Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Dynamic Wealth Strategies, LLC

  • VTV
  • IEF
  • BND
  • EFA
  • SPHQ
  • IGM
  • SPSB
Dynamic Wealth Strategies, LLC's Q4 2024 Portfolio
Portfolio Value 112 Million
Stocks 64
Filing on Feb 13, 2025 Q4 2024

Banc Funds CO LLC

  • UNTY
  • OSBC
  • AMBZ
  • SSBK
  • BCAL
  • FRBA
  • FRST
Banc Funds CO LLC's Q4 2024 Portfolio
Portfolio Value 669 Million
Stocks 121
Filing on Feb 13, 2025 Q4 2024

Vision Capital Corp

  • SUI
  • EQIX
  • VST
  • ESRT
  • COLD
  • PDM
  • DLR
Vision Capital Corp's Q4 2024 Portfolio
Portfolio Value 255 Million
Stocks 18
Filing on Feb 13, 2025 Q4 2024

Bond Capital Management, LP

  • ONON
  • YOU
  • DLO
  • KIND
Bond Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 201 Million
Stocks 5
Filing on Feb 13, 2025 Q4 2024

Panagora Asset Management Inc

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOGL
  • MA
Panagora Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 21 Billion
Stocks 1130
Filing on Feb 13, 2025 Q4 2024

Qvidtvm Management LLC

  • BIO
  • RTO
  • BRCC
  • XRAY
  • WAB
  • ZGN
Qvidtvm Management LLC's Q4 2024 Portfolio
Portfolio Value 85.3 Million
Stocks 8
Filing on Feb 13, 2025 Q4 2024

Mainsail Management Company, LLC

  • BRLT
  • SSTI
Mainsail Management Company, LLC's Q4 2024 Portfolio
Portfolio Value 68.2 Billion
Stocks 2
Filing on Feb 13, 2025 Q4 2024

Broadleaf Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOG
  • SCHF
Broadleaf Partners, LLC's Q4 2024 Portfolio
Portfolio Value 403 Million
Stocks 77
Filing on Feb 13, 2025 Q4 2024

Claret Asset Management Corp

  • NOA
  • GIB
  • META
  • GOOGL
  • MSFT
  • OLLI
  • ULTA
Claret Asset Management Corp's Q4 2024 Portfolio
Portfolio Value 633 Million
Stocks 306
Filing on Feb 13, 2025 Q4 2024

Edgar Lomax CO

  • FDX
  • VZ
  • CSCO
  • MRK
  • MDLZ
  • KO
  • JNJ
Edgar Lomax CO's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 68
Filing on Feb 13, 2025 Q4 2024

Prospera Financial Services Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • QQQ
  • SPY
  • AVGO
Prospera Financial Services Inc's Q4 2024 Portfolio
Portfolio Value 4.16 Billion
Stocks 1133
Filing on Feb 13, 2025 Q4 2024

Capital Research Global Investors

  • MSFT
  • META
  • AVGO
  • AMZN
  • AAPL
  • GOOGL
  • UNH
Capital Research Global Investors's Q4 2024 Portfolio
Portfolio Value 466 Billion
Stocks 438
Filing on Feb 13, 2025 Q4 2024

Capital World Investors

  • AVGO
  • MSFT
  • META
  • NVDA
  • TSLA
  • LLY
  • PM
Capital World Investors's Q4 2024 Portfolio
Portfolio Value 633 Billion
Stocks 543
Filing on Feb 13, 2025 Q4 2024

Oep Capital Advisors, L.P.

  • AHCO
Oep Capital Advisors, L.P.'s Q4 2024 Portfolio
Portfolio Value 132 Million
Stocks 1
Filing on Feb 13, 2025 Q4 2024

Lepercq De Neuflize Asset Management LLC

  • SPY
  • EFA
  • QQQ
  • ACWI
  • LNDC
  • SQFT
  • CLAR
Lepercq De Neuflize Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 139 Billion
Stocks 14
Filing on Feb 13, 2025 Q4 2024

Emory University

  • SRLN
  • COIN
  • MINT
  • SPY
  • NVDA
  • TSLA
  • ACWI
Emory University's Q4 2024 Portfolio
Portfolio Value 30.7 Million
Stocks 10
Filing on Feb 13, 2025 Q4 2024

Morgan Stanley Institutional Investment Advisors LLC

  • ENB
  • NHC
  • SWN
Morgan Stanley Institutional Investment Advisors LLC's Q4 2024 Portfolio
Portfolio Value 437 Billion
Stocks 3
Filing on Feb 13, 2025 Q4 2024

Vivo Capital, LLC

  • VRNA
  • GERN
  • TERN
  • DYN
  • ACRS
  • DCTH
  • VRDN
Vivo Capital, LLC's Q4 2024 Portfolio
Portfolio Value 512 Million
Stocks 40