Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 09, 2025 Q1 2025

Briaud Financial Planning, Inc

  • VTI
  • GLD
  • PDBC
  • QQQ
  • IAU
  • AAPL
  • IVV
Briaud Financial Planning, Inc's Q1 2025 Portfolio
Portfolio Value 252 Million
Stocks 209
Filing on May 09, 2025 Q1 2025

Corbyn Investment Management Inc

  • RSG
  • KBR
  • EME
  • WRB
  • MYRG
  • JCI
  • GOOG
Corbyn Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 63
Filing on May 09, 2025 Q1 2025

Conquis Financial LLC

  • VOO
  • BIV
  • DFAX
  • SCHF
  • DFAC
  • IJR
  • VIG
Conquis Financial LLC's Q1 2025 Portfolio
Portfolio Value 96.3 Billion
Stocks 60
Filing on May 09, 2025 Q1 2025

David Abrams

Abrams Capital Management, L.P.
  • LAD
  • ABG
  • TPX
  • GOOGL
  • CPNG
  • WTW
  • META
David Abrams's Q1 2025 Portfolio
Portfolio Value 2.79 Billion
Stocks 13
Filing on May 09, 2025 Q1 2025

Highland Peak Capital, LLC

  • OI
  • WDC
  • HNRG
  • FIP
  • GEO
  • ACHC
  • GRFS
Highland Peak Capital, LLC's Q1 2025 Portfolio
Portfolio Value 136 Billion
Stocks 9
Filing on May 09, 2025 Q1 2025

Primecap Management CO

  • LLY
  • AMGN
  • BSX
  • MSFT
  • KLAC
  • MU
  • AZN
Primecap Management CO's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 335
Filing on May 09, 2025 Q1 2025

Greykasell Wealth Strategies, Inc.

  • IOO
  • GLD
  • AAPL
  • IVV
  • IHDG
  • FBND
  • AGG
Greykasell Wealth Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 187 Billion
Stocks 344
Filing on May 09, 2025 Q1 2025

Technology Crossover Management Viii, Ltd.

  • PAYO
  • Z
  • ZG
  • NRDY
  • EGHT
Technology Crossover Management Viii, Ltd.'s Q1 2025 Portfolio
Portfolio Value 469 Million
Stocks 6
Filing on May 09, 2025 Q1 2025

Jw Asset Management, LLC

  • ESTA
  • CPRX
  • COCO
  • META
  • HRTX
  • IDR
  • NVDA
Jw Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 172 Million
Stocks 18
Filing on May 09, 2025 Q1 2025

Technology Crossover Management Ix, Ltd.

  • SRAD
  • Z
  • LZ
  • TRIP
  • PTON
  • ZG
Technology Crossover Management Ix, Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 6
Filing on May 09, 2025 Q1 2025

City Of London Investment Management CO LTD

  • TWN
  • TDF
  • CAF
  • AEF
  • EMF
  • MXF
  • CHN
City Of London Investment Management CO LTD's Q1 2025 Portfolio
Portfolio Value 933 Million
Stocks 86
Filing on May 09, 2025 Q1 2025

Technology Crossover Management X, Ltd.

  • NU
  • RKT
  • TOST
  • PTON
  • GTLB
  • GDRX
Technology Crossover Management X, Ltd.'s Q1 2025 Portfolio
Portfolio Value 684 Million
Stocks 6
Filing on May 09, 2025 Q1 2025

Technology Crossover Management Xi, Ltd.

  • SPOT
  • Z
Technology Crossover Management Xi, Ltd.'s Q1 2025 Portfolio
Portfolio Value 982 Billion
Stocks 3
Filing on May 09, 2025 Q1 2025

Hemington Wealth Management

  • DFCF
  • DFAU
  • DFAI
  • VTI
  • AAPL
  • DFIP
  • DFSD
Hemington Wealth Management's Q1 2025 Portfolio
Portfolio Value 645 Million
Stocks 1742
Filing on May 09, 2025 Q1 2025

Mastercard Foundation Asset Management Corp

  • MA
  • AGG
  • BND
Mastercard Foundation Asset Management Corp's Q1 2025 Portfolio
Portfolio Value 45.6 Billion
Stocks 3
Filing on May 09, 2025 Q1 2025

Welch Capital Partners LLC

  • VOO
  • SPY
  • BX
  • SPLG
  • GOOG
  • VGT
  • XLV
Welch Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 420 Million
Stocks 23
Filing on May 09, 2025 Q1 2025

Ball & CO Wealth Management Inc.

  • USMV
  • IWF
  • AMLP
  • GLD
  • CGDV
  • TLT
  • LQD
Ball & CO Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 93.3 Million
Stocks 71
Filing on May 09, 2025 Q1 2025

Cm Management, LLC

  • ALCO
  • TGB
  • RLGT
  • ARKO
  • PLPC
  • FOLD
  • TALO
Cm Management, LLC's Q1 2025 Portfolio
Portfolio Value 91.4 Million
Stocks 55