Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Bios Capital Management, LP

  • LTRN
  • CGTX
  • INAB
  • OCUP
Bios Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 79.2 Billion
Stocks 9
Filing on May 14, 2025 Q1 2025

Causeway Capital Management LLC

  • CCL
  • GOLD
  • BABA
  • GOOG
  • C
  • DIS
  • ZBH
Causeway Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 3.3 Billion
Stocks 90
Filing on May 14, 2025 Q1 2025

Fora Capital, LLC

  • CSCO
  • ORCL
  • MSFT
  • MRVL
  • CVX
  • WMT
  • TGT
Fora Capital, LLC's Q1 2025 Portfolio
Portfolio Value 903 Million
Stocks 484
Filing on May 14, 2025 Q1 2025

Altrinsic Global Advisors LLC

  • CB
  • RE
  • HDB
  • WTW
  • MDT
  • AXS
  • BP
Altrinsic Global Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 115
Filing on May 14, 2025 Q1 2025

Kitching Partners, LLC

  • VIG
  • SDY
  • VUSB
  • SHYG
  • VEA
  • VOO
  • IAU
Kitching Partners, LLC's Q1 2025 Portfolio
Portfolio Value 86.9 Billion
Stocks 35
Filing on May 14, 2025 Q1 2025

Schwerin Boyle Capital Management Inc

  • BRK-B
  • META
  • WFC
  • AXP
  • GOOG
  • ACN
  • MA
Schwerin Boyle Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 949 Million
Stocks 53
Filing on May 14, 2025 Q1 2025

Widmann Financial Services, Inc.

  • IEFA
  • AAPL
  • MSFT
  • IWD
  • AVUV
  • IWF
  • XOM
Widmann Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 104
Filing on May 14, 2025 Q1 2025

Cramer Rosenthal Mcglynn LLC

  • SKY
  • FAF
  • ACVA
  • BOH
  • SUI
  • NI
  • TECH
Cramer Rosenthal Mcglynn LLC's Q1 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 85
Filing on May 14, 2025 Q1 2025

Nishkama Capital, LLC

  • SPY
  • TSM
  • WMT
  • ADBE
  • COST
  • TGT
  • PAYX
Nishkama Capital, LLC's Q1 2025 Portfolio
Portfolio Value 852 Million
Stocks 49
Filing on May 14, 2025 Q1 2025

Harvest Portfolios Group Inc.

  • TLT
  • IEF
  • LLY
  • NVDA
  • UNH
  • MSFT
  • MSTR
Harvest Portfolios Group Inc.'s Q1 2025 Portfolio
Portfolio Value 3.37 Billion
Stocks 241
Filing on May 14, 2025 Q1 2025

Westchester Capital Management, LLC

  • HES
  • K
  • SPY
  • CHX
  • DFS
  • BERY
  • X
Westchester Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 416
Filing on May 14, 2025 Q1 2025

J. Stern & Co. LLP

  • NVDA
  • AMZN
  • MA
  • META
  • GOOG
  • ETN
  • HON
J. Stern & Co. LLP's Q1 2025 Portfolio
Portfolio Value 1.04 Trillion
Stocks 36
Filing on May 14, 2025 Q1 2025

Pks Advisory Services, LLC

  • IVV
  • SPY
  • QQQ
  • IJH
  • IJR
  • AAPL
  • IVW
Pks Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 365 Billion
Stocks 242
Filing on May 14, 2025 Q1 2025

Avalon Global Asset Management LLC

  • TLT
  • QQQ
  • AMZN
  • DELL
  • NVDA
  • PANW
  • CRWD
Avalon Global Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 714 Million
Stocks 38
Filing on May 14, 2025 Q1 2025

Longview Partners (Guernsey) LTD

  • MCO
  • BKNG
  • TJX
  • V
  • MMC
  • HCA
  • SPGI
Longview Partners (Guernsey) LTD's Q1 2025 Portfolio
Portfolio Value 12.2 Billion
Stocks 25
Filing on May 14, 2025 Q1 2025

Envision Financial Planning, LLC

  • DFAU
  • GOVT
  • IBDW
  • DUHP
  • DFAE
  • DFAI
  • IBDU
Envision Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 196 Billion
Stocks 41
Filing on May 14, 2025 Q1 2025

Castle Creek Capital Partners Vi, LP

  • BCAL
Castle Creek Capital Partners Vi, LP's Q1 2025 Portfolio
Portfolio Value 49.2 Billion
Stocks 2
Filing on May 14, 2025 Q1 2025

Creative One Wealth, LLC

  • VTV
  • VEA
  • AAPL
  • BOND
  • VUG
  • AMZN
  • IUSB
Creative One Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 2.98 Billion
Stocks 1664