Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2024 Q3 2024

Ensemble Capital

Ensemble Capital Management, LLC
  • HD
  • MA
  • BKNG
  • NFLX
  • BR
  • NVR
  • GOOGL
Ensemble Capital's Q3 2024 Portfolio
Portfolio Value 1.18 Billion
Stocks 22
Filing on Nov 12, 2024 Q3 2024

Landaas & CO

  • VTI
  • IWD
  • QUAL
  • TFLO
  • STLG
  • VOO
  • IWF
Landaas & CO 's Q3 2024 Portfolio
Portfolio Value 357 Million
Stocks 89
Filing on Nov 12, 2024 Q3 2024

Founders Circle Capital LLC

  • MNDY
  • HOOD
  • BARK
  • UDMY
  • CFLT
Founders Circle Capital LLC's Q3 2024 Portfolio
Portfolio Value 78.8 Million
Stocks 6
Filing on Nov 12, 2024 Q3 2024

Pinkerton Retirement Specialists, LLC

  • SPY
  • SCHX
  • IVW
  • QQQ
  • BIV
  • SCHF
  • IYR
Pinkerton Retirement Specialists, LLC's Q3 2024 Portfolio
Portfolio Value 686 Million
Stocks 135
Filing on Nov 12, 2024 Q3 2024

Shufro Rose & CO LLC

  • IBDS
  • DSTL
  • MSFT
  • AAPL
  • GLW
  • LLY
  • CEF
Shufro Rose & CO LLC's Q3 2024 Portfolio
Portfolio Value 1.27 Billion
Stocks 313
Filing on Nov 12, 2024 Q3 2024

Formidable Asset Management, LLC

  • PG
  • AAPL
  • KONG
  • FORH
  • MSFT
  • NVDA
  • META
Formidable Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 609 Million
Stocks 373
Filing on Nov 12, 2024 Q3 2024

Lubert Adler Management Company, LP

  • ACI
  • RC
Lubert Adler Management Company, LP's Q3 2024 Portfolio
Portfolio Value 47.9 Million
Stocks 3
Filing on Nov 12, 2024 Q3 2024

Trustees Of The Smith College

  • VNQ
  • AGG
Trustees Of The Smith College's Q3 2024 Portfolio
Portfolio Value 18.2 Million
Stocks 2
Filing on Nov 12, 2024 Q3 2024

Mayo Clinic

  • ACWI
  • ZNTL
Mayo Clinic's Q3 2024 Portfolio
Portfolio Value 2.72 Million
Stocks 3
Filing on Nov 12, 2024 Q3 2024

Kemper Corp

  • HMN
Kemper Corp's Q3 2024 Portfolio
Portfolio Value 1.2 Million
Stocks 2
Filing on Nov 12, 2024 Q3 2024

Ajo Vista, LLC

  • BEKE
  • QFIN
  • HMY
  • JD
  • BABA
  • KSA
  • VALE
Ajo Vista, LLC's Q3 2024 Portfolio
Portfolio Value 22.8 Million
Stocks 112
Filing on Nov 12, 2024 Q3 2024

Patrick Mauro Investment Advisor, Inc.

  • WSO
  • CME
  • IXUS
  • LMT
  • VZ
  • PFE
  • CSCO
Patrick Mauro Investment Advisor, Inc.'s Q3 2024 Portfolio
Portfolio Value 181 Million
Stocks 43
Filing on Nov 12, 2024 Q3 2024

Carolinas Wealth Consulting LLC

  • VONG
  • BIV
  • VOO
  • SCHD
  • IWF
  • VONV
  • AAPL
Carolinas Wealth Consulting LLC's Q3 2024 Portfolio
Portfolio Value 577 Million
Stocks 1052
Filing on Nov 12, 2024 Q3 2024

Taylor Hoffman Capital Management LLC

  • AAPL
  • ANET
  • META
  • FICO
  • AMAT
  • PG
  • SNA
Taylor Hoffman Capital Management LLC's Q3 2024 Portfolio
Portfolio Value 261 Billion
Stocks 114
Filing on Nov 12, 2024 Q3 2024

Scout Investments, Inc.

  • ADC
  • CBOE
  • DAL
  • PPL
  • FHN
  • MAA
  • CNP
Scout Investments, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.4 Billion
Stocks 192
Filing on Nov 12, 2024 Q3 2024

Alpha Core Capital LLC

  • MPLX
  • IWV
  • GLD
  • AAPL
  • MSFT
  • JPM
  • EPD
Alpha Core Capital LLC's Q3 2024 Portfolio
Portfolio Value 432 Million
Stocks 250
Filing on Nov 12, 2024 Q3 2024

Western Wealth Management, LLC

  • AAPL
  • QQQ
  • BRK-B
  • MSFT
  • QQQM
  • NVDA
  • SPLG
Western Wealth Management, LLC's Q3 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 745
Filing on Nov 12, 2024 Q3 2024

Great Valley Advisor Group, Inc.

  • NVDA
  • VCIT
  • AAPL
  • QGRO
  • MSFT
  • SPTL
  • DLN
Great Valley Advisor Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.84 Billion
Stocks 831