Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2025 Q2 2025

Aozora Bank, Ltd.

  • VCIT
  • LQD
Aozora Bank, Ltd.'s Q2 2025 Portfolio
Portfolio Value 97 Million
Stocks 2
Filing on Jul 31, 2025 Q2 2025

Chilton Capital Management LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • GOOG
  • LLY
Chilton Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 527
Filing on Jul 31, 2025 Q2 2025

Lane Generational LLC

  • CDE
  • AEM
  • DLO
  • ZM
  • AMD
  • SQ
  • OSCR
Lane Generational LLC's Q2 2025 Portfolio
Portfolio Value 79.3 Million
Stocks 32
Filing on Jul 31, 2025 Q2 2025

Alphabet Inc.

  • ASTS
  • FRSH
  • PL
  • RVMD
  • VERV
  • GTLB
  • DXCM
Alphabet Inc.'s Q2 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 39
Filing on Jul 31, 2025 Q2 2025

Green Alpha Advisors, LLC

  • IBM
  • SFM
  • AMAT
  • QCOM
  • NGVC
  • CRSP
  • HRZN
Green Alpha Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 87.2 Million
Stocks 109
Filing on Jul 31, 2025 Q2 2025

Envestnet Asset Management Inc

  • IVV
  • VOO
  • IUSB
  • QUAL
  • VEA
  • MSFT
  • AGG
Envestnet Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 326 Billion
Stocks 4426
Filing on Jul 31, 2025 Q2 2025

Bolthouse Investments, LLC

  • TCBK
  • SPY
  • EFA
  • PRIM
  • MSFT
  • AAPL
  • AVGO
Bolthouse Investments, LLC's Q2 2025 Portfolio
Portfolio Value 103 Billion
Stocks 75
Filing on Jul 31, 2025 Q2 2025

Hixon Zuercher, LLC

  • GSIE
  • GSLC
  • JPM
  • MSFT
  • SYK
  • EMGF
  • CAT
Hixon Zuercher, LLC's Q2 2025 Portfolio
Portfolio Value 305 Million
Stocks 78
Filing on Jul 31, 2025 Q2 2025

Resonant Capital Advisors, LLC

  • IVV
  • JMST
  • MEAR
  • SCHR
  • DSTL
  • VCSH
  • VIG
Resonant Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 413
Filing on Jul 31, 2025 Q2 2025

Nisa Investment Advisors, LLC

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • AGG
Nisa Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 21.8 Billion
Stocks 3159
Filing on Jul 31, 2025 Q2 2025

Wealthfront Advisers LLC

  • VTI
  • VEA
  • SCHF
  • VWO
  • IEMG
  • VIG
  • ITOT
Wealthfront Advisers LLC's Q2 2025 Portfolio
Portfolio Value 38.2 Billion
Stocks 963
Filing on Jul 31, 2025 Q2 2025

New Hampshire Trust

  • VO
  • MSFT
  • AAPL
  • DFAS
  • NVDA
  • AMZN
  • VNQ
New Hampshire Trust's Q2 2025 Portfolio
Portfolio Value 479 Billion
Stocks 303
Filing on Jul 31, 2025 Q2 2025

Perissos Private Wealth Management, LLC

  • IVV
  • QQQ
  • BXSL
  • JEPI
  • JPST
  • SPDW
  • SCHG
Perissos Private Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 71
Filing on Jul 31, 2025 Q2 2025

Oppenheimer Asset Management Inc.

  • MSFT
  • BIL
  • AMZN
  • V
  • NVDA
  • JPM
  • C
Oppenheimer Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 8.4 Billion
Stocks 3330
Filing on Jul 31, 2025 Q2 2025

Qv Investors Inc.

  • SLF
  • GIB
  • CNI
  • RY
  • FTS
  • EMRAF
  • FNV
Qv Investors Inc.'s Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 63
Filing on Jul 31, 2025 Q2 2025

Fedenia Advisers LLC

  • VOO
  • QQQ
  • SPY
  • VEA
  • IUSB
  • MUB
  • MSFT
Fedenia Advisers LLC's Q2 2025 Portfolio
Portfolio Value 211 Billion
Stocks 138
Filing on Jul 31, 2025 Q2 2025

University Of Texas

  • BBRE
  • MSFT
  • NVDA
  • MA
  • AMZN
  • BAC
  • GOOGL
University Of Texas's Q2 2025 Portfolio
Portfolio Value 626 Million
Stocks 159
Filing on Jul 31, 2025 Q2 2025

Pullen Investment Management, LLC

  • VOO
  • VTI
  • SCHB
  • MSFT
  • BRK-B
  • HII
  • SPY
Pullen Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 166 Billion
Stocks 100