Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Sharpepoint LLC

  • SPYV
  • NVDA
  • TLT
  • GE
  • AMZN
  • OXY
  • ITA
Sharpepoint LLC's Q2 2025 Portfolio
Portfolio Value 97.2 Billion
Stocks 43
Filing on Aug 11, 2025 Q2 2025

Wpg Advisers, LLC

  • QQQ
  • IQLT
  • IVV
  • SCHG
  • SCHD
  • JHMM
  • MGV
Wpg Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 1428
Filing on Aug 11, 2025 Q2 2025

Addison Capital CO

  • SPY
  • BND
  • ORCL
  • LNG
  • GOOGL
  • MSFT
  • JPM
Addison Capital CO's Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 147
Filing on Aug 11, 2025 Q2 2025

Battery Global Advisors, LLC

  • VTI
  • INTU
  • PAYO
  • VEA
  • VOO
  • VWO
  • IAU
Battery Global Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 142
Filing on Aug 11, 2025 Q2 2025

Long Road Investment Counsel, LLC

  • ORLY
  • SYK
  • ADP
  • ORCL
  • FAST
  • ITW
  • ICE
Long Road Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 80
Filing on Aug 11, 2025 Q2 2025

Rhino Investment Partners, Inc

  • CMA
  • TFC
  • KEY
  • ASB
  • SFNC
  • FNB
  • BPOP
Rhino Investment Partners, Inc's Q2 2025 Portfolio
Portfolio Value 364 Million
Stocks 34
Filing on Aug 11, 2025 Q2 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • DFAI
  • DFSD
  • BIV
  • DFAT
  • DFAE
  • DISV
  • AVLV
Keyes, Stange & Wooten Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 193 Billion
Stocks 72
Filing on Aug 11, 2025 Q2 2025

Explore Capital Management, LLC

  • AMZN
  • TSM
  • OWL
  • THC
  • WDAY
  • FISV
  • HDB
Explore Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 141 Billion
Stocks 17
Filing on Aug 11, 2025 Q2 2025

Mindset Wealth Management, LLC

  • NVDA
  • AAPL
  • CME
  • AMZN
  • META
  • AVGO
  • YUM
Mindset Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 153
Filing on Aug 11, 2025 Q2 2025

Strategic Wealth Partners, Ltd.

  • MSFT
  • MBB
  • AAPL
  • SPSB
  • EFA
  • AVGO
  • GOOGL
Strategic Wealth Partners, Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 321
Filing on Aug 11, 2025 Q2 2025

Gfi Investment Counsel Ltd.

  • MSFT
  • V
  • MCO
  • ROP
  • HLT
  • MSCI
  • AXP
Gfi Investment Counsel Ltd.'s Q2 2025 Portfolio
Portfolio Value 854 Million
Stocks 21
Filing on Aug 11, 2025 Q2 2025

Public Employees Retirement Association Of Colorado

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • V
Public Employees Retirement Association Of Colorado's Q2 2025 Portfolio
Portfolio Value 25.9 Billion
Stocks 1886
Filing on Aug 11, 2025 Q2 2025

Rit Capital Partners PLC

  • MSFT
  • AMZN
  • ICE
  • CPNG
  • RNR
  • GLNG
  • CRM
Rit Capital Partners PLC's Q2 2025 Portfolio
Portfolio Value 798 Billion
Stocks 20
Filing on Aug 11, 2025 Q2 2025

Principal Securities, Inc.

  • USMC
  • IVV
  • AGG
  • PSC
  • GSUS
  • MSFT
  • SPLG
Principal Securities, Inc.'s Q2 2025 Portfolio
Portfolio Value 5.32 Trillion
Stocks 3679
Filing on Aug 11, 2025 Q2 2025

Gkv Capital Management Co., Inc.

  • NVDA
  • MSFT
  • AVGO
  • LLY
  • COST
  • ORLY
  • WMT
Gkv Capital Management Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 226 Billion
Stocks 86
Filing on Aug 11, 2025 Q2 2025

Elequin Capital LP

  • TSLA
  • CWB
  • MSTR
  • JMST
  • PLTR
  • GOOGL
  • FTHI
Elequin Capital LP's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 371
Filing on Aug 11, 2025 Q2 2025

Moerus Capital Management LLC

  • WPM
  • JEF
  • NTR
  • BBD
  • VAL
  • ARCO
  • DOUG
Moerus Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 222 Million
Stocks 14
Filing on Aug 11, 2025 Q2 2025

Berkeley, Inc

  • DSTL
  • V
  • IHDG
  • IDHQ
  • NVR
  • LOW
  • MKL
Berkeley, Inc's Q2 2025 Portfolio
Portfolio Value 279 Billion
Stocks 75