Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2023 Q2 2023

Jana Partners LLC

  • FRPT
  • THS
  • NEWR
  • FIS
  • MRCY
  • SPY
  • LH
Jana Partners LLC's Q2 2023 Portfolio
Portfolio Value 1.34 Billion
Stocks 9
Filing on Aug 14, 2023 Q2 2023

Linker Capital Management Inc.

  • SPY
  • MDY
  • AAPL
  • AFL
  • FISV
  • DIA
  • ACN
Linker Capital Management Inc.'s Q2 2023 Portfolio
Portfolio Value 76.2 Million
Stocks 39
Filing on Aug 14, 2023 Q2 2023

Kemper Corp Master Retirement Trust

  • VCLT
  • IGLB
Kemper Corp Master Retirement Trust's Q2 2023 Portfolio
Portfolio Value 141 Million
Stocks 2
Filing on Aug 14, 2023 Q2 2023

Silicon Hills Wealth Management, LLC

  • DFSD
  • AVUS
  • AVDV
  • AVSU
  • AVUV
  • QMOM
  • AAPL
Silicon Hills Wealth Management, LLC's Q2 2023 Portfolio
Portfolio Value 176 Million
Stocks 84
Filing on Aug 11, 2023 Q2 2023

Pfs Investments Inc.

  • MBB
  • SPDW
  • SPYG
  • QQQM
  • IVV
  • SPYV
  • QUAL
Pfs Investments Inc.'s Q2 2023 Portfolio
Portfolio Value 6.12 Billion
Stocks 512
Filing on Aug 11, 2023 Q2 2023

Lightspeed Ultimate General Partner Ix, Ltd.

  • BLND
Lightspeed Ultimate General Partner Ix, Ltd.'s Q2 2023 Portfolio
Portfolio Value 14.1 Million
Stocks 1
Filing on Aug 11, 2023 Q2 2023

Bloom Tree Partners, LLC

  • PBRA
  • JD
  • GOOG
  • CCK
  • C
  • OKTA
  • WDAY
Bloom Tree Partners, LLC's Q2 2023 Portfolio
Portfolio Value 216 Million
Stocks 44
Filing on Aug 10, 2023 Q2 2023

Heron Financial Group, LLC

  • VUG
  • VOO
  • EFAV
  • IWR
  • IWP
  • IJJ
  • VYM
Heron Financial Group, LLC's Q2 2023 Portfolio
Portfolio Value 185 Million
Stocks 142
Filing on Aug 10, 2023 Q2 2023

Pictet Asset Management Sa

  • MSFT
  • AAPL
  • TMO
  • RSG
  • SNPS
  • AMZN
  • NVDA
Pictet Asset Management Sa's Q2 2023 Portfolio
Portfolio Value 83.4 Billion
Stocks 1970
Filing on Aug 10, 2023 Q2 2023

Tekla Capital Management LLC

  • AMGN
  • JNJ
  • GILD
  • REGN
  • VRTX
  • LLY
  • UNH
Tekla Capital Management LLC's Q2 2023 Portfolio
Portfolio Value 2.53 Billion
Stocks 166
Filing on Aug 09, 2023 Q2 2023

Financial Architects, Inc

  • AAPL
  • SCHB
  • SCHD
  • MSFT
  • JEPI
  • TSLA
  • USMV
Financial Architects, Inc's Q2 2023 Portfolio
Portfolio Value 657 Million
Stocks 316
Filing on Aug 09, 2023 Q2 2023

Compton Capital Management Inc

  • AAPL
  • GOOG
  • CSCO
  • BX
  • ABT
  • PGX
  • MSFT
Compton Capital Management Inc 's Q2 2023 Portfolio
Portfolio Value 4.32 Billion
Stocks 8
Filing on Aug 09, 2023 Q2 2023

Endurance Wealth Management, Inc.

  • AAPL
  • QCOM
  • MTD
  • TMO
  • KMI
  • EW
  • HD
Endurance Wealth Management, Inc.'s Q2 2023 Portfolio
Portfolio Value 731 Million
Stocks 775
Filing on Aug 08, 2023 Q2 2023

Winder Investment Pte LTD

  • IFF
  • SXT
Winder Investment Pte LTD's Q2 2023 Portfolio
Portfolio Value 2.47 Billion
Stocks 3
Filing on Aug 08, 2023 Q2 2023

Vigilant Capital Management, LLC

  • AAPL
  • MSFT
  • JPM
  • ACN
  • V
  • ABT
  • UNH
Vigilant Capital Management, LLC's Q2 2023 Portfolio
Portfolio Value 1.34 Billion
Stocks 454
Filing on Aug 08, 2023 Q2 2023

Affinia Financial Group, LLC

  • MOAT
  • SPLG
  • SHV
  • TDVG
  • SPY
  • SPSM
  • IJH
Affinia Financial Group, LLC's Q2 2023 Portfolio
Portfolio Value 142 Million
Stocks 35
Filing on Aug 08, 2023 Q2 2023

Mcmillion Capital Management Inc

  • AAPL
  • MSFT
  • VBK
  • IGV
  • QQQ
  • COST
  • CVX
Mcmillion Capital Management Inc's Q2 2023 Portfolio
Portfolio Value 112 Million
Stocks 196
Filing on Aug 07, 2023 Q2 2023

Bradley Mark J.

  • LLY
  • AAPL
  • PG
  • MSFT
  • MA
  • DXCM
  • SYK
Bradley Mark J.'s Q2 2023 Portfolio
Portfolio Value 99.3 Million
Stocks 51