Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Tetrad Corp

  • BRK-B
  • USB
  • EPD
Tetrad Corp's Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 3
Filing on Aug 05, 2025 Q2 2025

Alm First Financial Advisors, LLC

  • VOO
  • TRTY
  • GMOM
  • BND
  • VAMO
  • SYLD
  • EYLD
Alm First Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 464 Million
Stocks 23
Filing on Aug 05, 2025 Q2 2025

Artemis Wealth Advisors, LLC

  • QQQ
  • QQQ
  • BRK-A
  • EMXC
  • AMZN
  • MSFT
  • NVDA
Artemis Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 940 Million
Stocks 34
Filing on Aug 05, 2025 Q2 2025

Retirement Financial Solutions, LLC

  • SPLG
  • VO
  • VBR
  • SPSM
  • IEF
  • QQQM
  • EEM
Retirement Financial Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 37
Filing on Aug 05, 2025 Q2 2025

New Jersey Better Educational Savings Trust

  • USIG
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
New Jersey Better Educational Savings Trust's Q2 2025 Portfolio
Portfolio Value 38.9 Million
Stocks 8
Filing on Aug 05, 2025 Q2 2025

Alpine Associates Management Inc.

  • HES
  • ANSS
  • BPMC
  • K
  • SPR
  • AMED
  • FYBR
Alpine Associates Management Inc.'s Q2 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 50
Filing on Aug 05, 2025 Q2 2025

Access Investment Management LLC

  • JBL
  • URI
  • APO
  • SF
  • JPM
  • DFIN
  • EWBC
Access Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 336 Million
Stocks 175
Filing on Aug 05, 2025 Q2 2025

Bank Of New York Mellon Corp

  • MMM
  • ASO
  • ANF
  • AAON
  • ABM
  • ABSI
  • ACTG
Bank Of New York Mellon Corp's Q2 2025 Portfolio
Portfolio Value 529 Trillion
Stocks 32016
Filing on Aug 05, 2025 Q2 2025

Nj State Employees Deferred Compensation Plan

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOG
  • JPM
Nj State Employees Deferred Compensation Plan's Q2 2025 Portfolio
Portfolio Value 823 Million
Stocks 437
Filing on Aug 05, 2025 Q2 2025

Westside Investment Management, Inc.

  • VYM
  • VTI
  • AAPL
  • QQQ
  • MSFT
  • AMZN
  • UBER
Westside Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 539 Billion
Stocks 1672
Filing on Aug 05, 2025 Q2 2025

Golden Bell Financial Planning LLC

  • BND
  • BNDX
  • SCHP
  • AVES
  • AVIV
  • AGG
  • AVUV
Golden Bell Financial Planning LLC's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 34
Filing on Aug 05, 2025 Q2 2025

Hunter Associates Investment Management LLC

  • GSLC
  • MSFT
  • AAPL
  • IHDG
  • FBND
  • QQQM
  • ISTB
Hunter Associates Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 674 Million
Stocks 251
Filing on Aug 05, 2025 Q2 2025

Tsfg, LLC

  • IWF
  • SPYV
  • ABBV
  • DYNF
  • XLK
  • VTI
  • VOO
Tsfg, LLC's Q2 2025 Portfolio
Portfolio Value 553 Million
Stocks 853
Filing on Aug 05, 2025 Q2 2025

Speece Thorson Capital Group Inc

  • WTM
  • ARW
  • HXL
  • RPM
  • MTB
  • ZBH
  • SJM
Speece Thorson Capital Group Inc's Q2 2025 Portfolio
Portfolio Value 491 Million
Stocks 43
Filing on Aug 05, 2025 Q2 2025

Compton Financial Group, LLC

  • SPYG
  • SPTI
  • SPYV
  • SPMB
  • SPIB
  • SPDW
  • SPSM
Compton Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 384 Million
Stocks 48
Filing on Aug 05, 2025 Q2 2025

Bank Of Montreal

  • NVDA
  • RY
  • MSFT
  • AAPL
  • TD
  • AMZN
  • SPY
Bank Of Montreal 's Q2 2025 Portfolio
Portfolio Value 201 Billion
Stocks 13024
Filing on Aug 05, 2025 Q2 2025

Texas Bank & Trust CO

  • MSFT
  • AAPL
  • JPM
  • XOM
  • GOOGL
  • NVDA
  • ORCL
Texas Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 412
Filing on Aug 05, 2025 Q2 2025

Garrison Bradford & Associates Inc

  • COST
  • BX
  • MSFT
  • PWR
  • UNH
  • ODFL
  • AMZN
Garrison Bradford & Associates Inc's Q2 2025 Portfolio
Portfolio Value 89.7 Million
Stocks 58