Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Sfmg, LLC

  • ATO
  • SPHQ
  • PTLC
  • GSLC
  • QUS
  • BRK-B
  • MOAT
Sfmg, LLC's Q2 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 280
Filing on Aug 12, 2025 Q2 2025

Evelyn Partners Investment Management (Europe) LTD

  • MSFT
  • BRK-B
  • GOOGL
  • MA
  • AMZN
  • AAPL
  • V
Evelyn Partners Investment Management (Europe) LTD's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 95
Filing on Aug 12, 2025 Q2 2025

Reliant Wealth Planning

  • BIV
  • SCHD
  • ITOT
  • IWL
  • CGGO
  • VOO
  • IBMN
Reliant Wealth Planning's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 42
Filing on Aug 12, 2025 Q2 2025

Warberg Asset Management LLC

  • PARA
  • STXS
  • NEN
  • AVPTW
  • RGTIW
  • GBTC
  • KRE
Warberg Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 7.89 Million
Stocks 182
Filing on Aug 12, 2025 Q2 2025

Evelyn Partners Investment Management LLP

  • MSFT
  • AMZN
  • GOOGL
  • NVDA
  • V
  • BRK-B
  • TSM
Evelyn Partners Investment Management LLP's Q2 2025 Portfolio
Portfolio Value 2.42 Trillion
Stocks 272
Filing on Aug 12, 2025 Q2 2025

Dundas Partners LLP

  • MSFT
  • WRB
  • GWW
  • TSM
  • V
  • AIT
  • APH
Dundas Partners LLP's Q2 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 50
Filing on Aug 12, 2025 Q2 2025

Evelyn Partners Investment Management Services LTD

  • MSFT
  • AMZN
  • V
  • GOOGL
  • BRK-B
  • SYK
  • NVDA
Evelyn Partners Investment Management Services LTD's Q2 2025 Portfolio
Portfolio Value 751 Billion
Stocks 250
Filing on Aug 12, 2025 Q2 2025

Mufg Securities Americas Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Mufg Securities Americas Inc.'s Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 505
Filing on Aug 12, 2025 Q2 2025

Alpha Core Capital LLC

  • META
  • SCHB
  • FNDX
  • SCHF
  • MPLX
  • FNDF
  • IXUS
Alpha Core Capital LLC's Q2 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 1054
Filing on Aug 12, 2025 Q2 2025

Center Book Partners LP

  • MSFT
  • AMZN
  • V
  • BRK-B
  • GOOGL
  • BKNG
  • META
Center Book Partners LP's Q2 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 493
Filing on Aug 12, 2025 Q2 2025

Snyder Capital Management L P

  • CLH
  • BWXT
  • ENTG
  • HALO
  • UGI
  • APH
  • INGR
Snyder Capital Management L P's Q2 2025 Portfolio
Portfolio Value 4.51 Billion
Stocks 67
Filing on Aug 12, 2025 Q2 2025

John Armitage

Egerton Capital (Uk) LLP
  • MSFT
  • AMZN
  • PGR
  • V
  • CRS
  • COF
  • IBKR
John Armitage's Q2 2025 Portfolio
Portfolio Value 8.07 Billion
Stocks 25
Filing on Aug 12, 2025 Q2 2025

Waddell & Associates, LLC

  • MDY
  • PAVE
  • DGRW
  • FNDA
  • AUSF
  • CAPE
  • SCHK
Waddell & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 927 Million
Stocks 243
Filing on Aug 12, 2025 Q2 2025

Holderness Investments CO

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • QQQ
  • AMAT
  • ORCL
Holderness Investments CO's Q2 2025 Portfolio
Portfolio Value 461 Million
Stocks 249
Filing on Aug 12, 2025 Q2 2025

Sir Capital Management, L.P.

  • KMI
  • CTRA
  • PR
  • TRP
  • EQT
  • DVN
  • AR
Sir Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 87
Filing on Aug 12, 2025 Q2 2025

Martin Worley Group

  • VTI
  • DFAU
  • VXUS
  • VFMV
  • JMUB
  • VUG
  • CORP
Martin Worley Group's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 87
Filing on Aug 12, 2025 Q2 2025

Maxi Investments Cy LTD

  • SGOV
  • TSM
  • BABA
  • TLT
  • AMZN
  • IGV
  • MSFT
Maxi Investments Cy LTD's Q2 2025 Portfolio
Portfolio Value 602 Million
Stocks 107
Filing on Aug 12, 2025 Q2 2025

Leigh Baldwin & Co., LLC

  • NVDA
  • IWF
  • DGRO
  • VEEV
  • AAPL
  • CGGR
  • CGCP
Leigh Baldwin & Co., LLC's Q2 2025 Portfolio
Portfolio Value 152 Billion
Stocks 181