Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Hendershot Investments Inc.

  • BRK-B
  • AAPL
  • GOOGL
  • TJX
  • BKNG
  • JNJ
  • V
Hendershot Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 721 Million
Stocks 129
Filing on May 06, 2025 Q1 2025

Triumph Capital Management

  • FTSM
  • FIXD
  • SPY
  • FEX
  • RDVY
  • BND
  • SDVY
Triumph Capital Management's Q1 2025 Portfolio
Portfolio Value 272 Million
Stocks 276
Filing on May 06, 2025 Q1 2025

Winthrop Capital Management, LLC

  • VGT
  • SPSB
  • LLY
  • SCHX
  • SCHD
  • IEFA
  • VFH
Winthrop Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 332
Filing on May 06, 2025 Q1 2025

Abel Hall, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAU
  • SPY
  • DISV
Abel Hall, LLC's Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 202
Filing on May 06, 2025 Q1 2025

1888 Investments, LLC

  • DDOG
  • SEER
  • PCOR
1888 Investments, LLC's Q1 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 3
Filing on May 06, 2025 Q1 2025

Notis Mc Conarty Edward

  • AAPL
  • MA
  • NVDA
  • ADP
  • MSFT
  • GOOGL
  • ABT
Notis Mc Conarty Edward's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 218
Filing on May 06, 2025 Q1 2025

Blankinship & Foster, LLC

  • DFAU
  • VEU
  • VO
  • HEFA
  • VTI
  • VUG
  • DBEF
Blankinship & Foster, LLC's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 69
Filing on May 06, 2025 Q1 2025

Garrison Bradford & Associates Inc

  • UNH
  • COST
  • BX
  • MSFT
  • PWR
  • ODFL
  • TMO
Garrison Bradford & Associates Inc's Q1 2025 Portfolio
Portfolio Value 90.4 Million
Stocks 61
Filing on May 06, 2025 Q1 2025

City National Bank Of Florida /Msd

  • IVV
  • SMMD
  • IWF
  • SPDW
  • IUSB
  • MSFT
  • AMZN
City National Bank Of Florida /Msd's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 126
Filing on May 06, 2025 Q1 2025

Wespac Advisors So Cal, LLC

  • MSFT
  • AAPL
  • XLV
  • TMUS
  • SMH
  • IAI
  • WMT
Wespac Advisors So Cal, LLC's Q1 2025 Portfolio
Portfolio Value 377 Million
Stocks 103
Filing on May 06, 2025 Q1 2025

Convergence Investment Partners, LLC

  • NVDA
  • AMZN
  • META
  • IBM
  • QCOM
  • WMT
  • GILD
Convergence Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 350 Million
Stocks 237
Filing on May 06, 2025 Q1 2025

Forbes J M & CO LLP

  • IAU
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • XLE
Forbes J M & CO LLP's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 142
Filing on May 06, 2025 Q1 2025

Kidder Stephen W

  • AAPL
  • ADP
  • MA
  • GOOGL
  • MSFT
  • ABT
  • AMZN
Kidder Stephen W's Q1 2025 Portfolio
Portfolio Value 313 Million
Stocks 312
Filing on May 06, 2025 Q1 2025

Sym Financial Corp

  • DFAI
  • NTSI
  • VOE
  • GOVT
  • VTI
  • SCHB
  • DOW
Sym Financial Corp's Q1 2025 Portfolio
Portfolio Value 806 Million
Stocks 352
Filing on May 06, 2025 Q1 2025

Venturi Wealth Management, LLC

  • IEFA
  • VUG
  • VOO
  • IUSV
  • IEMG
  • VTWO
  • AAPL
Venturi Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 1057
Filing on May 06, 2025 Q1 2025

Redwood Park Advisors LLC

  • GBIL
  • META
  • GLD
  • SPY
  • AGG
  • USMV
  • TSLA
Redwood Park Advisors LLC's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 340
Filing on May 06, 2025 Q1 2025

Vestor Capital, LLC

  • XLF
  • AAPL
  • META
  • AMZN
  • MSFT
  • NVDA
  • AVGO
Vestor Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 254
Filing on May 06, 2025 Q1 2025

Oak Thistle LLC

  • LMT
  • GOOGL
  • MET
  • EPAM
  • VRT
  • HLT
  • ALL
Oak Thistle LLC's Q1 2025 Portfolio
Portfolio Value 478 Million
Stocks 398