Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Exor N.V.

  • CLVT
Exor N.V.'s Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 2
Filing on Jul 16, 2025 Q2 2025

William Marsh Rice University

  • BSM
  • VOO
William Marsh Rice University's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 2
Filing on Jul 16, 2025 Q2 2025

Phil A. Younker & Associates, Ltd.

  • SCHB
  • SCHZ
  • GAL
  • SCHO
  • AOR
  • SGOV
  • SCHD
Phil A. Younker & Associates, Ltd.'s Q2 2025 Portfolio
Portfolio Value 101 Billion
Stocks 29
Filing on Jul 16, 2025 Q2 2025

Holland Advisory Services, Inc.

  • IVV
  • IJH
  • IJR
  • VTI
  • AAPL
  • MSFT
  • PM
Holland Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 68.4 Million
Stocks 42
Filing on Jul 16, 2025 Q2 2025

American National Bank

  • MSFT
  • AMZN
  • GOOGL
  • AAPL
  • BRK-B
  • GSSC
  • AVGO
American National Bank's Q2 2025 Portfolio
Portfolio Value 930 Million
Stocks 650
Filing on Jul 16, 2025 Q2 2025

Banque Pictet & Cie Sa

  • TSLA
  • TSLA
  • AMZN
  • GOOG
  • MA
  • MCD
  • MSFT
Banque Pictet & Cie Sa's Q2 2025 Portfolio
Portfolio Value 14.2 Billion
Stocks 361
Filing on Jul 16, 2025 Q2 2025

Hartford Investment Management CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Hartford Investment Management CO's Q2 2025 Portfolio
Portfolio Value 3.07 Billion
Stocks 499
Filing on Jul 16, 2025 Q2 2025

Congress Asset Management CO

  • NVDA
  • MSFT
  • AAPL
  • META
  • OLLI
  • COST
  • HWM
Congress Asset Management CO 's Q2 2025 Portfolio
Portfolio Value 14 Billion
Stocks 382
Filing on Jul 16, 2025 Q2 2025

Wealth Group LTD

  • IVV
  • QUAL
  • VGT
  • BBUS
  • VOO
  • COWZ
  • ICOW
Wealth Group LTD's Q2 2025 Portfolio
Portfolio Value 393 Billion
Stocks 78
Filing on Jul 16, 2025 Q2 2025

Aafmaa Wealth Management & Trust LLC

  • VCSH
  • MBB
  • IEI
  • EFA
  • SPY
  • IUSG
  • NVDA
Aafmaa Wealth Management & Trust LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 121
Filing on Jul 16, 2025 Q2 2025

Steph & CO

  • JAVA
  • VOO
  • IWR
  • BOND
  • FBND
  • VTI
  • GUNR
Steph & CO's Q2 2025 Portfolio
Portfolio Value 265 Million
Stocks 296
Filing on Jul 16, 2025 Q2 2025

Stone Pine Asset Management Inc.

  • TSM
  • MSFT
  • GOOGL
  • MCO
  • AZO
  • MA
  • ORCL
Stone Pine Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 15.5 Billion
Stocks 44
Filing on Jul 16, 2025 Q2 2025

Fortune Financial Advisors, LLC

  • USMV
  • MOAT
  • VGSH
  • GOOGL
  • MA
  • MSFT
  • ORLY
Fortune Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 95
Filing on Jul 16, 2025 Q2 2025

Register Financial Advisors LLC

  • VUG
  • AAPL
  • VTV
  • MSFT
  • VXUS
  • JPM
  • SPMD
Register Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 229 Billion
Stocks 335
Filing on Jul 16, 2025 Q2 2025

Colton Groome Financial Advisors, LLC

  • IVV
  • EFA
  • AGG
  • EEM
  • IGIB
  • IJH
  • AAAU
Colton Groome Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 135
Filing on Jul 16, 2025 Q2 2025

Essex Financial Services, Inc.

  • AAPL
  • QQQ
  • MSFT
  • VOOG
  • NVDA
  • SPY
  • GLD
Essex Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 688
Filing on Jul 16, 2025 Q2 2025

Dakota Wealth Management

  • KLAC
  • IVV
  • MSFT
  • AAPL
  • BIL
  • AMZN
  • JPM
Dakota Wealth Management's Q2 2025 Portfolio
Portfolio Value 4.67 Billion
Stocks 761
Filing on Jul 16, 2025 Q2 2025

Ruffer LLP

  • NEM
  • GOLD
  • AMZN
  • BAC
  • C
  • BP
  • GOOGL
Ruffer LLP's Q2 2025 Portfolio
Portfolio Value 1.93 Billion
Stocks 98