Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Investments & Financial Planning, LLC

  • VB
  • SPYG
  • IJH
  • VO
  • CGGR
  • URTH
  • VT
Investments & Financial Planning, LLC's Q2 2025 Portfolio
Portfolio Value 174 Million
Stocks 37
Filing on Aug 12, 2025 Q2 2025

Tokio Marine Asset Management CO LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • V
  • GOOG
Tokio Marine Asset Management CO LTD's Q2 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 537
Filing on Aug 12, 2025 Q2 2025

Park Square Financial Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • VUG
  • SPY
  • FTSM
Park Square Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 1458
Filing on Aug 12, 2025 Q2 2025

Skba Capital Management LLC

  • RTX
  • MDT
  • KMI
  • T
  • IBM
  • CRBG
  • CME
Skba Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 656 Million
Stocks 84
Filing on Aug 12, 2025 Q2 2025

Osborne Partners Capital Management, LLC

  • VEU
  • MSFT
  • AAPL
  • VWO
  • EWJ
  • VNQ
  • VGK
Osborne Partners Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.86 Billion
Stocks 205
Filing on Aug 12, 2025 Q2 2025

Tctc Holdings, LLC

  • DINO
  • MSFT
  • BRK-B
  • JPM
  • IBM
  • WM
  • AFL
Tctc Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 3.04 Billion
Stocks 802
Filing on Aug 12, 2025 Q2 2025

Atw Spac Management LLC

  • EMCG
  • WAVSW
  • PET
  • PTWOW
  • ICUCW
  • SHFSW
  • PETWW
Atw Spac Management LLC's Q2 2025 Portfolio
Portfolio Value 539,000
Stocks 124
Filing on Aug 12, 2025 Q2 2025

Fortis Capital Management LLC

  • MSFT
  • SCHX
  • AMZN
  • NVDA
  • AAPL
  • META
  • NFLX
Fortis Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 628 Million
Stocks 172
Filing on Aug 12, 2025 Q2 2025

Union Square Park Capital Management, LLC

  • SPY
  • IWM
  • RH
  • CZR
  • PYPL
  • ESTA
  • ILPT
Union Square Park Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 210 Million
Stocks 51
Filing on Aug 12, 2025 Q2 2025

Venator Management LLC

  • AMZN
  • META
  • GOOG
  • UBER
  • V
  • NFLX
  • BRP
Venator Management LLC's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 23
Filing on Aug 12, 2025 Q2 2025

Trivant Custom Portfolio Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • USIG
  • STIP
  • AMZN
  • COST
Trivant Custom Portfolio Group, LLC's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 101
Filing on Aug 12, 2025 Q2 2025

Steginsky Capital LLC

  • COST
  • GOOG
  • MKL
  • MLM
  • FAST
  • BRK-B
  • GOOGL
Steginsky Capital LLC's Q2 2025 Portfolio
Portfolio Value 489 Million
Stocks 8
Filing on Aug 12, 2025 Q2 2025

Fulcrum Asset Management LLP

  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • JPM
  • BKR
  • RSG
Fulcrum Asset Management LLP's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 101
Filing on Aug 12, 2025 Q2 2025

Fortem Financial Group, LLC

  • URA
  • NVDA
  • PLTR
  • AMLP
  • SRLN
  • AVGO
  • TSLA
Fortem Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 299 Million
Stocks 171
Filing on Aug 12, 2025 Q2 2025

Cynosure Management, LLC

  • SGOV
  • SHV
  • SPY
  • IWF
  • VOO
  • IVV
  • VONG
Cynosure Management, LLC's Q2 2025 Portfolio
Portfolio Value 854 Million
Stocks 377
Filing on Aug 12, 2025 Q2 2025

Quantum Private Wealth, LLC

  • META
  • AMZN
  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • NFLX
Quantum Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 170
Filing on Aug 12, 2025 Q2 2025

J. L. Bainbridge & Co., Inc.

  • MSFT
  • AAPL
  • GS
  • ETN
  • AMZN
  • META
  • GOOGL
J. L. Bainbridge & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 106
Filing on Aug 12, 2025 Q2 2025

Vestor Capital, LLC

  • ABT
  • ABBV
  • AMD
  • AFRM
  • AFL
  • APD
  • ALL
Vestor Capital, LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 275