Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Inflection Point Investments LLP

  • KRNT
  • ITRN
  • CARG
  • RDCM
  • PINS
  • ACVA
  • UDMY
Inflection Point Investments LLP's Q1 2025 Portfolio
Portfolio Value 46 Billion
Stocks 9
Filing on Apr 16, 2025 Q1 2025

Lilly Endowment Inc

  • LLY
Lilly Endowment Inc's Q1 2025 Portfolio
Portfolio Value 79.3 Trillion
Stocks 1
Filing on Apr 16, 2025 Q1 2025

Rmr Wealth Builders

  • VOO
  • VUG
  • VTV
  • IJH
  • IEFA
  • IWF
  • NVDA
Rmr Wealth Builders's Q1 2025 Portfolio
Portfolio Value 936 Million
Stocks 259
Filing on Apr 16, 2025 Q1 2025

Birch Capital Management, LLC

  • AAPL
  • GWW
  • MSFT
  • NVO
  • RMD
  • AMGN
  • SPGI
Birch Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 185 Million
Stocks 82
Filing on Apr 16, 2025 Q1 2025

Rfg Holdings, Inc.

  • VOO
  • QQQ
  • BKLN
  • SPHY
  • VOOG
  • KBWB
  • VB
Rfg Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 59
Filing on Apr 16, 2025 Q1 2025

Baker Chad R

  • AAPL
  • MA
  • GOOGL
  • MSFT
  • WM
  • TMUS
  • AMZN
Baker Chad R's Q1 2025 Portfolio
Portfolio Value 472 Million
Stocks 50
Filing on Apr 16, 2025 Q1 2025

Legacy Trust

  • AAPL
  • MSFT
  • SPY
  • IVV
  • V
  • URI
  • PANW
Legacy Trust's Q1 2025 Portfolio
Portfolio Value 415 Billion
Stocks 159
Filing on Apr 16, 2025 Q1 2025

Willis Investment Counsel

  • JNJ
  • CSCO
  • CB
  • TXN
  • PAYX
  • MSFT
  • LMT
Willis Investment Counsel's Q1 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 117
Filing on Apr 16, 2025 Q1 2025

Rockland Trust CO

  • GLD
  • MSFT
  • IVOV
  • NOBL
  • GOOGL
  • AAPL
  • MBB
Rockland Trust CO's Q1 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 472
Filing on Apr 16, 2025 Q1 2025

Thomasville National Bank

  • AMZN
  • MSFT
  • BRK-B
  • AAPL
  • BKNG
  • GOOG
  • PANW
Thomasville National Bank's Q1 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 299
Filing on Apr 16, 2025 Q1 2025

Parkside Investments, LLC

  • IWM
  • IGSB
  • IVV
  • IEFA
  • IEMG
  • JPST
  • AAPL
Parkside Investments, LLC's Q1 2025 Portfolio
Portfolio Value 657 Million
Stocks 91
Filing on Apr 16, 2025 Q1 2025

Liberty Capital Management, Inc.

  • VTI
  • AAPL
  • COST
  • INTU
  • AMZN
  • V
  • NVDA
Liberty Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 441 Million
Stocks 161
Filing on Apr 16, 2025 Q1 2025

Bright Rock Capital Management, LLC

  • MSFT
  • GOOGL
  • MA
  • UNH
  • IYE
  • AAPL
  • CB
Bright Rock Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 454 Million
Stocks 76
Filing on Apr 16, 2025 Q1 2025

Granite Shares Advisors LLC

  • MSFT
  • META
  • PMT
  • GOOGL
  • USAC
  • HESM
  • MPLX
Granite Shares Advisors LLC's Q1 2025 Portfolio
Portfolio Value 142 Million
Stocks 90
Filing on Apr 16, 2025 Q1 2025

Polianta LTD

  • FIW
  • PHO
  • EWA
  • EWC
  • SPY
  • CGW
  • VWO
Polianta LTD's Q1 2025 Portfolio
Portfolio Value 207 Million
Stocks 73
Filing on Apr 16, 2025 Q1 2025

Bts Asset Management, Inc.

  • HYLB
  • JNK
  • IEF
  • USHY
  • TFLO
  • VIG
  • SRLN
Bts Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 88.4 Million
Stocks 35
Filing on Apr 16, 2025 Q1 2025

Ballew Advisors, Inc

  • IVV
  • CGGR
  • TOTL
  • AJG
  • GDXJ
  • IJR
  • IEF
Ballew Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 151 Million
Stocks 108
Filing on Apr 16, 2025 Q1 2025

May Barnhard Investments LLC

  • SCHX
  • SCHG
  • IJR
  • SCHV
  • IJS
  • QQQ
  • SCHM
May Barnhard Investments LLC's Q1 2025 Portfolio
Portfolio Value 200 Billion
Stocks 92