Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Kraft Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • DFUS
  • VGIT
  • DFAS
Kraft Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 104 Million
Stocks 41
Filing on Jul 15, 2025 Q2 2025

Kempner Capital Management Inc.

  • TSM
  • MU
  • BSM
  • DIS
  • BAC
  • ST
  • C
Kempner Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 186 Million
Stocks 47
Filing on Jul 15, 2025 Q2 2025

Chb Investment Group, LLC

  • BIV
  • LQD
  • ANGL
  • VCIT
  • NRG
  • AFL
  • TMUS
Chb Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 69
Filing on Jul 15, 2025 Q2 2025

Five Pine Wealth Management

  • BND
  • VEU
  • VUG
  • VTV
  • VOO
  • VB
  • VGIT
Five Pine Wealth Management's Q2 2025 Portfolio
Portfolio Value 135 Billion
Stocks 40
Filing on Jul 15, 2025 Q2 2025

Texas County & District Retirement System

  • CCAP
Texas County & District Retirement System's Q2 2025 Portfolio
Portfolio Value 70.5 Million
Stocks 1
Filing on Jul 15, 2025 Q2 2025

Jarislowsky, Fraser LTD

  • CNI
  • TD
  • BMO
  • MSFT
  • CAE
  • OTEX
  • SHOP
Jarislowsky, Fraser LTD's Q2 2025 Portfolio
Portfolio Value 15.8 Billion
Stocks 188
Filing on Jul 15, 2025 Q2 2025

Attessa Capital LLC

  • SPY
  • VEA
  • BND
  • XLK
  • SCHX
  • SCHR
  • VOO
Attessa Capital LLC's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 36
Filing on Jul 15, 2025 Q2 2025

Highland Financial Advisors, LLC

  • SPLG
  • QQQM
  • AVUS
  • DFAU
  • VONG
  • AVIG
  • AVDE
Highland Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 54
Filing on Jul 15, 2025 Q2 2025

Bcs Wealth Management

  • VOO
  • SCHX
  • PG
  • SCHF
  • BSCP
  • BSCQ
  • SPYG
Bcs Wealth Management's Q2 2025 Portfolio
Portfolio Value 465 Million
Stocks 263
Filing on Jul 15, 2025 Q2 2025

Burns Matteson Capital Management, LLC

  • GLW
  • SPHQ
  • COWZ
  • IWY
  • SCHD
  • XMHQ
  • SPIB
Burns Matteson Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 207 Billion
Stocks 186
Filing on Jul 15, 2025 Q2 2025

Bannerman Wealth Management Group, LLC

  • DFAC
  • DFCF
  • DFAS
  • DFAI
  • AVLV
  • AVUS
  • DFAE
Bannerman Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 36
Filing on Jul 15, 2025 Q2 2025

Charter Capital Management, Llc\De

  • IJH
  • VYM
  • PRF
  • DFAI
  • FDRR
  • CGGR
  • VOO
Charter Capital Management, Llc\De's Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 62
Filing on Jul 15, 2025 Q2 2025

Kagan Cocozza Asset Management

  • SPLG
  • SPAB
  • SPDW
  • SPIB
  • VIG
  • VO
  • AGG
Kagan Cocozza Asset Management's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 61
Filing on Jul 15, 2025 Q2 2025

Bka Wealth Consulting, Inc.

  • DGRW
  • UCON
  • MOAT
  • LVHI
  • JPST
  • FNDX
  • NVDA
Bka Wealth Consulting, Inc.'s Q2 2025 Portfolio
Portfolio Value 99.9 Million
Stocks 70
Filing on Jul 15, 2025 Q2 2025

High Ground Investment Management LLP

  • ACGL
  • HUM
  • ELV
  • REVG
  • HCC
  • TMUS
High Ground Investment Management LLP's Q2 2025 Portfolio
Portfolio Value 477 Billion
Stocks 6
Filing on Jul 15, 2025 Q2 2025

Norden Group LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • BIL
  • SPY
  • CGSD
Norden Group LLC's Q2 2025 Portfolio
Portfolio Value 921 Billion
Stocks 555
Filing on Jul 15, 2025 Q2 2025

Banyan Capital Management, Inc.

  • MKL
  • BRK-B
  • CI
  • VNT
  • PH
  • CHTR
  • DG
Banyan Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 19
Filing on Jul 15, 2025 Q2 2025

Legacy Financial Group LLC

  • IUSG
  • BUFD
  • SDY
  • VB
  • IUSB
  • DYNF
  • VEA
Legacy Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 591 Million
Stocks 113