Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 06, 2025 Q1 2025

Wilkins Investment Counsel Inc

  • NEM
  • ADP
  • IBM
  • CB
  • PG
  • MRK
  • CTVA
Wilkins Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 681 Million
Stocks 125
Filing on May 06, 2025 Q1 2025

Sfe Investment Counsel

  • AAPL
  • NVDA
  • JPM
  • QCOM
  • OKE
  • AMZN
  • PANW
Sfe Investment Counsel's Q1 2025 Portfolio
Portfolio Value 479 Million
Stocks 140
Filing on May 06, 2025 Q1 2025

Kovack Advisors, Inc.

  • IVV
  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • SPY
  • QQQ
Kovack Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 907 Million
Stocks 577
Filing on May 06, 2025 Q1 2025

First Pacific Advisors, LP

  • META
  • ADI
  • C
  • CMCSA
  • GOOGL
  • IFF
  • AMZN
First Pacific Advisors, LP's Q1 2025 Portfolio
Portfolio Value 5.56 Billion
Stocks 57
Filing on May 06, 2025 Q1 2025

Advisor Os, LLC

  • VOO
  • VIG
  • IEF
  • MINT
  • AAPL
  • NOC
  • SPAB
Advisor Os, LLC's Q1 2025 Portfolio
Portfolio Value 878 Million
Stocks 1739
Filing on May 06, 2025 Q1 2025

Carnegie Capital Asset Management, LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • GOOGL
  • META
  • AMZN
Carnegie Capital Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 4.4 Billion
Stocks 482
Filing on May 06, 2025 Q1 2025

Aj Advisors, LLC

  • VOO
  • IGRO
  • QQQ
  • VO
  • VB
  • STIP
  • VTV
Aj Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 34
Filing on May 06, 2025 Q1 2025

Holistic Financial Partners

  • LLY
  • SCHF
  • FVD
  • FTA
  • FTCS
  • IWF
  • UCON
Holistic Financial Partners's Q1 2025 Portfolio
Portfolio Value 203 Million
Stocks 123
Filing on May 06, 2025 Q1 2025

Argonautica Private Wealth Management, Inc

  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • AMZN
  • AVGO
  • UNH
Argonautica Private Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 291 Billion
Stocks 180
Filing on May 06, 2025 Q1 2025

Glaxis Capital Management, LLC

  • TLT
  • PFF
  • LDP
  • FXI
  • ZROZ
  • PGX
  • AER
Glaxis Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 25.9 Million
Stocks 23
Filing on May 06, 2025 Q1 2025

North Star Asset Management LLC /Nj/

  • GSLC
  • IUSG
  • NVDA
  • VOT
  • AAPL
  • VEA
  • GBIL
North Star Asset Management LLC /Nj/'s Q1 2025 Portfolio
Portfolio Value 160 Billion
Stocks 90
Filing on May 06, 2025 Q1 2025

Diamond Hill Capital Management Inc

  • AIG
  • BRK-B
  • ABT
  • TXN
  • COP
  • BAC
  • SYY
Diamond Hill Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 20.9 Billion
Stocks 174
Filing on May 06, 2025 Q1 2025

Northern Financial Advisors Inc

  • SPY
  • DIA
  • AAPL
  • NFLX
  • WMT
  • NVR
  • MSFT
Northern Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 105
Filing on May 06, 2025 Q1 2025

Benningfield Financial Advisors, LLC

  • DFUV
  • VTIP
  • IEF
  • PLTR
  • VTI
  • DFIV
  • AVUV
Benningfield Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 15
Filing on May 06, 2025 Q1 2025

Ninepoint Partners LP

  • CNQ
  • EQT
  • CHK
  • ALG
  • SPY
  • AR
  • CVE
Ninepoint Partners LP's Q1 2025 Portfolio
Portfolio Value 503 Million
Stocks 91
Filing on May 06, 2025 Q1 2025

Machina Capital S.A.S.

  • LBRDK
  • PNC
  • AON
  • USB
  • MRK
  • PG
  • PEP
Machina Capital S.A.S.'s Q1 2025 Portfolio
Portfolio Value 322 Million
Stocks 275
Filing on May 06, 2025 Q1 2025

Mendel Money Management

  • MSFT
  • AMZN
  • V
  • IBM
  • TMO
  • GOOG
  • AME
Mendel Money Management's Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 136
Filing on May 06, 2025 Q1 2025

Forge Financial Services LLC

  • CGGO
  • CGDV
  • RSP
  • CGUS
  • QQQM
  • JHMM
  • XMHQ
Forge Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 113 Billion
Stocks 21