Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Long Island Wealth Management, Inc.

  • PJAN
  • VTI
  • IJAN
  • VT
  • CALF
  • BALT
  • VXF
Long Island Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 193 Billion
Stocks 81
Filing on Aug 12, 2025 Q2 2025

University Of Illinois Foundation

  • SPY
  • KWEB
  • TSM
  • SMH
  • TLT
  • MSFT
  • BAC
University Of Illinois Foundation's Q2 2025 Portfolio
Portfolio Value 251 Billion
Stocks 14
Filing on Aug 12, 2025 Q2 2025

Brandywine Global Investment Management, LLC

  • JPM
  • CMCSA
  • JNJ
  • BAC
  • C
  • T
  • WFC
Brandywine Global Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 13.7 Billion
Stocks 572
Filing on Aug 12, 2025 Q2 2025

Mediolanum International Funds LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Mediolanum International Funds LTD's Q2 2025 Portfolio
Portfolio Value 8.35 Trillion
Stocks 399
Filing on Aug 12, 2025 Q2 2025

Watchman Group, Inc.

  • DFAC
  • TLH
  • VSLU
  • DFAT
  • FBND
  • DFIC
  • DFEM
Watchman Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 77
Filing on Aug 12, 2025 Q2 2025

Martin Currie LTD

  • TSM
  • HDB
  • RACE
  • MSFT
  • NVDA
  • BABA
  • IBN
Martin Currie LTD's Q2 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 85
Filing on Aug 12, 2025 Q2 2025

White Pine Capital LLC

  • MSFT
  • MMM
  • AAPL
  • IVV
  • AMZN
  • SPY
  • JPM
White Pine Capital LLC's Q2 2025 Portfolio
Portfolio Value 306 Million
Stocks 221
Filing on Aug 12, 2025 Q2 2025

Aimz Investment Advisors, LLC

  • META
  • AAPL
  • MSFT
  • QCOM
  • VRTX
  • GOOG
  • GOOGL
Aimz Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 130
Filing on Aug 12, 2025 Q2 2025

Legal & General Group PLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Legal & General Group PLC's Q2 2025 Portfolio
Portfolio Value 390 Billion
Stocks 8243
Filing on Aug 12, 2025 Q2 2025

Graham Capital Wealth Management, LLC

  • LNG
  • EFSI
  • PEG
  • VTOL
  • EOG
  • BRBS
  • D
Graham Capital Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 62.9 Million
Stocks 70
Filing on Aug 12, 2025 Q2 2025

Fosse Capital Partners LLP

  • TT
Fosse Capital Partners LLP's Q2 2025 Portfolio
Portfolio Value 70.6 Million
Stocks 2
Filing on Aug 12, 2025 Q2 2025

Western Asset Management Company, LLC

  • AGG
  • SHYG
  • SJNK
  • EMLC
  • CHRD
Western Asset Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 34.2 Million
Stocks 12
Filing on Aug 12, 2025 Q2 2025

Rhumbline Advisers

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Rhumbline Advisers's Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 4194
Filing on Aug 12, 2025 Q2 2025

Adventist Health System Sunbelt Healthcare Corp

  • IVV
  • EMB
  • IXUS
  • XEMD
  • IAUM
  • SPHY
  • XHYT
Adventist Health System Sunbelt Healthcare Corp's Q2 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 20
Filing on Aug 12, 2025 Q2 2025

Fairscale Capital, LLC

  • VOO
  • NVDA
  • IGM
  • VOOV
  • AAPL
  • MSFT
  • COWZ
Fairscale Capital, LLC's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 443
Filing on Aug 12, 2025 Q2 2025

Capricorn Investment Group LLC

  • JOBY
  • QS
  • NVTS
  • PL
Capricorn Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 629 Million
Stocks 5
Filing on Aug 12, 2025 Q2 2025

Norwood Investment Partners, LP

  • APG
  • GFL
  • CWAN
  • DRVN
  • MGNI
  • ALIT
  • THRY
Norwood Investment Partners, LP's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 15
Filing on Aug 12, 2025 Q2 2025

Stelac Advisory Services LLC

  • PLD
  • NVDA
  • GOOGL
  • SPY
  • VGK
  • VOO
  • XLK
Stelac Advisory Services LLC's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 104