Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 30, 2025 Q1 2025

Ramsay, Stattman, Vela & Price, Inc.

  • MSFT
  • AAPL
  • BRK-B
  • V
  • SYK
  • GOOG
  • ADP
Ramsay, Stattman, Vela & Price, Inc.'s Q1 2025 Portfolio
Portfolio Value 510 Million
Stocks 79
Filing on Apr 30, 2025 Q1 2025

Fidelis I M, LLC

  • VCSH
  • VIG
  • SCHX
  • DLN
  • VO
  • SCHA
  • VXUS
Fidelis I M, LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 22
Filing on Apr 30, 2025 Q1 2025

Covey Capital Advisors, LLC

  • BRK-B
  • V
  • KKR
  • PGR
  • BKNG
  • GOOG
  • CPRT
Covey Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 84.8 Million
Stocks 38
Filing on Apr 30, 2025 Q1 2025

Prudent Man Investment Management, Inc.

  • DFAC
  • DFUV
  • DFAU
  • DFAI
  • AAPL
  • DFAE
  • VUSB
Prudent Man Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 180
Filing on Apr 30, 2025 Q1 2025

Amansa Capital Pte. Ltd.

  • IBN
  • MMYT
Amansa Capital Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 371 Billion
Stocks 2
Filing on Apr 30, 2025 Q1 2025

Processus Wealth & Capital Management, LLC

  • NVDA
  • AAPL
  • IWY
  • AMZN
  • IWS
  • MA
  • JPM
Processus Wealth & Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 117 Billion
Stocks 35
Filing on Apr 30, 2025 Q1 2025

Badgley Phelps Wealth Managers, LLC

  • MSFT
  • EFA
  • AAPL
  • NVDA
  • VB
  • AMZN
  • IJH
Badgley Phelps Wealth Managers, LLC's Q1 2025 Portfolio
Portfolio Value 4.07 Billion
Stocks 299
Filing on Apr 30, 2025 Q1 2025

Axis Capital Holdings LTD

  • VOO
  • VEU
Axis Capital Holdings LTD's Q1 2025 Portfolio
Portfolio Value 231 Million
Stocks 2
Filing on Apr 30, 2025 Q1 2025

Burford Brothers, Inc.

  • AAPL
  • BRK-B
  • CGUS
  • VNLA
  • MSFT
  • CGGR
  • TSLA
Burford Brothers, Inc.'s Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 158
Filing on Apr 30, 2025 Q1 2025

Investment Management Associates Inc

  • UBER
  • BTI
  • BSM
  • HII
  • PM
  • LBRDK
  • EPD
Investment Management Associates Inc 's Q1 2025 Portfolio
Portfolio Value 230 Million
Stocks 23
Filing on Apr 30, 2025 Q1 2025

Cfc Planning CO LLC

  • AAPL
  • TRV
  • DIS
  • AXP
  • NKE
  • PM
  • CSCO
Cfc Planning CO LLC's Q1 2025 Portfolio
Portfolio Value 91.4 Billion
Stocks 73
Filing on Apr 30, 2025 Q1 2025

Vestia Personal Wealth Advisors

  • DFIC
  • DFIV
  • DFAC
  • DFAT
  • DFUV
  • DFNM
  • DFAS
Vestia Personal Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 95
Filing on Apr 30, 2025 Q1 2025

Bosman Wealth Management, LLC

  • PLTR
  • NVDA
  • CYBR
  • FTI
  • CRWD
  • GOOGL
  • NOW
Bosman Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 98.5 Billion
Stocks 42
Filing on Apr 30, 2025 Q1 2025

Arcus Capital Partners, LLC

  • KO
  • DFH
  • DVY
  • JPST
  • IJH
  • QQQ
  • VEA
Arcus Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 229 Million
Stocks 118
Filing on Apr 30, 2025 Q1 2025

Pelham Capital Ltd.

  • HLT
  • GE
  • TSM
  • TSM
  • ORLY
  • AMZN
  • PEP
Pelham Capital Ltd.'s Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 15
Filing on Apr 30, 2025 Q1 2025

Mcdonald Capital Investors Inc

  • PGR
  • BRK-B
  • PAYX
  • REGN
  • NFLX
  • AMZN
  • ECL
Mcdonald Capital Investors Inc's Q1 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 20
Filing on Apr 30, 2025 Q1 2025

State Of Michigan Retirement System

  • AAPL
  • NVDA
  • MSFT
  • SPY
  • AMZN
  • META
  • AVGO
State Of Michigan Retirement System's Q1 2025 Portfolio
Portfolio Value 16.9 Billion
Stocks 944
Filing on Apr 30, 2025 Q1 2025

Israel Discount Bank Of New York

  • SPY
  • IEF
  • IGSB
  • IEUR
  • IGIB
  • EEM
  • IVV
Israel Discount Bank Of New York's Q1 2025 Portfolio
Portfolio Value 69.6 Million
Stocks 56