Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Paragon Capital Management Inc

  • SHV
  • IEF
  • BIL
  • JAAA
  • GOVT
  • TOTL
  • DIA
Paragon Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 71
Filing on Aug 06, 2025 Q2 2025

Stone House Investment Management, LLC

  • SPY
  • IUSB
  • IVV
  • PG
  • QUAL
  • EFV
  • IVW
Stone House Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 517 Million
Stocks 520
Filing on Aug 06, 2025 Q2 2025

Horan Wealth, LLC

  • IJH
  • MSFT
  • AAPL
  • UITB
  • AVGO
  • SCHB
  • AVDE
Horan Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 327 Billion
Stocks 120
Filing on Aug 06, 2025 Q2 2025

South State Corp

  • MSFT
  • AAPL
  • AVGO
  • BRK-B
  • V
  • DFUS
  • JPM
South State Corp's Q2 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 2381
Filing on Aug 06, 2025 Q2 2025

Fairway Financial, LLC

  • VTI
  • SCHG
  • DGRO
  • SCHF
  • SCHD
  • RDVY
  • VBR
Fairway Financial, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 22
Filing on Aug 06, 2025 Q2 2025

C World Wide Group Holding A

  • V
  • MSFT
  • AMZN
  • GOOG
  • PH
  • TMO
  • HDB
C World Wide Group Holding A's Q2 2025 Portfolio
Portfolio Value 7.38 Billion
Stocks 93
Filing on Aug 06, 2025 Q2 2025

Sienna Gestion

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • DB
  • JPM
Sienna Gestion's Q2 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 159
Filing on Aug 06, 2025 Q2 2025

Waverton Investment Management LTD

  • MSFT
  • AMZN
  • GOOGL
  • V
  • SNPS
  • CME
  • IBM
Waverton Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 6.48 Billion
Stocks 105
Filing on Aug 06, 2025 Q2 2025

Psg Equity L.L.C.

  • EVCM
Psg Equity L.L.C.'s Q2 2025 Portfolio
Portfolio Value 897 Billion
Stocks 1
Filing on Aug 06, 2025 Q2 2025

Andra Ap Fonden

  • NVDA
  • QCOM
  • AAPL
  • KLAC
  • APP
  • NTAP
  • META
Andra Ap Fonden's Q2 2025 Portfolio
Portfolio Value 6.89 Billion
Stocks 467
Filing on Aug 06, 2025 Q2 2025

Horan Securities, Inc.

  • IVV
  • IJH
  • IJR
  • PG
  • AAPL
  • MSFT
  • IWF
Horan Securities, Inc.'s Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 152
Filing on Aug 06, 2025 Q2 2025

Empower Harvest Management Services, Inc.

  • YMM
Empower Harvest Management Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 1
Filing on Aug 06, 2025 Q2 2025

Able Wealth Management LLC

  • SHV
  • SPMO
  • EQWL
  • ACWI
  • JQUA
  • IVV
  • PVAL
Able Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 198 Billion
Stocks 106
Filing on Aug 06, 2025 Q2 2025

Brooktree Capital Management

  • IBKR
  • PAR
  • RMNI
  • BRK-B
  • IAC
  • BFH
  • THRY
Brooktree Capital Management's Q2 2025 Portfolio
Portfolio Value 151 Million
Stocks 41
Filing on Aug 06, 2025 Q2 2025

Centerpoint Advisory Group

  • NVDA
  • JGRO
  • VIG
  • SPMO
  • AAPL
  • OMFL
  • DSTL
Centerpoint Advisory Group's Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 100
Filing on Aug 06, 2025 Q2 2025

Harry Burn

Sound Shore Management Inc
  • C
  • COF
  • CTRA
  • PYPL
  • CSX
  • BAC
  • WBD
Harry Burn's Q2 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 36
Filing on Aug 06, 2025 Q2 2025

Permit Capital, LLC

  • SBAC
  • PBI
  • EXPE
  • IDCC
  • META
  • PYPL
  • MTG
Permit Capital, LLC's Q2 2025 Portfolio
Portfolio Value 304 Million
Stocks 20
Filing on Aug 06, 2025 Q2 2025

Anchor Capital Advisors LLC

  • WRB
  • MCK
  • CBOE
  • MKL
  • MTB
  • ADI
  • PNC
Anchor Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 3.07 Billion
Stocks 240