Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Chicago Capital Management, LLC

  • ITCI
  • FNA
  • CCRN
  • PDCO
  • EVBN
  • CMRX
  • TGI
Chicago Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 44 Million
Stocks 47
Filing on May 09, 2025 Q1 2025

Elgethun Capital Management

  • BRK-B
  • FRFHF
  • EFV
  • LLY
  • IEMG
  • SCHB
  • BOC
Elgethun Capital Management's Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 151
Filing on May 09, 2025 Q1 2025

Fairfield University

  • VOO
  • SPDW
  • VNQ
Fairfield University's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 3
Filing on May 09, 2025 Q1 2025

Clayton, Dubilier & Rice, LLC

  • AGL
  • BECN
Clayton, Dubilier & Rice, LLC's Q1 2025 Portfolio
Portfolio Value 436 Million
Stocks 2
Filing on May 09, 2025 Q1 2025

Boxwood Ventures, Inc.

  • SPY
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • VDE
Boxwood Ventures, Inc.'s Q1 2025 Portfolio
Portfolio Value 68.2 Million
Stocks 31
Filing on May 09, 2025 Q1 2025

Monetta Financial Services Inc

  • SPY
  • AMZN
  • GOOG
  • VOO
  • JPM
  • AAPL
  • NVDA
Monetta Financial Services Inc's Q1 2025 Portfolio
Portfolio Value 111 Million
Stocks 54
Filing on May 09, 2025 Q1 2025

Charles Schwab Investment Management Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • FNDX
  • META
  • GOOGL
Charles Schwab Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 521 Billion
Stocks 3616
Filing on May 09, 2025 Q1 2025

Mithril Ii Gp LP

  • BKSY
  • ADGI
Mithril Ii Gp LP's Q1 2025 Portfolio
Portfolio Value 14.8 Billion
Stocks 2
Filing on May 09, 2025 Q1 2025

Geometric Wealth Advisors

  • DFAC
  • DFAX
  • AVUS
  • DFIP
  • CVNA
  • AAPL
  • VTI
Geometric Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 561 Million
Stocks 71
Filing on May 09, 2025 Q1 2025

Alp Invest Partners B.V.

  • PDD
  • NABL
  • HOOD
  • DNUT
  • RBLX
  • FWRD
  • WRBY
Alp Invest Partners B.V.'s Q1 2025 Portfolio
Portfolio Value 58.1 Million
Stocks 10
Filing on May 09, 2025 Q1 2025

Foundry Group Next, LLC

  • AVDX
Foundry Group Next, LLC's Q1 2025 Portfolio
Portfolio Value 21.1 Billion
Stocks 1
Filing on May 09, 2025 Q1 2025

Evolution Wealth Advisors, LLC

  • SPY
  • XLK
  • XLF
  • PAVE
  • AMZN
  • GLD
  • XLV
Evolution Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 582 Million
Stocks 149
Filing on May 09, 2025 Q1 2025

North Ridge Wealth Advisors, Inc.

  • DFAC
  • DFAX
  • VGIT
  • EDV
  • DFIC
  • VWOB
  • VTIP
North Ridge Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 150 Billion
Stocks 163
Filing on May 09, 2025 Q1 2025

Toews Corp

  • IVV
  • VEA
  • JAAA
  • AGG
  • BND
  • FLOT
  • MRSK
Toews Corp 's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 9
Filing on May 09, 2025 Q1 2025

Asr Vermogensbeheer N.V.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • JPM
Asr Vermogensbeheer N.V.'s Q1 2025 Portfolio
Portfolio Value 6.75 Trillion
Stocks 571
Filing on May 09, 2025 Q1 2025

Coign Capital Advisors LLC

  • IVOO
  • TBIL
  • IVV
  • GOVT
  • PVAL
  • IJH
  • AGG
Coign Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 130 Billion
Stocks 76
Filing on May 09, 2025 Q1 2025

Park Circle CO

  • ABBV
  • TRV
  • SBUX
  • VZ
  • GS
  • TROW
  • MO
Park Circle CO's Q1 2025 Portfolio
Portfolio Value 110 Million
Stocks 111
Filing on May 09, 2025 Q1 2025

Keb Asset Management, LLC

  • DFAC
  • DFUV
  • DFAT
  • DFIV
  • DFUS
  • AVUV
  • WMT
Keb Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 82