Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 28, 2025 Q1 2025

Taylor, Cottrill, Erickson & Associates, Inc.

  • BRK-B
  • VUG
  • IWF
  • VB
  • VIG
  • SCHD
  • VTV
Taylor, Cottrill, Erickson & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 278 Million
Stocks 66
Filing on Apr 28, 2025 Q1 2025

Lawson Kroeker Investment Management Inc

  • TPL
  • BRK-B
  • AJG
  • AZO
  • HCA
  • PSX
  • MSFT
Lawson Kroeker Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 514 Million
Stocks 89
Filing on Apr 28, 2025 Q1 2025

Nova Point Capital, LLC

  • BRK-B
  • IBDQ
  • SPLG
  • AAPL
  • HD
  • VTI
  • MSFT
Nova Point Capital, LLC's Q1 2025 Portfolio
Portfolio Value 314 Million
Stocks 137
Filing on Apr 28, 2025 Q1 2025

Gr Financial Group, LLC

  • IVV
  • SPY
  • META
  • AAPL
  • MSFT
  • AMZN
  • SPLG
Gr Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 649 Billion
Stocks 21
Filing on Apr 28, 2025 Q1 2025

Miller Howard Investments Inc

  • MPLX
  • EPD
  • ET
  • JNJ
  • ABBV
  • PAYX
  • ORI
Miller Howard Investments Inc 's Q1 2025 Portfolio
Portfolio Value 3.04 Billion
Stocks 139
Filing on Apr 28, 2025 Q1 2025

Arbor Capital Management Inc

  • AMZN
  • MMM
  • ARKK
  • AAPL
  • QCOM
  • PM
  • CVX
Arbor Capital Management Inc 's Q1 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 102
Filing on Apr 28, 2025 Q1 2025

North Of South Capital LLP

  • BABA
  • JD
  • YMM
  • TSM
  • KT
  • VIPS
  • ATHM
North Of South Capital LLP's Q1 2025 Portfolio
Portfolio Value 895 Billion
Stocks 20
Filing on Apr 28, 2025 Q1 2025

Tlw Wealth Management, LLC

  • BRK-B
  • DE
  • GOOG
  • WMT
  • MSFT
  • WM
  • COST
Tlw Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 167 Million
Stocks 16
Filing on Apr 28, 2025 Q1 2025

Fsm Wealth Advisors, LLC

  • JMST
  • BOND
  • JPIB
  • JAVA
  • VTI
  • VT
  • VWO
Fsm Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 443 Million
Stocks 213
Filing on Apr 28, 2025 Q1 2025

Coastline Trust CO

  • NVDA
  • AAPL
  • MSFT
  • IWR
  • IVV
  • VBR
  • AMZN
Coastline Trust CO's Q1 2025 Portfolio
Portfolio Value 800 Million
Stocks 567
Filing on Apr 28, 2025 Q1 2025

New South Capital Management Inc

  • VRT
  • AZO
  • ZBRA
  • WCC
  • RPRX
  • TMO
  • EEFT
New South Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 91
Filing on Apr 28, 2025 Q1 2025

Wcm Investment Management, LLC

  • SE
  • SPOT
  • APP
  • IBN
  • TSM
  • ACGL
  • WCN
Wcm Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 34.4 Billion
Stocks 278
Filing on Apr 28, 2025 Q1 2025

Wilson Asset Management (International) Pty LTD

  • V
  • ICE
  • INTU
  • TW
  • TRU
  • BRO
  • MSCI
Wilson Asset Management (International) Pty LTD's Q1 2025 Portfolio
Portfolio Value 339 Million
Stocks 32
Filing on Apr 28, 2025 Q1 2025

Bancreek Capital Management, LP

  • AVTR
  • CBZ
  • CPRT
  • DHR
  • AVGO
  • SNPS
  • TSCO
Bancreek Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 66.8 Million
Stocks 14
Filing on Apr 28, 2025 Q1 2025

Meadow Creek Wealth Advisors LLC

  • IVV
  • SON
  • KO
  • MSFT
  • JEPI
  • AAPL
  • NVDA
Meadow Creek Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 132 Million
Stocks 132
Filing on Apr 28, 2025 Q1 2025

Fedenia Advisers LLC

  • AGG
  • VOO
  • IUSB
  • VEA
  • MUB
  • AAPL
  • BNDX
Fedenia Advisers LLC's Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 114
Filing on Apr 28, 2025 Q1 2025

Sippican Capital Advisors

  • TBBK
  • NVR
  • XOM
  • BMY
  • GE
  • CVX
  • ABBV
Sippican Capital Advisors's Q1 2025 Portfolio
Portfolio Value 124 Million
Stocks 109
Filing on Apr 28, 2025 Q1 2025

Detalus Advisors, LLC

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • IVE
  • OEF
  • EFX
Detalus Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 161