Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Cullen/Frost Bankers, Inc.

  • MSFT
  • AAPL
  • VUG
  • NVDA
  • AMZN
  • EFA
  • EMXC
Cullen/Frost Bankers, Inc.'s Q2 2025 Portfolio
Portfolio Value 7.83 Billion
Stocks 1298
Filing on Jul 30, 2025 Q2 2025

Lafayette Investments, Inc.

  • BRK-B
  • MKL
  • PGR
  • META
  • KLAC
  • MSFT
  • GOOG
Lafayette Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 482 Million
Stocks 151
Filing on Jul 30, 2025 Q2 2025

Whittier Trust CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • IVV
  • SPY
Whittier Trust CO's Q2 2025 Portfolio
Portfolio Value 8.15 Billion
Stocks 1860
Filing on Jul 30, 2025 Q2 2025

Kellogg W K Foundation Trust

  • K
Kellogg W K Foundation Trust's Q2 2025 Portfolio
Portfolio Value 3.66 Billion
Stocks 2
Filing on Jul 30, 2025 Q2 2025

Mason & Associates, LLC

  • VV
  • IUSB
  • VO
  • DYNF
  • SPDW
  • IAGG
  • VB
Mason & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 398 Billion
Stocks 41
Filing on Jul 30, 2025 Q2 2025

Mid American Wealth Advisory Group, Inc.

  • HYS
  • TUA
  • IBHE
  • IBHF
  • LTPZ
  • NVBW
  • ZROZ
Mid American Wealth Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 210 Billion
Stocks 341
Filing on Jul 30, 2025 Q2 2025

Privium Fund Management B.V.

  • SPOT
  • TSLA
  • SHOP
  • PLTR
  • SE
  • AMZN
  • COIN
Privium Fund Management B.V.'s Q2 2025 Portfolio
Portfolio Value 469 Million
Stocks 55
Filing on Jul 30, 2025 Q2 2025

Privium Fund Management (Uk) LTD

  • VOO
  • TLT
  • BX
  • GSBD
  • TCPC
  • CPA
  • AER
Privium Fund Management (Uk) LTD's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 8
Filing on Jul 30, 2025 Q2 2025

Cabot Wellington, LLC

  • VTI
  • IEFA
  • IEMG
  • VB
  • VT
Cabot Wellington, LLC's Q2 2025 Portfolio
Portfolio Value 290 Billion
Stocks 5
Filing on Jul 30, 2025 Q2 2025

Lgt Financial Advisors LLC

  • SPY
  • JEPI
  • IVV
  • MSFT
  • QUAL
  • IVW
  • DYNF
Lgt Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 39.4 Billion
Stocks 2439
Filing on Jul 30, 2025 Q2 2025

Mills Wealth Advisors LLC

  • DFAC
  • DUHP
  • DFIC
  • DIHP
  • DFEM
  • BSV
  • DISV
Mills Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 68
Filing on Jul 30, 2025 Q2 2025

Klingman & Associates, LLC

  • IVV
  • IJH
  • VTIP
  • SPY
  • SPYG
  • SPYV
  • IEFA
Klingman & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 1.8 Billion
Stocks 314
Filing on Jul 30, 2025 Q2 2025

Darrow Company, Inc.

  • QQQ
  • BIV
  • USMV
  • SPGP
  • BND
  • DGRW
  • SCHR
Darrow Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 52
Filing on Jul 30, 2025 Q2 2025

Clune & Associates, Ltd.

  • DFUV
  • DFIV
  • DFAS
  • SPY
  • BSV
  • DFSD
  • VCSH
Clune & Associates, Ltd.'s Q2 2025 Portfolio
Portfolio Value 365 Billion
Stocks 156
Filing on Jul 30, 2025 Q2 2025

Atlantic Edge Private Wealth Management, LLC

  • IEFA
  • MINT
  • IJH
  • JAAA
  • IVV
  • MDY
  • UITB
Atlantic Edge Private Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 365 Billion
Stocks 511
Filing on Jul 30, 2025 Q2 2025

Securian Asset Management, Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • HDV
  • META
  • USMV
Securian Asset Management, Inc's Q2 2025 Portfolio
Portfolio Value 3.44 Billion
Stocks 929
Filing on Jul 30, 2025 Q2 2025

Pittenger & Anderson Inc

  • FISV
  • VV
  • QQQ
  • VO
  • MSFT
  • VB
  • COST
Pittenger & Anderson Inc's Q2 2025 Portfolio
Portfolio Value 2.54 Billion
Stocks 419
Filing on Jul 30, 2025 Q2 2025

Phoenix Holdings Ltd.

  • TEVA
  • MSFT
  • XLI
  • AMZN
  • ACWI
  • NVDA
  • RSP
Phoenix Holdings Ltd.'s Q2 2025 Portfolio
Portfolio Value 7.34 Billion
Stocks 614