Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Wolverine Asset Management LLC

  • MSTR
  • RIVN
  • MARA
  • COIN
  • NVDA
  • AVGO
  • NIO
Wolverine Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 5.25 Billion
Stocks 1599
Filing on Aug 04, 2025 Q2 2025

Terril Brothers, Inc.

  • C
  • AAPL
  • VZ
  • KRE
  • WBD
  • DIS
  • GMED
Terril Brothers, Inc.'s Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 65
Filing on Aug 04, 2025 Q2 2025

Arbor Fi Advisors, LLC

  • IVV
  • SPYG
  • DFCF
  • VYM
  • DFAI
  • DUHP
  • DYNF
Arbor Fi Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 114 Billion
Stocks 47
Filing on Aug 04, 2025 Q2 2025

Dumac, Inc.

  • INDA
  • MMYT
  • ZTO
  • IHS
  • ARCO
  • KKS.F
Dumac, Inc.'s Q2 2025 Portfolio
Portfolio Value 12.2 Million
Stocks 7
Filing on Aug 04, 2025 Q2 2025

Hicks Capital Management LLC

  • IVV
  • IJH
  • JPM
  • IJR
  • VIG
  • QUAL
  • IVW
Hicks Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 63.2 Billion
Stocks 25
Filing on Aug 04, 2025 Q2 2025

Creekmur Asset Management LLC

  • BUFR
  • BUFD
  • BUFQ
  • QQQ
  • IVV
  • NVDA
  • SCHD
Creekmur Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 566 Billion
Stocks 860
Filing on Aug 04, 2025 Q2 2025

Savoir Faire Capital Management, L.P.

  • AMZN
  • BURL
  • KO
  • BTI
  • AAP
  • CMG
  • WING
Savoir Faire Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 207 Billion
Stocks 46
Filing on Aug 04, 2025 Q2 2025

Covey Capital Advisors, LLC

  • BRK-B
  • KKR
  • V
  • BKNG
  • PGR
  • META
  • GOOGL
Covey Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 89.4 Million
Stocks 42
Filing on Aug 04, 2025 Q2 2025

Capital Performance Advisors LLP

  • DFAC
  • DFAT
  • IVV
  • DFIV
  • DFUV
  • AGG
  • AAPL
Capital Performance Advisors LLP's Q2 2025 Portfolio
Portfolio Value 504 Million
Stocks 272
Filing on Aug 04, 2025 Q2 2025

Kovack Advisors, Inc.

  • NVDA
  • IVV
  • AAPL
  • AMZN
  • MSFT
  • SPY
  • VOO
Kovack Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 988 Million
Stocks 618
Filing on Aug 04, 2025 Q2 2025

Merkkuri Wealth Advisors LLC

  • SPLG
  • SCHD
  • IUSG
  • FBND
  • IJH
  • QQQ
  • JEPI
Merkkuri Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 82
Filing on Aug 04, 2025 Q2 2025

Rwwm, Inc.

  • BABA
  • WFC
  • DJCO
  • CRI
  • BRK-B
  • PII
  • FOXF
Rwwm, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 22
Filing on Aug 04, 2025 Q2 2025

Pathway Capital Management, LP

  • TOST
  • BRZE
  • CXM
  • GDRX
  • AMPL
  • NU
  • ABNB
Pathway Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 26.7 Million
Stocks 10
Filing on Aug 04, 2025 Q2 2025

Putney Financial Group LLC

  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • NVDA
  • MA
  • CPRT
Putney Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 99.5 Billion
Stocks 294
Filing on Aug 04, 2025 Q2 2025

Moody Aldrich Partners LLC

  • CASH
  • PTGX
  • SRAD
  • CWAN
  • INDB
  • VIRT
  • CADE
Moody Aldrich Partners LLC's Q2 2025 Portfolio
Portfolio Value 460 Million
Stocks 178
Filing on Aug 04, 2025 Q2 2025

Family Wealth Group, LLC

  • VOO
  • VUG
  • IEMG
  • IWY
  • IDEV
  • QJUN
  • IWX
Family Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 96.6 Million
Stocks 106
Filing on Aug 04, 2025 Q2 2025

Pinnacle Associates LTD

  • JNJ
  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • JPM
  • SPY
Pinnacle Associates LTD's Q2 2025 Portfolio
Portfolio Value 6.59 Billion
Stocks 850
Filing on Aug 04, 2025 Q2 2025

Amg National Trust Bank

  • SPY
  • IWR
  • IWM
  • VOO
  • IXUS
  • BND
  • LOW
Amg National Trust Bank's Q2 2025 Portfolio
Portfolio Value 3.8 Billion
Stocks 619