Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Dagco, Inc.

  • DGRO
  • VYM
  • VUG
  • SPTS
  • SCHD
  • IVV
  • SCHG
Dagco, Inc.'s Q1 2025 Portfolio
Portfolio Value 300 Million
Stocks 354
Filing on May 12, 2025 Q1 2025

General Motors Holdings LLC

  • LAC
  • NMG
  • SES
  • LIDR
General Motors Holdings LLC's Q1 2025 Portfolio
Portfolio Value 61.3 Million
Stocks 5
Filing on May 12, 2025 Q1 2025

Gkv Capital Management Co., Inc.

  • VTV
  • IEF
  • BND
  • EFA
  • IGM
  • SPHQ
  • SPSB
Gkv Capital Management Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 120 Billion
Stocks 234
Filing on May 12, 2025 Q1 2025

Shepherd Wealth Management LTD Liability CO

  • NVDA
  • PLTR
  • TSLA
  • CRWD
  • AMZN
  • AAPL
  • BRK-B
Shepherd Wealth Management LTD Liability CO's Q1 2025 Portfolio
Portfolio Value 97.3 Billion
Stocks 31
Filing on May 12, 2025 Q1 2025

Al Mehwar Commercial Investments LLC

  • VIST
Al Mehwar Commercial Investments LLC's Q1 2025 Portfolio
Portfolio Value 597 Billion
Stocks 1
Filing on May 12, 2025 Q1 2025

Fox Hill Wealth Management

  • MSFT
  • AAPL
  • LLY
  • GLD
  • NVDA
  • NFLX
  • AMZN
Fox Hill Wealth Management's Q1 2025 Portfolio
Portfolio Value 169 Billion
Stocks 127
Filing on May 12, 2025 Q1 2025

Atomvest LTD

  • CRM
  • NOW
  • UBER
  • ADBE
Atomvest LTD's Q1 2025 Portfolio
Portfolio Value 47.9 Million
Stocks 4
Filing on May 12, 2025 Q1 2025

Juniper Hill Capital Management LP

  • SPY
  • AGG
  • IEF
  • QQQ
Juniper Hill Capital Management LP's Q1 2025 Portfolio
Portfolio Value 401 Million
Stocks 4
Filing on May 12, 2025 Q1 2025

Vgi Partners LTD

  • NEM
  • TECK
  • WYNN
  • BAC
  • FCX
  • APO
  • WFC
Vgi Partners LTD's Q1 2025 Portfolio
Portfolio Value 939 Million
Stocks 81
Filing on May 12, 2025 Q1 2025

Wescap Management Group, Inc.

  • RSP
  • VCIT
  • DBEF
  • FNDF
  • IAU
  • FLRN
  • IHDG
Wescap Management Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 403 Million
Stocks 97
Filing on May 12, 2025 Q1 2025

Infinity Wealth Counsel, LLC

  • VUG
  • VIG
  • IVV
  • VV
  • BSV
  • VYM
  • BSCS
Infinity Wealth Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 92.6 Billion
Stocks 57
Filing on May 12, 2025 Q1 2025

Brooklyn Fi, LLC

  • VEA
  • VTI
  • IWV
  • VOO
  • VTEB
  • VBR
  • MUB
Brooklyn Fi, LLC's Q1 2025 Portfolio
Portfolio Value 318 Million
Stocks 66
Filing on May 12, 2025 Q1 2025

Msh Capital Advisors LLC

  • SDY
  • AAPL
  • VEA
  • IVV
  • SCHD
  • GDX
  • BRK-B
Msh Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 323 Billion
Stocks 231
Filing on May 12, 2025 Q1 2025

Feng He Fund Management Pte. Ltd.

  • OLED
  • VRT
  • TSM
  • QCOM
  • NVDA
  • CFLT
  • RBLX
Feng He Fund Management Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 25
Filing on May 12, 2025 Q1 2025

Klingman & Associates, LLC

  • IVV
  • IJH
  • VTIP
  • SPY
  • SPYV
  • IJR
  • AAPL
Klingman & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 263
Filing on May 12, 2025 Q1 2025

National Pension Service

  • AAPL
  • NVDA
  • MSFT
  • PBUS
  • AMZN
  • META
  • IVV
National Pension Service's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 540
Filing on May 12, 2025 Q1 2025

Latash Investments, LLC

  • WFC
  • BAC
  • WLFC
  • GOOG
  • GOOGL
  • MSFT
  • BX
Latash Investments, LLC's Q1 2025 Portfolio
Portfolio Value 121 Million
Stocks 17
Filing on May 12, 2025 Q1 2025

Crown Advisors Management, Inc.

  • NVDA
  • AGM
  • LOPE
  • BBW
  • AROC
  • FIX
  • GBX
Crown Advisors Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 37