Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Seven Bridge Financial Group, LLC

  • AAPL
  • MSFT
  • DRSK
  • GOOGL
  • AMZN
  • JPM
  • NVDA
Seven Bridge Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 478 Million
Stocks 220
Filing on May 13, 2025 Q1 2025

Paragon Associates & Paragon Associates Ii Joint Venture

  • AEM
  • NVGS
  • EPSN
  • BELFB
  • FNV
  • DMAC
  • IRIX
Paragon Associates & Paragon Associates Ii Joint Venture's Q1 2025 Portfolio
Portfolio Value 39.7 Million
Stocks 13
Filing on May 13, 2025 Q1 2025

Pack Private Wealth, LLC

  • VEA
  • IVV
  • VWO
  • IJH
  • GGG
  • IJR
  • GNR
Pack Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 168 Million
Stocks 41
Filing on May 13, 2025 Q1 2025

California Public Employees Retirement System

  • VOO
  • AAPL
  • MSFT
  • NVDA
  • META
  • AMZN
  • BRK-B
California Public Employees Retirement System's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 1118
Filing on May 13, 2025 Q1 2025

Wafra Inc.

  • CMTG
Wafra Inc.'s Q1 2025 Portfolio
Portfolio Value 9.33 Million
Stocks 2
Filing on May 13, 2025 Q1 2025

Ddfg, Inc

  • IEI
  • IUSG
  • LQD
  • IDEV
  • IUSV
  • IVE
  • GOVT
Ddfg, Inc's Q1 2025 Portfolio
Portfolio Value 361 Billion
Stocks 76
Filing on May 13, 2025 Q1 2025

Chuck Akre

Akre Capital Management LLC
  • MA
  • ORLY
  • MCO
  • V
  • KKR
  • ROP
  • CSGP
Chuck Akre's Q1 2025 Portfolio
Portfolio Value 9.4 Billion
Stocks 18
Filing on May 13, 2025 Q1 2025

Comprehensive Wealth Management, LLC

  • EMLP
  • PFXF
  • SPTI
  • LGOV
  • XLK
  • HSCZ
  • IAGG
Comprehensive Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 33
Filing on May 13, 2025 Q1 2025

Sprucegrove Investment Management LTD

  • RYAAY
  • CPA
  • BRK-B
  • MKL
  • GILD
  • HSIC
  • DCI
Sprucegrove Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 967 Million
Stocks 32
Filing on May 13, 2025 Q1 2025

Elevatus Welath Management

  • AGG
  • JPST
  • JAAA
  • TDG
  • MSFT
  • GLD
  • NVDA
Elevatus Welath Management's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 104
Filing on May 13, 2025 Q1 2025

Lfl Advisers, LLC

  • BK
  • AON
  • LAMR
  • PGR
  • ALV
  • GOOG
  • BRK-B
Lfl Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 195 Million
Stocks 8
Filing on May 13, 2025 Q1 2025

Menora Mivtachim Holdings Ltd.

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AMZN
  • META
  • XLE
Menora Mivtachim Holdings Ltd.'s Q1 2025 Portfolio
Portfolio Value 15.4 Billion
Stocks 126
Filing on May 13, 2025 Q1 2025

Somerset Group LLC

  • MMM
  • CHRW
  • QQQ
  • AAPL
  • MSFT
  • AMZN
  • SCHX
Somerset Group LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 62
Filing on May 13, 2025 Q1 2025

Ar Asset Management Inc

  • AAPL
  • CVX
  • PM
  • JPM
  • BRK-A
  • MRK
  • PG
Ar Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 440 Million
Stocks 113
Filing on May 13, 2025 Q1 2025

Philadelphia Trust CO

  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • ABBV
  • ABT
  • GOOGL
Philadelphia Trust CO's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 242
Filing on May 13, 2025 Q1 2025

Pinnacle Holdings, LLC

  • DIA
  • OKE
  • AM
  • WMB
  • KNTK
  • TRGP
  • GS
Pinnacle Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 204 Million
Stocks 237
Filing on May 13, 2025 Q1 2025

Cowa, LLC

  • DFIV
  • AVUV
  • IBHF
  • AAPL
  • IBDR
  • IDV
  • SPYD
Cowa, LLC's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 125
Filing on May 13, 2025 Q1 2025

Cresset Asset Management, LLC

  • SPY
  • IVV
  • ERIE
  • RSP
  • AAPL
  • IJR
  • META
Cresset Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 1711