Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2025 Q2 2025

Arga Investment Management, LP

  • LVS
  • BBD
  • NTR
  • TCOM
  • UBS
  • MLCO
  • BAP
Arga Investment Management, LP's Q2 2025 Portfolio
Portfolio Value 3.64 Billion
Stocks 123
Filing on Jul 31, 2025 Q2 2025

Jackson Hole Capital Partners, LLC

  • ARLP
  • MSFT
  • GOOG
  • AAPL
  • IVV
  • WMB
  • META
Jackson Hole Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 528 Million
Stocks 283
Filing on Jul 31, 2025 Q2 2025

Moloney Securities Asset Management, LLC

  • TFLO
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • QQQ
  • SPTM
Moloney Securities Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 723 Million
Stocks 503
Filing on Jul 31, 2025 Q2 2025

Blue Sky Capital Consultants Group, Inc.

  • QQQ
  • TSLA
  • XLK
  • PLTR
  • NVDA
  • COST
  • META
Blue Sky Capital Consultants Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 199 Billion
Stocks 61
Filing on Jul 31, 2025 Q2 2025

Ssa Swiss Advisors Ag

  • RSP
  • SPY
  • GLD
  • EWL
  • TIP
  • FEZ
  • NVDA
Ssa Swiss Advisors Ag's Q2 2025 Portfolio
Portfolio Value 208 Billion
Stocks 118
Filing on Jul 31, 2025 Q2 2025

Generali Investments Towarzystwo Funduszy Inwestycyjnych

  • MSFT
  • NVDA
  • GOOGL
  • ADI
  • AMD
  • ADBE
  • AMZN
Generali Investments Towarzystwo Funduszy Inwestycyjnych's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 145
Filing on Jul 31, 2025 Q2 2025

Sequent Asset Management, LLC

  • XLK
  • SPY
  • SPYG
  • IWP
  • VOO
  • IWO
  • USMV
Sequent Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 122 Million
Stocks 66
Filing on Jul 31, 2025 Q2 2025

Ag2 R La Mondiale Gestion D'Actifs

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Ag2 R La Mondiale Gestion D'Actifs's Q2 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 364
Filing on Jul 31, 2025 Q2 2025

Stone Point Capital LLC

  • ESGR
  • AXS
  • ECC
Stone Point Capital LLC's Q2 2025 Portfolio
Portfolio Value 782 Million
Stocks 3
Filing on Jul 31, 2025 Q2 2025

University Of Maryland Foundation, Inc.

  • VPL
  • BRK-A
  • CRBN
University Of Maryland Foundation, Inc.'s Q2 2025 Portfolio
Portfolio Value 16.6 Million
Stocks 3
Filing on Jul 31, 2025 Q2 2025

Mcdaniel Terry & CO

  • MSFT
  • AAPL
  • TSM
  • ADP
  • NDSN
  • ITW
  • ECL
Mcdaniel Terry & CO's Q2 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 91
Filing on Jul 31, 2025 Q2 2025

Vaughan David Investments LLC

  • MSFT
  • AVGO
  • ORCL
  • JPM
  • DE
  • AXP
  • APO
Vaughan David Investments LLC's Q2 2025 Portfolio
Portfolio Value 4.47 Billion
Stocks 231
Filing on Jul 31, 2025 Q2 2025

Auour Investments LLC

  • SPLG
  • BIL
  • SPDW
  • VEA
  • SPYV
  • SPIB
  • SPYG
Auour Investments LLC's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 81
Filing on Jul 31, 2025 Q2 2025

Red Wave Investments LLC

  • VTI
  • QQQ
  • SGOV
  • VT
  • VTV
  • VO
  • VB
Red Wave Investments LLC's Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 109
Filing on Jul 31, 2025 Q2 2025

Rational Advisors LLC

  • BND
  • SPAB
  • AGG
  • MLPX
  • QQQM
  • IVV
  • XLU
Rational Advisors LLC's Q2 2025 Portfolio
Portfolio Value 860 Million
Stocks 234
Filing on Jul 31, 2025 Q2 2025

Nilsine Partners, LLC

  • ATO
  • AAPL
  • NVDA
  • AVGO
  • AMZN
  • SPY
  • FDN
Nilsine Partners, LLC's Q2 2025 Portfolio
Portfolio Value 989 Billion
Stocks 379
Filing on Jul 31, 2025 Q2 2025

Oak Harbor Wealth Partners, LLC

  • VOO
  • AGG
  • VO
  • AAPL
  • IEFA
  • COST
  • SCHD
Oak Harbor Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 361 Million
Stocks 249
Filing on Jul 31, 2025 Q2 2025

Azzad Asset Management Inc /Adv

  • NVDA
  • AAPL
  • MSFT
  • META
  • GOOGL
  • TSLA
  • KLAC
Azzad Asset Management Inc /Adv's Q2 2025 Portfolio
Portfolio Value 933 Billion
Stocks 313