Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 08, 2025 Q1 2025

Capital Today Evergreen Fund, L.P.

  • PDD
  • DDL
  • BZ
Capital Today Evergreen Fund, L.P.'s Q1 2025 Portfolio
Portfolio Value 329 Million
Stocks 3
Filing on May 08, 2025 Q1 2025

Strategic Advocates LLC

  • BIV
  • QQQ
  • KOMP
  • RPV
  • SPLB
  • IEMG
  • IGSB
Strategic Advocates LLC's Q1 2025 Portfolio
Portfolio Value 288 Billion
Stocks 113
Filing on May 08, 2025 Q1 2025

Drexel Morgan & Co.

  • T
  • CLF
  • JNJ
  • IBM
  • KO
  • JPM
  • UPS
Drexel Morgan & Co.'s Q1 2025 Portfolio
Portfolio Value 476 Million
Stocks 54
Filing on May 08, 2025 Q1 2025

Commerce Bank

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • JPM
  • CBSH
Commerce Bank's Q1 2025 Portfolio
Portfolio Value 15.4 Billion
Stocks 2334
Filing on May 08, 2025 Q1 2025

Hopwood Financial Services, Inc.

  • SPY
  • CGXU
  • IJH
  • BSV
  • MDY
  • IJR
  • XOM
Hopwood Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 300
Filing on May 08, 2025 Q1 2025

Sun Life Financial Inc

  • SPY
  • IVV
  • VOO
  • EWT
  • EWY
  • QQQ
  • BKLN
Sun Life Financial Inc's Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 36
Filing on May 08, 2025 Q1 2025

Tiaa Trust, National Association

  • IEFA
  • IEMG
  • VUG
  • IWY
  • VEA
  • VTV
  • IWX
Tiaa Trust, National Association's Q1 2025 Portfolio
Portfolio Value 32 Billion
Stocks 972
Filing on May 08, 2025 Q1 2025

Spc Financial, Inc.

  • RSP
  • GSEW
  • IEFA
  • USFR
  • IQDG
  • JMBS
  • QUAL
Spc Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 261
Filing on May 08, 2025 Q1 2025

Exor N.V.

  • CLVT
Exor N.V.'s Q1 2025 Portfolio
Portfolio Value 264 Million
Stocks 2
Filing on May 08, 2025 Q1 2025

Pelion, Inc.

  • WEAV
  • BILL
  • RCAT
Pelion, Inc.'s Q1 2025 Portfolio
Portfolio Value 51.7 Million
Stocks 4
Filing on May 08, 2025 Q1 2025

Schiavi & CO LLC

  • MFDX
  • MFUS
  • BIV
  • MFEM
  • VTEB
  • IEFA
  • JPEM
Schiavi & CO LLC's Q1 2025 Portfolio
Portfolio Value 236 Million
Stocks 39
Filing on May 08, 2025 Q1 2025

Mcintyre Freedman & Flynn Investment Advisers Inc

  • MSFT
  • BX
  • MPC
  • AMAT
  • RTX
  • NFG
  • QQQ
Mcintyre Freedman & Flynn Investment Advisers Inc's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 68
Filing on May 08, 2025 Q1 2025

Headland Capital, LLC

  • SPY
  • PGR
  • SPDW
  • BSCV
  • SPLV
  • BSCT
  • USFR
Headland Capital, LLC's Q1 2025 Portfolio
Portfolio Value 301 Billion
Stocks 59
Filing on May 08, 2025 Q1 2025

Vulcan Value Partners, LLC

  • MSFT
  • RE
  • CSGP
  • TDG
  • AMZN
  • V
  • MA
Vulcan Value Partners, LLC's Q1 2025 Portfolio
Portfolio Value 5.24 Billion
Stocks 39
Filing on May 08, 2025 Q1 2025

Heritage Wealth Advisors

  • IVV
  • IEFA
  • BRK-B
  • IWS
  • ITOT
  • RTX
  • MSFT
Heritage Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 593
Filing on May 08, 2025 Q1 2025

Jbf Capital, Inc.

  • VOO
  • MSFT
  • AMZN
  • GRBK
  • VST
  • LOW
  • NFLX
Jbf Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 495 Million
Stocks 66
Filing on May 08, 2025 Q1 2025

Baker Avenue Asset Management, LP

  • SSD
  • AAPL
  • MSFT
  • VB
  • AGG
  • BND
  • NVDA
Baker Avenue Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 3.21 Billion
Stocks 469
Filing on May 08, 2025 Q1 2025

Mengis Capital Management, Inc.

  • AAPL
  • MSFT
  • CVX
  • JPM
  • PCAR
  • DE
  • COST
Mengis Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 467 Million
Stocks 190