Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 28, 2025 Q2 2025

Alpine Woods Capital Investors, LLC

  • QQQ
  • AVGO
  • WFC
  • JPM
  • MSFT
  • AAPL
  • GOOG
Alpine Woods Capital Investors, LLC's Q2 2025 Portfolio
Portfolio Value 474 Million
Stocks 155
Filing on Jul 28, 2025 Q2 2025

Jag Capital Management, LLC

  • NVDA
  • META
  • AMZN
  • MSFT
  • AAPL
  • AVGO
  • NFLX
Jag Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 875 Million
Stocks 149
Filing on Jul 28, 2025 Q2 2025

Inflection Point Investments LLP

  • ITRN
  • KRNT
  • ACVA
  • RDCM
  • XMTR
  • CARG
  • PINS
Inflection Point Investments LLP's Q2 2025 Portfolio
Portfolio Value 52.8 Billion
Stocks 10
Filing on Jul 28, 2025 Q2 2025

Moran Wealth Management, LLC

  • AVGO
  • TT
  • PH
  • MSFT
  • NVDA
  • CDNS
  • HWM
Moran Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 660
Filing on Jul 28, 2025 Q2 2025

Axxcess Wealth Management, LLC

  • VV
  • AGG
  • MSFT
  • IDEV
  • NVDA
  • BIL
  • SPDW
Axxcess Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 4.06 Billion
Stocks 881
Filing on Jul 28, 2025 Q2 2025

Sage Advisors, LLC

  • ORCC
  • ARCC
  • LLY
  • BNL
  • EPD
  • AMZN
  • AAPL
Sage Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 36
Filing on Jul 28, 2025 Q2 2025

Naviter Wealth, LLC

  • AMLP
  • JPST
  • ACWI
  • NVDA
  • MSFT
  • AAPL
  • TSM
Naviter Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 795 Million
Stocks 273
Filing on Jul 28, 2025 Q2 2025

Perfromance Wealth Partners, LLC

  • AAPL
  • VUG
  • MSFT
  • AMZN
  • NVDA
  • GOOG
  • GS
Perfromance Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 3.08 Billion
Stocks 188
Filing on Jul 28, 2025 Q2 2025

Revolve Wealth Partners, LLC

  • VTI
  • IEFA
  • IVAL
  • HYMB
  • QMOM
  • ITAN
  • SYLD
Revolve Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 740 Million
Stocks 228
Filing on Jul 28, 2025 Q2 2025

Cutler Investment Counsel LLC

  • VO
  • IGSB
  • IEFA
  • MSFT
  • SPEM
  • JIRE
  • IUSG
Cutler Investment Counsel LLC's Q2 2025 Portfolio
Portfolio Value 877 Million
Stocks 138
Filing on Jul 28, 2025 Q2 2025

Acorn Financial Advisory Services Inc

  • VOO
  • AGG
  • VEA
  • VB
  • SPTS
  • VUG
  • IAU
Acorn Financial Advisory Services Inc 's Q2 2025 Portfolio
Portfolio Value 498 Million
Stocks 199
Filing on Jul 28, 2025 Q2 2025

Broad Peak Investment Advisers Pte LTD

  • U
  • META
  • ANSS
  • LITE
  • NKE
  • BOOT
  • TPR
Broad Peak Investment Advisers Pte LTD's Q2 2025 Portfolio
Portfolio Value 321 Billion
Stocks 13
Filing on Jul 28, 2025 Q2 2025

Credit Industriel Et Commercial

  • XLE
  • GOOG
  • SMH
  • FXI
  • QQQ
  • AMZN
  • XLY
Credit Industriel Et Commercial's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 376
Filing on Jul 28, 2025 Q2 2025

Rainwater Charitable Foundation

  • VTI
  • VGLT
  • FLJP
  • VNQ
Rainwater Charitable Foundation's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 4
Filing on Jul 28, 2025 Q2 2025

Cornerstone Wealth Group, LLC

  • NVDA
  • SPY
  • NVDA
  • AGG
  • IVV
  • AAPL
  • MSFT
Cornerstone Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 331
Filing on Jul 28, 2025 Q2 2025

Courant Investment Management LLC

  • PGR
  • JPM
  • SCHW
  • KMX
  • ULTA
  • LOW
  • BRK-A
Courant Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 124 Million
Stocks 8
Filing on Jul 28, 2025 Q2 2025

Hudson Capital Management LLC

  • BOND
  • AGG
  • IEFA
  • IJK
  • BSCP
  • LQD
  • MBB
Hudson Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 340 Million
Stocks 73
Filing on Jul 28, 2025 Q2 2025

Galilei Investment Office LLP

  • SPY
  • VOO
  • VGK
  • NOBL
  • IGSB
  • META
  • VT
Galilei Investment Office LLP's Q2 2025 Portfolio
Portfolio Value 197 Billion
Stocks 29