Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Lodestar Private Asset Management LLC

  • IVV
  • QQQ
  • QQQM
  • SCHD
  • AAPL
  • SPAB
  • CWI
Lodestar Private Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 861 Million
Stocks 222
Filing on Jul 25, 2025 Q2 2025

Ackerman Capital Advisors, LLC

  • SPYG
  • VTEB
  • MUB
  • SPYV
  • VIGI
  • SCHG
  • VYMI
Ackerman Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 425 Million
Stocks 112
Filing on Jul 25, 2025 Q2 2025

Means Investment Co., Inc.

  • VOO
  • VEU
  • XLG
  • AAPL
  • MSFT
  • NVDA
  • AMZN
Means Investment Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 195
Filing on Jul 25, 2025 Q2 2025

Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.

  • AMZN
  • ETN
  • CYBR
  • META
  • AVGO
  • LLY
  • CYTK
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.'s Q2 2025 Portfolio
Portfolio Value 846 Billion
Stocks 56
Filing on Jul 25, 2025 Q2 2025

Lawson Kroeker Investment Management Inc

  • TPL
  • BRK-B
  • MSFT
  • AJG
  • AZO
  • HCA
  • PSX
Lawson Kroeker Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 506 Million
Stocks 97
Filing on Jul 25, 2025 Q2 2025

Sippican Capital Advisors

  • TBBK
  • GE
  • NVR
  • TBK
  • XOM
  • MMM
  • CVX
Sippican Capital Advisors's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 112
Filing on Jul 25, 2025 Q2 2025

Strategic Point Investment Advisors, LLC

  • SPY
  • IEI
  • IVV
  • ITOT
  • IVE
  • IWF
  • IAU
Strategic Point Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 648 Million
Stocks 34
Filing on Jul 25, 2025 Q2 2025

Advocate Group LLC

  • GIS
  • VEA
  • VV
  • ABBV
  • VZ
  • IBM
  • CSCO
Advocate Group LLC's Q2 2025 Portfolio
Portfolio Value 559 Million
Stocks 119
Filing on Jul 25, 2025 Q2 2025

Wealth Advisory Team LLC

  • ACIO
  • DRSK
  • DFUS
  • DBEF
  • UCON
  • VYM
  • BIV
Wealth Advisory Team LLC's Q2 2025 Portfolio
Portfolio Value 107 Billion
Stocks 38
Filing on Jul 25, 2025 Q2 2025

Ofi Invest Asset Management

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AVGO
  • META
  • JPM
Ofi Invest Asset Management's Q2 2025 Portfolio
Portfolio Value 4.03 Trillion
Stocks 313
Filing on Jul 25, 2025 Q2 2025

Bsn Capital Partners LTD

  • AMZN
  • MSFT
  • BRK-B
  • NFLX
  • TSLA
  • AMD
  • ISRG
Bsn Capital Partners LTD's Q2 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 20
Filing on Jul 25, 2025 Q2 2025

Miramar Fiduciary Corp

  • DFIC
  • DFEM
  • DISV
  • SSP
  • SPY
Miramar Fiduciary Corp's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 5
Filing on Jul 25, 2025 Q2 2025

Oak Ridge Investments LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • LLY
Oak Ridge Investments LLC's Q2 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 171
Filing on Jul 25, 2025 Q2 2025

Lincluden Management LTD

  • TD
  • RY
  • CNI
  • TRP
  • BNS
  • BCE
  • NTR
Lincluden Management LTD's Q2 2025 Portfolio
Portfolio Value 905 Million
Stocks 77
Filing on Jul 25, 2025 Q2 2025

Summa Corp.

  • NVDA
  • AMD
  • MSFT
  • QCOM
  • IWF
  • AMZN
  • OPRT
Summa Corp.'s Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 81
Filing on Jul 25, 2025 Q2 2025

Hassell Wealth Management, LLC

  • VTI
  • VEA
  • VCIT
  • BNDX
  • DFSV
  • VCSH
  • VGIT
Hassell Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 274 Billion
Stocks 26
Filing on Jul 25, 2025 Q2 2025

Vanguard Personalized Indexing Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Vanguard Personalized Indexing Management, LLC's Q2 2025 Portfolio
Portfolio Value 8.6 Billion
Stocks 1980
Filing on Jul 25, 2025 Q2 2025

Board Of The Pension Protection Fund

  • FLEX
  • APP
  • NTRS
  • WAB
  • CAH
  • CSCO
  • TRMB
Board Of The Pension Protection Fund's Q2 2025 Portfolio
Portfolio Value 92.5 Billion
Stocks 99