Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Fairfield University

  • VOO
  • VNQ
  • SPDW
Fairfield University's Q2 2025 Portfolio
Portfolio Value 181 Billion
Stocks 3
Filing on Aug 11, 2025 Q2 2025

Mcintyre Freedman & Flynn Investment Advisers Inc

  • MSFT
  • BX
  • MPC
  • AMAT
  • RTX
  • QQQ
  • NFG
Mcintyre Freedman & Flynn Investment Advisers Inc's Q2 2025 Portfolio
Portfolio Value 142 Billion
Stocks 70
Filing on Aug 11, 2025 Q2 2025

Highview Capital Management LLC

  • IVV
  • SPY
  • IJH
  • VEA
  • MSFT
  • AAPL
  • NVDA
Highview Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 106
Filing on Aug 11, 2025 Q2 2025

Pineridge Advisors LLC

  • XHLF
  • ITOT
  • SPY
  • SPEM
  • IBTI
  • SPSB
  • MBND
Pineridge Advisors LLC's Q2 2025 Portfolio
Portfolio Value 276 Billion
Stocks 561
Filing on Aug 11, 2025 Q2 2025

Traub Capital Management LLC

  • VCSH
  • AAPL
  • JAAA
  • MSFT
  • FNDA
  • META
  • BILS
Traub Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 108 Billion
Stocks 551
Filing on Aug 11, 2025 Q2 2025

Suncoast Equity Management

  • NVDA
  • MSFT
  • BKNG
  • INTU
  • V
  • SYK
  • GOOG
Suncoast Equity Management's Q2 2025 Portfolio
Portfolio Value 958 Million
Stocks 85
Filing on Aug 11, 2025 Q2 2025

Aspen Investment Management Inc

  • SPY
  • RSP
  • MSFT
  • IEFA
  • IWM
  • IGIB
  • IGSB
Aspen Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 148
Filing on Aug 11, 2025 Q2 2025

America First Investment Advisors, LLC

  • SHY
  • WRB
  • RGLD
  • AMZN
  • FNV
  • ABT
  • CME
America First Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 449 Million
Stocks 43
Filing on Aug 11, 2025 Q2 2025

New Gen Equity Long/Short Fund

  • USAS
  • HYG
  • CCJ
  • BB
  • CNQ
  • SAND
  • NXE
New Gen Equity Long/Short Fund's Q2 2025 Portfolio
Portfolio Value 171 Billion
Stocks 24
Filing on Aug 11, 2025 Q2 2025

Birchbrook, Inc.

  • VGIT
  • IGIB
  • USMV
  • VEA
  • TLT
  • IJH
  • IEMG
Birchbrook, Inc.'s Q2 2025 Portfolio
Portfolio Value 187 Billion
Stocks 276
Filing on Aug 11, 2025 Q2 2025

Kpcb Dgf Ii Associates, LLC

  • DASH
Kpcb Dgf Ii Associates, LLC's Q2 2025 Portfolio
Portfolio Value 73.4 Billion
Stocks 3
Filing on Aug 11, 2025 Q2 2025

Wealthspire Advisors, LLC

  • IVV
  • VOO
  • VEA
  • IJH
  • SCHD
  • VXUS
  • VTI
Wealthspire Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 971
Filing on Aug 11, 2025 Q2 2025

Versant Venture Management, LLC

  • GLUE
  • CRSP
  • RPTX
  • TPST
  • ADVM
Versant Venture Management, LLC's Q2 2025 Portfolio
Portfolio Value 56.3 Million
Stocks 8
Filing on Aug 11, 2025 Q2 2025

Hhm Wealth Advisors, LLC

  • SCHD
  • SCHB
  • SCHG
  • SPMD
  • CALF
  • SPTS
  • SCHF
Hhm Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 831 Million
Stocks 873
Filing on Aug 11, 2025 Q2 2025

Greenland Capital Management LP

  • SPY
  • BKNG
  • HES
  • DUK
  • WTRG
  • SO
  • MSTR
Greenland Capital Management LP's Q2 2025 Portfolio
Portfolio Value 973 Billion
Stocks 332
Filing on Aug 11, 2025 Q2 2025

First American Trust, Fsb

  • MSFT
  • AAPL
  • EFV
  • NVDA
  • AMZN
  • VTV
  • META
First American Trust, Fsb's Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 412
Filing on Aug 11, 2025 Q2 2025

Clean Energy Transition LLP

  • TSLA
  • EMR
  • NVT
  • FSLR
  • SWK
  • EQT
  • FTV
Clean Energy Transition LLP's Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 17
Filing on Aug 11, 2025 Q2 2025

Black Creek Investment Management Inc.

  • ELAN
  • HOLX
  • NICE
  • BAH
  • PSMT
  • PYPL
  • BIDU
Black Creek Investment Management Inc.'s Q2 2025 Portfolio
Portfolio Value 2.04 Billion
Stocks 26