Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 28, 2025 Q2 2025

Windmill Hill Asset Management LTD

  • SPYX
  • GE
  • HOOD
  • MSFT
  • MCO
  • GOOGL
  • SPGI
Windmill Hill Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 26
Filing on Jul 28, 2025 Q2 2025

Edmp, Inc.

  • AVGO
  • MO
  • ABBV
  • UGI
  • AFL
  • AMGN
  • OHI
Edmp, Inc.'s Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 69
Filing on Jul 28, 2025 Q2 2025

Frazier Financial Advisors, LLC

  • VIG
  • SPY
  • VTI
  • DDWM
  • DON
  • VB
  • GSST
Frazier Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 142 Billion
Stocks 610
Filing on Jul 28, 2025 Q2 2025

Wilson Asset Management (International) Pty LTD

  • INTU
  • GOOG
  • V
  • ICE
  • TW
  • PWR
  • TRU
Wilson Asset Management (International) Pty LTD's Q2 2025 Portfolio
Portfolio Value 374 Million
Stocks 32
Filing on Jul 28, 2025 Q2 2025

Ifc Advisors LLC

  • MGK
  • PREF
  • VO
  • GENI
  • ACWI
  • MSFT
  • AAPL
Ifc Advisors LLC's Q2 2025 Portfolio
Portfolio Value 535 Billion
Stocks 169
Filing on Jul 28, 2025 Q2 2025

Leading Securities CO LTD

  • ATAT
  • FINV
  • PDD
  • YY
Leading Securities CO LTD's Q2 2025 Portfolio
Portfolio Value 7 Billion
Stocks 5
Filing on Jul 28, 2025 Q2 2025

Boston Trust Walden Corp

  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • DCI
  • V
  • GOOG
Boston Trust Walden Corp's Q2 2025 Portfolio
Portfolio Value 13.8 Billion
Stocks 583
Filing on Jul 28, 2025 Q2 2025

Equitable Trust CO

  • VOO
  • IAU
  • MSFT
  • HCA
  • VTV
  • GOOGL
  • IXUS
Equitable Trust CO's Q2 2025 Portfolio
Portfolio Value 1.93 Billion
Stocks 692
Filing on Jul 28, 2025 Q2 2025

Taiyo Life Insurance CO

  • IVV
  • VOO
  • SPY
  • VGT
  • QQQ
  • QQQM
  • VTI
Taiyo Life Insurance CO's Q2 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 9
Filing on Jul 28, 2025 Q2 2025

Td Asset Management Inc

  • MSFT
  • NVDA
  • RY
  • SPY
  • AAPL
  • TD
  • META
Td Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 108 Billion
Stocks 1647
Filing on Jul 28, 2025 Q2 2025

Jordan Park Trust CO LLC

  • IOT
  • IEMG
  • GOVT
  • IAU
  • MSFT
  • NVDA
  • VTEB
Jordan Park Trust CO LLC's Q2 2025 Portfolio
Portfolio Value 108 Billion
Stocks 13
Filing on Jul 28, 2025 Q2 2025

Harbour Trust & Investment Management CO

  • NVDA
  • AAPL
  • GOOG
  • JPM
  • MSFT
  • COST
  • OEF
Harbour Trust & Investment Management CO's Q2 2025 Portfolio
Portfolio Value 903 Billion
Stocks 292
Filing on Jul 28, 2025 Q2 2025

Rfg Advisory, LLC

  • PRF
  • SPYG
  • BND
  • FBND
  • BIL
  • AAPL
  • DFAX
Rfg Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 920
Filing on Jul 28, 2025 Q2 2025

Founders Grove Wealth Partners, LLC

  • VEA
  • BIL
  • VUG
  • VGT
  • LLY
  • VV
  • IVW
Founders Grove Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 399 Billion
Stocks 129
Filing on Jul 28, 2025 Q2 2025

Bryn Mawr Trust CO

  • ISRG
  • CMCSA
  • VEA
  • MSFT
  • AAPL
  • VTI
  • PG
Bryn Mawr Trust CO's Q2 2025 Portfolio
Portfolio Value 5.51 Billion
Stocks 2673
Filing on Jul 28, 2025 Q2 2025

Morningstar Investment Management LLC

  • GOVT
  • VHT
  • VTI
  • MSFT
  • GOOGL
  • AAPL
  • NVDA
Morningstar Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 205
Filing on Jul 28, 2025 Q2 2025

Kiker Wealth Management, LLC

  • IWM
  • OUNZ
  • PDBC
  • DAPP
  • NLR
  • IGSB
  • CIBR
Kiker Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 177 Billion
Stocks 632
Filing on Jul 28, 2025 Q2 2025

Ativo Capital Management LLC

  • CHKP
  • FLIN
  • NTES
  • BAP
  • FINV
  • YUMC
  • TSM
Ativo Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 100 Million
Stocks 56