Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2025 Q2 2025

Hanlon Investment Management, Inc.

  • SGOV
  • NVDA
  • SHY
  • HYG
  • VB
  • VO
  • VUG
Hanlon Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 165
Filing on Jul 31, 2025 Q2 2025

Kornitzer Capital Management Inc

  • MSFT
  • COST
  • LLY
  • AAPL
  • AJG
  • HES
  • KMI
Kornitzer Capital Management Inc 's Q2 2025 Portfolio
Portfolio Value 4.73 Billion
Stocks 494
Filing on Jul 31, 2025 Q2 2025

Leavell Investment Management, Inc.

  • NVDA
  • MGC
  • AAPL
  • VO
  • MSFT
  • MGK
  • VOO
Leavell Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 578
Filing on Jul 31, 2025 Q2 2025

Burke & Herbert Bank & Trust CO

  • SPY
  • MSFT
  • AAPL
  • EFA
  • IJR
  • RSP
  • IJH
Burke & Herbert Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 426 Million
Stocks 462
Filing on Jul 31, 2025 Q2 2025

Shaker Investments LLC

  • AX
  • AVGO
  • NVDA
  • PODD
  • TSM
  • JPM
  • AMZN
Shaker Investments LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 97
Filing on Jul 31, 2025 Q2 2025

Cva Family Office, LLC

  • SCHD
  • FNDF
  • VGT
  • VOO
  • IVV
  • DFAU
  • AVDE
Cva Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 691 Million
Stocks 1280
Filing on Jul 31, 2025 Q2 2025

Af Advisors, Inc.

  • FICO
  • VYM
  • SPMD
  • SPSM
  • WFC
  • VTI
  • NVDA
Af Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 290 Million
Stocks 28
Filing on Jul 31, 2025 Q2 2025

Waldron Private Wealth LLC

  • VTV
  • IWF
  • VUG
  • IXUS
  • IWD
  • VONG
  • SPY
Waldron Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 2.28 Billion
Stocks 298
Filing on Jul 31, 2025 Q2 2025

Stegent Equity Advisors, Inc.

  • GLTR
  • FIW
  • FTLS
  • URNM
  • AVDV
  • IEO
  • AVUV
Stegent Equity Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 96.7 Million
Stocks 105
Filing on Jul 31, 2025 Q2 2025

Dodds Wealth, LLC

  • VCIT
  • SPIB
  • GOVT
  • VUG
  • IGIB
  • SCHV
  • SCHB
Dodds Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 373 Billion
Stocks 56
Filing on Jul 31, 2025 Q2 2025

Mqs Management LLC

  • UDR
  • PSA
  • XOM
  • MAA
  • RIO
  • GWW
  • ACM
Mqs Management LLC's Q2 2025 Portfolio
Portfolio Value 181 Billion
Stocks 442
Filing on Jul 31, 2025 Q2 2025

Red Jay Asset Management Inc.

  • SPY
  • RSP
  • NVDA
  • MSFT
  • IJR
  • AAPL
  • GOOGL
Red Jay Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 426 Billion
Stocks 33
Filing on Jul 31, 2025 Q2 2025

Linden Thomas Advisory Services, LLC

  • NVDA
  • META
  • AAPL
  • MSFT
  • AVGO
  • PLTR
  • RMD
Linden Thomas Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 908 Billion
Stocks 478
Filing on Jul 31, 2025 Q2 2025

Graybill Bartz & Assoc LTD

  • AAPL
  • GOOGL
  • GLD
  • FLEX
  • RTX
  • MSFT
  • BRK-B
Graybill Bartz & Assoc LTD's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 80
Filing on Jul 31, 2025 Q2 2025

Tsa Wealth Managment LLC

  • SPLG
  • SCHZ
  • QUAL
  • OEF
  • DYNF
  • IVV
  • EFV
Tsa Wealth Managment LLC's Q2 2025 Portfolio
Portfolio Value 274 Billion
Stocks 85
Filing on Jul 31, 2025 Q2 2025

Sentinel Trust CO Lba

  • ITOT
  • IWV
  • VXUS
  • PLTR
  • VEU
  • VTI
  • EMXC
Sentinel Trust CO Lba's Q2 2025 Portfolio
Portfolio Value 921 Million
Stocks 129
Filing on Jul 31, 2025 Q2 2025

Lountzis Asset Management, LLC

  • BRK-B
  • AMAT
  • WFC
  • ORCL
  • PGR
  • IDXX
  • KKR
Lountzis Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 53
Filing on Jul 31, 2025 Q2 2025

Anchor Capital Management Group Inc

  • QQQ
  • SPY
  • EFA
  • QYLD
  • PDI
  • JEPI
  • JEPQ
Anchor Capital Management Group Inc's Q2 2025 Portfolio
Portfolio Value 215 Billion
Stocks 20