Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2024 Q2 2024

Kent Lake Capital LLC

  • ZIMV
  • KD
  • SIBN
  • ENSG
  • PNTG
  • TALK
  • INNV
Kent Lake Capital LLC's Q2 2024 Portfolio
Portfolio Value 217 Million
Stocks 44
Filing on Aug 14, 2024 Q2 2024

Arrow Investment Advisors, LLC

  • IVW
  • QUAL
  • XLK
  • RPV
  • XLI
  • VOT
  • MTUM
Arrow Investment Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 61.5 Million
Stocks 47
Filing on Aug 14, 2024 Q2 2024

Greytown Advisors Inc.

  • MGV
  • MGK
  • VGK
  • VO
  • EWJ
  • VWO
  • VB
Greytown Advisors Inc.'s Q2 2024 Portfolio
Portfolio Value 169 Million
Stocks 71
Filing on Aug 14, 2024 Q2 2024

Rain Capital Management, LLC

  • IVV
  • VTI
  • ITOT
  • VT
  • IEF
  • IGSB
  • EFA
Rain Capital Management, LLC's Q2 2024 Portfolio
Portfolio Value 142 Million
Stocks 95
Filing on Aug 14, 2024 Q2 2024

Regis Acquisition Inc.

  • IEFA
  • VTI
  • IEMG
  • BOND
  • LEVI
  • VEA
  • VNQ
Regis Acquisition Inc.'s Q2 2024 Portfolio
Portfolio Value 164 Million
Stocks 40
Filing on Aug 14, 2024 Q2 2024

Global Frontier Investments LLC

  • JPM
  • AXP
  • PGR
  • MA
  • BRK-A
  • KKR
  • WAL
Global Frontier Investments LLC's Q2 2024 Portfolio
Portfolio Value 335 Million
Stocks 20
Filing on Aug 14, 2024 Q2 2024

Dryden Capital, LLC

  • EMLD
  • IVCB
  • FIS
  • SVII
  • WMPN
  • WTW
  • CLST
Dryden Capital, LLC's Q2 2024 Portfolio
Portfolio Value 35.5 Million
Stocks 30
Filing on Aug 14, 2024 Q2 2024

Vantage Financial Partners Ltd., Inc.

  • SPY
  • DFAI
  • FBND
  • ITOT
  • CGGR
  • IJR
  • QQQ
Vantage Financial Partners Ltd., Inc.'s Q2 2024 Portfolio
Portfolio Value 394 Million
Stocks 103
Filing on Aug 14, 2024 Q2 2024

Geisinger Health

  • AGG
  • RSP
  • HYG
  • IEMG
  • EFV
Geisinger Health's Q2 2024 Portfolio
Portfolio Value 344 Billion
Stocks 5
Filing on Aug 14, 2024 Q2 2024

Little Harbor Advisors, LLC

  • SPY
  • QQQ
  • BKLN
  • SRLN
  • SJNK
  • FTSL
  • SHYG
Little Harbor Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 155 Million
Stocks 8
Filing on Aug 14, 2024 Q2 2024

Wunderlich Capital Managemnt

  • JPST
  • MSFT
  • AMZN
  • AAPL
  • AVGO
  • META
  • IEF
Wunderlich Capital Managemnt's Q2 2024 Portfolio
Portfolio Value 212 Million
Stocks 105
Filing on Aug 14, 2024 Q2 2024

Victory Financial Group, LLC

  • IWY
  • SCHD
  • IMCG
  • FVD
  • VOO
  • XLK
  • MDY
Victory Financial Group, LLC's Q2 2024 Portfolio
Portfolio Value 214 Billion
Stocks 78
Filing on Aug 14, 2024 Q2 2024

Arena Investors LP

  • QQQ
  • HCP
  • YOTAR
  • RVPHW
  • CNGLW
  • DECAW
  • EDBLW
Arena Investors LP's Q2 2024 Portfolio
Portfolio Value 79 Million
Stocks 29
Filing on Aug 14, 2024 Q2 2024

3 G Sahana Capital Management LP

  • WAB
  • WTW
  • CSX
  • SIX
  • VVV
  • CHTR
  • TPX
3 G Sahana Capital Management LP's Q2 2024 Portfolio
Portfolio Value 645 Million
Stocks 10
Filing on Aug 14, 2024 Q2 2024

Hazelview Securities Inc.

  • DLR
  • EQIX
  • PSA
  • WELL
  • INVH
  • AVB
  • EQR
Hazelview Securities Inc.'s Q2 2024 Portfolio
Portfolio Value 513 Million
Stocks 29
Filing on Aug 14, 2024 Q2 2024

Logan Capital Management Inc

  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • KLAC
  • META
  • MA
Logan Capital Management Inc's Q2 2024 Portfolio
Portfolio Value 2.24 Billion
Stocks 623
Filing on Aug 13, 2024 Q2 2024

Wittenberg Investment Management, Inc.

  • BRK-B
  • AAPL
  • GOOGL
  • GOOG
  • JPM
  • LILA
  • WBD
Wittenberg Investment Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 254 Million
Stocks 81
Filing on Aug 13, 2024 Q2 2024

Black Rock Inc.

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • GOOG
Black Rock Inc.'s Q2 2024 Portfolio
Portfolio Value 4.35 Trillion
Stocks 48161