Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Chapman Investment Management, LLC

  • COST
  • MSFT
  • MA
  • MELI
  • AMZN
  • V
  • MKL
Chapman Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 138 Million
Stocks 29
Filing on Aug 05, 2025 Q2 2025

Cassaday & CO Wealth Management LLC

  • MGK
  • IWP
  • IWO
  • VGLT
  • GLDM
  • SCHD
  • IWS
Cassaday & CO Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 3.98 Billion
Stocks 332
Filing on Aug 05, 2025 Q2 2025

Tufton Capital Management

  • MSFT
  • JPM
  • AAPL
  • ADP
  • GOOG
  • TJX
  • AMZN
Tufton Capital Management's Q2 2025 Portfolio
Portfolio Value 526 Million
Stocks 118
Filing on Aug 05, 2025 Q2 2025

Milestone Asset Management, LLC

  • PULS
  • BSJP
  • BUFR
  • FLRN
  • BUFD
  • BIL
  • TFLO
Milestone Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 473 Billion
Stocks 257
Filing on Aug 05, 2025 Q2 2025

Lord & Richards Wealth Management, LLC

  • ACIO
  • BKAG
  • SPLG
  • DRSK
  • VEA
  • ADME
  • NVDA
Lord & Richards Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 95.7 Billion
Stocks 353
Filing on Aug 05, 2025 Q2 2025

Rareview Capital LLC

  • VOO
  • VEA
  • QQQ
  • BIL
  • VB
  • VWO
  • BILS
Rareview Capital LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 51
Filing on Aug 05, 2025 Q2 2025

Marion Wealth Management

  • VCIT
  • IEFA
  • VCSH
  • IEMG
  • VOT
  • MLPB
  • PDBC
Marion Wealth Management's Q2 2025 Portfolio
Portfolio Value 392 Million
Stocks 131
Filing on Aug 05, 2025 Q2 2025

Hussman Strategic Advisors, Inc.

  • AEM
  • NEM
  • UI
  • RGLD
  • CHTR
  • CPB
  • CL
Hussman Strategic Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 407 Million
Stocks 210
Filing on Aug 05, 2025 Q2 2025

Roffman Miller Associates Inc

  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • AMZN
  • AXP
  • ADP
Roffman Miller Associates Inc 's Q2 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 74
Filing on Aug 05, 2025 Q2 2025

Fullcircle Wealth LLC

  • UPS
  • MSFT
  • HYG
  • SNOW
  • BRK-B
  • AAPL
  • GBIL
Fullcircle Wealth LLC's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 256
Filing on Aug 05, 2025 Q2 2025

Levin Capital Strategies, L.P.

  • MSFT
  • JPM
  • BK
  • COF
  • OI
  • JNJ
  • GOOGL
Levin Capital Strategies, L.P.'s Q2 2025 Portfolio
Portfolio Value 990 Million
Stocks 201
Filing on Aug 05, 2025 Q2 2025

Connable Office Inc

  • SPY
  • VEA
  • EEM
  • AGG
  • SYK
  • GUNR
  • IEMG
Connable Office Inc's Q2 2025 Portfolio
Portfolio Value 997 Million
Stocks 224
Filing on Aug 05, 2025 Q2 2025

American Assets Inc

  • AAT
  • WFC
  • BAC
  • XOM
  • COF
  • ELF
  • TD
American Assets Inc's Q2 2025 Portfolio
Portfolio Value 296 Million
Stocks 20
Filing on Aug 05, 2025 Q2 2025

Lynwood Price Capital Management LP

  • MSFT
  • AMZN
  • KKR
  • TDG
  • LPLA
  • MCK
  • CRM
Lynwood Price Capital Management LP's Q2 2025 Portfolio
Portfolio Value 201 Billion
Stocks 15
Filing on Aug 05, 2025 Q2 2025

Sunburst Financial Group, LLC

  • SCHB
  • FBND
  • ACIO
  • SCHD
  • SPYG
  • VCSH
  • IWF
Sunburst Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 427 Million
Stocks 116
Filing on Aug 05, 2025 Q2 2025

Peregrine Asset Advisers, Inc.

  • PWR
  • CRS
  • MSFT
  • COF
  • ITRI
  • NVDA
  • SPY
Peregrine Asset Advisers, Inc.'s Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 168
Filing on Aug 05, 2025 Q2 2025

Bridgewater Advisors Inc.

  • JPST
  • AVLV
  • AVUS
  • VCIT
  • VTI
  • AAPL
  • DFAI
Bridgewater Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 428
Filing on Aug 05, 2025 Q2 2025

Obermeyer Wood Investment Counsel, Lllp

  • MSFT
  • QUAL
  • BRK-B
  • VOO
  • GOOG
  • AMZN
  • AAPL
Obermeyer Wood Investment Counsel, Lllp's Q2 2025 Portfolio
Portfolio Value 1.93 Billion
Stocks 280