 2025

University Of Massachusetts Foundation, Inc.

  • VTI
  • IVV
  • IEMG
  • IEFA
University Of Massachusetts Foundation, Inc.'s Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 4
Filing on Aug 12, 2025 Q2 2025

Archer Investment Corp

  • FTCS
  • QQQ
  • SPLG
  • RSP
  • NFTY
  • MSFT
  • AAPL
Archer Investment Corp's Q2 2025 Portfolio
Portfolio Value 419 Billion
Stocks 1178
Filing on Aug 12, 2025 Q2 2025

Franklin Resources Inc

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • AVGO
  • META
  • GOOGL
Franklin Resources Inc's Q2 2025 Portfolio
Portfolio Value 356 Billion
Stocks 13663
Filing on Aug 12, 2025 Q2 2025

Fidato Wealth LLC

  • VOO
  • VO
  • DFAR
  • BSV
  • IVV
  • SHW
  • AOR
Fidato Wealth LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 11
Filing on Aug 12, 2025 Q2 2025

Varenne Capital Partners

  • APH
  • WAB
  • DIS
  • NFLX
  • TSM
  • GRMN
  • CME
Varenne Capital Partners's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 22
Filing on Aug 12, 2025 Q2 2025

Cfc Planning CO LLC

  • AAPL
  • CSCO
  • DIS
  • AXP
  • NKE
  • PM
  • SCCO
Cfc Planning CO LLC's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 88
Filing on Aug 12, 2025 Q2 2025

Georgetown University

  • QQQ
  • GOOGL
  • BRK-B
  • GRNT
  • AMZN
  • AAPL
  • BABA
Georgetown University's Q2 2025 Portfolio
Portfolio Value 244 Million
Stocks 17
Filing on Aug 12, 2025 Q2 2025

American Beacon Advisors, Inc.

  • BKLN
  • SRLN
American Beacon Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 10.1 Million
Stocks 2
Filing on Aug 12, 2025 Q2 2025

Journey Strategic Wealth LLC

  • JNJ
  • SPY
  • IVV
  • AAPL
  • MSFT
  • AVDE
  • NVDA
Journey Strategic Wealth LLC's Q2 2025 Portfolio
Portfolio Value 3.03 Billion
Stocks 3050
Filing on Aug 12, 2025 Q2 2025

Blueprint Investment Partners LLC

  • SPTM
  • SPDW
  • HEGD
  • NVDA
  • IEI
  • IVV
  • VV
Blueprint Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 487 Million
Stocks 61
Filing on Aug 12, 2025 Q2 2025

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • JCPB
  • REET
  • SCHX
  • PAYX
Cooper/Haims Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 85
Filing on Aug 12, 2025 Q2 2025

Bluegrass Capital Partners LP

  • MSFT
  • TDG
  • GE
  • MCO
  • MA
  • MLM
  • AMZN
Bluegrass Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 144 Million
Stocks 11
Filing on Aug 12, 2025 Q2 2025

Axq Capital, LP

  • PLTR
  • GDDY
  • CCL
  • TMO
  • AME
  • PCG
  • SOFI
Axq Capital, LP's Q2 2025 Portfolio
Portfolio Value 310 Billion
Stocks 547
Filing on Aug 12, 2025 Q2 2025

Evelyn Partners Asset Management LTD

  • MSFT
  • AMZN
  • GOOGL
  • V
  • SYK
  • ADP
  • INTU
Evelyn Partners Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 222 Billion
Stocks 158
Filing on Aug 12, 2025 Q2 2025

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • VEA
  • VCSH
  • SCHZ
  • VIG
  • SCHP
  • SCHA
Kohmann Bosshard Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 888 Million
Stocks 198