Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Provident Trust CO

  • GOOG
  • GOOGL
  • COST
  • V
  • ACN
  • SCHW
  • PNC
Provident Trust CO's Q2 2025 Portfolio
Portfolio Value 5.42 Billion
Stocks 23
Filing on Aug 04, 2025 Q2 2025

Univest Financial Corp

  • VXUS
  • SPLG
  • MSFT
  • AAPL
  • SPAB
  • AMZN
  • GOOGL
Univest Financial Corp's Q2 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 451
Filing on Aug 04, 2025 Q2 2025

Blb&B Advisors, LLC

  • VEA
  • IVV
  • IJH
  • VWO
  • NVDA
  • MSFT
  • IJR
Blb&B Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 270
Filing on Aug 04, 2025 Q2 2025

Mesirow Financial Investment Management, Inc.

  • BRK-B
  • MOAT
  • AAPL
  • MSFT
  • IJR
  • IVV
  • ITOT
Mesirow Financial Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 4.84 Billion
Stocks 536
Filing on Aug 04, 2025 Q2 2025

Amplius Wealth Advisors, LLC

  • IOO
  • PVAL
  • RECS
  • TMFC
  • QQQ
  • JHMM
  • GSST
Amplius Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 985 Million
Stocks 201
Filing on Aug 04, 2025 Q2 2025

Ocean Capital Management, LLC

  • AAPL
  • COST
  • AMZN
  • NVDA
  • GOOGL
  • MSFT
  • GOOG
Ocean Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 451 Million
Stocks 121
Filing on Aug 04, 2025 Q2 2025

Silver Coast Investments LLC

  • IQLT
  • DGRO
  • SCHD
  • VBR
  • VWO
  • BIV
  • BNDX
Silver Coast Investments LLC's Q2 2025 Portfolio
Portfolio Value 275 Billion
Stocks 106
Filing on Aug 04, 2025 Q2 2025

Buckhead Capital Management LLC

  • MSFT
  • AAPL
  • HD
  • AMZN
  • BRK-B
  • GOOGL
  • GWRE
Buckhead Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 128
Filing on Aug 04, 2025 Q2 2025

Murphy Pohlad Asset Management LLC

  • TRV
  • BRK-B
  • AEM
  • CTVA
  • COP
  • MSFT
  • MDT
Murphy Pohlad Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 235 Million
Stocks 120
Filing on Aug 04, 2025 Q2 2025

Lockheed Martin Investment Management CO

  • VT
  • AGG
  • NVDA
  • VOO
  • MSFT
  • AAPL
  • AVGO
Lockheed Martin Investment Management CO's Q2 2025 Portfolio
Portfolio Value 2.67 Billion
Stocks 113
Filing on Aug 04, 2025 Q2 2025

Simon Quick Advisors, LLC

  • SPY
  • VUG
  • IWF
  • VTV
  • JAAA
  • SPYV
  • VOO
Simon Quick Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 2.45 Billion
Stocks 813
Filing on Aug 04, 2025 Q2 2025

J.H. Whitney Equity Partners Vii, LLC

  • AVAH
J.H. Whitney Equity Partners Vii, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 1
Filing on Aug 04, 2025 Q2 2025

Clear Investment Research, LLC

  • IVV
  • GPK
  • EDV
  • FBND
  • AAPL
  • IEFA
  • SCHX
Clear Investment Research, LLC's Q2 2025 Portfolio
Portfolio Value 78.6 Million
Stocks 235
Filing on Aug 04, 2025 Q2 2025

Mainsail Management Company, LLC

  • BRLT
Mainsail Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 66.1 Billion
Stocks 2
Filing on Aug 04, 2025 Q2 2025

Hutchinson Capital Management

  • BRK-B
  • MSFT
  • PGR
  • BAC
  • GOOGL
  • AAPL
  • WRB
Hutchinson Capital Management's Q2 2025 Portfolio
Portfolio Value 495 Million
Stocks 92
Filing on Aug 04, 2025 Q2 2025

Coign Capital Advisors LLC

  • IVOO
  • CGGR
  • IVV
  • TBIL
  • PVAL
  • GOVT
  • IJH
Coign Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 148 Billion
Stocks 78
Filing on Aug 04, 2025 Q2 2025

Klcm Advisors, Inc.

  • NVDA
  • C
  • BA
  • ATI
  • AAPL
  • BLDR
  • MAN
Klcm Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 925 Million
Stocks 179
Filing on Aug 04, 2025 Q2 2025

Advisor Shares Investments LLC

  • MTUM
  • SPLV
  • IDLV
  • APH
  • IESC
  • HEI
  • INTU
Advisor Shares Investments LLC's Q2 2025 Portfolio
Portfolio Value 536 Million
Stocks 294