Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Altra Vue Capital, LLC

  • SNEX
  • VSEC
  • TBK
  • PLUS
  • WINA
  • PLTR
  • AGX
Altra Vue Capital, LLC's Q2 2025 Portfolio
Portfolio Value 992 Million
Stocks 46
Filing on Aug 12, 2025 Q2 2025

Goepper Burkhardt LLC

  • SCHG
  • SCHB
  • VIG
  • SCHV
  • SCHD
  • BSCS
  • BSCR
Goepper Burkhardt LLC's Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 97
Filing on Aug 12, 2025 Q2 2025

Rdst Capital LLC

  • CSX
  • ENTG
  • MSFT
  • AMAT
  • AMZN
  • OWL
  • QSR
Rdst Capital LLC's Q2 2025 Portfolio
Portfolio Value 1 Billion
Stocks 18
Filing on Aug 12, 2025 Q2 2025

Atlas Capital Advisors LLC

  • PG
  • VGK
  • PLMR
  • VSS
  • SPEM
  • MSFT
  • XLK
Atlas Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 819 Billion
Stocks 990
Filing on Aug 12, 2025 Q2 2025

Ascent Wealth Partners, LLC

  • IWF
  • QQQ
  • MDY
  • AAPL
  • MSFT
  • RSP
  • IQLT
Ascent Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 796 Million
Stocks 175
Filing on Aug 12, 2025 Q2 2025

Choate Investment Advisors

  • IVV
  • SGOV
  • MSFT
  • MUB
  • AAPL
  • SPYX
  • VO
Choate Investment Advisors's Q2 2025 Portfolio
Portfolio Value 4.32 Billion
Stocks 477
Filing on Aug 12, 2025 Q2 2025

Ithaka Group LLC

  • NVDA
  • AMZN
  • NOW
  • META
  • MSFT
  • MA
  • NFLX
Ithaka Group LLC's Q2 2025 Portfolio
Portfolio Value 576 Million
Stocks 39
Filing on Aug 12, 2025 Q2 2025

Lpl Financial LLC

  • SPY
  • IVV
  • QQQ
  • NVDA
  • MSFT
  • AAPL
  • VTI
Lpl Financial LLC's Q2 2025 Portfolio
Portfolio Value 283 Billion
Stocks 5548
Filing on Aug 12, 2025 Q2 2025

Boundary Creek Advisors LP

  • SPY
  • MPW
  • SLSSF
  • MATV
  • MERC
  • MATV
  • MERC
Boundary Creek Advisors LP's Q2 2025 Portfolio
Portfolio Value 448 Million
Stocks 8
Filing on Aug 12, 2025 Q2 2025

Covington Investment Advisors Inc.

  • MSFT
  • GOOG
  • AVGO
  • NVDA
  • AAPL
  • AMZN
  • V
Covington Investment Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 700 Million
Stocks 71
Filing on Aug 12, 2025 Q2 2025

Solano Wealth Investment Advisors LLC

  • QQQM
  • FVD
  • BUFR
  • SDVY
  • DGRW
  • ITOT
  • QQQ
Solano Wealth Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 195 Billion
Stocks 36
Filing on Aug 12, 2025 Q2 2025

Cm Management, LLC

  • ALCO
  • TGB
  • RLGT
  • PLPC
  • NMRK
  • INTT
  • ARKO
Cm Management, LLC's Q2 2025 Portfolio
Portfolio Value 97.7 Million
Stocks 68
Filing on Aug 12, 2025 Q2 2025

Clearwater Capital Advisors, LLC

  • NEAR
  • DGRW
  • LRGF
  • INTF
  • SCHO
  • IGSB
  • SPDW
Clearwater Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 998 Million
Stocks 164
Filing on Aug 12, 2025 Q2 2025

One8zero8, LLC

  • AAPL
  • FTNT
  • BRK-B
  • MSFT
  • TTEK
  • JPM
  • ETN
One8zero8, LLC's Q2 2025 Portfolio
Portfolio Value 424 Billion
Stocks 234
Filing on Aug 12, 2025 Q2 2025

Psi Advisors, LLC

  • SPLG
  • COWZ
  • DGRO
  • SPMD
  • SPTI
  • PSC
  • MOAT
Psi Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 181
Filing on Aug 12, 2025 Q2 2025

Kepos Capital LP

  • CME
  • SVIIR
  • DAVEW
  • CLNNW
  • VLNWS
  • MSPRW
  • KTTAW
Kepos Capital LP's Q2 2025 Portfolio
Portfolio Value 74.6 Million
Stocks 48
Filing on Aug 12, 2025 Q2 2025

Gardner Lewis Asset Management L P

  • NVDA
  • MA
  • BA
  • MSFT
  • AMZN
  • UBS
  • EVRI
Gardner Lewis Asset Management L P's Q2 2025 Portfolio
Portfolio Value 397 Million
Stocks 76
Filing on Aug 12, 2025 Q2 2025

Bedel Financial Consulting, Inc.

  • LLY
  • DFAI
  • VTEB
  • DFAE
  • MSFT
  • AAPL
  • EFG
Bedel Financial Consulting, Inc.'s Q2 2025 Portfolio
Portfolio Value 737 Million
Stocks 277