Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 14, 2025 Q4 2024

New Vernon Investment Management LLC

  • JPM
  • HD
  • AJG
  • AVGO
  • UNP
  • ORLY
  • RE
New Vernon Investment Management LLC's Q4 2024 Portfolio
Portfolio Value 165 Million
Stocks 37
Filing on Feb 14, 2025 Q4 2024

Up Strategic Wealth Investment Advisors LLC

  • VEA
  • SCHX
  • IWB
  • AAPL
  • NVDA
  • ITOT
  • MSFT
Up Strategic Wealth Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 100 Billion
Stocks 79
Filing on Feb 14, 2025 Q4 2024

New Vernon Capital Holdings Ii LLC

  • DXJ
  • IVV
  • IBN
  • INFY
  • TSM
  • EWT
  • VWO
New Vernon Capital Holdings Ii LLC's Q4 2024 Portfolio
Portfolio Value 170 Million
Stocks 66
Filing on Feb 14, 2025 Q4 2024

Epacria Capital Partners, LLC

  • PM
  • BTI
  • VEA
  • BRK-B
  • SPY
  • BSM
  • CNQ
Epacria Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 118 Billion
Stocks 42
Filing on Feb 14, 2025 Q4 2024

Brx Global LP

  • GWRE
  • AMZN
  • TDG
  • MCO
Brx Global LP's Q4 2024 Portfolio
Portfolio Value 141 Million
Stocks 4
Filing on Feb 14, 2025 Q4 2024

Lmr Partners LLP

  • MSTR
  • IWM
  • QQQ
  • SPY
  • SPY
  • EDR
  • NVDA
Lmr Partners LLP's Q4 2024 Portfolio
Portfolio Value 9.66 Billion
Stocks 1445
Filing on Feb 14, 2025 Q4 2024

Permit Capital, LLC

  • SBAC
  • PBI
  • IDCC
  • EXPE
  • FTDR
  • PYPL
  • GOOG
Permit Capital, LLC's Q4 2024 Portfolio
Portfolio Value 288 Million
Stocks 31
Filing on Feb 14, 2025 Q4 2024

Squarepoint Ops LLC

  • NVDA
  • SPY
  • IVV
  • SPY
  • NVDA
  • NVDA
  • SPY
Squarepoint Ops LLC's Q4 2024 Portfolio
Portfolio Value 99.2 Billion
Stocks 4964
Filing on Feb 14, 2025 Q4 2024

Janus Henderson Group PLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • MA
Janus Henderson Group PLC's Q4 2024 Portfolio
Portfolio Value 188 Billion
Stocks 4612
Filing on Feb 14, 2025 Q4 2024

J. Goldman & CO LP

  • AAPL
  • DIS
  • SPY
  • AKAM
  • MMM
  • IWM
  • EBAY
J. Goldman & CO LP's Q4 2024 Portfolio
Portfolio Value 3.53 Billion
Stocks 437
Filing on Feb 14, 2025 Q4 2024

Baird Financial Group, Inc.

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • BRK-B
  • HD
  • IWF
Baird Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 50.4 Billion
Stocks 3237
Filing on Feb 14, 2025 Q4 2024

Riverview Capital Advisers, LLC

  • AAPL
  • VB
  • AMZN
  • BRK-B
  • RSP
  • VO
  • BXP
Riverview Capital Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 91
Filing on Feb 14, 2025 Q4 2024

Steamboat Capital Partners, LLC

  • CMPO
  • APO
  • GOOG
  • AVGO
  • META
  • WFRD
  • HALO
Steamboat Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 285 Million
Stocks 56
Filing on Feb 14, 2025 Q4 2024

Velan Capital Investment Management LP

  • HRTX
  • TARA
  • SWTX
  • RZLT
  • LQDA
  • NSPR
  • VRNA
Velan Capital Investment Management LP's Q4 2024 Portfolio
Portfolio Value 48.4 Million
Stocks 47
Filing on Feb 14, 2025 Q4 2024

Napa Wealth Management

  • CSHI
  • GSY
  • QQQM
  • AAPL
  • IVV
  • SPLG
  • SCHG
Napa Wealth Management's Q4 2024 Portfolio
Portfolio Value 231 Billion
Stocks 170
Filing on Feb 14, 2025 Q4 2024

Virtus Investment Advisers, Inc.

  • IBN
  • VCLN
  • AAPL
  • MSFT
  • PRIM
  • FIX
  • NVDA
Virtus Investment Advisers, Inc.'s Q4 2024 Portfolio
Portfolio Value 119 Million
Stocks 360
Filing on Feb 14, 2025 Q4 2024

Edge Point Investment Group Inc.

  • NSC
  • QSR
  • MAT
  • BERY
  • AMAT
  • DLTR
  • ELV
Edge Point Investment Group Inc.'s Q4 2024 Portfolio
Portfolio Value 10.7 Billion
Stocks 39
Filing on Feb 14, 2025 Q4 2024

Trustees Of Columbia University In The City Of New York

  • SPY
  • SNOW
  • NU
  • TNYA
  • VIGL
  • XLO
  • REPX
Trustees Of Columbia University In The City Of New York's Q4 2024 Portfolio
Portfolio Value 632 Million
Stocks 13