Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Portside Wealth Group, LLC

  • BIL
  • MSFT
  • SPYG
  • AMZN
  • ORCL
  • NVDA
  • V
Portside Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 675 Billion
Stocks 866
Filing on Aug 11, 2025 Q2 2025

Inherent Management Corp.

  • COOP
  • IEMG
  • PAX
  • NEE
  • BLDR
  • OEC
  • SHC
Inherent Management Corp.'s Q2 2025 Portfolio
Portfolio Value 120 Billion
Stocks 8
Filing on Aug 11, 2025 Q2 2025

Bislett Management, LLC

  • WSC
  • BRK-A
  • LBRDA
  • CMCSA
  • GOOG
  • KO
  • BRK-B
Bislett Management, LLC's Q2 2025 Portfolio
Portfolio Value 99.7 Million
Stocks 15
Filing on Aug 11, 2025 Q2 2025

Bedell Frazier Investment Counseling, LLC

  • AAPL
  • AMZN
  • GLD
  • MSFT
  • UTF
  • GOOGL
  • UBER
Bedell Frazier Investment Counseling, LLC's Q2 2025 Portfolio
Portfolio Value 391 Million
Stocks 110
Filing on Aug 11, 2025 Q2 2025

Shoker Investment Counsel, Inc.

  • IJR
  • IJH
  • IEFA
  • PG
  • SCZ
  • AAPL
  • JPM
Shoker Investment Counsel, Inc.'s Q2 2025 Portfolio
Portfolio Value 315 Million
Stocks 111
Filing on Aug 11, 2025 Q2 2025

United Advisor Group, LLC

  • NVDA
  • AAPL
  • DGRW
  • ACIO
  • PLTR
  • MSFT
  • AMZN
United Advisor Group, LLC's Q2 2025 Portfolio
Portfolio Value 538 Million
Stocks 381
Filing on Aug 11, 2025 Q2 2025

Inspire Advisors, LLC

  • WWJD
  • RISN
  • IBD
  • ISMD
  • BIBL
  • USFR
  • BKLN
Inspire Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 850 Million
Stocks 499
Filing on Aug 11, 2025 Q2 2025

Intrepid Financial Planning Group LLC

  • IVV
  • SPY
  • IWF
  • PGX
  • AAPL
  • JEPI
  • RSP
Intrepid Financial Planning Group LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 123
Filing on Aug 11, 2025 Q2 2025

Ars Investment Partners, LLC

  • AAPL
  • GOOGL
  • AMZN
  • NVDA
  • MU
  • FCX
  • NEM
Ars Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 185
Filing on Aug 11, 2025 Q2 2025

Talos Asset Management LP

  • NVDA
  • TXN
  • WDC
  • GLW
  • MCHP
  • JBL
  • STX
Talos Asset Management LP's Q2 2025 Portfolio
Portfolio Value 417 Billion
Stocks 17
Filing on Aug 11, 2025 Q2 2025

Blue Path Capital Management, LLC

  • AFL
  • TSLA
  • HD
  • NVDA
  • SPY
  • AMZN
  • MSFT
Blue Path Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 206 Billion
Stocks 111
Filing on Aug 11, 2025 Q2 2025

Seizert Capital Partners, LLC

  • JPM
  • GS
  • WFC
  • PYPL
  • QCOM
  • AYI
  • ALSN
Seizert Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 172
Filing on Aug 11, 2025 Q2 2025

Octahedron Capital Management L.P.

  • NU
  • GOOGL
  • AMZN
  • MDB
  • HOOD
  • UBER
  • NVDA
Octahedron Capital Management L.P.'s Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 22
Filing on Aug 11, 2025 Q2 2025

Dorsey Wright & Associates

  • PLTR
  • NRG
  • NVDA
  • AJG
  • META
  • SFM
  • VST
Dorsey Wright & Associates's Q2 2025 Portfolio
Portfolio Value 411 Million
Stocks 133
Filing on Aug 11, 2025 Q2 2025

Alteri Wealth LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • WMT
  • XOM
  • AMZN
Alteri Wealth LLC's Q2 2025 Portfolio
Portfolio Value 258 Billion
Stocks 271
Filing on Aug 11, 2025 Q2 2025

Cypress Advisory Group LLC

  • SHV
  • MSFT
  • BIL
  • BRK-B
  • TJX
  • ROST
  • ALLE
Cypress Advisory Group LLC's Q2 2025 Portfolio
Portfolio Value 129 Billion
Stocks 67
Filing on Aug 11, 2025 Q2 2025

Emc Capital Management

  • VOO
  • QQQ
  • AMZN
  • GOOG
  • VUG
  • NVDA
  • SPY
Emc Capital Management's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 303
Filing on Aug 11, 2025 Q2 2025

Outlook Wealth Advisors, LLC

  • BMAR
  • IVV
  • QMAR
  • FMAR
  • QQQ
  • HYDB
  • VTV
Outlook Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 269