Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Advent Capital Management

  • SPY
  • SPY
  • BABA
  • AVGO
  • TJX
  • LOW
  • FANG
Advent Capital Management 's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 214
Filing on May 12, 2025 Q1 2025

White Mountains Insurance Group LTD

  • MAX
  • SPY
White Mountains Insurance Group LTD's Q1 2025 Portfolio
Portfolio Value 286 Million
Stocks 2
Filing on May 12, 2025 Q1 2025

Campion Asset Management

  • IWB
  • IJH
  • IVV
  • IWR
  • LMT
  • VEA
  • VNQ
Campion Asset Management's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 83
Filing on May 12, 2025 Q1 2025

King Luther Capital Management Corp

  • AAPL
  • MSFT
  • DSGR
  • NVDA
  • AMZN
  • HD
  • JPM
King Luther Capital Management Corp's Q1 2025 Portfolio
Portfolio Value 21.4 Billion
Stocks 593
Filing on May 12, 2025 Q1 2025

Strengthening Families & Communities, LLC

  • VCR
  • VGT
  • NVDA
  • VAW
  • VIS
  • GOOGL
  • VDC
Strengthening Families & Communities, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 438
Filing on May 12, 2025 Q1 2025

Vesa Equity Investment S.A R.L.

  • FL
Vesa Equity Investment S.A R.L.'s Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

Bornite Capital Management LP

  • MIR
  • LNG
  • GFL
  • MA
  • META
  • T
  • AMZN
Bornite Capital Management LP's Q1 2025 Portfolio
Portfolio Value 281 Million
Stocks 28
Filing on May 12, 2025 Q1 2025

Virtus Family Office LLC

  • BABA
  • PDD
  • TSM
  • EQNR
  • NTR
  • VCSH
  • STLA
Virtus Family Office LLC's Q1 2025 Portfolio
Portfolio Value 77.2 Million
Stocks 40
Filing on May 12, 2025 Q1 2025

Coronation Fund Managers Ltd.

  • CPNG
  • NU
  • MELI
  • GRAB
  • SE
  • TME
  • WBD
Coronation Fund Managers Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 82
Filing on May 12, 2025 Q1 2025

Empower Annuity Insurance CO

  • LQD
Empower Annuity Insurance CO's Q1 2025 Portfolio
Portfolio Value 267 Billion
Stocks 1
Filing on May 12, 2025 Q1 2025

Aveo Capital Partners, LLC

  • DFAU
  • SGOV
  • OEF
  • IUS
  • QQQM
  • DFAE
  • DFIC
Aveo Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 528 Million
Stocks 177
Filing on May 12, 2025 Q1 2025

Magellan Asset Management LTD

  • MSFT
  • AMZN
  • ES
  • MA
  • META
  • V
  • TSM
Magellan Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 8.22 Billion
Stocks 87
Filing on May 12, 2025 Q1 2025

Biltmore Family Office, LLC

  • AAPL
  • IAU
  • AVDX
  • SPY
  • VV
  • MSFT
  • RSP
Biltmore Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 565 Million
Stocks 269
Filing on May 12, 2025 Q1 2025

Blueprint Investment Partners LLC

  • SPTM
  • SHY
  • SPDW
  • GOVT
  • NVDA
  • USRT
  • HEGD
Blueprint Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 463 Million
Stocks 96
Filing on May 12, 2025 Q1 2025

Afbi LP

  • VOO
Afbi LP's Q1 2025 Portfolio
Portfolio Value 39.9 Billion
Stocks 1
Filing on May 12, 2025 Q1 2025

Dalton Investments LLC

  • IBN
  • NVDA
  • MMYT
  • CTSH
  • G
  • TASK
  • HDB
Dalton Investments LLC's Q1 2025 Portfolio
Portfolio Value 146 Million
Stocks 22
Filing on May 12, 2025 Q1 2025

Meridian Wealth Management, LLC

  • NVDA
  • AAPL
  • XOM
  • QQQ
  • AMZN
  • MSFT
  • SPY
Meridian Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.03 Billion
Stocks 621
Filing on May 12, 2025 Q1 2025

Houlihan Financial Resource Group, Ltd.

  • SPY
  • IJR
  • JPST
  • VO
  • BSV
  • DGRO
  • IBDQ
Houlihan Financial Resource Group, Ltd.'s Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 103