Latest 13F Filings: The Latest Updates from Institutional Investors

Fourthstone LLC

• BCAL
• SHBI
• EGBN
• CBAN
• FRAF
• FRST
• CARE

Garden State Investment Advisory Services LLC

• QQQ
• AAPL
• NVDA
• AMZN
• META
• SCHD
• RSP

Zacks Investment Management

• MSFT
• NVDA
• AAPL
• JPM
• GOOGL
• AMZN
• PG

Dennis Hong

• FOUR
• PCOR
• MNDY
• NCNO
• HLT
• CSGP
• IAC

Ventas, Inc.

Kaleidoscope Capital LP

• SPY
• VEA
• IEFA

Msh Capital Advisors LLC

• AAPL
• SDY
• IVV
• JPM
• VEA
• MSFT
• SCHD

Cravens & CO Advisors, LLC

• SMBK
• DFAC
• DBND
• VMBS
• VGIT
• DFEM
• VGSH

Advent Capital Management

• UPS
• SPY
• PCG
• EXPE
• LOW
• X
• ABBV

Shannon River Fund Management LLC

• SPY
• PEGA
• IDCC
• MRVL
• TSEM
• CWAN
• FLEX

United Capital Financial Advisers, LLC

• VOO
• IVV
• BSV
• AAPL
• IEFA
• MSFT
• IUSB

Cohen & Steers, Inc.

• WELL
• DLR
• AMT
• PLD
• SPG
• EQIX
• CCI

Mariner, LLC

• AAPL
• IVV
• NVDA
• MSFT
• VEA
• AMZN
• TSLA

Matrix Capital Management Company, LP

• ALTR
• GFS
• AURA
• ZNTL

Quaker Capital Investments, LLC

• EQT
• SATS
• LILAK
• UBER
• LBRDK
• GOOG
• CPNG

Lts One Management LP

• IFF
• COF
• AON
• GE
• MSFT
• TSM
• AMZN

Soft Vest Advisors, LLC

• TPL
• XOP
• SPY
• XOP
• PBT
• TLT
• TLT

Carroll Investors, Inc

• TSLA
• AAPL
• NVDA
• PLTR
• CMG
• MSFT
• PANW