Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 14, 2025 Q4 2024

B&L Asset Management LLC

  • AVGO
  • MSFT
  • MA
  • GOOGL
  • AZO
  • TJX
  • COST
B&L Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 158 Billion
Stocks 166
Filing on Feb 14, 2025 Q4 2024

Heitman Real Estate Securities LLC

  • EQIX
  • PLD
  • EQR
  • DLR
  • WELL
  • VTR
  • SPG
Heitman Real Estate Securities LLC's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 54
Filing on Feb 14, 2025 Q4 2024

Westchester Capital Management, LLC

  • HES
  • EDR
  • K
  • HCP
  • CHX
  • SPY
  • X
Westchester Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.41 Billion
Stocks 393
Filing on Feb 14, 2025 Q4 2024

Cmt Capital Markets Trading Gmb H

  • SBUX
  • NFLX
  • BABA
  • IBM
  • WFC
  • GDX
  • V
Cmt Capital Markets Trading Gmb H's Q4 2024 Portfolio
Portfolio Value 8.97 Billion
Stocks 283
Filing on Feb 14, 2025 Q4 2024

Bill Miller

Miller Value Partners, LLC
  • BFH
  • QUAD
  • NBR
  • LNC
  • T
  • GCI
  • JXN
Bill Miller's Q4 2024 Portfolio
Portfolio Value 234 Billion
Stocks 33
Filing on Feb 14, 2025 Q4 2024

Compass Group LLC

  • BAP
  • CIB
  • BVN
  • MELI
  • LAUR
  • GPRK
  • SQM
Compass Group LLC's Q4 2024 Portfolio
Portfolio Value 17.6 Million
Stocks 11
Filing on Feb 14, 2025 Q4 2024

Waterfront Capital Partners, LLC

  • CUZ
  • CBRE
  • DLR
  • UDR
  • EQIX
  • REG
  • IRM
Waterfront Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 524 Million
Stocks 32
Filing on Feb 14, 2025 Q4 2024

Pingora Partners LLC

  • CRGY
  • NFE
  • FIP
  • CTRA
  • T
  • BABA
  • META
Pingora Partners LLC's Q4 2024 Portfolio
Portfolio Value 153 Billion
Stocks 224
Filing on Feb 14, 2025 Q4 2024

Hayek Kallen Investment Management

  • AAPL
  • MSFT
  • BRK-B
  • WMT
  • GOOGL
  • NVDA
  • WM
Hayek Kallen Investment Management's Q4 2024 Portfolio
Portfolio Value 275 Million
Stocks 91
Filing on Feb 14, 2025 Q4 2024

Cota Capital Management, LLC

  • EQ
Cota Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 421 Million
Stocks 1
Filing on Feb 14, 2025 Q4 2024

Le Clair Wealth Partners LLC

  • FIXD
  • FOCT
  • AAPL
  • RDVY
  • MSFT
  • CTAS
  • SDVY
Le Clair Wealth Partners LLC's Q4 2024 Portfolio
Portfolio Value 150 Billion
Stocks 96
Filing on Feb 14, 2025 Q4 2024

Valiant Capital Management, L.P.

  • QQQ
  • TLT
  • GLD
  • TSM
  • AGX
  • AVGO
  • MSFT
Valiant Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 1.35 Billion
Stocks 33
Filing on Feb 14, 2025 Q4 2024

Estate Counselors, LLC

  • VXUS
  • VFH
  • XLP
  • VDE
  • VHT
  • XLB
  • PLTR
Estate Counselors, LLC's Q4 2024 Portfolio
Portfolio Value 362 Million
Stocks 101
Filing on Feb 14, 2025 Q4 2024

Anchor @ 65 Pte. Ltd.

  • AVPT
  • TUYA
Anchor @ 65 Pte. Ltd.'s Q4 2024 Portfolio
Portfolio Value 409 Billion
Stocks 2
Filing on Feb 14, 2025 Q4 2024

Eco R1 Capital, LLC

  • APLS
  • CRNX
  • JAZZ
  • PRTA
  • XNCR
  • PFE
  • ARVN
Eco R1 Capital, LLC's Q4 2024 Portfolio
Portfolio Value 2.14 Billion
Stocks 59
Filing on Feb 14, 2025 Q4 2024

Cambria Investment Management, L.P.

  • ATGE
  • CNX
  • VCTR
  • FOXA
  • SYF
  • BLDG
  • EYLD
Cambria Investment Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 1.56 Billion
Stocks 405
Filing on Feb 14, 2025 Q4 2024

Frisch Financial Group, Inc.

  • AAPL
  • VTV
  • RSP
  • JPST
  • GOOGL
  • QQQE
  • VO
Frisch Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 330 Million
Stocks 129
Filing on Feb 14, 2025 Q4 2024

Cna Financial Corp

  • EPD
  • APO
  • LNG
  • ET
  • META
  • BERY
  • ARW
Cna Financial Corp's Q4 2024 Portfolio
Portfolio Value 146 Million
Stocks 14