Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Patten & Patten Inc

  • AAPL
  • MSFT
  • PGR
  • VGSH
  • ABBV
  • V
  • IXN
Patten & Patten Inc's Q1 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 317
Filing on May 07, 2025 Q1 2025

Wincap Financial LLC

  • BLV
  • BSV
  • VEA
  • AAPL
  • IVV
  • MSFT
  • IWM
Wincap Financial LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 76
Filing on May 07, 2025 Q1 2025

Financial Management Network Inc

  • IVV
  • MOAT
  • IJH
  • IJR
  • AVUV
  • AVDV
  • AAPL
Financial Management Network Inc's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 153
Filing on May 07, 2025 Q1 2025

Evermay Wealth Management LLC

  • SCHX
  • SPTI
  • VOO
  • SPTS
  • IJH
  • SPY
  • IVV
Evermay Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 756 Million
Stocks 579
Filing on May 07, 2025 Q1 2025

Clarendon Private LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • SPY
  • META
  • VTI
Clarendon Private LLC's Q1 2025 Portfolio
Portfolio Value 94.7 Billion
Stocks 102
Filing on May 07, 2025 Q1 2025

Summit Creek Advisors LLC

  • PCTY
  • CBZ
  • HQY
  • DSGX
  • ADUS
  • OLLI
  • EXLS
Summit Creek Advisors LLC's Q1 2025 Portfolio
Portfolio Value 668 Million
Stocks 69
Filing on May 07, 2025 Q1 2025

Brio Consultants, LLC

  • META
  • NVDA
  • AAPL
  • QQQ
  • FTCS
  • FV
  • FVD
Brio Consultants, LLC's Q1 2025 Portfolio
Portfolio Value 262 Million
Stocks 119
Filing on May 07, 2025 Q1 2025

Marvin & Palmer Associates Inc

  • ORLY
  • CAH
  • PH
  • CSCO
  • TMUS
  • COST
  • SCHW
Marvin & Palmer Associates Inc's Q1 2025 Portfolio
Portfolio Value 66.9 Million
Stocks 23
Filing on May 07, 2025 Q1 2025

Lutz Financial Services LLC

  • VOO
  • SPYV
  • IJH
  • BND
  • VTEB
  • MDYV
  • VCSH
Lutz Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 95
Filing on May 07, 2025 Q1 2025

Dauntless Investment Group, LLC

  • HYG
  • EWZ
  • IBM
  • COST
  • AAPL
  • GM
  • SMH
Dauntless Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 85.4 Billion
Stocks 56
Filing on May 07, 2025 Q1 2025

Hurley Capital, LLC

  • VTV
  • VONG
  • VGIT
  • IBHE
  • PSLV
  • IBHF
  • VOO
Hurley Capital, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 502
Filing on May 07, 2025 Q1 2025

Jsf Financial, LLC

  • IVV
  • CGGR
  • STIP
  • IEFA
  • IWX
  • AAPL
  • IWY
Jsf Financial, LLC's Q1 2025 Portfolio
Portfolio Value 376 Million
Stocks 121
Filing on May 07, 2025 Q1 2025

Fiera Capital Corp

  • MSFT
  • TSM
  • AZO
  • GOOGL
  • MCO
  • MA
  • TJX
Fiera Capital Corp's Q1 2025 Portfolio
Portfolio Value 26 Billion
Stocks 712
Filing on May 07, 2025 Q1 2025

Your Advocates Ltd., LLP

  • DFIC
  • DFEM
  • BOND
  • SCHR
  • DFAS
  • FNDX
  • GLD
Your Advocates Ltd., LLP's Q1 2025 Portfolio
Portfolio Value 199 Million
Stocks 211
Filing on May 07, 2025 Q1 2025

Purkiss Capital Advisors LLC

  • BRK-B
  • IAU
  • AAPL
  • MSFT
  • JPM
  • AMZN
  • BMY
Purkiss Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 109
Filing on May 07, 2025 Q1 2025

Awm Capital, LLC

  • SGOV
  • DFAC
  • DFIC
  • AVUS
  • DFEM
  • DFAU
  • IWD
Awm Capital, LLC's Q1 2025 Portfolio
Portfolio Value 634 Million
Stocks 105
Filing on May 07, 2025 Q1 2025

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • COST
  • MSFT
  • QCOM
  • ABBV
Marco Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 214
Filing on May 07, 2025 Q1 2025

Ramirez Asset Management, Inc.

  • TSM
  • TCEHY
  • KB
  • MPNGY
  • BABA
  • ITUB
  • JBSAY
Ramirez Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 481 Billion
Stocks 378