Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 01, 2025 Q2 2025

Signet Investment Advisory Group, Inc.

  • SCHF
  • IAU
  • MSFT
  • SCHP
  • JPM
  • WMT
  • AAPL
Signet Investment Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 67
Filing on Aug 01, 2025 Q2 2025

Express CO American

  • GBTG
  • CARV
Express CO American's Q2 2025 Portfolio
Portfolio Value 994 Million
Stocks 2
Filing on Aug 01, 2025 Q2 2025

New York Life Investment Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • ESGB
  • IQSU
  • META
New York Life Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 10.1 Billion
Stocks 798
Filing on Aug 01, 2025 Q2 2025

Capital Investment Counsel, LLC

  • AVGO
  • BSCV
  • BSCT
  • MSFT
  • FTSL
  • HYDB
  • AAPL
Capital Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 645 Billion
Stocks 128
Filing on Aug 01, 2025 Q2 2025

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • DFAI
  • MUB
  • DFCF
  • DUHP
Heritage Wealth Management, Inc./Texas's Q2 2025 Portfolio
Portfolio Value 201 Billion
Stocks 35
Filing on Aug 01, 2025 Q2 2025

Boyd Watterson Asset Management LLC

  • MSFT
  • SPY
  • AVGO
  • GOOGL
  • JPM
  • ETN
  • AXP
Boyd Watterson Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 425
Filing on Aug 01, 2025 Q2 2025

Private Wealth Partners, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • V
  • JPM
Private Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 174
Filing on Aug 01, 2025 Q2 2025

Pavion Blue Capital, LLC

  • MSFT
  • WMT
  • AXP
  • COST
  • BRK-B
  • BAC
  • GOOG
Pavion Blue Capital, LLC's Q2 2025 Portfolio
Portfolio Value 221 Million
Stocks 102
Filing on Aug 01, 2025 Q2 2025

Acr Alpine Capital Research, LLC

  • GBIL
  • C
  • DG
  • THO
  • GM
  • FDX
  • MSFT
Acr Alpine Capital Research, LLC's Q2 2025 Portfolio
Portfolio Value 5.3 Billion
Stocks 66
Filing on Aug 01, 2025 Q2 2025

Reliant Investment Partners, LLC

  • NVDA
  • DUK
  • TFC
  • VOO
  • AAPL
  • MSFT
  • FTEC
Reliant Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 111
Filing on Aug 01, 2025 Q2 2025

Howard Capital Management Inc.

  • QQQ
  • QLD
  • SSO
  • MGK
  • QQH
  • TQQQ
  • LGH
Howard Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 7.82 Billion
Stocks 403
Filing on Aug 01, 2025 Q2 2025

Integral Investment Advisors, Inc.

  • VOO
  • SPIB
  • QQQ
  • VUG
  • BJAN
  • BJUL
  • BAPR
Integral Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 339 Million
Stocks 156
Filing on Aug 01, 2025 Q2 2025

Trust Investment Advisors

  • LLY
  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • TSM
  • IBM
Trust Investment Advisors's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 123
Filing on Aug 01, 2025 Q2 2025

Logan Capital Management Inc

  • AAPL
  • AVGO
  • MSFT
  • AMZN
  • NFLX
  • META
  • APH
Logan Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 649
Filing on Aug 01, 2025 Q2 2025

Taylor Financial Group, Inc.

  • VUG
  • NSC
  • FISV
  • ORCL
  • BRK-B
  • AAPL
  • MSFT
Taylor Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 160 Billion
Stocks 104
Filing on Aug 01, 2025 Q2 2025

Gwn Securities Inc.

  • SPY
  • MSFT
  • VGT
  • IVV
  • NVDA
  • AAPL
  • ICSH
Gwn Securities Inc.'s Q2 2025 Portfolio
Portfolio Value 539 Billion
Stocks 395
Filing on Aug 01, 2025 Q2 2025

Pca Investment Advisory Services Inc.

  • IVV
  • IUSV
  • DFAS
  • IUSG
  • VTV
  • VUG
  • FBND
Pca Investment Advisory Services Inc.'s Q2 2025 Portfolio
Portfolio Value 231 Million
Stocks 50
Filing on Aug 01, 2025 Q2 2025

First Pacific Advisors, LP

  • META
  • ADI
  • C
  • GOOGL
  • CMCSA
  • AMZN
  • IFF
First Pacific Advisors, LP's Q2 2025 Portfolio
Portfolio Value 6.14 Billion
Stocks 63