Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

S&Co Inc

  • MSFT
  • BRK-B
  • ADP
  • CHD
  • ECL
  • XOM
  • AAPL
S&Co Inc's Q2 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 223
Filing on Aug 07, 2025 Q2 2025

Hodges Capital Management Inc.

  • TPL
  • UBER
  • NVDA
  • MTDR
  • MSFT
  • DKNG
  • EXP
Hodges Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 984 Million
Stocks 209
Filing on Aug 07, 2025 Q2 2025

Aspen Wealth Strategies, LLC

  • IVV
  • SCHG
  • VTV
  • MOAT
  • IEFA
  • AVGO
  • XMHQ
Aspen Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 166 Billion
Stocks 82
Filing on Aug 07, 2025 Q2 2025

Investment Management Corp /Va/ /Adv

  • LOW
  • PPA
  • NOCT
  • KIE
  • IVV
  • GLD
  • VYM
Investment Management Corp /Va/ /Adv's Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 175
Filing on Aug 07, 2025 Q2 2025

Palouse Capital Management, Inc.

  • MSFT
  • NEM
  • BIL
  • NTAP
  • UNH
  • HBAN
  • TSN
Palouse Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 142 Million
Stocks 128
Filing on Aug 07, 2025 Q2 2025

Verus Capital Partners, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • AMD
  • SPYG
  • IVV
Verus Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 463
Filing on Aug 07, 2025 Q2 2025

Leith Wheeler Investment Counsel Ltd.

  • IVV
  • LHX
  • GOOGL
  • DIS
  • HSIC
  • CRM
  • QQQM
Leith Wheeler Investment Counsel Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 65
Filing on Aug 07, 2025 Q2 2025

Fund Evaluation Group, LLC

  • IVV
  • GOVT
  • SCHG
  • SCHX
  • IXUS
  • VOO
  • SCHF
Fund Evaluation Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.59 Billion
Stocks 79
Filing on Aug 07, 2025 Q2 2025

David R. Rahn & Associates Inc.

  • GOOGL
  • BWZ
  • GDX
  • AMZN
  • GLD
  • GOOG
  • SMH
David R. Rahn & Associates Inc.'s Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 127
Filing on Aug 07, 2025 Q2 2025

Pcg Asset Management, LLC

  • SPY
  • BSV
  • BIV
  • SHY
  • SGOV
  • QQQ
  • VGT
Pcg Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 75
Filing on Aug 07, 2025 Q2 2025

Northwest Bancshares, Inc.

  • FNDX
  • VCSH
  • TLT
  • MSFT
  • IVV
  • AAPL
  • JPM
Northwest Bancshares, Inc.'s Q2 2025 Portfolio
Portfolio Value 563 Million
Stocks 225
Filing on Aug 07, 2025 Q2 2025

Simplify Asset Management Inc.

  • IVV
  • AGG
  • GLD
  • AGGH
  • SPUC
  • TYA
  • PAGP
Simplify Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 89
Filing on Aug 07, 2025 Q2 2025

Gouws Capital LLC

  • QQQ
  • QQQ
  • LLY
  • COST
  • V
  • GOOG
  • AMZN
Gouws Capital LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 54
Filing on Aug 07, 2025 Q2 2025

Davidson Capital Management Inc.

  • VCIT
  • XMMO
  • SPHQ
  • RSP
  • QQQ
  • VCLT
  • NVDA
Davidson Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 410 Million
Stocks 78
Filing on Aug 07, 2025 Q2 2025

Pembroke Management, LTD

  • CNM
  • PSTG
  • MPWR
  • IBP
  • FSS
  • GMED
  • SITE
Pembroke Management, LTD's Q2 2025 Portfolio
Portfolio Value 801 Million
Stocks 78
Filing on Aug 07, 2025 Q2 2025

Harbor Island Capital LLC

  • AMAT
  • WFC
  • MSFT
  • AAPL
  • CSCO
  • GATX
  • KLAC
Harbor Island Capital LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 15
Filing on Aug 07, 2025 Q2 2025

Blackhawk Capital Partners Llc.

  • SCHX
  • META
  • MSFT
  • AAPL
  • NVDA
  • JAAA
  • LLY
Blackhawk Capital Partners Llc.'s Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 128
Filing on Aug 07, 2025 Q2 2025

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • IMTM
  • BIP
  • QUAL
Tacita Capital Inc's Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 215