Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 15, 2025 Q1 2025

Oak Family Advisors, LLC

  • SPY
  • AZN
  • QQQ
  • TSM
  • QCOM
  • BA
  • ZBH
Oak Family Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 284 Million
Stocks 107
Filing on Apr 15, 2025 Q1 2025

Atwood & Palmer Inc

  • PLTR
  • AVDE
  • JAAA
  • SHY
  • ABBV
  • GILD
  • GOOG
Atwood & Palmer Inc's Q1 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 441
Filing on Apr 15, 2025 Q1 2025

Handelsbanken Fonder Ab

  • AAPL
  • MSFT
  • NVDA
  • LLY
  • META
  • AVGO
  • GOOGL
Handelsbanken Fonder Ab's Q1 2025 Portfolio
Portfolio Value 24.3 Billion
Stocks 1527
Filing on Apr 15, 2025 Q1 2025

Moseley Investment Management Inc

  • IBTF
  • AAPL
  • BRK-B
  • BRK-A
  • IBTI
  • AMZN
  • MSFT
Moseley Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 249 Million
Stocks 145
Filing on Apr 15, 2025 Q1 2025

Collier Financial

  • SPYG
  • SPTI
  • SPMB
  • SPDW
  • SPYV
  • SPIB
  • SPSM
Collier Financial's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 126
Filing on Apr 15, 2025 Q1 2025

Terra Alpha Investments LLC

  • V
  • WM
  • MSFT
  • TSM
  • AAPL
  • XYL
  • NVDA
Terra Alpha Investments LLC's Q1 2025 Portfolio
Portfolio Value 92.1 Billion
Stocks 33
Filing on Apr 15, 2025 Q1 2025

Gibson Capital, LLC

  • VTI
  • VNQ
  • BRK-A
  • VV
  • DCO
  • IAU
  • VIG
Gibson Capital, LLC's Q1 2025 Portfolio
Portfolio Value 445 Million
Stocks 119
Filing on Apr 15, 2025 Q1 2025

William Marsh Rice University

  • VOO
  • BSM
  • AMPL
William Marsh Rice University's Q1 2025 Portfolio
Portfolio Value 236 Million
Stocks 3
Filing on Apr 15, 2025 Q1 2025

Sanibel Captiva Trust Company, Inc.

  • AAPL
  • MSFT
  • VYM
  • GOOG
  • V
  • HD
  • ACN
Sanibel Captiva Trust Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.08 Trillion
Stocks 674
Filing on Apr 15, 2025 Q1 2025

Petredis Investment Advisors LLC

  • XLF
  • MGK
  • MSFT
  • AAPL
  • MGV
  • NVDA
  • VEA
Petredis Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 957 Billion
Stocks 100
Filing on Apr 15, 2025 Q1 2025

Nepsis Inc.

  • DVN
  • V
  • CB
  • RLI
  • AMGN
  • MA
  • UBER
Nepsis Inc.'s Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 29
Filing on Apr 15, 2025 Q1 2025

Bfi Infinity Ltd.

  • GDX
  • VTI
  • VGK
  • AAXJ
  • IHI
  • KLAC
  • IWM
Bfi Infinity Ltd.'s Q1 2025 Portfolio
Portfolio Value 92.6 Billion
Stocks 53
Filing on Apr 15, 2025 Q1 2025

School Employees Retirement Board Of Ohio

  • GOVT
  • IAUM
  • AMLP
School Employees Retirement Board Of Ohio's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 3
Filing on Apr 15, 2025 Q1 2025

Corrigan Financial, Inc.

  • VUG
  • VXUS
  • BSV
  • JCPB
  • JEPI
  • BND
  • RLY
Corrigan Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 485 Billion
Stocks 56
Filing on Apr 15, 2025 Q1 2025

Fcf Advisors LLC

  • AAPL
  • ABBV
  • MA
  • PM
  • BKNG
  • GILD
  • BMY
Fcf Advisors LLC's Q1 2025 Portfolio
Portfolio Value 619 Million
Stocks 82
Filing on Apr 15, 2025 Q1 2025

Avanza Fonder Ab

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • TSLA
  • GOOGL
Avanza Fonder Ab's Q1 2025 Portfolio
Portfolio Value 3.05 Trillion
Stocks 832
Filing on Apr 15, 2025 Q1 2025

Parsons Capital Management Inc

  • AAPL
  • BRK-B
  • MMM
  • MSFT
  • JPM
  • AMZN
  • XOM
Parsons Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 433
Filing on Apr 15, 2025 Q1 2025

Ibex Wealth Advisors

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • WMB
  • OKE
  • IBM
Ibex Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 728 Million
Stocks 122