Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Burren Capital Advisors LTD

  • K
  • SKX
  • FYBR
  • WBA
  • HES
  • NVEE
  • JNPR
Burren Capital Advisors LTD's Q2 2025 Portfolio
Portfolio Value 34.2 Billion
Stocks 15
Filing on Aug 07, 2025 Q2 2025

Mc Clarren Financial Advisors, Inc.

  • VTI
  • VB
  • VOO
  • VO
  • MGK
  • VXUS
  • VIG
Mc Clarren Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 73
Filing on Aug 07, 2025 Q2 2025

Pinnacle Holdings, LLC

  • DIA
  • GS
  • MSFT
  • AM
  • WMB
  • OKE
  • FMCC
Pinnacle Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 229
Filing on Aug 07, 2025 Q2 2025

Rossmore Private Capital

  • XOM
  • IVV
  • MSFT
  • AAPL
  • CVX
  • JPM
  • AMZN
Rossmore Private Capital's Q2 2025 Portfolio
Portfolio Value 844 Million
Stocks 258
Filing on Aug 07, 2025 Q2 2025

Central Securities Corp

  • PGR
  • ADI
  • GOOGL
  • META
  • SCHW
  • COF
  • MSI
Central Securities Corp's Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 27
Filing on Aug 07, 2025 Q2 2025

American Alpha Advisors, LLC

  • EFA
  • SCHD
  • SPY
  • PHYL
  • ELF
  • ICOW
  • VB
American Alpha Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 86
Filing on Aug 07, 2025 Q2 2025

Legacy Financial Advisors, Inc.

  • DGRW
  • ITOT
  • WTV
  • NVDA
  • MSFT
  • AAPL
  • JMUB
Legacy Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 527 Million
Stocks 339
Filing on Aug 07, 2025 Q2 2025

Evoke Wealth, LLC

  • GLDM
  • IVV
  • RPAR
  • SCHP
  • VTI
  • GUNR
  • OEF
Evoke Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 4.37 Trillion
Stocks 599
Filing on Aug 07, 2025 Q2 2025

Apeiron Ria LLC

  • EFV
  • DFIV
  • QUAL
  • SPLG
  • AVUV
  • MUB
  • IUSB
Apeiron Ria LLC's Q2 2025 Portfolio
Portfolio Value 347 Million
Stocks 204
Filing on Aug 07, 2025 Q2 2025

Howard Bailey Securities, LLC

  • IWY
  • NTSX
  • IWX
  • DGRW
  • SCHG
  • SPLG
  • IQDG
Howard Bailey Securities, LLC's Q2 2025 Portfolio
Portfolio Value 261 Billion
Stocks 145
Filing on Aug 07, 2025 Q2 2025

Everhart Financial Group, Inc.

  • VTV
  • VUG
  • VTI
  • NVDA
  • BIV
  • MSFT
  • AAPL
Everhart Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 852 Million
Stocks 340
Filing on Aug 07, 2025 Q2 2025

M. Kulyk & Associates, LLC

  • STIP
  • SGOV
  • MSFT
  • NVDA
  • SHV
  • GOOGL
  • TSM
M. Kulyk & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 443 Million
Stocks 108
Filing on Aug 07, 2025 Q2 2025

Richard C. Young & Co., Ltd.

  • GLD
  • AVGO
  • V
  • NVDA
  • T
  • ORCL
  • GOOGL
Richard C. Young & Co., Ltd.'s Q2 2025 Portfolio
Portfolio Value 944 Million
Stocks 87
Filing on Aug 07, 2025 Q2 2025

Jackson Hill Advisors, LLC

  • AMZN
  • KKR
  • GOOG
  • SPGI
  • PHM
  • MA
  • AZO
Jackson Hill Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 171 Million
Stocks 12
Filing on Aug 07, 2025 Q2 2025

Fox Financial, Inc

  • DLN
  • SPTM
  • SMLF
  • QQQ
  • IWR
  • XLK
  • OMFL
Fox Financial, Inc's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 13
Filing on Aug 07, 2025 Q2 2025

Bearing Point Capital, LLC

  • NVDA
  • AAPL
  • MSFT
  • SHY
  • V
  • JPM
  • AVGO
Bearing Point Capital, LLC's Q2 2025 Portfolio
Portfolio Value 543 Billion
Stocks 166
Filing on Aug 07, 2025 Q2 2025

Commerce Bank

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • AVGO
  • JPM
Commerce Bank's Q2 2025 Portfolio
Portfolio Value 16.7 Billion
Stocks 2347
Filing on Aug 07, 2025 Q2 2025

Kempen Capital Management N.V.

  • MSFT
  • META
  • KKR
  • BKNG
  • GOOGL
  • NXPI
  • AMZN
Kempen Capital Management N.V.'s Q2 2025 Portfolio
Portfolio Value 10.1 Billion
Stocks 239