Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Full Sail Capital, LLC

  • IEFA
  • IJH
  • FTEC
  • VTEB
  • AVUS
  • IEMG
  • IJR
Full Sail Capital, LLC's Q4 2024 Portfolio
Portfolio Value 1.57 Billion
Stocks 230
Filing on Feb 13, 2025 Q4 2024

Kkm Financial LLC

  • AAPL
  • META
  • SPY
  • IGM
  • MSFT
  • IGV
  • AMZN
Kkm Financial LLC's Q4 2024 Portfolio
Portfolio Value 240 Billion
Stocks 150
Filing on Feb 13, 2025 Q4 2024

Sentinus, LLC

  • IVV
  • IVW
  • VTI
  • IUSB
  • DYNF
  • QUAL
  • SPY
Sentinus, LLC's Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 185
Filing on Feb 13, 2025 Q4 2024

Bain Capital Public Equity Management Ii, LLC

  • PFGC
  • AJG
  • CDNS
  • BURL
  • COF
  • HEI
  • KKR
Bain Capital Public Equity Management Ii, LLC's Q4 2024 Portfolio
Portfolio Value 1.77 Billion
Stocks 27
Filing on Feb 13, 2025 Q4 2024

Sharp Capital Gestora De Recursos Ltda.

  • STNE
  • NU
Sharp Capital Gestora De Recursos Ltda.'s Q4 2024 Portfolio
Portfolio Value 40.2 Million
Stocks 3
Filing on Feb 13, 2025 Q4 2024

Visionary Wealth Advisors

  • AAPL
  • SCHG
  • IVV
  • PWR
  • MSFT
  • SCHF
  • AVLV
Visionary Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 1.62 Billion
Stocks 534
Filing on Feb 13, 2025 Q4 2024

Granby Capital Management, LLC

  • SPY
  • IVV
  • VEU
  • BKLN
  • RSP
  • TLT
  • NUV
Granby Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 193 Million
Stocks 24
Filing on Feb 13, 2025 Q4 2024

Eschler Asset Management LLP

  • RIO
  • META
  • GOOGL
  • MSTR
  • BRK-A
  • SE
  • AZO
Eschler Asset Management LLP's Q4 2024 Portfolio
Portfolio Value 38.8 Million
Stocks 50
Filing on Feb 13, 2025 Q4 2024

Evensky & Katz LLC

  • SCHB
  • ITOT
  • DFIC
  • IWV
  • AVUV
  • IJJ
  • VGSH
Evensky & Katz LLC's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 78
Filing on Feb 13, 2025 Q4 2024

Jrm Investment Counsel, LLC

  • BRK-B
  • AVUS
  • AVLV
  • VEA
  • AVUV
  • AVEM
  • BRK-A
Jrm Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 283 Billion
Stocks 20
Filing on Feb 13, 2025 Q4 2024

Theleme Partners LLP

  • MRNA
  • BAC
  • WFC
  • AMZN
  • EFX
  • TRU
  • SKX
Theleme Partners LLP's Q4 2024 Portfolio
Portfolio Value 1.49 Billion
Stocks 12
Filing on Feb 13, 2025 Q4 2024

Marathon Partners Equity Management, LLC

  • RELY
  • META
  • XMTR
  • UBER
  • META
  • HSIC
  • UBER
Marathon Partners Equity Management, LLC's Q4 2024 Portfolio
Portfolio Value 89.1 Million
Stocks 27
Filing on Feb 13, 2025 Q4 2024

Castle Knight Management LP

  • QQQ
  • SPY
  • IWM
  • SPY
  • IWM
  • NVDA
  • VRT
Castle Knight Management LP's Q4 2024 Portfolio
Portfolio Value 3.21 Billion
Stocks 375
Filing on Feb 13, 2025 Q4 2024

Bardin Hill Management Partners LP

  • NEXT
  • K
  • HCP
  • BA
  • X
  • GLNG
  • SPR
Bardin Hill Management Partners LP's Q4 2024 Portfolio
Portfolio Value 198 Million
Stocks 32
Filing on Feb 13, 2025 Q4 2024

140 Summer Partners LP

  • PGR
  • AER
  • TMUS
  • COF
  • COOP
  • DAL
  • TOL
140 Summer Partners LP's Q4 2024 Portfolio
Portfolio Value 655 Million
Stocks 18
Filing on Feb 13, 2025 Q4 2024

Bain Capital Public Equity, LP

  • AJG
  • PFGC
  • BURL
  • TTEK
  • HEI
  • CDNS
  • MRVL
Bain Capital Public Equity, LP's Q4 2024 Portfolio
Portfolio Value 154 Billion
Stocks 29
Filing on Feb 13, 2025 Q4 2024

First Long Island Investors, LLC

  • MSFT
  • AMZN
  • ADP
  • UNH
  • NVDA
  • ABT
  • PH
First Long Island Investors, LLC's Q4 2024 Portfolio
Portfolio Value 1.26 Billion
Stocks 66
Filing on Feb 13, 2025 Q4 2024

Bizma Investimentos Ltda

  • RSP
  • UGP
  • SPY
  • BRK-B
  • MSFT
  • ORCL
  • GOOG
Bizma Investimentos Ltda's Q4 2024 Portfolio
Portfolio Value 164 Million
Stocks 16