Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 11, 2025 Q4 2024

Fortis Capital Management LLC

  • MSFT
  • SCHX
  • AMZN
  • NVDA
  • IGSB
  • CORP
  • AAPL
Fortis Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 533 Million
Stocks 134
Filing on Feb 11, 2025 Q4 2024

Harbor Advisors LLC

  • EQIX
  • AAPL
  • AMZN
  • GOOGL
  • NVDA
  • CNQ
  • MA
Harbor Advisors LLC's Q4 2024 Portfolio
Portfolio Value 612 Million
Stocks 192
Filing on Feb 11, 2025 Q4 2024

Guardian Partners Inc.

  • RY
  • TD
  • BMO
  • ENB
  • BNS
  • MSFT
  • CNI
Guardian Partners Inc.'s Q4 2024 Portfolio
Portfolio Value 983 Billion
Stocks 165
Filing on Feb 11, 2025 Q4 2024

Annie E. Casey Foundation, Inc.

  • UPS
  • IVV
  • EMXC
Annie E. Casey Foundation, Inc.'s Q4 2024 Portfolio
Portfolio Value 68.3 Billion
Stocks 3
Filing on Feb 11, 2025 Q4 2024

Somerset Group LLC

  • CHRW
  • MMM
  • QQQ
  • AAPL
  • MSFT
  • AMZN
  • BX
Somerset Group LLC's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 62
Filing on Feb 11, 2025 Q4 2024

Cypress Funds LLC

  • AMZN
  • MSFT
  • FICO
  • NVDA
  • CDNS
  • META
  • SPGI
Cypress Funds LLC's Q4 2024 Portfolio
Portfolio Value 744 Million
Stocks 15
Filing on Feb 11, 2025 Q4 2024

Fox Run Management, L.L.C.

  • XLF
  • IYR
  • FCX
  • GLW
  • DVN
  • IBM
  • NET
Fox Run Management, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 526 Million
Stocks 828
Filing on Feb 11, 2025 Q4 2024

Kirkoswald Asset Management LLC

  • WFC
  • FCNCA
  • COF
  • SYF
  • GEO
Kirkoswald Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 86.4 Billion
Stocks 5
Filing on Feb 11, 2025 Q4 2024

Sykon Capital LLC

  • BIL
  • USFR
  • XLK
  • RSP
  • DIA
  • QQQ
  • GBIL
Sykon Capital LLC's Q4 2024 Portfolio
Portfolio Value 290 Billion
Stocks 64
Filing on Feb 11, 2025 Q4 2024

Umpqua Bank

  • MSFT
  • AAPL
  • IVV
  • IEI
  • NVDA
  • EMXC
  • IEMG
Umpqua Bank's Q4 2024 Portfolio
Portfolio Value 289 Billion
Stocks 277
Filing on Feb 11, 2025 Q4 2024

Axq Capital, LP

  • NEE
  • CAT
  • PCG
  • FCX
  • CL
  • KDP
  • BEN
Axq Capital, LP's Q4 2024 Portfolio
Portfolio Value 222 Billion
Stocks 411
Filing on Feb 11, 2025 Q4 2024

Koch, Inc.

  • GETY
  • SLI
  • CMTG
Koch, Inc.'s Q4 2024 Portfolio
Portfolio Value 627 Billion
Stocks 5
Filing on Feb 11, 2025 Q4 2024

Certares Management LLC

  • TRIP
Certares Management LLC's Q4 2024 Portfolio
Portfolio Value 25.3 Million
Stocks 1
Filing on Feb 11, 2025 Q4 2024

Hillsdale Investment Management Inc.

  • RY
  • MFC
  • ENB
  • SHOP
  • CM
  • AEM
  • PBA
Hillsdale Investment Management Inc.'s Q4 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 2108
Filing on Feb 11, 2025 Q4 2024

Wealth Advisors Of Iowa, LLC

  • RSP
  • SPLG
  • USMV
  • SPYV
  • JEPI
  • SPDW
  • XLU
Wealth Advisors Of Iowa, LLC's Q4 2024 Portfolio
Portfolio Value 198 Billion
Stocks 64
Filing on Feb 11, 2025 Q4 2024

Mindset Wealth Management, LLC

  • NVDA
  • AAPL
  • CME
  • AMZN
  • GOOGL
  • YUM
  • AXP
Mindset Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 274 Billion
Stocks 136
Filing on Feb 11, 2025 Q4 2024

Primavera Capital Management LTD

  • YUMC
  • XPEV
  • CANG
Primavera Capital Management LTD's Q4 2024 Portfolio
Portfolio Value 642 Million
Stocks 3
Filing on Feb 11, 2025 Q4 2024

Lcnb Corp

  • IEFA
  • SCHG
  • PG
  • SCHV
  • MSFT
  • RSP
  • AAPL
Lcnb Corp's Q4 2024 Portfolio
Portfolio Value 271 Million
Stocks 184