Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 12, 2025 Q1 2025

Cfs Investment Advisory Services, LLC

  • PTLC
  • SPLG
  • VUG
  • QUAL
  • IWD
  • DYNF
  • IVV
Cfs Investment Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 307
Filing on May 12, 2025 Q1 2025

Horan Securities, Inc.

  • IVV
  • IJR
  • IJH
  • PG
  • AAPL
  • IWF
  • MSFT
Horan Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 135
Filing on May 12, 2025 Q1 2025

Spurstone Advisory Services, LLC

  • AAPL
  • XOM
  • UPS
  • CVX
  • RTX
  • SPY
  • FTNT
Spurstone Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 5.14 Billion
Stocks 104
Filing on May 12, 2025 Q1 2025

First Eagle Investment Management, LLC

  • META
  • ORCL
  • HCA
  • IMO
  • WTW
  • WPM
  • PM
First Eagle Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 47.5 Billion
Stocks 552
Filing on May 12, 2025 Q1 2025

State Board Of Administration Of Florida Retirement System

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
State Board Of Administration Of Florida Retirement System's Q1 2025 Portfolio
Portfolio Value 49.2 Billion
Stocks 2169
Filing on May 12, 2025 Q1 2025

Brown Financial Advisors

  • SPLG
  • AMZN
  • SPYI
  • MSFT
  • NVDA
  • AAPL
  • ULST
Brown Financial Advisors's Q1 2025 Portfolio
Portfolio Value 243 Billion
Stocks 130
Filing on May 12, 2025 Q1 2025

Spark Investment Management LLC

  • AMZN
  • SPOT
  • AGI
  • ORLA
  • NVDA
  • TSLA
  • MNDY
Spark Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 25 Million
Stocks 18
Filing on May 12, 2025 Q1 2025

Americana Partners, LLC

  • MSFT
  • AAPL
  • EPD
  • ABBV
  • JPM
  • SPLG
  • XOM
Americana Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.35 Billion
Stocks 373
Filing on May 12, 2025 Q1 2025

Owen La Rue, LLC

  • SGOV
  • AAPL
  • COWZ
  • QQQ
  • JPM
  • PLTR
  • MSFT
Owen La Rue, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 92
Filing on May 12, 2025 Q1 2025

Lathrop Investment Management Corp

  • WMT
  • MSFT
  • AAPL
  • KMI
  • SYK
  • SONY
  • RTX
Lathrop Investment Management Corp's Q1 2025 Portfolio
Portfolio Value 504 Million
Stocks 83
Filing on May 12, 2025 Q1 2025

Davis Asset Management, L.P.

  • META
  • WAL
  • GOOG
  • GPN
  • CB
  • CRBG
  • STT
Davis Asset Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 31
Filing on May 12, 2025 Q1 2025

Eagle Health Investments LP

  • ARGX
  • NTRA
  • ICLR
  • INSM
  • ILMN
  • BMRN
  • NBIX
Eagle Health Investments LP's Q1 2025 Portfolio
Portfolio Value 385 Million
Stocks 20
Filing on May 12, 2025 Q1 2025

Act Two Investors LLC

  • MSFT
  • TMUS
  • GOOG
  • V
  • AMZN
  • SYY
  • PRU
Act Two Investors LLC's Q1 2025 Portfolio
Portfolio Value 461 Million
Stocks 41
Filing on May 12, 2025 Q1 2025

Ameritas Investment Partners, Inc.

  • AAPL
  • MSFT
  • NVDA
  • IVV
  • AMZN
  • ONEV
  • VOO
Ameritas Investment Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.8 Billion
Stocks 3694
Filing on May 12, 2025 Q1 2025

Wilmar Advisors LLC

  • QQQ
  • AAPL
  • SPY
  • META
  • MDY
  • AMZN
  • GOOGL
Wilmar Advisors LLC's Q1 2025 Portfolio
Portfolio Value 96.6 Billion
Stocks 16
Filing on May 12, 2025 Q1 2025

Cahill Wealth Management, LLC

  • IVV
  • DFAC
  • BRK-A
  • IJR
  • VTI
  • DFSV
  • DFAI
Cahill Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on May 12, 2025 Q1 2025

Qtr Family Wealth, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • VOO
  • BXSL
  • JAAA
Qtr Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 162
Filing on May 12, 2025 Q1 2025

Whitebark Investors LP

  • GSHD
  • MSFT
  • DASH
  • TDS
  • BLND
  • CPNG
  • GO
Whitebark Investors LP's Q1 2025 Portfolio
Portfolio Value 191 Billion
Stocks 9