Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Foresight Group LTD Liability Partnership

  • XYL
  • AMT
  • ECL
  • AZN
  • ADSK
  • TRMB
  • PEAK
Foresight Group LTD Liability Partnership's Q1 2025 Portfolio
Portfolio Value 625 Billion
Stocks 62
Filing on May 13, 2025 Q1 2025

Fountain Vest China Capital Partners Gp3 Ltd.

  • QFIN
Fountain Vest China Capital Partners Gp3 Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 2
Filing on May 13, 2025 Q1 2025

Retirement Investment Advisors, Inc.

  • VTV
  • VUG
  • IEFA
  • BIV
  • IEMG
  • VBR
  • BNDX
Retirement Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 988 Billion
Stocks 60
Filing on May 13, 2025 Q1 2025

Syverson Strege & CO

  • DFAC
  • DFIC
  • DFEM
  • DUHP
  • DFAU
  • JPST
  • DFAI
Syverson Strege & CO's Q1 2025 Portfolio
Portfolio Value 290 Million
Stocks 79
Filing on May 13, 2025 Q1 2025

Gladstone Capital Management LLP

  • META
  • ACGL
  • PM
  • ICE
  • BABA
  • AMZN
  • MSFT
Gladstone Capital Management LLP's Q1 2025 Portfolio
Portfolio Value 961 Million
Stocks 24
Filing on May 13, 2025 Q1 2025

Duff & Phelps Investment Management CO

  • WELL
  • PLD
  • EQIX
  • DLR
  • VTR
  • AMT
  • AVB
Duff & Phelps Investment Management CO's Q1 2025 Portfolio
Portfolio Value 8.4 Billion
Stocks 153
Filing on May 13, 2025 Q1 2025

Lm Advisors LLC

  • AMZN
  • VOO
  • SPY
  • OMFL
  • AAPL
  • GOOG
  • VIG
Lm Advisors LLC's Q1 2025 Portfolio
Portfolio Value 555 Million
Stocks 215
Filing on May 13, 2025 Q1 2025

Alerus Financial Na

  • VOO
  • DFAX
  • AGG
  • IXUS
  • AAPL
  • MSFT
  • NVDA
Alerus Financial Na's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 161
Filing on May 13, 2025 Q1 2025

Swan Global Investments, LLC

  • SPY
  • IVV
  • XLK
  • PSMD
  • PSMJ
  • HEGD
  • XLF
Swan Global Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 69
Filing on May 13, 2025 Q1 2025

Eaton Cambridge Inc.

  • DFAC
  • VCSH
  • DFIC
  • BND
  • DFEM
  • BSV
  • AVUS
Eaton Cambridge Inc.'s Q1 2025 Portfolio
Portfolio Value 233 Billion
Stocks 34
Filing on May 13, 2025 Q1 2025

Employees Retirement System Of Texas

  • VGIT
  • MSFT
  • HYLB
  • RSP
  • AAPL
  • NVDA
  • AMZN
Employees Retirement System Of Texas's Q1 2025 Portfolio
Portfolio Value 11 Billion
Stocks 264
Filing on May 13, 2025 Q1 2025

Vaughan David Investments LLC

  • MSFT
  • AVGO
  • JPM
  • DE
  • ORCL
  • UNH
  • ABBV
Vaughan David Investments LLC's Q1 2025 Portfolio
Portfolio Value 4.27 Billion
Stocks 215
Filing on May 13, 2025 Q1 2025

Eley Financial Management, Inc

  • AGG
  • IVV
  • IJH
  • IEI
  • IGLB
  • FISV
  • SHY
Eley Financial Management, Inc's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 66
Filing on May 13, 2025 Q1 2025

State Farm Mutual Automobile Insurance CO

  • LLY
  • CAT
  • AAPL
  • JNJ
  • ITW
  • MSFT
  • XOM
State Farm Mutual Automobile Insurance CO's Q1 2025 Portfolio
Portfolio Value 108 Billion
Stocks 210
Filing on May 13, 2025 Q1 2025

Dimensional Fund Advisors LP

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • JPM
  • XOM
Dimensional Fund Advisors LP's Q1 2025 Portfolio
Portfolio Value 391 Billion
Stocks 13824
Filing on May 13, 2025 Q1 2025

Bank Of Montreal

  • RY
  • NVDA
  • AAPL
  • TD
  • MSFT
  • SPY
  • IVV
Bank Of Montreal 's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 12894
Filing on May 13, 2025 Q1 2025

Guinness Asset Management LTD

  • AJG
  • CME
  • ABBV
  • PAYX
  • JNJ
  • KO
  • PG
Guinness Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 4.54 Billion
Stocks 103
Filing on May 13, 2025 Q1 2025

Mufg Securities Americas Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Mufg Securities Americas Inc.'s Q1 2025 Portfolio
Portfolio Value 861 Billion
Stocks 504