Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Socorro Asset Management LP

  • AMT
  • TXN
  • CTRA
  • KO
  • MS
  • BDX
  • PFE
Socorro Asset Management LP's Q1 2025 Portfolio
Portfolio Value 256 Million
Stocks 33
Filing on May 15, 2025 Q1 2025

Gillson Capital LP

  • INVH
  • MA
  • AIZ
  • ICE
  • AMT
  • BR
  • FICO
Gillson Capital LP's Q1 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 64
Filing on May 15, 2025 Q1 2025

Rather & Kittrell, Inc.

  • DFIC
  • DFCF
  • DFSD
  • DFAC
  • DFNM
  • DFEM
  • DFAR
Rather & Kittrell, Inc.'s Q1 2025 Portfolio
Portfolio Value 418 Million
Stocks 85
Filing on May 15, 2025 Q1 2025

Johnson Financial Group, Inc.

  • IVV
  • IWF
  • IEFA
  • XLG
  • IEI
  • AAPL
  • JOUT
Johnson Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.01 Billion
Stocks 1191
Filing on May 15, 2025 Q1 2025

Sagefield Capital LP

  • HES
  • CHK
  • PR
  • MTDR
  • COP
  • RRC
  • OVV
Sagefield Capital LP's Q1 2025 Portfolio
Portfolio Value 751 Million
Stocks 176
Filing on May 15, 2025 Q1 2025

Crawford Fund Management, LLC

  • BA
  • UBER
  • LNG
  • SAM
  • UNH
  • UTHR
  • ROKU
Crawford Fund Management, LLC's Q1 2025 Portfolio
Portfolio Value 419 Billion
Stocks 366
Filing on May 15, 2025 Q1 2025

Waters Parkerson & Co., LLC

  • V
  • META
  • JPM
  • MSFT
  • TMO
  • HD
  • XOM
Waters Parkerson & Co., LLC's Q1 2025 Portfolio
Portfolio Value 1.81 Billion
Stocks 183
Filing on May 15, 2025 Q1 2025

Iii Capital Management

  • HYG
  • HYG
  • BKLN
  • LCID
  • CHTR
  • HRI
  • PCG
Iii Capital Management's Q1 2025 Portfolio
Portfolio Value 396 Million
Stocks 44
Filing on May 15, 2025 Q1 2025

Brandes Investment Partners, LP

  • CAE
  • ERJ
  • MCK
  • CI
  • DOX
  • BAC
  • WFC
Brandes Investment Partners, LP's Q1 2025 Portfolio
Portfolio Value 9.21 Billion
Stocks 452
Filing on May 15, 2025 Q1 2025

Atlanta Consulting Group Advisors, LLC

  • RSP
  • IVV
  • IJR
  • ARLP
  • IJH
  • JPM
  • VOO
Atlanta Consulting Group Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 343 Billion
Stocks 122
Filing on May 15, 2025 Q1 2025

Generali Asset Management Spa Sgr

  • NVDA
  • MSFT
  • AAPL
  • ARCC
  • GOOGL
  • AEM
  • AMZN
Generali Asset Management Spa Sgr's Q1 2025 Portfolio
Portfolio Value 4.06 Trillion
Stocks 494
Filing on May 15, 2025 Q1 2025

Fortress Private Ledger, LLC

  • PLTR
  • CGDV
  • AAPL
  • NVDA
  • MSFT
  • COKE
  • GLD
Fortress Private Ledger, LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 175
Filing on May 15, 2025 Q1 2025

Oaktop Capital Management Ii, L.P.

  • KLAC
  • ADI
  • AVGO
  • BMY
  • ASPN
  • PRGS
  • CEVA
Oaktop Capital Management Ii, L.P.'s Q1 2025 Portfolio
Portfolio Value 555 Million
Stocks 15
Filing on May 15, 2025 Q1 2025

Xiamen Xinweidachuang Investment Partnership (Limited Partnership)

  • LI
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)'s Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Grandeur Peak Global Advisors, LLC

  • FROG
  • LULU
  • CYBR
  • MPWR
  • ICLR
  • GLOB
  • BRKR
Grandeur Peak Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 803 Million
Stocks 112
Filing on May 15, 2025 Q1 2025

Parvin Asset Management, LLC

  • AAPL
  • MSFT
  • NEM
  • AEM
  • RTX
  • OR
  • AMGN
Parvin Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 91.3 Billion
Stocks 349
Filing on May 15, 2025 Q1 2025

Plustick Management LLC

  • NN
  • AR
  • APLD
  • INOD
  • COMM
  • SATS
  • BABA
Plustick Management LLC's Q1 2025 Portfolio
Portfolio Value 110 Million
Stocks 25
Filing on May 15, 2025 Q1 2025

Lead Edge Capital Management, LLC

  • YEXT
  • RELY
  • NCNO
  • APPN
  • TOST
  • ENFN
  • STNE
Lead Edge Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 309 Million
Stocks 10