Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Org Partners LLC

  • VOXCF
  • RDVY
  • SPY
  • FV
  • MSFT
  • AAPL
  • AMLP
Org Partners LLC's Q2 2025 Portfolio
Portfolio Value 397 Million
Stocks 34909
Filing on Jul 16, 2025 Q2 2025

Paragon Capital Management LTD

  • VIG
  • COIN
  • SPHQ
  • ABNB
  • MSFT
  • IQLT
  • COWZ
Paragon Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 518 Million
Stocks 214
Filing on Jul 16, 2025 Q2 2025

Rainier Family Wealth Inc

  • SPLG
  • MSFT
  • NVDA
  • SPYG
  • QQQ
  • SPSM
  • DBEF
Rainier Family Wealth Inc's Q2 2025 Portfolio
Portfolio Value 100 Billion
Stocks 77
Filing on Jul 16, 2025 Q2 2025

Gradient Capital Advisors, LLC

  • IVV
  • AAPL
  • SPDW
  • VCSH
  • SCHF
  • DFSD
  • SCHM
Gradient Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 162
Filing on Jul 16, 2025 Q2 2025

Howard Capital Management Group, LLC

  • NVDA
  • MSFT
  • SPY
  • AAPL
  • AMZN
  • JPM
  • COST
Howard Capital Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 139
Filing on Jul 16, 2025 Q2 2025

Highline Wealth Partners LLC

  • NVDA
  • JAAA
  • JPST
  • VOO
  • IEFA
  • AAPL
  • MSFT
Highline Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 338 Billion
Stocks 890
Filing on Jul 16, 2025 Q2 2025

Vestia Personal Wealth Advisors

  • DFIV
  • DFAC
  • DFIC
  • DFAT
  • DFUV
  • DFAS
  • DFSV
Vestia Personal Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 146 Billion
Stocks 100
Filing on Jul 16, 2025 Q2 2025

Meridian Investment Counsel Inc.

  • TSM
  • AAPL
  • MSFT
  • CVX
  • IAU
  • PLTR
  • ADBE
Meridian Investment Counsel Inc.'s Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 224
Filing on Jul 16, 2025 Q2 2025

Kendall Capital Management

  • SMMD
  • JIRE
  • AVGO
  • VUG
  • JPST
  • AVT
  • VSEC
Kendall Capital Management's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 225
Filing on Jul 16, 2025 Q2 2025

Lloyd Advisory Services, Llc.

  • SPLG
  • SIXO
  • TYA
  • VOO
  • AAPL
  • NVDA
  • IWY
Lloyd Advisory Services, Llc.'s Q2 2025 Portfolio
Portfolio Value 104 Million
Stocks 99
Filing on Jul 16, 2025 Q2 2025

Augustine Asset Management Inc

  • APP
  • AAPL
  • MSFT
  • TSM
  • AAAU
  • IBN
  • JPM
Augustine Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 107
Filing on Jul 16, 2025 Q2 2025

Bonness Enterprises Inc

  • PGR
  • SYK
  • MSFT
  • AAPL
  • IBM
  • ABBV
  • CSCO
Bonness Enterprises Inc's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 58
Filing on Jul 16, 2025 Q2 2025

Cove Private Wealth, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • JPM
  • GOOGL
  • AVGO
Cove Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 284 Billion
Stocks 156
Filing on Jul 16, 2025 Q2 2025

Nova Point Capital, LLC

  • BRK-B
  • SPLG
  • MSFT
  • IBDQ
  • HD
  • NVDA
  • AAPL
Nova Point Capital, LLC's Q2 2025 Portfolio
Portfolio Value 313 Million
Stocks 77
Filing on Jul 16, 2025 Q2 2025

Eagle Global Advisors LLC

  • AAPL
  • ET
  • MPLX
  • HESM
  • TRGP
  • MSFT
  • WES
Eagle Global Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.36 Billion
Stocks 267
Filing on Jul 16, 2025 Q2 2025

Old Port Advisors

  • MSFT
  • IVV
  • IAU
  • BRK-B
  • JPM
  • AAPL
  • DSTL
Old Port Advisors's Q2 2025 Portfolio
Portfolio Value 367 Billion
Stocks 233
Filing on Jul 16, 2025 Q2 2025

State Of Alaska, Department Of Revenue

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
State Of Alaska, Department Of Revenue's Q2 2025 Portfolio
Portfolio Value 9.35 Billion
Stocks 2735
Filing on Jul 16, 2025 Q2 2025

Minich Mac Gregor Wealth Management, LLC

  • GLD
  • IYC
  • IGOV
  • MINT
  • ITA
  • VGK
  • IYF
Minich Mac Gregor Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 439 Million
Stocks 125