Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Keystone Investors Pte LTD

  • TME
  • SE
  • NVDA
  • MSFT
  • META
  • UBER
  • SAP
Keystone Investors Pte LTD's Q2 2025 Portfolio
Portfolio Value 459 Million
Stocks 48
Filing on Aug 11, 2025 Q2 2025

Brass Tax Wealth Management, Inc

  • VOO
  • VB
  • EFA
  • VTI
  • SCHG
  • PSFF
  • BND
Brass Tax Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 519 Billion
Stocks 228
Filing on Aug 11, 2025 Q2 2025

Premier Fund Managers LTD

  • V
  • SCI
  • SCHW
  • RJF
  • IDXX
  • CBRE
  • LYV
Premier Fund Managers LTD's Q2 2025 Portfolio
Portfolio Value 2.74 Billion
Stocks 169
Filing on Aug 11, 2025 Q2 2025

Trium Capital LLP

  • SPY
  • EWC
  • SWTX
  • ACI
  • BPMC
  • KWEB
  • EWZ
Trium Capital LLP's Q2 2025 Portfolio
Portfolio Value 830 Million
Stocks 56
Filing on Aug 11, 2025 Q2 2025

Cornerstone Planning Group LLC

  • QQQM
  • BIV
  • FNDX
  • SMLF
  • IMCG
  • QQQ
  • VEA
Cornerstone Planning Group LLC's Q2 2025 Portfolio
Portfolio Value 490 Billion
Stocks 1529
Filing on Aug 11, 2025 Q2 2025

Baldwin Investment Management, LLC

  • BRK-A
  • AVGO
  • NVDA
  • MSFT
  • AAPL
  • JPM
  • COST
Baldwin Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 802 Million
Stocks 209
Filing on Aug 11, 2025 Q2 2025

Artemis Investment Management LLP

  • NVDA
  • MSFT
  • AMZN
  • META
  • COF
  • SPG
  • TXN
Artemis Investment Management LLP's Q2 2025 Portfolio
Portfolio Value 7.19 Billion
Stocks 192
Filing on Aug 11, 2025 Q2 2025

Buckley Wealth Management, LLC

  • MSFT
  • AAPL
  • BRK-B
  • CVX
  • JPM
  • AMZN
  • GOOGL
Buckley Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 327 Million
Stocks 108
Filing on Aug 11, 2025 Q2 2025

Atomvest LTD

  • CRM
  • GOOGL
  • UBER
Atomvest LTD's Q2 2025 Portfolio
Portfolio Value 53.2 Million
Stocks 3
Filing on Aug 11, 2025 Q2 2025

Harold Davidson & Associates Inc.

  • AAPL
  • CSCO
  • MSFT
  • V
  • CRWD
  • JPM
  • NVDA
Harold Davidson & Associates Inc.'s Q2 2025 Portfolio
Portfolio Value 154 Billion
Stocks 62
Filing on Aug 11, 2025 Q2 2025

Rice Hall James & Associates, LLC

  • ARLO
  • VRNA
  • DFIN
  • LRN
  • PBH
  • ACIW
  • LGND
Rice Hall James & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 247
Filing on Aug 11, 2025 Q2 2025

Atlantic Private Wealth, LLC

  • SPY
  • VTI
  • VXUS
  • SGOV
  • VXF
  • ESGV
  • IBTG
Atlantic Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 237
Filing on Aug 11, 2025 Q2 2025

Reaves W H & CO Inc

  • VST
  • CEG
  • CNP
  • IDA
  • XEL
  • ETR
  • NI
Reaves W H & CO Inc's Q2 2025 Portfolio
Portfolio Value 4.07 Billion
Stocks 97
Filing on Aug 11, 2025 Q2 2025

Zeno Equity Partners LLP

  • DHR
  • AMZN
  • APH
  • TXN
  • GE
  • TPX
  • ITUB
Zeno Equity Partners LLP's Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 11
Filing on Aug 11, 2025 Q2 2025

Bradley Foster & Sargent Inc

  • MSFT
  • JPM
  • AAPL
  • AMZN
  • GOOGL
  • BRK-B
  • AEM
Bradley Foster & Sargent Inc's Q2 2025 Portfolio
Portfolio Value 6.18 Billion
Stocks 536
Filing on Aug 11, 2025 Q2 2025

Ironsides Asset Advisors, LLC

  • LOW
  • ITOT
  • IEFA
  • SPY
  • VTI
  • VOO
  • VO
Ironsides Asset Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 66
Filing on Aug 11, 2025 Q2 2025

Great Lakes Advisors, LLC

  • JPM
  • MSFT
  • AMZN
  • NVDA
  • BSX
  • GOOGL
  • WFC
Great Lakes Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 10.9 Billion
Stocks 1629
Filing on Aug 11, 2025 Q2 2025

Tag Stone Capital, Inc.

  • IVV
  • VCIT
  • AMZN
  • SPYG
  • BRK-B
  • VCSH
  • VTEB
Tag Stone Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 113