Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 01, 2025 Q2 2025

Milestone Asset Management Group, LLC

  • QQQ
  • VOO
  • IVV
  • SCHG
  • AAPL
  • MGK
  • MSFT
Milestone Asset Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 135 Billion
Stocks 102
Filing on Aug 01, 2025 Q2 2025

Fairfield Financial Advisors, LTD

  • QQQ
  • XLK
  • AMZN
  • LLY
  • AAPL
  • GOOGL
  • BRK-B
Fairfield Financial Advisors, LTD's Q2 2025 Portfolio
Portfolio Value 285 Billion
Stocks 71
Filing on Aug 01, 2025 Q2 2025

Facet Wealth, Inc.

  • VEA
  • VTI
  • QUAL
  • BND
  • VTV
  • VWO
  • SPMD
Facet Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 4.38 Billion
Stocks 174
Filing on Aug 01, 2025 Q2 2025

Shilanski & Associates, Inc.

  • SPY
  • SCHB
  • FNDF
  • SPHD
  • SPYG
  • TIP
  • JNK
Shilanski & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 350 Million
Stocks 108
Filing on Aug 01, 2025 Q2 2025

Jericho Financial, LLP

  • NFLX
  • MSFT
  • META
  • AVGO
  • JPM
  • NVDA
  • AMZN
Jericho Financial, LLP's Q2 2025 Portfolio
Portfolio Value 152 Billion
Stocks 41
Filing on Aug 01, 2025 Q2 2025

Auto Owners Insurance CO

  • SPDW
  • ITOT
  • XNTK
  • FNDF
  • EFV
  • IDEV
  • GE
Auto Owners Insurance CO's Q2 2025 Portfolio
Portfolio Value 4.35 Billion
Stocks 188
Filing on Aug 01, 2025 Q2 2025

Lipe & Dalton

  • AAPL
  • GS
  • GOOG
  • BA
  • CM
  • HSY
  • EMR
Lipe & Dalton's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 90
Filing on Aug 01, 2025 Q2 2025

Iq Eq Fund Management (Ireland) LTD

  • MSFT
  • TSM
  • JPM
  • GOOGL
  • TSLA
  • AAPL
  • RBLX
Iq Eq Fund Management (Ireland) LTD's Q2 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 308
Filing on Aug 01, 2025 Q2 2025

Fjarde Ap Fonden

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • V
  • GOOGL
Fjarde Ap Fonden 's Q2 2025 Portfolio
Portfolio Value 10.8 Billion
Stocks 494
Filing on Aug 01, 2025 Q2 2025

State Of New Jersey Common Pension Fund A

  • ORCC
  • OWL
State Of New Jersey Common Pension Fund A's Q2 2025 Portfolio
Portfolio Value 287 Billion
Stocks 2
Filing on Aug 01, 2025 Q2 2025

Advisory Alpha, LLC

  • SPYG
  • SPYV
  • SCHM
  • SPDW
  • XLK
  • SPSB
  • SCHA
Advisory Alpha, LLC's Q2 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 481
Filing on Aug 01, 2025 Q2 2025

Alexander Labrunerie & Co., Inc.

  • VOO
  • AAPL
  • BRK-A
  • VGT
  • WMT
  • JPM
  • MSFT
Alexander Labrunerie & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 133
Filing on Aug 01, 2025 Q2 2025

A16z Perennial Management, L.P.

  • COIN
  • NU
  • COIN
  • XHLF
  • ABNB
  • OKTA
  • USHY
A16z Perennial Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.31 Trillion
Stocks 54
Filing on Aug 01, 2025 Q2 2025

Peregrine Capital Management LLC

  • AMZN
  • NET
  • ARES
  • NOW
  • GOOGL
  • CRWD
  • UBER
Peregrine Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 3.08 Billion
Stocks 330
Filing on Aug 01, 2025 Q2 2025

Rossby Financial, Lcc

  • FRDM
  • SMMD
  • BIV
  • GRNB
  • VDC
  • NVDA
  • AAPL
Rossby Financial, Lcc's Q2 2025 Portfolio
Portfolio Value 271 Billion
Stocks 1249
Filing on Aug 01, 2025 Q2 2025

Sym Financial Corp

  • DFAI
  • NTSI
  • VOE
  • VTI
  • GOVT
  • SCHB
  • VXUS
Sym Financial Corp's Q2 2025 Portfolio
Portfolio Value 886 Million
Stocks 420
Filing on Aug 01, 2025 Q2 2025

400 Capital Management LLC

  • SPY
  • HYG
  • IWM
  • EWZ
  • JETS
400 Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.04 Trillion
Stocks 5
Filing on Aug 01, 2025 Q2 2025

Guinness Atkinson Asset Management Inc

  • TSM
  • APH
  • NVDA
  • NFLX
  • MSFT
  • META
  • INTU
Guinness Atkinson Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 84