Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Steadview Capital Management LLC

  • HOOD
  • CVNA
  • DASH
  • APP
  • SHOP
  • SPOT
  • DUOL
Steadview Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 690 Million
Stocks 10
Filing on Aug 11, 2025 Q2 2025

Spark Investment Management LLC

  • AMZN
  • SPOT
  • TFPM
  • NVDA
  • TSLA
  • MNDY
  • KGC
Spark Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 32 Million
Stocks 23
Filing on Aug 11, 2025 Q2 2025

Td Waterhouse Canada Inc.

  • RY
  • TD
  • MSFT
  • ENB
  • AAPL
  • JPM
  • BNS
Td Waterhouse Canada Inc.'s Q2 2025 Portfolio
Portfolio Value 14 Trillion
Stocks 1992
Filing on Aug 11, 2025 Q2 2025

Shenkman Capital Management Inc

  • BKLN
  • SJNK
  • USHY
  • TREE
  • ATUS
  • CCO
Shenkman Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 118 Million
Stocks 124
Filing on Aug 11, 2025 Q2 2025

Pin Oak Investment Advisors Inc

  • KRP
  • AAPL
  • EPD
  • XOM
  • ET
  • NOG
  • EOG
Pin Oak Investment Advisors Inc's Q2 2025 Portfolio
Portfolio Value 118 Million
Stocks 508
Filing on Aug 11, 2025 Q2 2025

Managed Asset Portfolios, LLC

  • MSFT
  • META
  • CSCO
  • CEF
  • NFG
  • TTEK
  • SNY
Managed Asset Portfolios, LLC's Q2 2025 Portfolio
Portfolio Value 715 Million
Stocks 48
Filing on Aug 11, 2025 Q2 2025

Advisor Resource Council

  • SPY
  • SPY
  • RSP
  • IVV
  • AAPL
  • MSFT
  • EWJ
Advisor Resource Council's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 190
Filing on Aug 11, 2025 Q2 2025

Stoneridge Investment Partners LLC

  • NVDA
  • MSFT
  • AAPL
  • BDX
  • PNC
  • AVGO
  • META
Stoneridge Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 125
Filing on Aug 11, 2025 Q2 2025

October Effect LTD

  • NVDA
  • META
  • BIL
  • PLTR
  • VST
  • CRMD
  • AMD
October Effect LTD's Q2 2025 Portfolio
Portfolio Value 82.9 Billion
Stocks 52
Filing on Aug 11, 2025 Q2 2025

Estate Counselors, LLC

  • VXUS
  • XLP
  • BSV
  • FUTY
  • XLB
  • BND
  • VDE
Estate Counselors, LLC's Q2 2025 Portfolio
Portfolio Value 374 Million
Stocks 82
Filing on Aug 11, 2025 Q2 2025

Madison Asset Management, LLC

  • ACGL
  • IT
  • APH
  • PCAR
  • CDW
  • BRO
  • CPRT
Madison Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 8.18 Billion
Stocks 338
Filing on Aug 11, 2025 Q2 2025

Forge Financial Services LLC

  • CGGO
  • CGDV
  • RSP
  • CGUS
  • QQQM
  • JHMM
  • CGGR
Forge Financial Services LLC's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 20
Filing on Aug 11, 2025 Q2 2025

Amara Financial, Llc.

  • MGK
  • VIG
  • VEA
  • VO
  • SCHG
  • MGV
  • EFA
Amara Financial, Llc.'s Q2 2025 Portfolio
Portfolio Value 114 Billion
Stocks 43
Filing on Aug 11, 2025 Q2 2025

Lummis Asset Management, LP

  • MSFT
  • MTDR
  • AAPL
  • ORCL
  • GOOG
  • ABT
  • GD
Lummis Asset Management, LP's Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 162
Filing on Aug 11, 2025 Q2 2025

Shufro Rose & CO LLC

  • IBDU
  • IVV
  • MSFT
  • GLW
  • AAPL
  • LLY
  • JPM
Shufro Rose & CO LLC's Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 311
Filing on Aug 11, 2025 Q2 2025

Hudson Canyon Capital Management

  • NVDA
  • MSFT
  • AAPL
  • NFLX
  • GOOGL
  • AMZN
  • META
Hudson Canyon Capital Management's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 52
Filing on Aug 11, 2025 Q2 2025

Regal Investment Advisors LLC

  • IVV
  • QQQ
  • SPY
  • SCHD
  • MSFT
  • AAPL
  • FTCS
Regal Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 481
Filing on Aug 11, 2025 Q2 2025

Platform Technology Partners

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • APO
  • JPM
  • SCHD
Platform Technology Partners's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 259