Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Monashee Investment Management LLC

  • IVV
  • VOO
  • VEA
  • IEFA
  • VWO
  • IEMG
  • ITOT
Monashee Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 730 Million
Stocks 46
Filing on May 14, 2025 Q1 2025

Alaska Permanent Fund Corp

  • VOO
  • IEFA
  • IVV
  • QQQ
  • IWN
  • IWD
  • ONEV
Alaska Permanent Fund Corp's Q1 2025 Portfolio
Portfolio Value 7.17 Billion
Stocks 793
Filing on May 14, 2025 Q1 2025

Lionsbridge Wealth Management LLC

  • BIL
  • AGG
  • JPIE
  • JCPB
  • JEPI
  • HEQT
  • EFA
Lionsbridge Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 104 Million
Stocks 60
Filing on May 14, 2025 Q1 2025

Lasry Marc

  • ALX
  • NEXT
  • FRGE
  • XAIR
  • DRIO
  • RANI
  • XELAP
Lasry Marc's Q1 2025 Portfolio
Portfolio Value 8.03 Million
Stocks 10
Filing on May 14, 2025 Q1 2025

Capital Wealth Alliance, LLC

  • PSLV
  • PHYS
  • MSTR
  • BIL
  • TFLO
  • BRK-B
  • SHV
Capital Wealth Alliance, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 72
Filing on May 14, 2025 Q1 2025

Congress Wealth Management LLC

  • AAPL
  • XLK
  • MSFT
  • XLF
  • NVDA
  • RSP
  • JMBS
Congress Wealth Management LLC 's Q1 2025 Portfolio
Portfolio Value 7.9 Billion
Stocks 1064
Filing on May 14, 2025 Q1 2025

Channing Capital Management, LLC

  • NXST
  • SNV
  • SSB
  • ATI
  • WTFC
  • TKR
  • SF
Channing Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 105
Filing on May 14, 2025 Q1 2025

Bislett Management, LLC

  • WSC
  • BRK-A
  • LBRDA
  • CMCSA
  • GOOG
  • KO
  • BRK-B
Bislett Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Million
Stocks 14
Filing on May 14, 2025 Q1 2025

Waddell & Associates, LLC

  • MDY
  • DGRW
  • FNDA
  • AUSF
  • CAPE
  • SCHK
  • IEFA
Waddell & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 745 Million
Stocks 159
Filing on May 14, 2025 Q1 2025

Bruce & Co., Inc.

  • ABBV
  • ALL
  • DUK
  • T
  • AER
  • ABT
  • CMS
Bruce & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 42
Filing on May 14, 2025 Q1 2025

Brown Shipley& CO LTD

  • MSFT
  • NVDA
  • GOOG
  • V
  • JPM
  • PG
  • GOOGL
Brown Shipley& CO LTD's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 63
Filing on May 14, 2025 Q1 2025

Rhino Investment Partners, Inc

  • TFC
  • KEY
  • BPOP
  • CMA
  • ASB
  • CFG
  • FNB
Rhino Investment Partners, Inc's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 45
Filing on May 14, 2025 Q1 2025

Estate Counselors, LLC

  • SHV
  • VFH
  • VDE
  • XLP
  • XLB
  • VHT
  • BNDX
Estate Counselors, LLC's Q1 2025 Portfolio
Portfolio Value 360 Million
Stocks 91
Filing on May 14, 2025 Q1 2025

Summit Financial, LLC

  • VTI
  • VEU
  • VUG
  • AAPL
  • BRK-B
  • VTV
  • SPY
Summit Financial, LLC's Q1 2025 Portfolio
Portfolio Value 3.54 Billion
Stocks 706
Filing on May 14, 2025 Q1 2025

United Asset Strategies, Inc.

  • AAPL
  • XLK
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
United Asset Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 234
Filing on May 14, 2025 Q1 2025

Martin Investment Management, LLC

  • CHKP
  • SONY
  • NVS
  • ALC
  • AZN
  • TM
  • NVO
Martin Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 50
Filing on May 14, 2025 Q1 2025

Investure, LLC

  • VOO
  • VTI
  • IEFA
  • XBI
  • IEMG
  • MAA
  • INVH
Investure, LLC's Q1 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 16
Filing on May 14, 2025 Q1 2025

Advisory Research Inc

  • BELFB
  • JBT
  • TRS
  • PM
  • VVI
  • LEGH
  • KAR
Advisory Research Inc's Q1 2025 Portfolio
Portfolio Value 527 Million
Stocks 184