Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Old West Investment Management, LLC

  • NXE
  • CCJ
  • VIRT
  • TMQ
  • AGI
  • LMT
  • AEM
Old West Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 62
Filing on Aug 08, 2025 Q2 2025

Keebeck Alpha, LP

  • IWM
  • FYBR
  • ALE
  • SCHN
  • PRA
  • AZEK
  • QQQ
Keebeck Alpha, LP's Q2 2025 Portfolio
Portfolio Value 57.8 Million
Stocks 170
Filing on Aug 08, 2025 Q2 2025

Islay Capital Management, LLC

  • SCHD
  • AVUV
  • SCHB
  • SCHO
  • BIL
  • CORP
  • BRK-B
Islay Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 143 Million
Stocks 202
Filing on Aug 08, 2025 Q2 2025

Mittelman Wealth Management

  • VIG
  • VYM
  • VEA
  • VOO
  • VWO
  • IGIB
  • IGLB
Mittelman Wealth Management's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 38
Filing on Aug 08, 2025 Q2 2025

Chris Davis

Davis Selected Advisers
  • COF
  • META
  • AMAT
  • USB
  • MGM
  • CVS
  • BRK-A
Chris Davis's Q2 2025 Portfolio
Portfolio Value 18.2 Billion
Stocks 107
Filing on Aug 08, 2025 Q2 2025

Mason Street Advisors, LLC

  • AGG
  • IVV
  • SPTL
  • SPMD
  • IEFA
  • SPSM
  • SCHH
Mason Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 854 Million
Stocks 15
Filing on Aug 08, 2025 Q2 2025

Stephenson & Company, Inc.

  • BRK-B
  • RSP
  • IVV
  • VEA
  • BSV
  • BIV
  • IJH
Stephenson & Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 42
Filing on Aug 08, 2025 Q2 2025

Cooper Capital Advisors LLC

  • BUFR
  • JPM
  • BRK-B
  • RDVI
  • SPLG
  • QQQM
  • V
Cooper Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 104 Billion
Stocks 34
Filing on Aug 08, 2025 Q2 2025

Sustainable Growth Advisers, LP

  • AMZN
  • MSFT
  • META
  • INTU
  • NVDA
  • V
  • SPGI
Sustainable Growth Advisers, LP's Q2 2025 Portfolio
Portfolio Value 17.9 Billion
Stocks 98
Filing on Aug 08, 2025 Q2 2025

Sg Americas Securities, LLC

  • AAPL
  • AVGO
  • GOOGL
  • META
  • GOOG
  • IVV
  • NVDA
Sg Americas Securities, LLC's Q2 2025 Portfolio
Portfolio Value 24.1 Billion
Stocks 2879
Filing on Aug 08, 2025 Q2 2025

Crossmark Global Holdings, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • TSM
Crossmark Global Holdings, Inc.'s Q2 2025 Portfolio
Portfolio Value 6.02 Billion
Stocks 1322
Filing on Aug 08, 2025 Q2 2025

Wrapmanager Inc

  • AGG
  • SPIB
  • SPDW
  • SPYG
  • SPEM
  • MSFT
  • NVDA
Wrapmanager Inc's Q2 2025 Portfolio
Portfolio Value 405 Million
Stocks 213
Filing on Aug 08, 2025 Q2 2025

Wealth Shield Partners, LLC

  • IVV
  • SCHF
  • SCHG
  • MGK
  • IVW
  • MSFT
  • AAPL
Wealth Shield Partners, LLC's Q2 2025 Portfolio
Portfolio Value 796 Million
Stocks 555
Filing on Aug 08, 2025 Q2 2025

Advisory Resource Group

  • QDPL
  • PSX
  • COP
  • JMEE
  • SPAB
  • IVV
  • JEPI
Advisory Resource Group's Q2 2025 Portfolio
Portfolio Value 417 Million
Stocks 167
Filing on Aug 08, 2025 Q2 2025

Altiora Financial Group, LLC

  • DFAC
  • DFSD
  • DFAX
  • SGOV
  • VTI
  • SCHO
  • SCHR
Altiora Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 512 Billion
Stocks 93
Filing on Aug 08, 2025 Q2 2025

Gts Securities LLC

  • SPY
  • QQQ
  • IWM
  • IVV
  • IJR
  • IWD
  • VOOV
Gts Securities LLC's Q2 2025 Portfolio
Portfolio Value 2.24 Trillion
Stocks 1198
Filing on Aug 08, 2025 Q2 2025

Compass Financial Services Inc

  • SPLG
  • DGRW
  • JPST
  • KNG
  • QQQM
  • VLU
  • JEPQ
Compass Financial Services Inc's Q2 2025 Portfolio
Portfolio Value 206 Billion
Stocks 302
Filing on Aug 08, 2025 Q2 2025

C V Starr & CO Inc

  • GLD
  • IDEV
  • IVOO
  • IJR
C V Starr & CO Inc's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 5