Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2025 Q4 2024

Newport Trust CO

  • BA
  • PSN
  • T
  • GD
  • HON
  • GE
  • DDS
Newport Trust CO's Q4 2024 Portfolio
Portfolio Value 39.9 Billion
Stocks 64
Filing on Feb 13, 2025 Q4 2024

Strategy Capital LLC

  • AXON
  • SHOP
  • AMZN
  • META
  • NET
  • DDOG
  • TSM
Strategy Capital LLC's Q4 2024 Portfolio
Portfolio Value 1.23 Billion
Stocks 10
Filing on Feb 13, 2025 Q4 2024

Summit Financial Wealth Advisors, LLC

  • SCHD
  • VUG
  • VYMI
  • NOBL
  • PFF
  • IJR
  • GRMN
Summit Financial Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 490 Million
Stocks 150
Filing on Feb 13, 2025 Q4 2024

Texas Capital Bank Wealth Management Services Inc

  • VOO
  • NVDA
  • IEFA
  • IWR
  • AAPL
  • VV
  • IJH
Texas Capital Bank Wealth Management Services Inc's Q4 2024 Portfolio
Portfolio Value 969 Million
Stocks 163
Filing on Feb 13, 2025 Q4 2024

Texas Capital Bancshares Inc

  • VOO
  • NVDA
  • AAPL
  • IEFA
  • IWR
  • IWB
  • VEA
Texas Capital Bancshares Inc's Q4 2024 Portfolio
Portfolio Value 245 Million
Stocks 123
Filing on Feb 13, 2025 Q4 2024

Covestor LTD

  • NVDA
  • VTI
  • MSFT
  • VEA
  • AAPL
  • KD
  • META
Covestor LTD's Q4 2024 Portfolio
Portfolio Value 160 Million
Stocks 2907
Filing on Feb 13, 2025 Q4 2024

Zuckerman Investment Group, LLC

  • VRT
  • ULTA
  • MCK
  • GOOGL
  • PNR
  • KKR
  • BRK-B
Zuckerman Investment Group, LLC's Q4 2024 Portfolio
Portfolio Value 954 Million
Stocks 153
Filing on Feb 13, 2025 Q4 2024

Cahill Wealth Management, LLC

  • IVV
  • DFAC
  • IJR
  • VTI
  • BRK-A
  • DFSV
  • IJH
Cahill Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on Feb 13, 2025 Q4 2024

Frg Family Wealth Advisors LLC

  • MSFT
  • VTI
  • AMZN
  • AAPL
  • AVGO
  • SCHG
  • GOOGL
Frg Family Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 533 Million
Stocks 145
Filing on Feb 13, 2025 Q4 2024

Paralel Advisors LLC

  • BRK-A
  • JPM
  • BRK-B
  • YUM
  • EPD
  • MSFT
  • EVR
Paralel Advisors LLC's Q4 2024 Portfolio
Portfolio Value 2.33 Billion
Stocks 109
Filing on Feb 13, 2025 Q4 2024

Neuberger Berman Group LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • JPM
  • GOOG
  • GOOGL
Neuberger Berman Group LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 3306
Filing on Feb 13, 2025 Q4 2024

Legacy Financial Advisors, Inc.

  • DGRW
  • ITOT
  • AAPL
  • WTV
  • MSFT
  • JMUB
  • NVDA
Legacy Financial Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 513 Million
Stocks 345
Filing on Feb 13, 2025 Q4 2024

Treasurer Of The State Of North Carolina

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • TSLA
  • GOOGL
Treasurer Of The State Of North Carolina's Q4 2024 Portfolio
Portfolio Value 25.7 Billion
Stocks 1013
Filing on Feb 13, 2025 Q4 2024

Blue Edge Capital, LLC

  • VUG
  • VTV
  • MGK
  • IEF
  • IVW
  • MGV
  • SPY
Blue Edge Capital, LLC's Q4 2024 Portfolio
Portfolio Value 613 Million
Stocks 110
Filing on Feb 13, 2025 Q4 2024

Kennedy Capital Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • SF
  • CHEF
  • GMED
  • HXL
Kennedy Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 4.23 Billion
Stocks 669
Filing on Feb 13, 2025 Q4 2024

Bank Of Hawaii

  • VEA
  • VUG
  • IVV
  • SPY
  • VTI
  • VTV
  • IXUS
Bank Of Hawaii's Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 280
Filing on Feb 13, 2025 Q4 2024

Cunning Capital Partners, LP

  • NVDA
  • APP
  • MS
  • META
  • AVGO
  • GOOG
  • IBM
Cunning Capital Partners, LP's Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 54
Filing on Feb 13, 2025 Q4 2024

Capital Fund Management S.A.

  • AAPL
  • SMH
  • PLTR
  • BA
  • MSFT
  • NVDA
  • META
Capital Fund Management S.A.'s Q4 2024 Portfolio
Portfolio Value 37.9 Billion
Stocks 1995