Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 18, 2025 Q2 2025

Rogco, LP

  • IVV
  • IEFA
  • BND
  • VGSH
  • IAU
  • SPSB
  • VGIT
Rogco, LP's Q2 2025 Portfolio
Portfolio Value 266 Billion
Stocks 198
Filing on Jul 18, 2025 Q2 2025

Rolek Wealth Management LLC

  • VUG
  • VOO
  • VTI
  • VGT
  • QQQM
  • ITOT
  • MSFT
Rolek Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 16
Filing on Jul 18, 2025 Q2 2025

Impact Capital Partners LLC

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • PG
  • FLOT
  • AMZN
Impact Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 263
Filing on Jul 18, 2025 Q2 2025

Pacific Point Advisors, LLC

  • BIL
  • CHRW
  • TSLA
  • MSFT
  • IAU
  • INTU
  • HUBB
Pacific Point Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 116
Filing on Jul 18, 2025 Q2 2025

Forza Wealth Management, LLC

  • IAU
  • DFAI
  • JPST
  • BSV
  • BIL
  • MSFT
  • JPM
Forza Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 244 Billion
Stocks 188
Filing on Jul 18, 2025 Q2 2025

Mitsubishi Ufj Asset Management (Uk) Ltd.

  • TOK
  • VIOO
  • NVDA
  • MSFT
  • META
  • SPSM
  • JPM
Mitsubishi Ufj Asset Management (Uk) Ltd.'s Q2 2025 Portfolio
Portfolio Value 189 Million
Stocks 108
Filing on Jul 18, 2025 Q2 2025

Pb Mares Wealth Management LLC

  • DFUS
  • DFAC
  • DFCF
  • DFAU
  • DFAI
  • DFAT
  • DFNM
Pb Mares Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 539 Million
Stocks 187
Filing on Jul 18, 2025 Q2 2025

Sicart Associates LLC

  • GLD
  • NFLX
  • TLT
  • MP
  • TSLA
  • META
  • IEF
Sicart Associates LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 72
Filing on Jul 18, 2025 Q2 2025

O'Rourke & Company, Inc

  • AAPL
  • SPLV
  • XLK
  • BX
  • JPM
  • JPIE
  • MSFT
O'Rourke & Company, Inc's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 159
Filing on Jul 18, 2025 Q2 2025

Generali Investments Cee, Investicni Spolecnost, A.S.

  • SPY
  • RSP
  • NVDA
  • QQQ
  • MSFT
  • OMV.DE
  • AMZN
Generali Investments Cee, Investicni Spolecnost, A.S.'s Q2 2025 Portfolio
Portfolio Value 1.22 Trillion
Stocks 383
Filing on Jul 18, 2025 Q2 2025

Requisite Capital Management, LLC

  • IVV
  • COWZ
  • RSP
  • NOG
  • JPST
  • JEPI
  • RRC
Requisite Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 87
Filing on Jul 18, 2025 Q2 2025

Bourgeon Capital Management LLC

  • JPM
  • GOOGL
  • MSFT
  • ETN
  • AMZN
  • FCX
  • BAC
Bourgeon Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 492 Million
Stocks 107
Filing on Jul 18, 2025 Q2 2025

Liberty Capital Management, Inc.

  • VTI
  • AAPL
  • NVDA
  • INTU
  • COST
  • AMZN
  • MSFT
Liberty Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 489 Million
Stocks 174
Filing on Jul 18, 2025 Q2 2025

Westhampton Capital, LLC

  • AAPL
  • ETN
  • AVGO
  • NVDA
  • WM
  • PH
  • PG
Westhampton Capital, LLC's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 116
Filing on Jul 18, 2025 Q2 2025

Parkside Investments, LLC

  • IGSB
  • IVV
  • IWM
  • IEFA
  • IEMG
  • MBB
  • XLK
Parkside Investments, LLC's Q2 2025 Portfolio
Portfolio Value 702 Million
Stocks 90
Filing on Jul 18, 2025 Q2 2025

United Bank

  • HUBB
  • EMXC
  • IJR
  • MSFT
  • AGG
  • JPM
  • AAPL
United Bank's Q2 2025 Portfolio
Portfolio Value 820 Million
Stocks 257
Filing on Jul 18, 2025 Q2 2025

La Banque Postale Asset Management Sa

  • MSFT
  • NVDA
  • AMZN
  • V
  • AAPL
  • MA
  • AVGO
La Banque Postale Asset Management Sa's Q2 2025 Portfolio
Portfolio Value 7.11 Trillion
Stocks 442
Filing on Jul 18, 2025 Q2 2025

Arcadia Wealth Management, LLC

  • VUG
  • VEA
  • VTV
  • VWO
  • IWF
  • IWD
  • ACWX
Arcadia Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 229 Billion
Stocks 59