Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 07, 2025 Q1 2025

Prossimo Advisors, LLC

  • MSFT
  • AAPL
  • V
  • AMZN
  • GOOGL
  • NVDA
  • COST
Prossimo Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 133 Million
Stocks 134
Filing on May 07, 2025 Q1 2025

Aflac Inc

  • TRUP
  • PGYWW
Aflac Inc's Q1 2025 Portfolio
Portfolio Value 136 Million
Stocks 3
Filing on May 07, 2025 Q1 2025

Am Investment Strategies LLC

  • AAPL
  • BRK-B
  • AMZN
  • META
  • GOOG
  • GE
  • MSFT
Am Investment Strategies LLC's Q1 2025 Portfolio
Portfolio Value 394 Million
Stocks 106
Filing on May 07, 2025 Q1 2025

Prescott Group Capital Management, L.L.C.

  • PFMT
  • APEI
  • MDY
  • SPY
  • IWL
  • CRMT
  • GEO
Prescott Group Capital Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 615 Million
Stocks 265
Filing on May 07, 2025 Q1 2025

Fischer Financial Services, Inc.

  • VCSH
  • AAPL
  • IWY
  • FTEC
  • MSFT
  • QQQ
  • FDIS
Fischer Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 310 Billion
Stocks 63
Filing on May 07, 2025 Q1 2025

Skandinaviska Enskilda Banken Ab (Publ)

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • V
Skandinaviska Enskilda Banken Ab (Publ)'s Q1 2025 Portfolio
Portfolio Value 19.9 Billion
Stocks 913
Filing on May 07, 2025 Q1 2025

Heartland Advisors Inc

  • TCBI
  • TDY
  • PSA
  • MHK
  • NOV
  • CNC
  • SIMO
Heartland Advisors Inc's Q1 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 202
Filing on May 07, 2025 Q1 2025

Central Securities Corp

  • PGR
  • ADI
  • GOOGL
  • MSI
  • SCHW
  • META
  • COF
Central Securities Corp's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 27
Filing on May 07, 2025 Q1 2025

Rareview Capital LLC

  • VOO
  • VEA
  • QQQ
  • BIL
  • VB
  • VWO
  • NZF
Rareview Capital LLC's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 45
Filing on May 07, 2025 Q1 2025

Nikko Asset Management Americas, Inc.

  • SHOP
  • HOOD
  • PLTR
  • COIN
  • TSLA
  • RBLX
  • ROKU
Nikko Asset Management Americas, Inc.'s Q1 2025 Portfolio
Portfolio Value 7.42 Billion
Stocks 188
Filing on May 07, 2025 Q1 2025

Sam Advisors, LLC

  • VTI
  • VXUS
  • QQQ
  • VB
  • SPHY
  • BRK-B
  • JPEM
Sam Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 40
Filing on May 07, 2025 Q1 2025

Brandywine Oak Private Wealth LLC

  • SCHF
  • VTV
  • VUG
  • VGIT
  • VCIT
  • VCSH
  • SCHO
Brandywine Oak Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 224
Filing on May 07, 2025 Q1 2025

Marietta Investment Partners LLC

  • AAPL
  • MSFT
  • NVDA
  • MA
  • GWW
  • BRK-B
  • GOOGL
Marietta Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 155
Filing on May 07, 2025 Q1 2025

Objective Capital Management, LLC

  • IVV
  • QQQ
  • VV
  • SPY
  • VO
  • VB
  • DIA
Objective Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 75.9 Million
Stocks 77
Filing on May 07, 2025 Q1 2025

Globalt Investments LLC / Ga

  • IWF
  • IWD
  • SPTL
  • GLD
  • SPTS
  • SPTI
  • GDX
Globalt Investments LLC / Ga's Q1 2025 Portfolio
Portfolio Value 2.45 Trillion
Stocks 202
Filing on May 07, 2025 Q1 2025

Applied Finance Capital Management, LLC

  • AAPL
  • ROP
  • IBM
  • GOOGL
  • KLAC
  • META
  • CSCO
Applied Finance Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Trillion
Stocks 294
Filing on May 07, 2025 Q1 2025

Sather Financial Group Inc

  • BRK-B
  • GOOG
  • MSFT
  • V
  • MNST
  • SPGI
  • PAYC
Sather Financial Group Inc's Q1 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 114
Filing on May 07, 2025 Q1 2025

Spectrum Financial Alliance LTD LLC

  • BA
  • BAC
  • C
  • QCOM
  • LMT
  • DE
  • GE
Spectrum Financial Alliance LTD LLC's Q1 2025 Portfolio
Portfolio Value 308 Million
Stocks 20