Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Riverstone Holdings LLC

  • PR
  • SLDP
  • SLDPW
  • LPI
Riverstone Holdings LLC's Q2 2025 Portfolio
Portfolio Value 546 Million
Stocks 4
Filing on Aug 07, 2025 Q2 2025

Fourth Sail Capital LP

  • NU
  • CAAP
  • BBAR
  • BCO
  • LILAK
  • BIOX
  • URG
Fourth Sail Capital LP's Q2 2025 Portfolio
Portfolio Value 483 Billion
Stocks 26
Filing on Aug 07, 2025 Q2 2025

Compass Capital Management, Inc

  • MSFT
  • APH
  • V
  • ICE
  • SYK
  • FAST
  • CHKP
Compass Capital Management, Inc's Q2 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 63
Filing on Aug 07, 2025 Q2 2025

Ascension Capital Advisors, Inc.

  • RDVY
  • SCHX
  • ARKK
  • SCHA
  • JPST
  • SCHF
  • REZ
Ascension Capital Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 39
Filing on Aug 07, 2025 Q2 2025

Lmdagg, L.L.C.

  • IOT
Lmdagg, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 30.8 Million
Stocks 2
Filing on Aug 07, 2025 Q2 2025

Aegis Wealth Management LLC

  • IVV
  • DFAI
  • DFAS
  • DFUV
  • DFAU
  • ITOT
  • VEA
Aegis Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 167 Billion
Stocks 114
Filing on Aug 07, 2025 Q2 2025

Fountainhead Am, LLC

  • JPST
  • IWB
  • VV
  • IVV
  • VTV
  • IJR
  • SCHG
Fountainhead Am, LLC's Q2 2025 Portfolio
Portfolio Value 645 Million
Stocks 215
Filing on Aug 07, 2025 Q2 2025

Pro Share Advisors LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • NFLX
Pro Share Advisors LLC's Q2 2025 Portfolio
Portfolio Value 48.7 Billion
Stocks 2077
Filing on Aug 07, 2025 Q2 2025

Joseph Group Capital Management

  • JCPB
  • SCHP
  • VXUS
  • DEW
  • MOAT
  • CIBR
  • SCHD
Joseph Group Capital Management's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 105
Filing on Aug 07, 2025 Q2 2025

Shared Vision Wealth Group LLC

  • AAPL
  • IVV
  • IUSB
  • QUAL
  • DYNF
  • EFV
  • IVW
Shared Vision Wealth Group LLC's Q2 2025 Portfolio
Portfolio Value 200 Billion
Stocks 83
Filing on Aug 07, 2025 Q2 2025

Cambridge Financial Group, Inc.

  • PGR
  • AVGO
  • CAH
  • MSFT
  • KR
  • BAC
  • R
Cambridge Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 31
Filing on Aug 07, 2025 Q2 2025

Fidelis Capital Partners, LLC

  • SPY
  • MSFT
  • AAPL
  • NVDA
  • IVV
  • VOO
  • IWF
Fidelis Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.1 Trillion
Stocks 445
Filing on Aug 07, 2025 Q2 2025

King Luther Capital Management Corp

  • MSFT
  • AAPL
  • NVDA
  • DSGR
  • AMZN
  • ORCL
  • JPM
King Luther Capital Management Corp's Q2 2025 Portfolio
Portfolio Value 22.8 Billion
Stocks 586
Filing on Aug 07, 2025 Q2 2025

Lisanti Capital Growth, LLC

  • CRDO
  • MGNI
  • LITE
  • EYE
  • BOOT
  • AMSC
  • ROAD
Lisanti Capital Growth, LLC's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 106
Filing on Aug 07, 2025 Q2 2025

Summit X, LLC

  • VONG
  • NVDA
  • IVV
  • DYNF
  • AAPL
  • QUAL
  • DFUS
Summit X, LLC's Q2 2025 Portfolio
Portfolio Value 515 Million
Stocks 285
Filing on Aug 07, 2025 Q2 2025

Bck Capital Management LP

  • JNPR
  • JNPR
  • K
  • ACI
  • JNPR
  • GMS
  • TLT
Bck Capital Management LP's Q2 2025 Portfolio
Portfolio Value 154 Million
Stocks 84
Filing on Aug 07, 2025 Q2 2025

Bornite Capital Management LP

  • MIR
  • CRS
  • BKR
  • PWR
  • TTEK
  • META
  • ETN
Bornite Capital Management LP's Q2 2025 Portfolio
Portfolio Value 870 Million
Stocks 36
Filing on Aug 07, 2025 Q2 2025

Profund Advisors LLC

  • NVDA
  • MSFT
  • AVGO
  • AAPL
  • AMZN
  • META
  • NFLX
Profund Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.7 Billion
Stocks 992