Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 29, 2025 Q4 2024

Sather Financial Group Inc

  • BRK-B
  • GOOG
  • MSFT
  • V
  • ROST
  • PYPL
  • SPGI
Sather Financial Group Inc's Q4 2024 Portfolio
Portfolio Value 1.35 Billion
Stocks 91
Filing on Jan 29, 2025 Q4 2024

Hartford Investment Management CO

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • TSLA
  • GOOGL
Hartford Investment Management CO's Q4 2024 Portfolio
Portfolio Value 2.99 Billion
Stocks 496
Filing on Jan 29, 2025 Q4 2024

Valley Brook Capital Group, Inc.

  • AAPL
  • MSFT
  • HD
  • NVDA
  • JPM
  • ABBV
  • AVGO
Valley Brook Capital Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 133 Million
Stocks 113
Filing on Jan 29, 2025 Q4 2024

Gladstone Institutional Advisory LLC

  • AAPL
  • NVDA
  • USFR
  • SPY
  • IVV
  • VOO
  • SPLG
Gladstone Institutional Advisory LLC's Q4 2024 Portfolio
Portfolio Value 2.1 Billion
Stocks 697
Filing on Jan 29, 2025 Q4 2024

Shade Tree Advisors LLC

  • VTI
  • VXUS
  • GFS
  • BND
  • VTEB
  • VOO
  • BIV
Shade Tree Advisors LLC's Q4 2024 Portfolio
Portfolio Value 99.2 Billion
Stocks 16
Filing on Jan 29, 2025 Q4 2024

Fairman Group, LLC

  • ACN
  • IVV
  • ACCD
  • VEA
  • VEEV
  • ESNT
  • WRB
Fairman Group, LLC's Q4 2024 Portfolio
Portfolio Value 121 Billion
Stocks 346
Filing on Jan 29, 2025 Q4 2024

Harbor Advisory Corp

  • VOO
  • GOOGL
  • AAPL
  • BRK-B
  • IVV
  • AMZN
  • VGK
Harbor Advisory Corp 's Q4 2024 Portfolio
Portfolio Value 304 Million
Stocks 86
Filing on Jan 29, 2025 Q4 2024

Portfolio Design Labs, LLC

  • TFLO
  • AAPL
  • NVDA
  • MSFT
  • GOOG
  • AMZN
  • META
Portfolio Design Labs, LLC's Q4 2024 Portfolio
Portfolio Value 487 Billion
Stocks 195
Filing on Jan 29, 2025 Q4 2024

Reik & Co., LLC

  • CHD
  • CTAS
  • WSM
  • BRK-B
  • MKC
  • USB
  • NFLX
Reik & Co., LLC's Q4 2024 Portfolio
Portfolio Value 394 Million
Stocks 77
Filing on Jan 29, 2025 Q4 2024

Community Bank & Trust, Waco, Texas

  • AAPL
  • MSFT
  • NVDA
  • BX
  • BRK-B
  • JPM
  • AMZN
Community Bank & Trust, Waco, Texas's Q4 2024 Portfolio
Portfolio Value 438 Million
Stocks 140
Filing on Jan 29, 2025 Q4 2024

Jsf Financial, LLC

  • IVV
  • AAPL
  • IVE
  • IEFA
  • XLG
  • QQQ
  • IWY
Jsf Financial, LLC's Q4 2024 Portfolio
Portfolio Value 343 Million
Stocks 122
Filing on Jan 29, 2025 Q4 2024

Polaris Capital Management, LLC

  • BPOP
  • JAZZ
  • TGLS
  • VIPS
  • ALSN
  • JPM
  • UTHR
Polaris Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.77 Billion
Stocks 96
Filing on Jan 29, 2025 Q4 2024

Cap Partners, LLC

  • SCHX
  • TSLA
  • VO
  • QQQE
  • NVDA
  • AVSC
  • AAPL
Cap Partners, LLC's Q4 2024 Portfolio
Portfolio Value 142 Billion
Stocks 133
Filing on Jan 29, 2025 Q4 2024

New Republic Capital, LLC

  • MS
  • AAPL
  • SPY
  • MSFT
  • JPM
  • NVDA
  • NSC
New Republic Capital, LLC's Q4 2024 Portfolio
Portfolio Value 153 Billion
Stocks 234
Filing on Jan 29, 2025 Q4 2024

Strengthening Families & Communities, LLC

  • VCR
  • NVDA
  • VGT
  • VAW
  • VIS
  • GOOGL
  • TSLA
Strengthening Families & Communities, LLC's Q4 2024 Portfolio
Portfolio Value 176 Million
Stocks 409
Filing on Jan 29, 2025 Q4 2024

Capital Wealth Alliance, LLC

  • PSLV
  • PHYS
  • MSTR
  • ABT
  • BIL
  • SHV
  • TFLO
Capital Wealth Alliance, LLC's Q4 2024 Portfolio
Portfolio Value 167 Million
Stocks 80
Filing on Jan 29, 2025 Q4 2024

Cigna Investments Inc

  • AAPL
  • NVDA
  • MSFT
  • ITOT
  • AMZN
  • META
  • TSLA
Cigna Investments Inc 's Q4 2024 Portfolio
Portfolio Value 573 Million
Stocks 458
Filing on Jan 29, 2025 Q4 2024

Principle Wealth Partners LLC

  • AAPL
  • JPM
  • XLG
  • VUG
  • SCHD
  • MSFT
  • VIG
Principle Wealth Partners LLC's Q4 2024 Portfolio
Portfolio Value 1.35 Billion
Stocks 334