Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Uncommon Cents Investing LLC

  • ASA
  • MSFT
  • KR
  • WFC
  • RTX
  • JPM
  • NSC
Uncommon Cents Investing LLC's Q2 2025 Portfolio
Portfolio Value 364 Million
Stocks 206
Filing on Jul 16, 2025 Q2 2025

Crown Oak Advisors, LLC

  • SCHW
  • V
  • HEIA
  • DE
  • ROL
  • CHD
  • WSO
Crown Oak Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 211 Billion
Stocks 23
Filing on Jul 16, 2025 Q2 2025

Barry Investment Advisors, LLC

  • VGLT
  • VYMI
  • FNDF
  • GDX
  • DJD
  • EMLP
  • SPYD
Barry Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 392 Million
Stocks 104
Filing on Jul 16, 2025 Q2 2025

Financial Partners Group, LLC

  • MSFT
  • GOOGL
  • JPM
  • BRK-B
  • PANW
  • ECL
  • CVX
Financial Partners Group, LLC's Q2 2025 Portfolio
Portfolio Value 276 Billion
Stocks 88
Filing on Jul 16, 2025 Q2 2025

Oakmont Corp

  • MSFT
  • AMZN
  • MA
  • NVDA
  • FICO
  • SPGI
  • AAPL
Oakmont Corp's Q2 2025 Portfolio
Portfolio Value 571 Million
Stocks 30
Filing on Jul 16, 2025 Q2 2025

Stockman Wealth Management, Inc.

  • MBB
  • IJR
  • IGSB
  • IDEV
  • MSFT
  • IJH
  • AAPL
Stockman Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 713 Million
Stocks 173
Filing on Jul 16, 2025 Q2 2025

Ausbil Investment Management LTD

  • NSC
  • LNG
  • CSX
  • EXC
  • ES
  • WMB
  • NEE
Ausbil Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 171 Billion
Stocks 72
Filing on Jul 16, 2025 Q2 2025

Wd Rutherford LLC

  • NVDA
  • MSFT
  • CRWD
  • JPM
  • NFLX
  • AMZN
  • AAPL
Wd Rutherford LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 96
Filing on Jul 16, 2025 Q2 2025

Xy Planning Network, Inc.

  • VTI
  • DFAC
  • VCIT
  • DFCF
  • IVV
  • VEA
  • SPY
Xy Planning Network, Inc.'s Q2 2025 Portfolio
Portfolio Value 294 Billion
Stocks 173
Filing on Jul 16, 2025 Q2 2025

Lakewood Asset Management LLC

  • BRK-B
  • FNDX
  • BIL
  • VT
  • AZO
  • MCK
  • WSM
Lakewood Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 150 Billion
Stocks 101
Filing on Jul 16, 2025 Q2 2025

Neumann Capital Management, LLC

  • NVDA
  • IEFA
  • SPY
  • ORCL
  • AAPL
  • IJH
  • IJR
Neumann Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 100
Filing on Jul 16, 2025 Q2 2025

Clear Point Advisors Inc.

  • SCHG
  • CAPE
  • QQQ
  • SCHB
  • SPY
  • MINT
  • PJUN
Clear Point Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 108
Filing on Jul 16, 2025 Q2 2025

Keystone Global Partners, LLC

  • VTEB
  • SCHG
  • VEA
  • XLF
  • VMBS
  • XLK
  • IVV
Keystone Global Partners, LLC's Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 155
Filing on Jul 16, 2025 Q2 2025

Canerector Inc

  • MFC
  • VOO
  • BNS
  • TD
  • CM
  • BMO
  • BRK-B
Canerector Inc's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 10
Filing on Jul 16, 2025 Q2 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • VUG
  • DGRO
  • VOT
  • VOE
  • IVV
  • JAVA
  • BRK-B
Nelson, Van Denburg & Campbell Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.75 Billion
Stocks 683
Filing on Jul 16, 2025 Q2 2025

Tower Trust & Investment CO

  • AAPL
  • NVDA
  • MSFT
  • GII
  • META
  • AMZN
  • JPM
Tower Trust & Investment CO's Q2 2025 Portfolio
Portfolio Value 141 Billion
Stocks 194
Filing on Jul 16, 2025 Q2 2025

Signature Resources Capital Management, LLC

  • DFSD
  • AVUS
  • DFAC
  • DFIC
  • AVDE
  • DFAU
  • DFAI
Signature Resources Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 535
Filing on Jul 16, 2025 Q2 2025

Kiley Juergens Wealth Management, LLC

  • MSFT
  • COST
  • AAPL
  • QQQ
  • NVDA
  • AMZN
  • BRK-B
Kiley Juergens Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 417 Million
Stocks 78