Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Tradition Wealth Management, LLC

  • SCHG
  • JCPB
  • BUFR
  • BBUS
  • SCHV
  • AAPL
  • NVDA
Tradition Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 461
Filing on Aug 12, 2025 Q2 2025

Idg Technology Venture Investment Iv, LLC

  • COIN
Idg Technology Venture Investment Iv, LLC's Q2 2025 Portfolio
Portfolio Value 60.6 Million
Stocks 1
Filing on Aug 12, 2025 Q2 2025

Investor'S Fiduciary Advisor Network, LLC

  • MSFT
  • SCHD
  • AAPL
  • QQQ
  • AMZN
  • QUAL
  • O
Investor'S Fiduciary Advisor Network, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 220
Filing on Aug 12, 2025 Q2 2025

Ameraudi Asset Management, Inc.

  • VOO
  • BND
  • VPL
  • XLF
  • IEF
  • XLY
  • XLP
Ameraudi Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 189 Million
Stocks 86
Filing on Aug 12, 2025 Q2 2025

Eam Investors, LLC

  • CRS
  • CRDO
  • FN
  • KTOS
  • AVAV
  • TTMI
  • PRCH
Eam Investors, LLC's Q2 2025 Portfolio
Portfolio Value 545 Million
Stocks 220
Filing on Aug 12, 2025 Q2 2025

Idg China Capital Fund Iii Associates L.P.

  • WDH
Idg China Capital Fund Iii Associates L.P.'s Q2 2025 Portfolio
Portfolio Value 7.73 Million
Stocks 3
Filing on Aug 12, 2025 Q2 2025

Clear Bridge Investments LTD

  • ETR
  • NEE
  • TRP
  • EMRAF
  • CEG
  • OGE
  • WEC
Clear Bridge Investments LTD's Q2 2025 Portfolio
Portfolio Value 3.99 Billion
Stocks 25
Filing on Aug 12, 2025 Q2 2025

Lyrical Asset Management LP

  • NRG
  • FLEX
  • URI
  • AMP
  • JCI
  • AER
  • FIS
Lyrical Asset Management LP's Q2 2025 Portfolio
Portfolio Value 6.59 Billion
Stocks 38
Filing on Aug 12, 2025 Q2 2025

Intrepid Capital Management Inc

  • DUHP
  • SSIC
  • CEF
  • GOOGL
  • BRK-B
  • FRPH
  • IAU
Intrepid Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 173 Million
Stocks 112
Filing on Aug 12, 2025 Q2 2025

Eam Global Investors LLC

  • SRAD
  • CRS
  • STN
  • VRNA
  • ATGE
  • CRDO
  • TTMI
Eam Global Investors LLC's Q2 2025 Portfolio
Portfolio Value 325 Million
Stocks 80
Filing on Aug 12, 2025 Q2 2025

Coston, Mc Isaac & Partners

  • VIG
  • VTI
  • BRK-B
  • VEU
  • AAPL
  • WMT
  • NOBL
Coston, Mc Isaac & Partners's Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 1001
Filing on Aug 12, 2025 Q2 2025

Trexquant Investment LP

  • NVDA
  • INTU
  • AAPL
  • PLTR
  • MSFT
  • COST
  • MCK
Trexquant Investment LP's Q2 2025 Portfolio
Portfolio Value 8.35 Billion
Stocks 1479
Filing on Aug 12, 2025 Q2 2025

O'Shaughnessy Asset Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AGG
  • AVGO
O'Shaughnessy Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 14.2 Billion
Stocks 2479
Filing on Aug 12, 2025 Q2 2025

Pacer Advisors, Inc.

  • XOM
  • CSCO
  • T
  • CMCSA
  • MO
  • PFE
  • CVX
Pacer Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 34.2 Billion
Stocks 3427
Filing on Aug 12, 2025 Q2 2025

Weaver C. Barksdale & Associates, Inc.

  • MSFT
  • AVGO
  • ORI
  • JPM
  • GILD
  • CINF
  • AMP
Weaver C. Barksdale & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 103 Million
Stocks 62
Filing on Aug 12, 2025 Q2 2025

Wind River Trust CO

  • VT
  • IWD
  • IWV
  • SPY
  • ACWI
  • VEA
  • VUG
Wind River Trust CO's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 9
Filing on Aug 12, 2025 Q2 2025

Accredited Wealth Management, LLC

  • AVUS
  • IXUS
  • MOAT
  • SCHD
  • FBND
  • VIG
  • VIGI
Accredited Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 419
Filing on Aug 12, 2025 Q2 2025

Beaton Management Co. Inc.

  • NVDA
  • MSFT
  • META
  • JPM
  • AAPL
  • AMZN
  • ORLY
Beaton Management Co. Inc.'s Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 135