Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 02, 2025 Q1 2025

Triasima Portfolio Management Inc.

  • RY
  • AGI
  • KGC
  • SHOP
  • BMO
  • MFC
  • CM
Triasima Portfolio Management Inc.'s Q1 2025 Portfolio
Portfolio Value 445 Million
Stocks 144
Filing on May 02, 2025 Q1 2025

Summit X, LLC

  • NVDA
  • IVV
  • AAPL
  • ORLY
  • QUAL
  • DFUS
  • VONG
Summit X, LLC's Q1 2025 Portfolio
Portfolio Value 460 Million
Stocks 240
Filing on May 02, 2025 Q1 2025

Financial Alternatives, Inc

  • DFAC
  • DFAI
  • VWOB
  • VTI
  • JEPI
  • DFAE
  • VNQ
Financial Alternatives, Inc's Q1 2025 Portfolio
Portfolio Value 140 Billion
Stocks 81
Filing on May 02, 2025 Q1 2025

Kintayl Capital LP

  • HES
  • CHX
  • WDC
  • LBRDK
  • ANSS
  • DFS
  • HEIA
Kintayl Capital LP's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 34
Filing on May 02, 2025 Q1 2025

Equity Investment Corp

  • SGOV
  • VZ
  • T
  • TTE
  • WFC
  • SNY
  • MDT
Equity Investment Corp's Q1 2025 Portfolio
Portfolio Value 4.18 Billion
Stocks 66
Filing on May 02, 2025 Q1 2025

Mechanics Financial Corp

  • GRC
  • IJH
  • AAPL
  • EFA
  • IEFA
  • IVV
  • MSFT
Mechanics Financial Corp's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 245
Filing on May 02, 2025 Q1 2025

Schrum Private Wealth Management LLC

  • SPY
  • MSFT
  • AAPL
  • VOO
  • FXL
  • JPM
  • RSP
Schrum Private Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 124
Filing on May 02, 2025 Q1 2025

Wsfs Capital Management, LLC

  • AAPL
  • IVV
  • BND
  • MSFT
  • IWY
  • VEA
  • BRK-B
Wsfs Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 387
Filing on May 02, 2025 Q1 2025

Cable Hill Partners, LLC

  • DFAI
  • BRK-A
  • VTV
  • QUAL
  • VUG
  • DFAE
  • AGG
Cable Hill Partners, LLC's Q1 2025 Portfolio
Portfolio Value 967 Million
Stocks 217
Filing on May 02, 2025 Q1 2025

Sea Bridge Investment Advisors LLC

  • GOVT
  • AAPL
  • MSFT
  • SPTS
  • VMBS
  • JMBS
  • BRK-B
Sea Bridge Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 451 Million
Stocks 197
Filing on May 02, 2025 Q1 2025

Grandfield & Dodd, LLC

  • MSFT
  • PAYX
  • GE
  • BRK-B
  • ADI
  • RTX
  • JCI
Grandfield & Dodd, LLC's Q1 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 197
Filing on May 02, 2025 Q1 2025

Altman Advisors, Inc.

  • IEUR
  • AAPL
  • SPYV
  • AMZN
  • SPYG
  • NVDA
  • MSFT
Altman Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 225 Million
Stocks 94
Filing on May 02, 2025 Q1 2025

Pettinga Financial Advisors, LLC

  • IVV
  • QUAL
  • IVW
  • LRGF
  • IVE
  • GLD
  • PRF
Pettinga Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 413 Million
Stocks 130
Filing on May 02, 2025 Q1 2025

Welch & Forbes LLC

  • NVDA
  • AAPL
  • MSFT
  • ORLY
  • V
  • SYK
  • GOOG
Welch & Forbes LLC's Q1 2025 Portfolio
Portfolio Value 7.48 Billion
Stocks 370
Filing on May 02, 2025 Q1 2025

Shayne & Co., LLC

  • BRK-B
  • BRK-A
  • HCA
  • SYY
  • VTI
  • AXP
  • MSFT
Shayne & Co., LLC's Q1 2025 Portfolio
Portfolio Value 399 Million
Stocks 112
Filing on May 02, 2025 Q1 2025

Parthenon LLC

  • MSFT
  • BRK-B
  • META
  • PAYX
  • AAPL
  • GOOGL
  • PG
Parthenon LLC's Q1 2025 Portfolio
Portfolio Value 800 Million
Stocks 122
Filing on May 02, 2025 Q1 2025

Bridgewater Advisors Inc.

  • JPST
  • AVLV
  • AVUS
  • VCIT
  • VTI
  • AAPL
  • SPY
Bridgewater Advisors Inc.'s Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 399
Filing on May 02, 2025 Q1 2025

Ndwm LLC

  • IVV
  • BILS
  • BIL
  • RSP
  • SPY
  • BRK-B
  • AGG
Ndwm LLC's Q1 2025 Portfolio
Portfolio Value 102 Billion
Stocks 33