Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Menlo Advisors LLC

  • BRK-B
  • GLD
  • GOOG
  • MSFT
  • GDX
  • GOOGL
  • QVAL
Menlo Advisors LLC's Q2 2025 Portfolio
Portfolio Value 186 Million
Stocks 29
Filing on Aug 06, 2025 Q2 2025

Summit Investment Advisors, Inc.

  • BSJP
  • IWF
  • BSCR
  • IBHF
  • BSJQ
  • IBDS
  • IWB
Summit Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 55
Filing on Aug 06, 2025 Q2 2025

Bullseye Investment Management, LLC

  • KNG
  • MSFT
  • POCT
  • XLV
  • AMLP
  • AVGO
  • FTSL
Bullseye Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 62.4 Million
Stocks 91
Filing on Aug 06, 2025 Q2 2025

Quaero Capital S.A.

  • TSM
  • ETN
  • NEE
  • HASI
  • VRT
  • HUBB
  • ETR
Quaero Capital S.A.'s Q2 2025 Portfolio
Portfolio Value 21.6 Million
Stocks 65
Filing on Aug 06, 2025 Q2 2025

Horan Securities, Inc.

  • IVV
  • IJH
  • IJR
  • PG
  • AAPL
  • MSFT
  • IWF
Horan Securities, Inc.'s Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 152
Filing on Aug 06, 2025 Q2 2025

Climber Capital Sa

  • VOO
  • GLD
  • SHV
  • SPSB
  • SDY
  • VCSH
  • RYT
Climber Capital Sa's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 66
Filing on Aug 05, 2025 Q2 2025

Blue Investment Partners LLC

  • AAPL
  • AMZN
  • USFR
  • SPY
  • IDEV
  • SCHB
  • NVDA
Blue Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 262 Million
Stocks 52
Filing on Aug 05, 2025 Q2 2025

First Horizon Advisors, Inc.

  • SPY
  • IVV
  • MSFT
  • JPM
  • AVGO
  • AAPL
  • IJH
First Horizon Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 3.81 Billion
Stocks 1902
Filing on Aug 05, 2025 Q2 2025

J. W. Coons Advisors, LLC

  • AAPL
  • ZWS
  • MSFT
  • SPY
  • KLAC
  • GOOGL
  • JPM
J. W. Coons Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 430 Million
Stocks 240
Filing on Aug 05, 2025 Q2 2025

Scarborough Advisors, LLC

  • SPYV
  • QQQM
  • QUAL
  • DYNF
  • IEMG
  • SPLG
  • FTCS
Scarborough Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 452 Million
Stocks 468
Filing on Aug 05, 2025 Q2 2025

Sebold Capital Management, Inc.

  • RSP
  • VO
  • VIG
  • FNDE
  • VEA
  • VGT
  • BND
Sebold Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 78
Filing on Aug 04, 2025 Q2 2025

Bordeaux Wealth Advisors LLC

  • NVDA
  • VTI
  • GOOG
  • AAPL
  • MSFT
  • BA
  • GOOGL
Bordeaux Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 777 Million
Stocks 158
Filing on Aug 04, 2025 Q2 2025

Dumac, Inc.

  • INDA
  • MMYT
  • ZTO
  • IHS
  • ARCO
  • KKS.F
Dumac, Inc.'s Q2 2025 Portfolio
Portfolio Value 12.2 Million
Stocks 7
Filing on Aug 04, 2025 Q2 2025

Covey Capital Advisors, LLC

  • BRK-B
  • KKR
  • V
  • BKNG
  • PGR
  • META
  • GOOGL
Covey Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 89.4 Million
Stocks 42
Filing on Aug 04, 2025 Q2 2025

Evergreen Advisors, LLC

  • SCHB
  • SCHF
  • VCIT
  • SCHD
  • VGIT
  • VMBS
  • IJR
Evergreen Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 377 Million
Stocks 22
Filing on Aug 04, 2025 Q2 2025

Shorepath Capital Management LLC

  • GS
  • META
  • BAC
  • AAPL
  • V
  • DELL
  • BRK-B
Shorepath Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 23
Filing on Aug 01, 2025 Q2 2025

Lipe & Dalton

  • AAPL
  • GS
  • GOOG
  • BA
  • CM
  • HSY
  • EMR
Lipe & Dalton's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 90
Filing on Jul 31, 2025 Q2 2025

Bip Alliance, LLC

  • VOO
  • VEA
  • VTEB
  • BND
  • VXF
  • VGT
  • VWO
Bip Alliance, LLC's Q2 2025 Portfolio
Portfolio Value 260 Billion
Stocks 49