Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 16, 2025 Q1 2025

Farmers & Merchants Investments Inc

  • IVV
  • VEA
  • NNI
  • IJR
  • MSFT
  • AAPL
  • IJH
Farmers & Merchants Investments Inc's Q1 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 1747
Filing on Apr 16, 2025 Q1 2025

Hmv Wealth Advisors, LLC

  • DFAT
  • AVUV
  • VTI
  • DFAC
  • DFIV
  • AVDV
  • DFEM
Hmv Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 80
Filing on Apr 16, 2025 Q1 2025

Hassell Wealth Management, LLC

  • VTI
  • BNDX
  • VCIT
  • VEA
  • DFSV
  • VGIT
  • VCSH
Hassell Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 234 Billion
Stocks 25
Filing on Apr 16, 2025 Q1 2025

Tobam

  • T
  • CBOE
  • VZ
  • GIS
  • HSY
  • MCK
  • CHD
Tobam's Q1 2025 Portfolio
Portfolio Value 234 Million
Stocks 251
Filing on Apr 16, 2025 Q1 2025

Aubrey Capital Management LTD

  • MELI
  • SE
  • TCOM
  • GRAB
  • IBN
  • DIDIY
  • MMYT
Aubrey Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 229 Million
Stocks 52
Filing on Apr 16, 2025 Q1 2025

Patriot Investment Management Inc.

  • VTI
  • BND
  • VEA
  • VCIT
  • VEU
  • VWO
  • VCSH
Patriot Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 226
Filing on Apr 16, 2025 Q1 2025

Verity & Verity, LLC

  • GILD
  • ABBV
  • AVGO
  • CVX
  • RTX
  • JPM
  • AMGN
Verity & Verity, LLC's Q1 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 128
Filing on Apr 16, 2025 Q1 2025

Paragon Capital Management LTD

  • VIG
  • SPHQ
  • ABNB
  • COIN
  • MSFT
  • COWZ
  • IQLT
Paragon Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 465 Million
Stocks 197
Filing on Apr 16, 2025 Q1 2025

Delta Capital Management LLC

  • CWB
  • XOM
  • AAPL
  • JPM
  • PG
  • SCHW
  • SONY
Delta Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 253 Million
Stocks 102
Filing on Apr 16, 2025 Q1 2025

Northwestern University

  • BRK-A
  • RYAN
Northwestern University's Q1 2025 Portfolio
Portfolio Value 61.5 Million
Stocks 5
Filing on Apr 16, 2025 Q1 2025

Albert D Mason Inc

  • GOOG
  • SNA
  • NVS
  • ADP
  • META
  • CMI
  • KLAC
Albert D Mason Inc's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 144
Filing on Apr 16, 2025 Q1 2025

Gen Financial Management, Inc.

  • VIG
  • VIGI
  • SCHX
  • VGSH
  • COWZ
  • VTEB
  • BND
Gen Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 148 Billion
Stocks 51
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

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

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

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