Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Pb Investment Partners, L.P.

  • COF
  • APO
  • HGV
  • PGR
  • OMF
  • BAC
  • GBTG
Pb Investment Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 126 Million
Stocks 8
Filing on May 14, 2025 Q1 2025

Laffer Tengler Investments

  • AVGO
  • MSFT
  • GS
  • WMT
  • AXP
  • ABBV
  • JPM
Laffer Tengler Investments's Q1 2025 Portfolio
Portfolio Value 470 Billion
Stocks 132
Filing on May 14, 2025 Q1 2025

Strategic Financial Planning, Inc.

  • SCHB
  • SCHA
  • SPDW
  • VWO
  • SCHH
  • VSS
  • SCHC
Strategic Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 35
Filing on May 14, 2025 Q1 2025

Gitterman Wealth Management, LLC

  • VGIT
  • VOO
  • BIL
  • GRID
  • PHO
  • GLD
  • HEFA
Gitterman Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 325 Million
Stocks 131
Filing on May 14, 2025 Q1 2025

Sprott Inc.

  • AEM
  • FUND
  • WPM
  • PAAS
  • SII
  • OR
  • CDE
Sprott Inc.'s Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 195
Filing on May 14, 2025 Q1 2025

Arnhold LLC

  • GLD
  • IAU
  • T
  • GOOGL
  • SLM
  • VRT
  • KD
Arnhold LLC's Q1 2025 Portfolio
Portfolio Value 940 Million
Stocks 115
Filing on May 14, 2025 Q1 2025

Optimize Financial Inc

  • ATEN
  • AAPL
Optimize Financial Inc's Q1 2025 Portfolio
Portfolio Value 128 Billion
Stocks 3
Filing on May 14, 2025 Q1 2025

Banco De Sabadell, S.A

  • JPM
  • AAPL
  • MSFT
  • COST
  • AVGO
  • MA
  • ETN
Banco De Sabadell, S.A's Q1 2025 Portfolio
Portfolio Value 132 Million
Stocks 57
Filing on May 14, 2025 Q1 2025

Cibc Capital Markets (Europe) S.A.

  • NFLX
  • BRK-B
  • AMZN
  • TSLA
  • ISRG
  • UBER
  • NOW
Cibc Capital Markets (Europe) S.A.'s Q1 2025 Portfolio
Portfolio Value 65.4 Million
Stocks 10
Filing on May 14, 2025 Q1 2025

Nzs Capital, LLC

  • GOOG
  • CDNS
  • PGR
  • APH
  • ROP
  • TXN
  • NVDA
Nzs Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 59
Filing on May 14, 2025 Q1 2025

1620 Investment Advisors, Inc.

  • SPIB
  • SPTS
  • IEF
  • QEFA
  • TY
  • JPM
  • IGSB
1620 Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 689
Filing on May 14, 2025 Q1 2025

Troy Asset Management LTD

  • V
  • GOOGL
  • MSFT
  • VRSN
  • ADBE
  • A
  • CB
Troy Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 30
Filing on May 14, 2025 Q1 2025

Polaris Capital Management, LLC

  • BPOP
  • VIPS
  • JAZZ
  • TGLS
  • ALSN
  • SLM
  • UTHR
Polaris Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 91
Filing on May 14, 2025 Q1 2025

Beutel, Goodman & CO Ltd.

  • TD
  • RY
  • BMO
  • EBAY
  • DOX
  • CMCSA
  • NLOK
Beutel, Goodman & CO Ltd.'s Q1 2025 Portfolio
Portfolio Value 17.4 Billion
Stocks 205
Filing on May 14, 2025 Q1 2025

Nea Management Company, LLC

  • ACLX
  • VRNA
  • RYTM
  • COUR
  • TRVI
  • SVRA
  • CRSP
Nea Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 38
Filing on May 14, 2025 Q1 2025

Cibc World Market Inc.

  • RY
  • TD
  • BMO
  • BNS
  • ENB
  • TRP
  • SU
Cibc World Market Inc.'s Q1 2025 Portfolio
Portfolio Value 44.5 Billion
Stocks 1352
Filing on May 14, 2025 Q1 2025

Sequoia Capital India Operations Ii, LLC

  • FRSH
  • S
Sequoia Capital India Operations Ii, LLC's Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 4
Filing on May 14, 2025 Q1 2025

Santa Clara Valley Transportation Authority

  • IEMG
  • SHY
  • USHY
  • USIG
Santa Clara Valley Transportation Authority's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 4