Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 28, 2025 Q2 2025

Rik Saylor Financial, Inc.

  • BIL
  • QQQ
  • TLT
  • IVW
  • MTUM
  • IVE
  • USMV
Rik Saylor Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 83
Filing on Jul 28, 2025 Q2 2025

Duncker Streett & CO Inc

  • MSFT
  • AVGO
  • NVDA
  • MA
  • AAPL
  • HEI
  • AMZN
Duncker Streett & CO Inc's Q2 2025 Portfolio
Portfolio Value 542 Million
Stocks 512
Filing on Jul 28, 2025 Q2 2025

Mission Hills Financial Advisory, LLC

  • BIZD
  • MINT
  • PCN
  • PDI
  • QQQ
  • RQI
  • QYLD
Mission Hills Financial Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 41
Filing on Jul 28, 2025 Q2 2025

Chesapeake Wealth Management

  • AGG
  • MSFT
  • VCSH
  • AAPL
  • XLK
  • NVDA
  • SCHF
Chesapeake Wealth Management's Q2 2025 Portfolio
Portfolio Value 297 Million
Stocks 259
Filing on Jul 28, 2025 Q2 2025

Liberty Mutual Group Asset Management Inc.

  • HYG
  • DXJ
  • BKLN
  • AFRM
  • BRZE
  • DASH
  • CXM
Liberty Mutual Group Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 367 Million
Stocks 20
Filing on Jul 28, 2025 Q2 2025

Ifg Advisors, LLC

  • SPY
  • VOO
  • EFA
  • CTAS
  • QQQ
  • IJR
  • MDY
Ifg Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 582 Million
Stocks 161
Filing on Jul 28, 2025 Q2 2025

Dock Street Asset Management Inc

  • NVDA
  • PLTR
  • AMZN
  • V
  • MSFT
  • NOW
  • MA
Dock Street Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 48
Filing on Jul 28, 2025 Q2 2025

Generali Asset Management Spa Sgr

  • NVDA
  • MSFT
  • AAPL
  • ARCC
  • GOOGL
  • AMZN
  • GOOG
Generali Asset Management Spa Sgr's Q2 2025 Portfolio
Portfolio Value 4.39 Trillion
Stocks 498
Filing on Jul 28, 2025 Q2 2025

Mutual Advisors, LLC

  • SPY
  • IEF
  • AAPL
  • IVV
  • MSFT
  • BRK-B
  • SGOV
Mutual Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 3.73 Billion
Stocks 1175
Filing on Jul 28, 2025 Q2 2025

Kennon Green & Company, LLC

  • META
  • PM
  • BRK-B
  • HSY
  • BTI
  • MO
  • SSNC
Kennon Green & Company, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 41
Filing on Jul 28, 2025 Q2 2025

Capital Management Corp

  • IDCC
  • GTN
  • NXST
  • PBI
  • ACU
  • ACCO
  • AEM
Capital Management Corp 's Q2 2025 Portfolio
Portfolio Value 526 Million
Stocks 80
Filing on Jul 28, 2025 Q2 2025

Disciplined Equity Management, Inc.

  • DFUS
  • DFUV
  • DFAT
  • DFAS
  • DFIV
  • MO
  • AB
Disciplined Equity Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 64
Filing on Jul 28, 2025 Q2 2025

Twin Tree Management, LP

  • SPY
  • SPY
  • GLD
  • QQQ
  • VOO
  • MSFT
  • AAPL
Twin Tree Management, LP's Q2 2025 Portfolio
Portfolio Value 51.8 Billion
Stocks 1549
Filing on Jul 28, 2025 Q2 2025

Essex LLC

  • VCIT
  • VCSH
  • XLK
  • SJNK
  • SCHX
  • SCHM
  • SCHF
Essex LLC's Q2 2025 Portfolio
Portfolio Value 498 Million
Stocks 176
Filing on Jul 28, 2025 Q2 2025

Strategent Financial, LLC

  • VOO
  • JQUA
  • JPST
  • QQQ
  • QQQM
  • VEA
  • SDY
Strategent Financial, LLC's Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 35
Filing on Jul 28, 2025 Q2 2025

Tuttle Capital Management, LLC

  • HCA
  • WELL
  • JPM
  • MSFT
  • TDG
  • NVDA
  • V
Tuttle Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 14.4 Million
Stocks 53
Filing on Jul 28, 2025 Q2 2025

Fairman Group, LLC

  • ACN
  • IVV
  • ESNT
  • VEA
  • VEEV
  • STRV
  • WRB
Fairman Group, LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 257
Filing on Jul 28, 2025 Q2 2025

Keeler & Nadler Financial Planning & Wealth Management

  • SCHG
  • QUAL
  • FNDF
  • SPLG
  • SCHV
  • VUG
  • VIGI
Keeler & Nadler Financial Planning & Wealth Management's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 77