Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Granite Group Advisors, LLC

  • DIS
  • MSFT
  • AAPL
  • AEP
  • AMGN
  • PEP
  • BK
Granite Group Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 144 Billion
Stocks 77
Filing on May 06, 2025 Q1 2025

Mount Lucas Management LP

  • KWEB
  • QQQ
  • ASHR
  • JD
  • EWZ
  • SHY
  • IEI
Mount Lucas Management LP's Q1 2025 Portfolio
Portfolio Value 302 Million
Stocks 150
Filing on May 06, 2025 Q1 2025

John Armitage

Egerton Capital (Uk) LLP
  • AMZN
  • PGR
  • MSFT
  • CME
  • META
  • ACGL
  • LLY
John Armitage's Q1 2025 Portfolio
Portfolio Value 7.2 Billion
Stocks 27
Filing on May 06, 2025 Q1 2025

Jpl Wealth Management, LLC

  • AAPL
  • AVGO
  • MSFT
  • CVX
  • VOO
  • GOOGL
  • IGSB
Jpl Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 129
Filing on May 06, 2025 Q1 2025

Advisors Preferred, LLC

  • SHY
  • IEF
  • XLE
  • EFA
  • EEM
  • QQQM
  • XLV
Advisors Preferred, LLC's Q1 2025 Portfolio
Portfolio Value 718 Million
Stocks 238
Filing on May 06, 2025 Q1 2025

Roundview Capital LLC

  • BRK-B
  • AAPL
  • VOO
  • MSFT
  • GOOG
  • AMZN
  • SCHB
Roundview Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 318
Filing on May 06, 2025 Q1 2025

Efficient Advisors, LLC

  • VBR
  • BND
  • VTI
  • BIV
  • VTV
  • VOO
  • VB
Efficient Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 61
Filing on May 06, 2025 Q1 2025

Next Capital Management LLC

  • IVV
  • QQQ
  • META
  • AAPL
  • IEFA
  • AMZN
  • VTI
Next Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 118
Filing on May 06, 2025 Q1 2025

Grove Street Fiduciary, LLC

  • EMQQ
  • VOE
  • BNDX
  • SCHP
  • FMQQ
  • SCHZ
  • VSS
Grove Street Fiduciary, LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 70
Filing on May 06, 2025 Q1 2025

Auto Owners Insurance CO

  • BRK-A
  • XLRE
  • RIO
  • SNA
  • ITW
  • ITOT
  • XNTK
Auto Owners Insurance CO's Q1 2025 Portfolio
Portfolio Value 13.1 Billion
Stocks 185
Filing on May 06, 2025 Q1 2025

Madison Asset Management, LLC

  • ACGL
  • CPRT
  • BRO
  • PCAR
  • IT
  • ROST
  • GOOG
Madison Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 8.01 Billion
Stocks 349
Filing on May 06, 2025 Q1 2025

Richardson Financial Services Inc.

  • AAPL
  • SPLG
  • VTV
  • SPDW
  • VUG
  • SPEM
  • VOO
Richardson Financial Services Inc.'s Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 1227
Filing on May 06, 2025 Q1 2025

Legato Capital Management LLC

  • AGX
  • SNEX
  • UFPT
  • VSEC
  • AAPL
  • NFLX
  • AVGO
Legato Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 703 Million
Stocks 563
Filing on May 06, 2025 Q1 2025

Close Asset Management LTD

  • FISV
  • MSFT
  • AMZN
  • GOOGL
  • ELV
  • BKNG
  • BRO
Close Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 3.48 Billion
Stocks 267
Filing on May 06, 2025 Q1 2025

Accredited Investors Inc.

  • AVDV
  • IJH
  • SCHB
  • UPS
  • IJR
  • VTV
  • IVV
Accredited Investors Inc.'s Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 238
Filing on May 06, 2025 Q1 2025

Ncp Inc.

  • NVDA
  • AMZN
  • TSLA
  • AAPL
  • QQQ
  • META
  • EQIX
Ncp Inc.'s Q1 2025 Portfolio
Portfolio Value 74.1 Billion
Stocks 133
Filing on May 06, 2025 Q1 2025

Somerville Kurt F

  • AAPL
  • MA
  • NVDA
  • MSFT
  • GOOGL
  • ADP
  • ABT
Somerville Kurt F's Q1 2025 Portfolio
Portfolio Value 554 Million
Stocks 464
Filing on May 06, 2025 Q1 2025

Bcm Advisors, LLC

  • BIV
  • GLD
  • DFAU
  • TLT
  • VTI
  • DGRW
  • CATH
Bcm Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 442 Million
Stocks 69