Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Verity & Verity, LLC

  • GILD
  • ABBV
  • AVGO
  • CVX
  • RTX
  • JPM
  • AMGN
Verity & Verity, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 128
Filing on Apr 16, 2025 Q1 2025

Paragon Capital Management LTD

  • VIG
  • SPHQ
  • ABNB
  • COIN
  • MSFT
  • COWZ
  • IQLT
Paragon Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 465 Million
Stocks 197
Filing on Apr 16, 2025 Q1 2025

Delta Capital Management LLC

  • CWB
  • XOM
  • AAPL
  • JPM
  • PG
  • SCHW
  • SONY
Delta Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 102
Filing on Apr 16, 2025 Q1 2025

Northwestern University

  • BRK-A
  • RYAN
Northwestern University's Q1 2025 Portfolio
Portfolio Value 61.5 Million
Stocks 5
Filing on Apr 16, 2025 Q1 2025

Albert D Mason Inc

  • GOOG
  • SNA
  • NVS
  • ADP
  • META
  • CMI
  • KLAC
Albert D Mason Inc's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 144
Filing on Apr 16, 2025 Q1 2025

Quintet Private Bank (Europe) S.A.

  • MSFT
  • NVDA
  • GOOGL
  • V
  • JPM
  • PG
  • DIS
Quintet Private Bank (Europe) S.A.'s Q1 2025 Portfolio
Portfolio Value 1.7 Trillion
Stocks 205
Filing on Apr 16, 2025 Q1 2025

Gen Financial Management, Inc.

  • VIG
  • VIGI
  • SCHX
  • VGSH
  • COWZ
  • VTEB
  • BND
Gen Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 51
Filing on Apr 16, 2025 Q1 2025

Inflection Point Investments LLP

  • KRNT
  • ITRN
  • CARG
  • RDCM
  • PINS
  • ACVA
  • UDMY
Inflection Point Investments LLP's Q1 2025 Portfolio
Portfolio Value 46 Billion
Stocks 9
Filing on Apr 16, 2025 Q1 2025

Lilly Endowment Inc

  • LLY
Lilly Endowment Inc's Q1 2025 Portfolio
Portfolio Value 79.3 Trillion
Stocks 1
Filing on Apr 16, 2025 Q1 2025

Rmr Wealth Builders

  • VOO
  • VUG
  • VTV
  • IJH
  • IEFA
  • IWF
  • NVDA
Rmr Wealth Builders's Q1 2025 Portfolio
Portfolio Value 936 Million
Stocks 259
Filing on Apr 16, 2025 Q1 2025

Birch Capital Management, LLC

  • AAPL
  • GWW
  • MSFT
  • NVO
  • RMD
  • AMGN
  • SPGI
Birch Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 82
Filing on Apr 16, 2025 Q1 2025

Rfg Holdings, Inc.

  • VOO
  • QQQ
  • BKLN
  • SPHY
  • VOOG
  • KBWB
  • VB
Rfg Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 59
Filing on Apr 16, 2025 Q1 2025

Baker Chad R

  • AAPL
  • MA
  • GOOGL
  • MSFT
  • WM
  • TMUS
  • AMZN
Baker Chad R's Q1 2025 Portfolio
Portfolio Value 472 Million
Stocks 50
Filing on Apr 16, 2025 Q1 2025

Legacy Trust

  • AAPL
  • MSFT
  • SPY
  • IVV
  • V
  • URI
  • PANW
Legacy Trust's Q1 2025 Portfolio
Portfolio Value 415 Billion
Stocks 159
Filing on Apr 16, 2025 Q1 2025

Willis Investment Counsel

  • JNJ
  • CSCO
  • CB
  • TXN
  • PAYX
  • MSFT
  • LMT
Willis Investment Counsel's Q1 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 117
Filing on Apr 16, 2025 Q1 2025

Rockland Trust CO

  • GLD
  • MSFT
  • IVOV
  • NOBL
  • GOOGL
  • AAPL
  • MBB
Rockland Trust CO's Q1 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 472
Filing on Apr 16, 2025 Q1 2025

Thomasville National Bank

  • AMZN
  • MSFT
  • BRK-B
  • AAPL
  • BKNG
  • GOOG
  • PANW
Thomasville National Bank's Q1 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 299
Filing on Apr 16, 2025 Q1 2025

Parkside Investments, LLC

  • IWM
  • IGSB
  • IVV
  • IEFA
  • IEMG
  • JPST
  • AAPL
Parkside Investments, LLC's Q1 2025 Portfolio
Portfolio Value 657 Million
Stocks 91