Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Shepherd Kaplan Krochuk, LLC

  • ANGL
  • USMV
  • AAPL
  • SCHV
  • CPB
  • JQUA
  • MTUM
Shepherd Kaplan Krochuk, LLC's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 58
Filing on May 14, 2025 Q1 2025

Needham Investment Management LLC

  • VICR
  • PDFS
  • FARO
  • NVMI
  • ODC
  • UIS
  • VRT
Needham Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 957 Million
Stocks 314
Filing on May 14, 2025 Q1 2025

Wishbone Management, LP

  • AVT
  • CPA
  • LSPD
Wishbone Management, LP's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 4
Filing on May 14, 2025 Q1 2025

Brandywine Trust CO

  • VT
  • CPB
  • SPY
  • ABBV
  • BRK-A
  • ABT
  • WFC
Brandywine Trust CO's Q1 2025 Portfolio
Portfolio Value 644 Million
Stocks 35
Filing on May 14, 2025 Q1 2025

Orcam Financial Group

  • DSCF
  • VT
  • SCHB
  • VTI
  • SCHF
  • VXUS
  • VGIT
Orcam Financial Group's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 49
Filing on May 14, 2025 Q1 2025

Minot De Blois Advisors LLC

  • VCSH
  • VGIT
  • VOO
  • IEMG
  • AAPL
  • MSFT
  • VB
Minot De Blois Advisors LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 249
Filing on May 14, 2025 Q1 2025

Wick Capital Partners, LLC

  • ITOT
  • VTI
  • IVV
  • IXUS
  • JEPI
  • IEFA
  • JEPQ
Wick Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 104
Filing on May 14, 2025 Q1 2025

Greg Alexander

Conifer Management, L.L.C.
  • EQH
  • GPI
  • LAD
  • RMNI
Greg Alexander's Q1 2025 Portfolio
Portfolio Value 645 Million
Stocks 5
Filing on May 14, 2025 Q1 2025

Bain Capital Credit, LP

  • BCSF
  • TALO
  • BKLN
  • SRLN
  • AMBC
  • ASTL
Bain Capital Credit, LP's Q1 2025 Portfolio
Portfolio Value 410 Million
Stocks 6
Filing on May 14, 2025 Q1 2025

Mantle Ridge LP

  • APD
  • DLTR
Mantle Ridge LP's Q1 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 2
Filing on May 14, 2025 Q1 2025

Granby Capital Management, LLC

  • SPY
  • VEU
  • RSP
  • BKLN
  • TLT
  • NUV
  • IVV
Granby Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 26
Filing on May 14, 2025 Q1 2025

Cobalt Capital Management, Inc.

  • GLD
  • AL
  • VST
  • TOL
  • HES
  • COF
  • DVN
Cobalt Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 22
Filing on May 14, 2025 Q1 2025

Kinloch Capital, LLC

  • FPE
  • VFH
  • VHT
  • FTSM
  • ABBV
  • VOX
  • VOO
Kinloch Capital, LLC's Q1 2025 Portfolio
Portfolio Value 205 Million
Stocks 78
Filing on May 14, 2025 Q1 2025

Bain Capital Public Equity Management Ii, LLC

  • PFGC
  • TDG
  • ICE
  • META
  • SCHW
  • AMZN
  • KKR
Bain Capital Public Equity Management Ii, LLC's Q1 2025 Portfolio
Portfolio Value 889 Million
Stocks 16
Filing on May 14, 2025 Q1 2025

Cahill Financial Advisors Inc

  • VUG
  • MOAT
  • VTV
  • BND
  • VEA
  • IVW
  • DFAC
Cahill Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 306
Filing on May 14, 2025 Q1 2025

White Knight Strategic Wealth Advisors, LLC

  • BRK-B
  • NVDA
  • AAPL
  • AMZN
  • TSLA
  • JNJ
  • MSFT
White Knight Strategic Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 74
Filing on May 14, 2025 Q1 2025

Vivaldi Capital Management LP

  • AAPL
  • BK
  • AMGN
  • SPLG
  • MDT
  • NVDA
  • AMAT
Vivaldi Capital Management LP's Q1 2025 Portfolio
Portfolio Value 609 Million
Stocks 283
Filing on May 14, 2025 Q1 2025

Maltese Capital Management LLC

  • C
  • AMTB
  • FCNCA
  • MTB
  • WFC
  • BAC
  • WAL
Maltese Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 576 Million
Stocks 424