Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Clal Insurance Enterprises Holdings LTD

  • SPY
  • VOO
  • TEVA
  • ESLT
  • QQQM
  • NVMI
  • IGV
Clal Insurance Enterprises Holdings LTD's Q1 2025 Portfolio
Portfolio Value 9.68 Billion
Stocks 202
Filing on May 13, 2025 Q1 2025

Strategy Capital LLC

  • AXON
  • SHOP
  • AMZN
  • META
  • NET
  • DDOG
  • TSM
Strategy Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 10
Filing on May 13, 2025 Q1 2025

Gemsstock Ltd.

  • EQX
  • GGAL
  • TECK
  • BMA
  • GOLD
  • NEM
  • MOS
Gemsstock Ltd.'s Q1 2025 Portfolio
Portfolio Value 227 Million
Stocks 18
Filing on May 13, 2025 Q1 2025

Rathbones Group PLC

  • MSFT
  • V
  • AMZN
  • GOOGL
  • JPM
  • AAPL
  • BRK-B
Rathbones Group PLC's Q1 2025 Portfolio
Portfolio Value 19.7 Billion
Stocks 603
Filing on May 12, 2025 Q1 2025

Altium Capital Management LP

  • ALNY
  • KMPH
  • EOLS
  • XTNT
  • PROF
  • XENE
  • EPIX
Altium Capital Management LP's Q1 2025 Portfolio
Portfolio Value 29.1 Million
Stocks 24
Filing on May 12, 2025 Q1 2025

Leith Wheeler Investment Counsel Ltd.

  • IVV
  • WFC
  • MDT
  • EA
  • GOOGL
  • LHX
  • HSIC
Leith Wheeler Investment Counsel Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 75
Filing on May 12, 2025 Q1 2025

Community Bank Of Raymore

  • JPM
  • O
  • CAT
  • GATX
  • NRG
  • BAC
  • GBX
Community Bank Of Raymore's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 116
Filing on May 12, 2025 Q1 2025

Heck Capital Advisors, LLC

  • IVV
  • VTI
  • QUAL
  • RSP
  • IEFA
  • ONEQ
  • GOVT
Heck Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 889 Billion
Stocks 232
Filing on May 12, 2025 Q1 2025

Gqg Partners LLC

  • PM
  • PBR
  • ENB
  • T
  • CB
  • IBN
  • PGR
Gqg Partners LLC's Q1 2025 Portfolio
Portfolio Value 62.5 Billion
Stocks 88
Filing on May 12, 2025 Q1 2025

William B. Walkup & Associates, Inc.

  • AZO
  • VLO
  • JPM
  • HD
  • WMT
  • DFS
  • ABBV
William B. Walkup & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 164 Billion
Stocks 163
Filing on May 12, 2025 Q1 2025

Francis Financial, Inc.

  • VOO
  • BIV
  • META
  • VUG
  • JIRE
  • IVOO
  • BGRN
Francis Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 354 Million
Stocks 152
Filing on May 12, 2025 Q1 2025

Regents Of The University Of California

  • OWL
  • NU
  • CNTA
  • SRZNW
Regents Of The University Of California's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 7
Filing on May 12, 2025 Q1 2025

Boston Partners

  • JPM
  • ABBV
  • AZO
  • LPLA
  • SYY
  • USFD
  • UNH
Boston Partners's Q1 2025 Portfolio
Portfolio Value 77.5 Billion
Stocks 1694
Filing on May 12, 2025 Q1 2025

Centerpoint Advisors, LLC

  • IVV
  • QUAL
  • IWB
  • IJH
  • IJR
  • IVW
  • AAPL
Centerpoint Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 407
Filing on May 12, 2025 Q1 2025

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • JPIB
  • SCHP
Peak Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 97
Filing on May 12, 2025 Q1 2025

Sterling Wealth Advisors Inc

  • DFAU
  • DFSD
  • DFUS
  • DFAI
  • DFIC
  • DFAE
  • DFCF
Sterling Wealth Advisors Inc's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 18
Filing on May 12, 2025 Q1 2025

Delos Wealth Advisors, LLC

  • BILS
  • FXU
  • AAPL
  • GLD
  • MSFT
  • TDTT
  • AEM
Delos Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 116 Million
Stocks 52
Filing on May 12, 2025 Q1 2025

Sustainable Insight Capital Management, LLC

  • AAPL
  • AVGO
  • PANW
  • AMZN
  • CMG
  • T
  • TMUS
Sustainable Insight Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 200 Million
Stocks 66