Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 20, 2025 Q2 2025

Tull Financial Group, Inc.

  • SPLG
  • JQUA
  • IEFA
  • SPY
  • VYMI
  • DYNF
  • VTEB
Tull Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 35
Filing on Aug 20, 2025 Q2 2025

Kentucky Retirement Systems

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Kentucky Retirement Systems's Q2 2025 Portfolio
Portfolio Value 3.33 Billion
Stocks 502
Filing on Aug 20, 2025 Q2 2025

Saratoga Research & Investment Management

  • MSFT
  • DIS
  • GOOGL
  • UL
  • BRK-B
  • NVO
  • MDT
Saratoga Research & Investment Management's Q2 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 44
Filing on Aug 20, 2025 Q2 2025

Kentucky Retirement Systems Insurance Trust Fund

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Kentucky Retirement Systems Insurance Trust Fund's Q2 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 490
Filing on Aug 20, 2025 Q2 2025

North Dallas Bank & Trust CO

  • MSFT
  • MUB
  • AAPL
  • EFA
  • AMZN
  • GOOGL
  • NVDA
North Dallas Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 187
Filing on Aug 20, 2025 Q2 2025

Monarch Capital Management Inc

  • MSFT
  • AAPL
  • WMT
  • HD
  • MCD
  • ADP
  • KR
Monarch Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 367 Million
Stocks 117
Filing on Aug 20, 2025 Q2 2025

Forefront Wealth Partners, LLC

  • IVV
  • AGG
  • SPLG
  • FTCS
  • IUSV
  • MSFT
  • VCIT
Forefront Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 146 Billion
Stocks 98
Filing on Aug 19, 2025 Q2 2025

Coppell Advisory Solutions LLC

  • BRNY
  • BUFR
  • FTSM
  • SRLN
  • BUFD
  • BND
  • MSFT
Coppell Advisory Solutions LLC's Q2 2025 Portfolio
Portfolio Value 842 Billion
Stocks 375
Filing on Aug 19, 2025 Q2 2025

Mrp Capital Investments, LLC

  • NFLX
  • IVV
  • GOOG
  • IJR
  • MSFT
  • GLD
  • META
Mrp Capital Investments, LLC's Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 220
Filing on Aug 19, 2025 Q2 2025

Trigran Investments, Inc.

  • MTRN
  • THRM
  • SYNA
  • MDXG
  • SONO
  • EXTR
  • OOMA
Trigran Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 537 Million
Stocks 40
Filing on Aug 19, 2025 Q2 2025

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • MSFT
  • SCHM
  • RSP
  • SCHD
Cape Investment Advisory, Inc.'s Q2 2025 Portfolio
Portfolio Value 274 Billion
Stocks 1171
Filing on Aug 19, 2025 Q2 2025

Marex Group PLC

  • MSTR
  • MSTR
  • BKNG
  • MA
  • MA
  • BKNG
  • TSLA
Marex Group PLC's Q2 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 901
Filing on Aug 19, 2025 Q2 2025

Newbridge Financial Services Group, Inc.

  • NVDA
  • JPST
  • AMZN
  • MSFT
  • AAPL
  • PLTR
  • CRWD
Newbridge Financial Services Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 575 Million
Stocks 1321
Filing on Aug 19, 2025 Q2 2025

Ranger Investment Management, L.P.

  • PEGA
  • TXRH
  • EE
  • ADMA
  • LMAT
  • FSS
  • ANIP
Ranger Investment Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 72
Filing on Aug 19, 2025 Q2 2025

Slocum, Gordon & CO LLP

  • PG
  • NEE
  • XOM
  • MRK
  • AEP
  • JNJ
  • VZ
Slocum, Gordon & CO LLP's Q2 2025 Portfolio
Portfolio Value 118 Million
Stocks 125
Filing on Aug 19, 2025 Q2 2025

National Asset Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • VUG
  • BIL
National Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.02 Billion
Stocks 1037
Filing on Aug 19, 2025 Q2 2025

Advisory Services Network, LLC

  • NVDA
  • AAPL
  • MSFT
  • WMT
  • AMZN
  • IVV
  • SPY
Advisory Services Network, LLC's Q2 2025 Portfolio
Portfolio Value 5.78 Billion
Stocks 6490
Filing on Aug 19, 2025 Q2 2025

Anchor Investment Management, LLC

  • MSFT
  • V
  • AAPL
  • SCHX
  • FCNCA
  • QQQ
  • BSCR
Anchor Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 1045