Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 21, 2025 Q2 2025

Mattern Capital Management, LLC

  • MSFT
  • AAPL
  • WMT
  • COST
  • BRO
  • GWW
  • AVGO
Mattern Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 794 Million
Stocks 170
Filing on Jul 21, 2025 Q2 2025

Barton Investment Management

  • NFLX
  • SHOP
  • AMZN
  • OWL
  • GLBE
  • AL
  • EQIX
Barton Investment Management's Q2 2025 Portfolio
Portfolio Value 960 Million
Stocks 48
Filing on Jul 21, 2025 Q2 2025

Cromwell Holdings LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Cromwell Holdings LLC's Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 1321
Filing on Jul 21, 2025 Q2 2025

Capital Planning LLC

  • IVV
  • MSFT
  • SCHG
  • PWR
  • DGRO
  • VGT
  • BA
Capital Planning LLC's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 79
Filing on Jul 21, 2025 Q2 2025

Exchange Capital Management, Inc.

  • MSFT
  • VGT
  • AMZN
  • GOOGL
  • DDWM
  • BRK-B
  • VFH
Exchange Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 595 Million
Stocks 206
Filing on Jul 21, 2025 Q1 2025

Cape Cod Five Cents Savings Bank

  • IVV
  • IJH
  • VCIT
  • IEFA
  • SPTS
  • GLTR
  • AAPL
Cape Cod Five Cents Savings Bank's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 305
Filing on Jul 21, 2025 Q2 2025

Ashton Thomas Securities, LLC

  • VOO
  • NVDA
  • MSFT
  • VEA
  • META
  • OMFL
  • AMZN
Ashton Thomas Securities, LLC's Q2 2025 Portfolio
Portfolio Value 413 Billion
Stocks 284
Filing on Jul 21, 2025 Q2 2025

Stash Investments, LLC

  • VTI
  • IEFA
  • IUSB
  • TFLO
  • VWO
Stash Investments, LLC's Q2 2025 Portfolio
Portfolio Value 211 Billion
Stocks 5
Filing on Jul 21, 2025 Q2 2025

Hgk Asset Management Inc

  • HDB
  • RYAAY
  • TSM
  • INFY
  • ICLR
  • C
  • JPM
Hgk Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 580 Million
Stocks 91
Filing on Jul 21, 2025 Q2 2025

1900 Wealth Management LLC

  • SPLG
  • JAAA
  • DFUS
  • IVV
  • JMUB
  • QUAL
  • SPMD
1900 Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 214
Filing on Jul 21, 2025 Q2 2025

Sovereign Investment Advisors, LLC

  • IVV
  • USMV
  • VNLA
  • IEFA
  • MPLX
  • JAAA
  • BND
Sovereign Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 36
Filing on Jul 21, 2025 Q2 2025

Oriental Harbor Investment Fund

  • NVDA
  • GOOG
  • TQQQ
  • META
  • MSFT
  • AMZN
  • AAPL
Oriental Harbor Investment Fund's Q2 2025 Portfolio
Portfolio Value 1.61 Trillion
Stocks 17
Filing on Jul 21, 2025 Q2 2025

Atwater Malick LLC

  • IVV
  • AAPL
  • GS
  • CAT
  • WM
  • WMT
  • GOOGL
Atwater Malick LLC's Q2 2025 Portfolio
Portfolio Value 312 Million
Stocks 83
Filing on Jul 21, 2025 Q2 2025

Warner Financial, Inc

  • VTV
  • VUG
  • VEA
  • VIG
  • SCHG
  • QQQ
  • VO
Warner Financial, Inc's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 115
Filing on Jul 21, 2025 Q2 2025

Synergy Asset Management, LLC

  • MSFT
  • BIL
  • SGOV
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
Synergy Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 851 Million
Stocks 185
Filing on Jul 21, 2025 Q2 2025

Grey Rock Energy Management, LLC

  • GRNT
Grey Rock Energy Management, LLC's Q2 2025 Portfolio
Portfolio Value 352 Billion
Stocks 1
Filing on Jul 21, 2025 Q2 2025

Trinity Legacy Partners, LLC

  • JCPB
  • SCHX
  • JEPI
  • NVDA
  • SCHM
  • NSP
  • MAIN
Trinity Legacy Partners, LLC's Q2 2025 Portfolio
Portfolio Value 397 Million
Stocks 95
Filing on Jul 21, 2025 Q2 2025

Hilltop National Bank

  • MSFT
  • EFA
  • VOO
  • NVDA
  • IVV
  • AAPL
  • INFL
Hilltop National Bank's Q2 2025 Portfolio
Portfolio Value 383 Billion
Stocks 1060