Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 21, 2025 Q2 2025

Jmac Enterprises LLC

  • IWD
  • QQQ
  • AMGN
  • IWF
  • IEI
  • VEA
  • VGT
Jmac Enterprises LLC's Q2 2025 Portfolio
Portfolio Value 444 Million
Stocks 116
Filing on Jul 21, 2025 Q2 2025

Syntax Research, Inc.

  • IVV
  • VLUE
  • IEF
  • SHY
  • AAPL
  • NOBL
  • SPY
Syntax Research, Inc.'s Q2 2025 Portfolio
Portfolio Value 141 Billion
Stocks 187
Filing on Jul 21, 2025 Q2 2025

J2 Capital Management Inc

  • BIL
  • TFLO
  • SGOV
  • LGH
  • JEPI
  • SSUS
  • HDV
J2 Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 120 Million
Stocks 116
Filing on Jul 21, 2025 Q2 2025

Metropolis Capital LTD

  • STT
  • MSFT
  • RYAAY
  • BKNG
  • TXN
  • HCA
  • CMCSA
Metropolis Capital LTD's Q2 2025 Portfolio
Portfolio Value 3.14 Billion
Stocks 17
Filing on Jul 21, 2025 Q2 2025

Ug Investment Advisers Ltd.

  • BABA
  • MU
  • QCOM
  • AMKR
  • BEKE
  • VCSH
  • NVDA
Ug Investment Advisers Ltd.'s Q2 2025 Portfolio
Portfolio Value 467 Million
Stocks 12
Filing on Jul 21, 2025 Q2 2025

Asr Vermogensbeheer N.V.

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • META
Asr Vermogensbeheer N.V.'s Q2 2025 Portfolio
Portfolio Value 7.71 Trillion
Stocks 557
Filing on Jul 18, 2025 Q2 2025

Platinum Investment Management LTD

  • GOOGL
  • UBS
  • AVGO
  • RCI
  • CCJ
  • ADBE
  • MRK
Platinum Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 115
Filing on Jul 18, 2025 Q2 2025

Trust CO Of Kansas

  • TCHP
  • BRK-B
  • MSFT
  • GOOGL
  • AMZN
  • RTX
  • AAPL
Trust CO Of Kansas's Q2 2025 Portfolio
Portfolio Value 210 Million
Stocks 57
Filing on Jul 18, 2025 Q2 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • VOO
  • SPHQ
  • VEA
  • SPAB
  • VTEB
  • SPIB
  • VIGI
Cliftonlarsonallen Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 5.95 Billion
Stocks 202
Filing on Jul 18, 2025 Q2 2025

Riverview Trust CO

  • IEFA
  • VV
  • VEA
  • AGG
  • MSFT
  • VOO
  • VTI
Riverview Trust CO's Q2 2025 Portfolio
Portfolio Value 60 Million
Stocks 247
Filing on Jul 18, 2025 Q2 2025

Dmkc Advisory Services, LLC

  • MSFT
  • VOO
  • BAC
  • DE
  • WFC
  • PFG
  • VHT
Dmkc Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 191 Billion
Stocks 78
Filing on Jul 18, 2025 Q2 2025

Montgomery Investment Management Inc

  • URI
  • VSEC
  • TFC
  • DE
  • IBM
  • NVR
  • AAPL
Montgomery Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 95
Filing on Jul 18, 2025 Q2 2025

Marks Wealth, LLC

  • SHV
  • SPMO
  • SPYG
  • XLK
  • FDN
  • XAR
  • SMH
Marks Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 308 Billion
Stocks 22
Filing on Jul 18, 2025 Q2 2025

Rk Asset Management, LLC

  • BKE
  • FIZZ
  • NEU
  • REGN
  • BRK-B
  • SEIC
  • KHC
Rk Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 104 Million
Stocks 23
Filing on Jul 18, 2025 Q2 2025

Schaeffer Financial LLC

  • SCHB
  • SCHD
  • IGSB
  • SPGM
  • SCHG
  • SCHM
  • SPLV
Schaeffer Financial LLC's Q2 2025 Portfolio
Portfolio Value 102 Million
Stocks 18
Filing on Jul 18, 2025 Q2 2025

Washington University

  • NU
  • IOT
  • MRNA
Washington University's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 4
Filing on Jul 18, 2025 Q2 2025

Wiser Wealth Management, Inc

  • VOO
  • JCPB
  • VEA
  • VGT
  • SLQD
  • BNDX
  • COWZ
Wiser Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 396 Million
Stocks 50
Filing on Jul 18, 2025 Q2 2025

Churchill Management Corp

  • XLK
  • QQQ
  • SPY
  • XLF
  • IVV
  • VOO
  • VGT
Churchill Management Corp's Q2 2025 Portfolio
Portfolio Value 9.13 Billion
Stocks 164