Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Valence8 Us LP

  • QUAL
  • IQLT
  • QQQ
  • EFV
  • VTV
  • XLP
  • IGV
Valence8 Us LP's Q1 2025 Portfolio
Portfolio Value 213 Billion
Stocks 10
Filing on May 12, 2025 Q1 2025

Athena Investment Management

  • SCHX
  • SCHA
  • SCHF
  • JPM
  • MSFT
  • AAPL
  • SCHG
Athena Investment Management's Q1 2025 Portfolio
Portfolio Value 153 Million
Stocks 146
Filing on May 12, 2025 Q1 2025

Invesco Ltd.

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Invesco Ltd.'s Q1 2025 Portfolio
Portfolio Value 503 Billion
Stocks 24094
Filing on May 12, 2025 Q1 2025

Northeast Financial Group, Inc.

  • SCHX
  • SCHM
  • SCHF
  • SCHD
  • MUB
  • SCHO
  • SCHG
Northeast Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 285 Billion
Stocks 91
Filing on May 12, 2025 Q1 2025

South State Corp

  • AAPL
  • MSFT
  • DFUS
  • BRK-B
  • V
  • DFAI
  • PHYS
South State Corp's Q1 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 2540
Filing on May 12, 2025 Q1 2025

Alta Fundamental Advisers LLC

  • LAZY
  • GCI
  • BOWL
  • ADES
  • PEG
  • ACHR
  • AMR
Alta Fundamental Advisers LLC's Q1 2025 Portfolio
Portfolio Value 202 Million
Stocks 20
Filing on May 12, 2025 Q1 2025

Donald Smith & Co., Inc.

  • AER
  • EGO
  • GNW
  • IAG
  • X
  • EQX
  • CIVI
Donald Smith & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 3.95 Billion
Stocks 58
Filing on May 12, 2025 Q1 2025

Shengqi Capital (Hong Kong) LTD

  • PDD
  • BABA
  • PDD
  • META
  • GOOGL
Shengqi Capital (Hong Kong) LTD's Q1 2025 Portfolio
Portfolio Value 142 Billion
Stocks 5
Filing on May 12, 2025 Q1 2025

Burkehill Global Management, LP

  • AEP
  • BA
  • SCHW
  • ETR
  • AJG
  • LTH
  • ED
Burkehill Global Management, LP's Q1 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 66
Filing on May 12, 2025 Q1 2025

Ccm Investment Group, LLC

  • IDEV
  • VEA
  • AVUV
  • VWO
  • AVRE
  • AVDV
  • AVES
Ccm Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 946 Billion
Stocks 207
Filing on May 12, 2025 Q1 2025

Barnett & Company, Inc.

  • UNM
  • AGM
  • WMB
  • OMF
  • PFE
  • OKE
  • ABBV
Barnett & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 80
Filing on May 12, 2025 Q1 2025

Scissortail Wealth Management, LLC

  • VTI
  • IVW
  • QUAL
  • IVV
  • VEU
  • IBTF
  • AAPL
Scissortail Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 377 Million
Stocks 105
Filing on May 12, 2025 Q1 2025

Aigen Investment Management, LP

  • USB
  • BSX
  • AON
  • EQT
  • KO
  • PNC
  • AMAT
Aigen Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 579 Million
Stocks 727
Filing on May 12, 2025 Q1 2025

Nuveen, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • AVGO
  • LLY
  • GOOGL
Nuveen, LLC's Q1 2025 Portfolio
Portfolio Value 315 Billion
Stocks 8920
Filing on May 12, 2025 Q1 2025

Visa Foundation

  • ESGV
Visa Foundation's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

Lockheed Martin Investment Management CO

  • AAPL
  • VOO
  • NVDA
  • MSFT
  • IEFA
  • JPM
  • IVOO
Lockheed Martin Investment Management CO's Q1 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 114
Filing on May 12, 2025 Q1 2025

Cobblestone Capital Advisors LLC

  • IXUS
  • ITOT
  • GOVT
  • AAPL
  • DFAX
  • AMZN
  • JVAL
Cobblestone Capital Advisors LLC 's Q1 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 293
Filing on May 12, 2025 Q1 2025

Cooper Financial Group

  • SCHV
  • AAPL
  • BIV
  • MSFT
  • NVDA
  • AMZN
  • JPST
Cooper Financial Group's Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 379