Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Inscription Capital, LLC

  • VT
  • SPY
  • BIL
  • AAPL
  • MSFT
  • NVDA
  • GSLC
Inscription Capital, LLC's Q2 2025 Portfolio
Portfolio Value 668 Million
Stocks 479
Filing on Aug 12, 2025 Q2 2025

Close Asset Management LTD

  • MSFT
  • AMZN
  • FISV
  • PFGC
  • CACI
  • ELV
  • MCK
Close Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 3.42 Billion
Stocks 271
Filing on Aug 12, 2025 Q2 2025

Clearbridge Investments, LLC

  • MSFT
  • NVDA
  • META
  • AMZN
  • AAPL
  • AVGO
  • V
Clearbridge Investments, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 761
Filing on Aug 12, 2025 Q2 2025

Barrow Hanley Mewhinney & Strauss LLC

  • CCL
  • ETR
  • FIS
  • MRK
  • KDP
  • JCI
  • APD
Barrow Hanley Mewhinney & Strauss LLC's Q2 2025 Portfolio
Portfolio Value 28.2 Billion
Stocks 404
Filing on Aug 12, 2025 Q2 2025

Rule One Partners, LLC

  • NFLX
  • SFM
  • OXY
  • LULU
  • ASML
Rule One Partners, LLC's Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 9
Filing on Aug 12, 2025 Q2 2025

Cvc Management Holdings Ii Ltd.

  • WOOF
  • ADV
Cvc Management Holdings Ii Ltd.'s Q2 2025 Portfolio
Portfolio Value 643 Billion
Stocks 3
Filing on Aug 12, 2025 Q2 2025

Idg China Venture Capital Fund Iv Associates L.P.

  • PDD
Idg China Venture Capital Fund Iv Associates L.P.'s Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 4
Filing on Aug 12, 2025 Q2 2025

Wood Tarver Financial Group, LLC

  • VTI
  • CGCP
  • CGDV
  • VCSH
  • DOCT
  • QUAL
  • SPGP
Wood Tarver Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 332 Million
Stocks 702
Filing on Aug 12, 2025 Q2 2025

Mystic Asset Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • AVGO
  • JPM
  • META
  • QQQ
Mystic Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 408 Million
Stocks 222
Filing on Aug 12, 2025 Q2 2025

Retirement Planning CO Of New England, Inc.

  • NVDA
  • AAPL
  • QQQ
  • META
  • MSFT
  • AMZN
  • AVGO
Retirement Planning CO Of New England, Inc.'s Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 233
Filing on Aug 12, 2025 Q2 2025

Srs Capital Advisors, Inc.

  • VUG
  • AXON
  • VTV
  • VO
  • QQQ
  • IGSB
  • SCHP
Srs Capital Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 3035
Filing on Aug 12, 2025 Q2 2025

Idg China Venture Capital Fund V Associates L.P.

  • RLX
Idg China Venture Capital Fund V Associates L.P.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 1
Filing on Aug 12, 2025 Q2 2025

Wulff, Hansen & Co.

  • BX
  • VGT
  • MSFT
  • COST
  • JPM
  • GOOGL
  • PG
Wulff, Hansen & Co.'s Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 100
Filing on Aug 12, 2025 Q2 2025

Frontier Asset Management, LLC

  • AVDV
  • IJR
  • IQLT
  • LVHI
  • VWO
  • TSPA
  • EMGF
Frontier Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 265 Million
Stocks 74
Filing on Aug 12, 2025 Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • VCIT
  • DGRW
  • MOAT
  • RSP
  • VGT
  • VIG
  • VUG
Marshall & Sterling Wealth Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 148 Billion
Stocks 7185
Filing on Aug 12, 2025 Q2 2025

Braun Stacey Associates Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • JPM
Braun Stacey Associates Inc's Q2 2025 Portfolio
Portfolio Value 2.52 Billion
Stocks 112
Filing on Aug 12, 2025 Q2 2025

Argent Trust CO

  • MSFT
  • AAPL
  • JPM
  • AMZN
  • GOOGL
  • SPY
  • WMT
Argent Trust CO's Q2 2025 Portfolio
Portfolio Value 2.58 Billion
Stocks 1449
Filing on Aug 12, 2025 Q2 2025

William B. Walkup & Associates, Inc.

  • AZO
  • VLO
  • COF
  • JPM
  • HD
  • WMT
  • MCK
William B. Walkup & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 163