Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 14, 2024 Q3 2024

Systm Wealth Solutions LLC

  • UNH
  • HSY
  • ELV
  • ADP
  • MSFT
  • AMP
  • ADI
Systm Wealth Solutions LLC's Q3 2024 Portfolio
Portfolio Value 3.29 Billion
Stocks 93
Filing on Nov 13, 2024 Q3 2024

Peak6 Investments LLC

  • NVDA
  • NVDA
  • AAPL
  • META
  • TSLA
  • TSLA
  • QQQ
Peak6 Investments LLC's Q3 2024 Portfolio
Portfolio Value 43.5 Billion
Stocks 3459
Filing on Nov 13, 2024 Q3 2024

Marlowe Partners LP

  • FRPT
  • LRCX
  • ELY
  • POOL
  • PLYA
  • RTO
Marlowe Partners LP's Q3 2024 Portfolio
Portfolio Value 24.9 Million
Stocks 8
Filing on Nov 13, 2024 Q3 2024

Wfa Of San Diego, LLC

  • AAPL
  • VTI
  • LECO
  • BRK-B
  • SPLV
  • PRF
  • VONG
Wfa Of San Diego, LLC's Q3 2024 Portfolio
Portfolio Value 116 Million
Stocks 421
Filing on Nov 13, 2024 Q3 2024

University Of Notre Dame Du Lac

  • BRK-B
University Of Notre Dame Du Lac's Q3 2024 Portfolio
Portfolio Value 66.8 Million
Stocks 1
Filing on Nov 13, 2024 Q3 2024

Minot Capital, LP

  • SPY
  • ACWI
  • EFA
  • VGSH
  • IEMG
  • IBB
Minot Capital, LP's Q3 2024 Portfolio
Portfolio Value 353 Million
Stocks 6
Filing on Nov 13, 2024 Q3 2024

Hold Co Asset Management, LP

  • PEBK
  • FBMS
  • CPF
  • EBMT
  • SHBI
  • HBNC
  • FMBH
Hold Co Asset Management, LP's Q3 2024 Portfolio
Portfolio Value 18.9 Billion
Stocks 15
Filing on Nov 13, 2024 Q3 2024

Steel Partners Holdings L.P.

  • BOOM
  • TRS
  • LXFR
  • MRCY
  • NPK
  • ME
  • GDOT
Steel Partners Holdings L.P.'s Q3 2024 Portfolio
Portfolio Value 81.2 Billion
Stocks 9
Filing on Nov 13, 2024 Q3 2024

Argent Financial Group, Inc.

  • AAPL
  • MSFT
  • VEA
  • ABBV
  • GOOG
  • SPY
  • QCOM
Argent Financial Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 842 Billion
Stocks 460
Filing on Nov 13, 2024 Q3 2024

Julian Robertson

Tiger Management L.L.C.
  • VOO
Julian Robertson's Q3 2024 Portfolio
Portfolio Value 22.8 Billion
Stocks 1
Filing on Nov 13, 2024 Q3 2024

Sun Valley Gold LLC

  • PPTA
  • GAU
  • VGZ
Sun Valley Gold LLC's Q3 2024 Portfolio
Portfolio Value 63 Million
Stocks 3
Filing on Nov 13, 2024 Q3 2024

Edmonds Duncan Registered Investment Advisors, LLC

  • FBND
  • SPDW
  • SPYG
  • SPYV
  • VIG
  • IEF
  • FLTR
Edmonds Duncan Registered Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 446 Million
Stocks 108
Filing on Nov 13, 2024 Q3 2024

Ranger Global Real Estate Advisors, LLC

  • AMH
  • ELS
  • EFC
  • LAMR
  • IRT
  • COLD
  • TRNO
Ranger Global Real Estate Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 203 Million
Stocks 21
Filing on Nov 13, 2024 Q3 2024

Kabouter Management, LLC

  • SCZ
  • STE
  • NICE
  • LPG
Kabouter Management, LLC's Q3 2024 Portfolio
Portfolio Value 15.6 Million
Stocks 4
Filing on Nov 13, 2024 Q3 2024

First Trust Investment Solutions L.P.

  • PWR
  • AAPL
  • META
  • NVDA
  • BRK-B
  • MSFT
  • LLY
First Trust Investment Solutions L.P.'s Q3 2024 Portfolio
Portfolio Value 888 Billion
Stocks 315
Filing on Nov 13, 2024 Q3 2024

Accel Growth Fund Iv Associates L.L.C.

  • PATH
Accel Growth Fund Iv Associates L.L.C.'s Q3 2024 Portfolio
Portfolio Value 58.7 Million
Stocks 1
Filing on Nov 13, 2024 Q3 2024

Point Break Capital Management, LLC

  • CZR
  • FOUR
  • MSFT
  • AMZN
  • FXI
  • META
  • LLY
Point Break Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 85.3 Million
Stocks 14
Filing on Nov 13, 2024 Q3 2024

Diversified, LLC

  • SCHX
  • SCHD
  • IWM
  • IVV
  • XLC
  • SMH
  • JPIE
Diversified, LLC's Q3 2024 Portfolio
Portfolio Value 861 Million
Stocks 229