Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

Exane Asset Management

  • UBS
  • BAC
  • PNC
  • CCEP
  • TMUS
  • ALC
  • RACE
Exane Asset Management's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 26
Filing on Jul 17, 2025 Q2 2025

Investment Research & Advisory Group, Inc.

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • MA
  • GOOGL
Investment Research & Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 246
Filing on Jul 17, 2025 Q2 2025

First County Bank /Ct/

  • MSFT
  • VTV
  • NVDA
  • AAPL
  • IJS
  • IVV
  • XOM
First County Bank /Ct/'s Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 384
Filing on Jul 17, 2025 Q2 2025

Delta Capital Management LLC

  • CWB
  • JPM
  • XOM
  • AAPL
  • ORCL
  • SCHW
  • MU
Delta Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 265 Million
Stocks 102
Filing on Jul 17, 2025 Q2 2025

Genesis Private Wealth, LLC

  • IWF
  • FBND
  • IWD
  • GLD
  • CGGR
  • PTRB
  • VTEB
Genesis Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 212 Billion
Stocks 155
Filing on Jul 17, 2025 Q2 2025

Scott & Selber, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • GOOG
  • META
Scott & Selber, Inc.'s Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 91
Filing on Jul 17, 2025 Q2 2025

Lazari Capital Management, Inc.

  • AAPL
  • META
  • UBER
  • AMZN
  • NVDA
  • GOOGL
  • MSFT
Lazari Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 266 Billion
Stocks 155
Filing on Jul 17, 2025 Q2 2025

Granite Shares Advisors LLC

  • MSFT
  • META
  • AVGO
  • EDD
  • GOOGL
  • MPLX
  • EFC
Granite Shares Advisors LLC's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 91
Filing on Jul 17, 2025 Q2 2025

Overbrook Management Corp

  • NVDA
  • MSFT
  • META
  • AMZN
  • AVGO
  • GOOG
  • TMUS
Overbrook Management Corp's Q2 2025 Portfolio
Portfolio Value 526 Million
Stocks 45
Filing on Jul 17, 2025 Q2 2025

Moody Lynn & Lieberson, LLC

  • AVGO
  • NVDA
  • MSFT
  • GOOGL
  • LLY
  • GLD
  • JPM
Moody Lynn & Lieberson, LLC's Q2 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 258
Filing on Jul 17, 2025 Q2 2025

Peoples Financial Services Corp.

  • MSFT
  • PFIS
  • LLY
  • AAPL
  • AVGO
  • AMZN
  • MCD
Peoples Financial Services Corp.'s Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 394
Filing on Jul 17, 2025 Q2 2025

Smith, Salley & Associates

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • JPM
  • BRK-B
Smith, Salley & Associates's Q2 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 256
Filing on Jul 17, 2025 Q2 2025

Addenda Capital Inc.

  • TD
  • RY
  • AEM
  • SHOP
  • CNQ
  • BMO
  • ENB
Addenda Capital Inc.'s Q2 2025 Portfolio
Portfolio Value 2.04 Billion
Stocks 120
Filing on Jul 17, 2025 Q2 2025

Symmetry Partners, LLC

  • DFAC
  • BNDX
  • MTUM
  • BND
  • DFIC
  • DFUV
  • BSV
Symmetry Partners, LLC's Q2 2025 Portfolio
Portfolio Value 811 Million
Stocks 207
Filing on Jul 17, 2025 Q2 2025

Camelot Portfolios, LLC

  • SPY
  • MINT
  • AMZN
  • GOOGL
  • JAAA
  • VEU
  • BRK-B
Camelot Portfolios, LLC's Q2 2025 Portfolio
Portfolio Value 163 Million
Stocks 206
Filing on Jul 17, 2025 Q2 2025

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • IDV
  • HMOP
  • BNDX
  • SCHD
  • DGRO
Johnson & White Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 102
Filing on Jul 17, 2025 Q2 2025

Palisades Investment Partners, LLC

  • STRL
  • INOD
  • SPXC
  • MMYT
  • ITRI
  • INTA
  • UFPT
Palisades Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 229 Billion
Stocks 39
Filing on Jul 17, 2025 Q2 2025

Argus Investors' Counsel, Inc.

  • COST
  • NVDA
  • META
  • JPM
  • AAPL
  • TT
  • LLY
Argus Investors' Counsel, Inc.'s Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 111