Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Sprott Inc.

  • AEM
  • FUND
  • SII
  • WPM
  • BIL
  • CDE
  • PAAS
Sprott Inc.'s Q2 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 208
Filing on Aug 11, 2025 Q2 2025

Walter & Keenan Wealth Management LLC

  • MSFT
  • AAPL
  • LLY
  • JPM
  • GOOG
  • BRK-B
  • VTI
Walter & Keenan Wealth Management LLC 's Q2 2025 Portfolio
Portfolio Value 340 Million
Stocks 152
Filing on Aug 11, 2025 Q2 2025

Renaissancere Holdings LTD

  • MBB
  • HYDB
  • ESNT
  • UVE
  • TRUP
Renaissancere Holdings LTD's Q2 2025 Portfolio
Portfolio Value 640 Billion
Stocks 5
Filing on Aug 11, 2025 Q2 2025

Edgemoor Investment Advisors, Inc.

  • MSFT
  • BRK-B
  • AAPL
  • URI
  • AVGO
  • LOW
  • AMZN
Edgemoor Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 170
Filing on Aug 11, 2025 Q2 2025

Retirement Capital Strategies

  • VT
  • VTI
  • BIV
  • AGG
  • VOO
  • SPTM
  • EFIV
Retirement Capital Strategies's Q2 2025 Portfolio
Portfolio Value 231 Million
Stocks 64
Filing on Aug 11, 2025 Q2 2025

Tamar Securities, LLC

  • IBOC
  • MSFT
  • AMZN
  • GOOG
  • META
  • MELI
  • AAPL
Tamar Securities, LLC's Q2 2025 Portfolio
Portfolio Value 821 Million
Stocks 86
Filing on Aug 11, 2025 Q2 2025

Howard Wealth Management, LLC

  • VUG
  • VYM
  • VB
  • AAPL
  • JPST
  • VIG
  • BSCP
Howard Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 121
Filing on Aug 11, 2025 Q2 2025

Broadcrest Asset Management, LLC

  • TRNS
  • CPRT
  • EVI
  • TECH
  • TTD
  • HEIA
Broadcrest Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 44.4 Million
Stocks 6
Filing on Aug 11, 2025 Q2 2025

Annis Gardner Whiting Capital Advisors, LLC

  • VTI
  • VXUS
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
Annis Gardner Whiting Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 289 Billion
Stocks 1332
Filing on Aug 11, 2025 Q2 2025

Cramer Rosenthal Mcglynn LLC

  • FAF
  • ACVA
  • BKU
  • RRX
  • SKY
  • CIEN
  • EVR
Cramer Rosenthal Mcglynn LLC's Q2 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 84
Filing on Aug 11, 2025 Q2 2025

Cladis Investment Advisory, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GE
  • LLY
  • IBM
Cladis Investment Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 160 Billion
Stocks 147
Filing on Aug 11, 2025 Q2 2025

Rahlfs Capital, LLC

  • AAPL
  • MSFT
  • BRK-B
  • WMT
  • XOM
  • NVDA
  • GOOGL
Rahlfs Capital, LLC's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 89
Filing on Aug 11, 2025 Q2 2025

Royce & Associates LP

  • SEIC
  • ACA
  • HAE
  • MKSI
  • JBT
  • AL
  • AGO
Royce & Associates LP's Q2 2025 Portfolio
Portfolio Value 9.25 Billion
Stocks 782
Filing on Aug 11, 2025 Q2 2025

Compass Capital Corp /Ma/ /Adv

  • MSFT
  • NVDA
  • AAPL
  • VOOG
  • AMZN
  • PLTR
  • SPY
Compass Capital Corp /Ma/ /Adv's Q2 2025 Portfolio
Portfolio Value 212 Billion
Stocks 176
Filing on Aug 11, 2025 Q2 2025

Hopwood Financial Services, Inc.

  • CGXU
  • SPY
  • IJH
  • IJR
  • MDY
  • XOM
  • TCHP
Hopwood Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 297
Filing on Aug 11, 2025 Q2 2025

Corre Partners Management, LLC

  • IWM
  • SPY
  • NNBR
Corre Partners Management, LLC's Q2 2025 Portfolio
Portfolio Value 50.1 Million
Stocks 4
Filing on Aug 11, 2025 Q2 2025

Qsemble Capital Management, LP

  • CNC
  • C
  • DHR
  • KO
  • CRH.L
  • TJX
  • BRK-B
Qsemble Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 1.04 Trillion
Stocks 410
Filing on Aug 11, 2025 Q2 2025

Hexagon Capital Partners LLC

  • WMT
  • JBHT
  • META
  • DDS
  • AAPL
  • NVDA
  • VUG
Hexagon Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 449 Million
Stocks 75