Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Insight 2811, Inc.

  • VGSH
  • TLT
  • SHY
  • AGG
  • IVV
  • IWD
  • IEFA
Insight 2811, Inc.'s Q1 2025 Portfolio
Portfolio Value 199 Million
Stocks 87
Filing on May 12, 2025 Q1 2025

Keating Investment Counselors Inc

  • STIP
  • BIL
  • AEM
  • GOLD
  • OII
  • TTE
  • VOD
Keating Investment Counselors Inc's Q1 2025 Portfolio
Portfolio Value 231 Million
Stocks 65
Filing on May 12, 2025 Q1 2025

Zeno Equity Partners LLP

  • MEDP
  • DHR
  • AMZN
  • TXN
  • APPF
  • DSGX
  • GE
Zeno Equity Partners LLP's Q1 2025 Portfolio
Portfolio Value 213 Million
Stocks 12
Filing on May 12, 2025 Q1 2025

Gardner Lewis Asset Management L P

  • NVDA
  • ITCI
  • FBMS
  • MA
  • BECN
  • AAPL
  • AMZN
Gardner Lewis Asset Management L P's Q1 2025 Portfolio
Portfolio Value 415 Million
Stocks 81
Filing on May 12, 2025 Q1 2025

Guinness Atkinson Asset Management Inc

  • MA
  • V
  • TSM
  • ICE
  • APH
  • NFLX
  • AME
Guinness Atkinson Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 173 Million
Stocks 85
Filing on May 12, 2025 Q1 2025

Boston Research & Management Inc

  • IVV
  • MSFT
  • AAPL
  • WMT
  • MA
  • ABBV
  • BRK-B
Boston Research & Management Inc's Q1 2025 Portfolio
Portfolio Value 403 Million
Stocks 116
Filing on May 12, 2025 Q1 2025

Nordwand Advisors, LLC

  • BRK-A
  • JNJ
  • MSFT
  • JPIE
  • NVCR
  • OSEA
  • AMBP
Nordwand Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 266 Billion
Stocks 109
Filing on May 12, 2025 Q1 2025

Saratoga Research & Investment Management

  • BRK-B
  • UL
  • DIS
  • GOOGL
  • MSFT
  • MDT
  • NVO
Saratoga Research & Investment Management's Q1 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 44
Filing on May 12, 2025 Q1 2025

Peapack Gladstone Financial Corp

  • AAPL
  • MSFT
  • QQQ
  • JPM
  • GOOGL
  • VOO
  • SPY
Peapack Gladstone Financial Corp's Q1 2025 Portfolio
Portfolio Value 6.74 Billion
Stocks 1173
Filing on May 12, 2025 Q1 2025

Bay Harbor Wealth Management, LLC

  • IUSB
  • IVV
  • DFAU
  • VEA
  • VUG
  • VTV
  • BNDX
Bay Harbor Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 311 Million
Stocks 1150
Filing on May 12, 2025 Q1 2025

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • FNDB
  • VIG
  • TIP
  • IWD
Brightwater Advisory LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 61
Filing on May 12, 2025 Q1 2025

Oddo Bhf Asset Management Sas

  • NVDA
  • V
  • ICLR
  • AAPL
  • AVGO
  • BSX
  • PGR
Oddo Bhf Asset Management Sas's Q1 2025 Portfolio
Portfolio Value 2.39 Trillion
Stocks 382
Filing on May 12, 2025 Q1 2025

Clarity Wealth Development LLC

  • VTI
  • VEA
  • DFSV
  • SCHR
  • DFEM
  • NUDM
  • DISV
Clarity Wealth Development LLC's Q1 2025 Portfolio
Portfolio Value 89.6 Billion
Stocks 41
Filing on May 12, 2025 Q1 2025

Certares Management LLC

  • TRIP
Certares Management LLC's Q1 2025 Portfolio
Portfolio Value 24.3 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

First International Bank & Trust

  • AFIF
  • MOAT
  • RLY
  • SPY
  • DXJ
  • AESR
  • SMLF
First International Bank & Trust's Q1 2025 Portfolio
Portfolio Value 315 Million
Stocks 96
Filing on May 12, 2025 Q1 2025

Richard W. Paul & Associates, LLC

  • IUSV
  • IUSG
  • IJR
  • AGG
  • TLT
  • JPIE
  • IEFA
Richard W. Paul & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 337
Filing on May 12, 2025 Q1 2025

Kane Investment Management, Inc.

  • NVDA
  • AAPL
  • SCHG
  • CTAS
  • MSFT
  • AMZN
  • LLY
Kane Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 95
Filing on May 12, 2025 Q1 2025

Mizuho Markets Cayman LP

  • AMD
  • NVDA
  • AMAT
  • INTC
  • TSLA
  • ALB
  • VRT
Mizuho Markets Cayman LP's Q1 2025 Portfolio
Portfolio Value 24 Billion
Stocks 21