Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Beckerman Institutional, LLC

  • BRK-B
  • DBND
  • IDEV
  • LDUR
  • DFAI
  • GLDM
  • DFAC
Beckerman Institutional, LLC's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 102
Filing on May 05, 2025 Q1 2025

Impact Partnership Wealth, LLC

  • BIL
  • QQQ
  • VGK
  • SPMD
  • SGOV
  • VTV
  • SPTS
Impact Partnership Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 468 Billion
Stocks 259
Filing on May 05, 2025 Q1 2025

Context Capital Management, LLC

  • DECAW
  • GBBKR
  • CITEW
  • BNIXR
  • AIMAW
  • CLRCR
  • GBBKW
Context Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 194,000
Stocks 208
Filing on May 05, 2025 Q1 2025

Mainstay Capital Management LLC

  • SPMO
  • SIXH
  • QGRO
  • SIXA
  • FEZ
  • SPYG
  • SPHQ
Mainstay Capital Management LLC 's Q1 2025 Portfolio
Portfolio Value 720 Million
Stocks 119
Filing on May 05, 2025 Q1 2025

Cypress Capital Management LLC (Wy)

  • AAPL
  • COST
  • AGI
  • PM
  • FIBK
  • PHYS
  • AMLP
Cypress Capital Management LLC (Wy)'s Q1 2025 Portfolio
Portfolio Value 82.7 Million
Stocks 163
Filing on May 05, 2025 Q1 2025

Morningstar Investment Services LLC

  • VTI
  • BND
  • VEA
  • VGIT
  • VWO
  • META
  • VMBS
Morningstar Investment Services LLC's Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 134
Filing on May 05, 2025 Q1 2025

Birinyi Associates Inc

  • AAPL
  • SPY
  • AMZN
  • MA
  • GOOGL
  • MSFT
  • NVDA
Birinyi Associates Inc's Q1 2025 Portfolio
Portfolio Value 308 Million
Stocks 56
Filing on May 05, 2025 Q1 2025

Balentine LLC

  • VUG
  • AGG
  • VV
  • OMFL
  • VTV
  • MUB
  • SGOV
Balentine LLC's Q1 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 199
Filing on May 05, 2025 Q1 2025

Sns Financial Group, LLC

  • QUAL
  • SCHF
  • IEI
  • DGRW
  • OEF
  • SCHB
  • SPY
Sns Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 978 Million
Stocks 285
Filing on May 05, 2025 Q1 2025

Savoir Faire Capital Management, L.P.

  • BURL
  • CMG
  • AMZN
  • BTI
  • DG
  • SAM
  • CAG
Savoir Faire Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 114 Billion
Stocks 46
Filing on May 05, 2025 Q1 2025

Fountainhead Am, LLC

  • JPST
  • IWB
  • VV
  • IJR
  • VTV
  • IVV
  • SCHG
Fountainhead Am, LLC's Q1 2025 Portfolio
Portfolio Value 579 Million
Stocks 189
Filing on May 05, 2025 Q1 2025

Atlas Wealth Partners, LLC

  • TPL
  • GBTC
  • INFL
  • FNV
  • SCHD
  • MSFT
  • COWZ
Atlas Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 81.1 Million
Stocks 52
Filing on May 05, 2025 Q1 2025

Hs Management Partners, LLC

  • KO
  • PYPL
  • DKS
  • DIS
  • GOOG
  • BKNG
  • UBER
Hs Management Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 23
Filing on May 05, 2025 Q1 2025

Star Financial Bank

  • IWF
  • VTV
  • QQQ
  • IJH
  • IBDR
  • IBDS
  • HDV
Star Financial Bank's Q1 2025 Portfolio
Portfolio Value 137 Billion
Stocks 119
Filing on May 05, 2025 Q1 2025

Carnegie Mellon University

  • DUOL
  • QQQ
  • PDD
  • IHT
Carnegie Mellon University's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 6
Filing on May 05, 2025 Q1 2025

Financial Harvest, LLC

  • TOST
  • ACT
  • IOSP
  • CRBG
  • KLIC
  • GNW
  • DXCM
Financial Harvest, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 52
Filing on May 05, 2025 Q1 2025

Carnegie Lake Advisors LLC

  • BRK-B
  • UNH
  • MSFT
  • AAPL
  • SYK
  • AMGN
  • COST
Carnegie Lake Advisors LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 162
Filing on May 05, 2025 Q1 2025

Health Invest Partners Ab

  • LLY
  • ABBV
  • UNH
  • BSX
  • MRK
  • TMO
  • VRTX
Health Invest Partners Ab's Q1 2025 Portfolio
Portfolio Value 215 Million
Stocks 37