Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Bcm Advisors, LLC

  • GLD
  • BIV
  • DFAU
  • VTI
  • TLT
  • DGRW
  • CATH
Bcm Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 463 Million
Stocks 70
Filing on Jul 30, 2025 Q2 2025

First Citizens Bank & Trust CO

  • IWY
  • AGG
  • IWX
  • IWS
  • MUB
  • IWP
  • IEFA
First Citizens Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 6.49 Billion
Stocks 863
Filing on Jul 30, 2025 Q2 2025

Canal Insurance CO

  • MSFT
  • NOC
  • IBM
  • AVAV
  • DUK
  • ABBV
  • CVX
Canal Insurance CO's Q2 2025 Portfolio
Portfolio Value 447 Million
Stocks 71
Filing on Jul 30, 2025 Q2 2025

Roman Butler Fullerton & CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • SPY
  • MA
  • LLY
Roman Butler Fullerton & CO's Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 242
Filing on Jul 30, 2025 Q2 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • MSFT
  • MA
  • INTU
  • GOOGL
  • AMZN
  • SYK
  • FISV
Loring Wolcott & Coolidge Fiduciary Advisors LLP's Q2 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 619
Filing on Jul 30, 2025 Q2 2025

Bernzott Capital Advisors

  • MP
  • NVEE
  • JBI
  • AMT
  • JJSF
  • PCH
  • VSH
Bernzott Capital Advisors's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 33
Filing on Jul 30, 2025 Q2 2025

Paralel Advisors LLC

  • BRK-A
  • JPM
  • BRK-B
  • EPD
  • MSFT
  • YUM
  • CSCO
Paralel Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 108
Filing on Jul 30, 2025 Q2 2025

Cornerstone Advisory, LLC

  • JEPI
  • VYM
  • IVV
  • GSLC
  • VIG
  • JPIE
  • JAAA
Cornerstone Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 848 Million
Stocks 241
Filing on Jul 30, 2025 Q2 2025

Ethic Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOG
  • AVGO
Ethic Inc.'s Q2 2025 Portfolio
Portfolio Value 5.46 Billion
Stocks 1215
Filing on Jul 30, 2025 Q2 2025

Forum Financial Management, LP

  • DFAC
  • TLH
  • DFAT
  • DFEM
  • DFIC
  • DUHP
  • DISV
Forum Financial Management, LP's Q2 2025 Portfolio
Portfolio Value 5.76 Billion
Stocks 1053
Filing on Jul 30, 2025 Q2 2025

Schaper Benz & Wise Investment Counsel Inc

  • AAPL
  • SYK
  • AXP
  • WAT
  • CSCO
  • GOOG
  • ORCL
Schaper Benz & Wise Investment Counsel Inc's Q2 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 153
Filing on Jul 30, 2025 Q2 2025

Fogel Capital Management, Inc.

  • MSFT
  • GOOGL
  • BRK-B
  • CB
  • EPD
  • AVGO
  • ET
Fogel Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 188 Billion
Stocks 53
Filing on Jul 30, 2025 Q2 2025

Chokshi & Queen Wealth Advisors, Inc

  • IVV
  • QQQ
  • AAPL
  • COST
  • NVDA
  • AMZN
  • VHT
Chokshi & Queen Wealth Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 54
Filing on Jul 30, 2025 Q2 2025

Fny Investment Advisers, LLC

  • BPMC
  • VOD
  • ERIC
  • CDRO
  • NVDA
  • JNPR
  • K
Fny Investment Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 1100
Filing on Jul 30, 2025 Q2 2025

Private Capital Advisors, Inc.

  • LLY
  • AAPL
  • NFLX
  • GOOGL
  • PANW
  • NVDA
  • META
Private Capital Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 803 Million
Stocks 82
Filing on Jul 30, 2025 Q2 2025

Studio Investment Management LLC

  • VTIP
  • VTV
  • VIG
  • VBR
  • DFIC
  • FNDF
  • BRK-B
Studio Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 475 Million
Stocks 173
Filing on Jul 30, 2025 Q2 2025

Terra Alpha Investments LLC

  • NVDA
  • MSFT
  • TSM
  • V
  • TT
  • ETN
  • WM
Terra Alpha Investments LLC's Q2 2025 Portfolio
Portfolio Value 96.2 Billion
Stocks 29
Filing on Jul 30, 2025 Q2 2025

Schulhoff & CO Inc

  • PG
  • JPM
  • XOM
  • BRK-A
  • CINF
  • LMT
  • JNJ
Schulhoff & CO Inc's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 135