Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

Thompson Investment Management, Inc.

  • MSFT
  • GOOGL
  • XOM
  • WBD
  • META
  • C
  • JPM
Thompson Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 687 Million
Stocks 497
Filing on Jul 24, 2025 Q2 2025

Monument Capital Management

  • MSFT
  • ITOT
  • IWF
  • IWP
  • IWB
  • AAPL
  • EME
Monument Capital Management's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 219
Filing on Jul 24, 2025 Q2 2025

Shikiar Asset Management Inc

  • AAPL
  • AMZN
  • MSFT
  • UBER
  • GOOG
  • BXSL
  • AMLP
Shikiar Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 78
Filing on Jul 24, 2025 Q2 2025

Cyndeo Wealth Partners, LLC

  • MSFT
  • AVGO
  • AMZN
  • NVDA
  • AAPL
  • JPM
  • ABBV
Cyndeo Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 465
Filing on Jul 24, 2025 Q2 2025

Nationwide Fund Advisors

  • IVV
  • JEPI
  • IEFA
  • IEMG
  • IJR
  • IEF
  • TLT
Nationwide Fund Advisors's Q2 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 10
Filing on Jul 24, 2025 Q2 2025

Robertson Stephens Wealth Management, LLC

  • VOO
  • APP
  • SPY
  • SPY
  • IVV
  • VIG
  • VEA
Robertson Stephens Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 3.07 Billion
Stocks 550
Filing on Jul 24, 2025 Q2 2025

Aurora Private Wealth, Inc.

  • SPY
  • AAPL
  • QQQ
  • META
  • FTSL
  • NVDA
  • BRK-B
Aurora Private Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 162
Filing on Jul 24, 2025 Q2 2025

Endeavor Private Wealth, Inc.

  • IUSB
  • AVUS
  • QUAL
  • EFV
  • IVV
  • IVW
  • DYNF
Endeavor Private Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 211 Billion
Stocks 261
Filing on Jul 24, 2025 Q2 2025

Certus Wealth Management, LLC

  • VOO
  • VUG
  • EFV
  • BND
  • QUAL
  • CMF
  • IVV
Certus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 56
Filing on Jul 24, 2025 Q2 2025

Cascade Investment Group, Inc.

  • VTI
  • SPTM
  • AAPL
  • CIBR
  • VXUS
  • MSFT
  • AMZN
Cascade Investment Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 142
Filing on Jul 24, 2025 Q2 2025

Baskin Financial Services Inc.

  • MSFT
  • NFLX
  • AAPL
  • COST
  • GOOG
  • V
  • WCN
Baskin Financial Services Inc.'s Q2 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 52
Filing on Jul 24, 2025 Q2 2025

Mengis Capital Management, Inc.

  • MSFT
  • AAPL
  • JPM
  • CVX
  • DE
  • QCOM
  • GOOG
Mengis Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 456 Million
Stocks 199
Filing on Jul 24, 2025 Q2 2025

Costello Asset Management, Inc

  • AMZN
  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • GOOG
  • NFLX
Costello Asset Management, Inc's Q2 2025 Portfolio
Portfolio Value 260 Million
Stocks 687
Filing on Jul 24, 2025 Q2 2025

Galvin, Gaustad & Stein, LLC

  • IEFA
  • VEA
  • MSFT
  • HCA
  • JPM
  • UBER
  • VSS
Galvin, Gaustad & Stein, LLC's Q2 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 191
Filing on Jul 24, 2025 Q2 2025

M1 Capital Management LLC

  • IVW
  • AAPL
  • IVE
  • SPLG
  • QUAL
  • EFV
  • DYNF
M1 Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 198 Billion
Stocks 94
Filing on Jul 24, 2025 Q2 2025

Actiam N.V.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • V
Actiam N.V.'s Q2 2025 Portfolio
Portfolio Value 7.79 Billion
Stocks 27
Filing on Jul 24, 2025 Q2 2025

3 Chopt Investment Partners, LLC

  • VOO
  • NVDA
  • VB
  • AAPL
  • MSFT
  • VST
  • GOOG
3 Chopt Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 416 Billion
Stocks 226
Filing on Jul 24, 2025 Q2 2025

Birch Capital Management, LLC

  • MSFT
  • GWW
  • AAPL
  • NVO
  • RMD
  • SPGI
  • AMGN
Birch Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 189 Million
Stocks 80