Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

W Advisors, LLC

  • IVW
  • AAPL
  • MSFT
  • SUSL
  • OEF
  • IVV
  • MRK
W Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 170 Million
Stocks 212
Filing on Aug 07, 2025 Q2 2025

Lom Asset Management LTD

  • AVGO
  • MSFT
  • NVDA
  • GOOG
  • VOO
  • AMZN
  • JPM
Lom Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 296 Million
Stocks 252
Filing on Aug 07, 2025 Q2 2025

Varma Mutual Pension Insurance CO

  • EMSG
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • LCTU
  • GOOGL
Varma Mutual Pension Insurance CO's Q2 2025 Portfolio
Portfolio Value 9.35 Billion
Stocks 309
Filing on Aug 07, 2025 Q2 2025

Encompass More Asset Management

  • SPY
  • USFR
  • QQQ
  • GLDM
  • SECT
  • SGOL
  • TLT
Encompass More Asset Management's Q2 2025 Portfolio
Portfolio Value 340 Million
Stocks 192
Filing on Aug 07, 2025 Q2 2025

Tilson Financial Group, Inc.

  • VUG
  • DFAS
  • SPTI
  • IVW
  • VEA
  • SPTS
  • VTEB
Tilson Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 265 Million
Stocks 75
Filing on Aug 07, 2025 Q2 2025

Chicago Capital Management, LLC

  • SWTX
  • BPMC
  • VIGL
  • PWOD
  • TGI
  • SSBK
  • GMS
Chicago Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 32.5 Million
Stocks 40
Filing on Aug 07, 2025 Q2 2025

Keating Investment Counselors Inc

  • STIP
  • BIL
  • AEM
  • VOD
  • OII
  • TTE
  • EQNR
Keating Investment Counselors Inc's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 61
Filing on Aug 07, 2025 Q2 2025

Financially Speaking Inc

  • JPST
  • FLDR
  • SCHG
  • JPIN
  • TKAMY
  • XLC
  • ITA
Financially Speaking Inc's Q2 2025 Portfolio
Portfolio Value 152 Billion
Stocks 202
Filing on Aug 07, 2025 Q2 2025

Compass Financial Group, Inc.

  • IVV
  • IWV
  • IWF
  • PRF
  • JAAA
  • VTI
  • DFNM
Compass Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 39
Filing on Aug 07, 2025 Q2 2025

Zurcher Kantonalbank (Zurich Cantonalbank)

  • NVDA
  • MSFT
  • UBS
  • AAPL
  • AMZN
  • AVGO
  • META
Zurcher Kantonalbank (Zurich Cantonalbank)'s Q2 2025 Portfolio
Portfolio Value 39 Billion
Stocks 2571
Filing on Aug 07, 2025 Q2 2025

Navellier & Associates Inc

  • NVDA
  • PWR
  • COST
  • LLY
  • RCL
  • EME
  • PGR
Navellier & Associates Inc's Q2 2025 Portfolio
Portfolio Value 756 Million
Stocks 307
Filing on Aug 07, 2025 Q2 2025

Perkins Capital Management Inc

  • NTRA
  • LLY
  • MSFT
  • IDXX
  • MGNI
  • ABT
  • AMD
Perkins Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 90.7 Million
Stocks 83
Filing on Aug 07, 2025 Q2 2025

Beese Fulmer Investment Management, Inc.

  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • MA
  • COST
  • BRK-B
Beese Fulmer Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 285
Filing on Aug 07, 2025 Q2 2025

Private Advisory Group LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • NFLX
  • META
  • GOOG
Private Advisory Group LLC's Q2 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 303
Filing on Aug 07, 2025 Q2 2025

Meridian Financial Partners LLC

  • VOO
  • DGRO
  • JMEE
  • IWY
  • AAPL
  • MSFT
  • IVV
Meridian Financial Partners LLC's Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 105
Filing on Aug 07, 2025 Q2 2025

Minneapolis Portfolio Management Group, LLC

  • GLW
  • ORCL
  • BPOP
  • SONY
  • CSCO
  • IBM
  • CAT
Minneapolis Portfolio Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 734 Million
Stocks 29
Filing on Aug 07, 2025 Q2 2025

Panoramic Investment Advisors, LLC

  • SPLG
  • SCHV
  • QUAL
  • SCHG
  • VUG
  • GOOG
  • ICSH
Panoramic Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 121
Filing on Aug 07, 2025 Q2 2025

Traynor Capital Management, Inc.

  • NVDA
  • AMZN
  • NFLX
  • AAPL
  • GOOGL
  • LLY
  • AVGO
Traynor Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 261