Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 01, 2025 Q2 2025

General American Investors CO Inc

  • MSFT
  • RSG
  • BRK-A
  • TJX
  • AMZN
  • AAPL
  • ACGL
General American Investors CO Inc's Q2 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 71
Filing on Aug 01, 2025 Q2 2025

Cvs Health Corp

  • SPY
  • PRU
  • HCAT
Cvs Health Corp's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 3
Filing on Aug 01, 2025 Q2 2025

Bank Of Jackson Hole Trust

  • IWF
  • EFA
  • NVDA
  • IJH
  • AAPL
  • MSFT
  • IVV
Bank Of Jackson Hole Trust's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 449
Filing on Aug 01, 2025 Q2 2025

Corrado Advisors, LLC

  • XLK
  • IXP
  • GOOGL
  • CIBR
  • EJUL
  • IBM
  • EAPR
Corrado Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 122 Million
Stocks 112
Filing on Aug 01, 2025 Q2 2025

Sherborne Investors Management LP

  • NAVI
Sherborne Investors Management LP's Q2 2025 Portfolio
Portfolio Value 415 Billion
Stocks 1
Filing on Aug 01, 2025 Q2 2025

Hoya Capital Real Estate, LLC

  • HOMZ
  • MSFT
  • AAPL
  • RIET
  • JPM
  • DIS
  • PG
Hoya Capital Real Estate, LLC's Q2 2025 Portfolio
Portfolio Value 5.26 Million
Stocks 8
Filing on Aug 01, 2025 Q2 2025

Anson Capital, Inc.

  • SGOV
  • BILS
  • FLTR
  • ICOW
  • COWZ
  • VOOG
  • VO
Anson Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 103 Million
Stocks 77
Filing on Aug 01, 2025 Q2 2025

Zhang Financial LLC

  • VOO
  • VTI
  • DFUS
  • ITOT
  • DFAC
  • VXUS
  • VT
Zhang Financial LLC's Q2 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 291
Filing on Aug 01, 2025 Q2 2025

Cedar Point Capital Partners, LLC

  • MGK
  • FNDX
  • DFUS
  • VFQY
  • JCPB
  • DFAS
  • DFIV
Cedar Point Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 142 Billion
Stocks 66
Filing on Aug 01, 2025 Q2 2025

Motco

  • AVGO
  • MSFT
  • SPY
  • JPM
  • GOOGL
  • AAPL
  • APH
Motco's Q2 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 811
Filing on Aug 01, 2025 Q2 2025

Paradigm, Strategies In Wealth Management, LLC

  • SCHG
  • SCHD
  • JPST
  • HEFA
  • IJR
  • SCHF
  • PG
Paradigm, Strategies In Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 53
Filing on Aug 01, 2025 Q2 2025

Switch Point Financial Planning, LLC

  • DFAC
  • DFIC
  • DFEM
  • DFAT
  • DFUV
  • DFSD
  • DFAX
Switch Point Financial Planning, LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 75
Filing on Aug 01, 2025 Q2 2025

Fire Capital Management LLC

  • NVDA
  • IWB
  • MSFT
  • RSP
  • SPY
  • JPM
  • TSLA
Fire Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 157 Billion
Stocks 93
Filing on Aug 01, 2025 Q2 2025

Jdh Wealth Management, LLC

  • DFAC
  • DFIV
  • DFAT
  • DFUV
  • DFUS
  • DFAS
  • DFAU
Jdh Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 49
Filing on Aug 01, 2025 Q2 2025

Austin Private Wealth, LLC

  • SPLG
  • QUAL
  • EFV
  • DYNF
  • IVW
  • IVE
  • VONE
Austin Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 307
Filing on Aug 01, 2025 Q2 2025

Ferguson Shapiro LLC

  • QJUN
  • FJUL
  • CLOI
  • CGGR
  • MOAT
  • GLIN
  • HD
Ferguson Shapiro LLC's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 72
Filing on Aug 01, 2025 Q2 2025

Providence First Trust CO

  • FLRN
  • AGG
  • MINT
  • LQD
  • VCLT
  • VCSH
  • VGIT
Providence First Trust CO's Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 111
Filing on Aug 01, 2025 Q2 2025

James Investment Research Inc

  • MSFT
  • NVDA
  • AAPL
  • IAU
  • GOOGL
  • JPM
  • ENVA
James Investment Research Inc's Q2 2025 Portfolio
Portfolio Value 813 Million
Stocks 338