Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 10, 2025 Q4 2024

Pro Vise Management Group, LLC

  • DGRO
  • MSFT
  • GOOG
  • IWY
  • AMZN
  • BRK-B
  • MGC
Pro Vise Management Group, LLC's Q4 2024 Portfolio
Portfolio Value 1.14 Billion
Stocks 258
Filing on Feb 10, 2025 Q4 2024

Trillium Asset Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • MA
  • NOW
  • TJX
Trillium Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 3.79 Billion
Stocks 232
Filing on Feb 10, 2025 Q4 2024

Maryland State Retirement & Pension System

  • AAPL
  • NVDA
  • MSFT
  • ENB
  • AMZN
  • AMT
  • META
Maryland State Retirement & Pension System's Q4 2024 Portfolio
Portfolio Value 4.5 Billion
Stocks 1512
Filing on Feb 10, 2025 Q4 2024

Saiph Capital, LLC

  • IWF
  • IVV
  • IVW
  • SPY
  • IVE
  • USIG
  • BIL
Saiph Capital, LLC's Q4 2024 Portfolio
Portfolio Value 220 Billion
Stocks 49
Filing on Feb 10, 2025 Q4 2024

Fox Hill Wealth Management

  • MSFT
  • AAPL
  • NVDA
  • LLY
  • COST
  • AMZN
  • NFLX
Fox Hill Wealth Management's Q4 2024 Portfolio
Portfolio Value 177 Billion
Stocks 128
Filing on Feb 10, 2025 Q4 2024

Andar Capital Management Hk LTD

  • ASML
  • CRDO
  • ESTC
  • AMD
  • TSM
  • RDW
  • MSTR
Andar Capital Management Hk LTD's Q4 2024 Portfolio
Portfolio Value 63.6 Million
Stocks 16
Filing on Feb 10, 2025 Q4 2024

Counterpoint Mutual Funds LLC

  • USHY
  • BKLN
  • IVV
  • SRLN
  • HYG
  • JNK
  • PHYL
Counterpoint Mutual Funds LLC's Q4 2024 Portfolio
Portfolio Value 753 Million
Stocks 274
Filing on Feb 10, 2025 Q4 2024

John & Kathleen Schreiber Foundation

  • BX
  • BXSL
  • BXMT
  • TCHP
  • ICE
  • COF
John & Kathleen Schreiber Foundation's Q4 2024 Portfolio
Portfolio Value 172 Million
Stocks 7
Filing on Feb 10, 2025 Q4 2024

Tejara Capital LTD

  • ARQT
  • ROIV
  • BORR
  • NOV
  • MREO
  • OXY
  • RIG
Tejara Capital LTD's Q4 2024 Portfolio
Portfolio Value 153 Billion
Stocks 55
Filing on Feb 10, 2025 Q4 2024

Taylor Financial Group, Inc.

  • VUG
  • NSC
  • FISV
  • AAPL
  • BRK-B
  • ORCL
  • HD
Taylor Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 144 Billion
Stocks 96
Filing on Feb 10, 2025 Q4 2024

Kensington Investment Counsel, LLC

  • AAPL
  • MSFT
  • WSM
  • WSO
  • SNA
  • MKC
  • JPM
Kensington Investment Counsel, LLC's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 94
Filing on Feb 10, 2025 Q4 2024

Independent Family Office, LLC

  • SPY
  • PTC
  • IAU
  • IWD
  • TOST
  • IWM
  • VOO
Independent Family Office, LLC's Q4 2024 Portfolio
Portfolio Value 190 Million
Stocks 71
Filing on Feb 10, 2025 Q4 2024

Birnam Oak Advisors, LP

  • ACWI
  • DFS
  • HES
  • CHX
  • AMED
  • HCP
  • VUG
Birnam Oak Advisors, LP's Q4 2024 Portfolio
Portfolio Value 206 Billion
Stocks 37
Filing on Feb 10, 2025 Q4 2024

Longview Asset Management, LLC

  • GD
  • ALG
  • PCT
Longview Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 7.76 Billion
Stocks 3
Filing on Feb 10, 2025 Q4 2024

Haven Capital Group, Inc.

  • AVGO
  • AAPL
  • ROP
  • NVDA
  • IDXX
  • NICE
  • GOOGL
Haven Capital Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 106 Billion
Stocks 36
Filing on Feb 10, 2025 Q4 2024

Passaic Partners LLC

  • SPY
  • IEFA
  • IEMG
  • AGG
  • LQD
  • VOO
  • IVV
Passaic Partners LLC's Q4 2024 Portfolio
Portfolio Value 690 Million
Stocks 14
Filing on Feb 10, 2025 Q4 2024

Black Diamond Wealth Management Inc.

  • USFR
  • SPLG
  • AAPL
  • MSFT
  • ITOT
  • UCON
  • DYNF
Black Diamond Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 145 Million
Stocks 157
Filing on Feb 10, 2025 Q4 2024

William Blair Investment Management, LLC

  • MSFT
  • NVDA
  • TSM
  • AMZN
  • AAPL
  • META
  • MA
William Blair Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 38.3 Billion
Stocks 433