Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

American Financial Group Inc

  • NXST
  • C
  • ACI
  • TALO
  • CMCSA
  • GM
  • UBER
American Financial Group Inc's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 80
Filing on Aug 07, 2025 Q2 2025

Wilkins Investment Counsel Inc

  • NEM
  • IBM
  • CTVA
  • ADP
  • CB
  • MMM
  • WMB
Wilkins Investment Counsel Inc's Q2 2025 Portfolio
Portfolio Value 690 Million
Stocks 120
Filing on Aug 07, 2025 Q2 2025

American Financial Group Inc 401(K) Retirement & Savings Plan

  • AFG
American Financial Group Inc 401(K) Retirement & Savings Plan's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 1
Filing on Aug 07, 2025 Q2 2025

Accent Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • META
  • SPY
  • AMZN
Accent Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 224 Billion
Stocks 403
Filing on Aug 07, 2025 Q2 2025

Donaldson Capital Management, LLC

  • AVGO
  • MSFT
  • AAPL
  • XLC
  • ICSH
  • JPM
  • ABBV
Donaldson Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.71 Billion
Stocks 212
Filing on Aug 07, 2025 Q2 2025

Cumberland Advisors Inc

  • SPY
  • MDY
  • XAR
  • BRK-B
  • ACWX
  • MSFT
  • IBB
Cumberland Advisors Inc's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 49
Filing on Aug 07, 2025 Q2 2025

Veritas Asset Management LLP

  • MSFT
  • AMZN
  • UNH
  • GOOGL
  • CHTR
  • AON
  • CRM
Veritas Asset Management LLP's Q2 2025 Portfolio
Portfolio Value 9.19 Billion
Stocks 34
Filing on Aug 07, 2025 Q2 2025

Authentikos Wealth Advisory, LLC

  • JANZ
  • TUA
  • NVBW
  • SPD
  • SFLR
  • XDSQ
  • SVOL
Authentikos Wealth Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 50
Filing on Aug 07, 2025 Q2 2025

Illumine Investment Management, LLC

  • DASH
  • COST
  • JPST
  • ISRG
  • IBKR
  • WRB
  • INTU
Illumine Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 87
Filing on Aug 07, 2025 Q2 2025

Teachers Retirement System Of The State Of Kentucky

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Teachers Retirement System Of The State Of Kentucky's Q2 2025 Portfolio
Portfolio Value 12.3 Billion
Stocks 3696
Filing on Aug 07, 2025 Q2 2025

Strategy Asset Managers LLC

  • AVGO
  • MSFT
  • JPM
  • GOOGL
  • CSCO
  • EMR
  • META
Strategy Asset Managers LLC's Q2 2025 Portfolio
Portfolio Value 531 Million
Stocks 240
Filing on Aug 07, 2025 Q2 2025

Guardian Capital LP

  • BMO
  • RY
  • OTEX
  • AEM
  • CM
  • GIB
  • QSR
Guardian Capital LP's Q2 2025 Portfolio
Portfolio Value 2.56 Billion
Stocks 157
Filing on Aug 07, 2025 Q2 2025

Atala Financial Inc

  • VTI
  • IBM
  • GOOGL
  • DE
  • RBLX
  • MSFT
  • NVDA
Atala Financial Inc's Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 128
Filing on Aug 07, 2025 Q2 2025

Allen Holding Inc

  • KO
  • PLTR
  • BRK-A
  • PFE
  • IAC
  • AFRM
  • BAC
Allen Holding Inc 's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 10
Filing on Aug 07, 2025 Q2 2025

Prairieview Wealth Partners, LLC

  • IVV
  • AGG
  • IWR
  • MUB
  • VTV
  • VTWO
  • SPYG
Prairieview Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 96.3 Billion
Stocks 28
Filing on Aug 07, 2025 Q2 2025

Allen Investment Management LLC

  • SCHW
  • MSFT
  • AMZN
  • META
  • V
  • SPGI
  • MCO
Allen Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 8.88 Billion
Stocks 199
Filing on Aug 07, 2025 Q2 2025

Allen Operations LLC

  • PLTR
  • AYI
  • AUR
  • AFRM
  • MSFT
  • SCHW
  • MA
Allen Operations LLC's Q2 2025 Portfolio
Portfolio Value 672 Million
Stocks 35
Filing on Aug 07, 2025 Q2 2025

Wisconsin Capital Management LLC

  • NVDA
  • MSFT
  • V
  • GOOGL
  • MA
  • AAPL
  • MELI
Wisconsin Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 176 Million
Stocks 50