Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Nucleo Capital Ltda.

  • STNE
  • MELI
  • SGML
Nucleo Capital Ltda.'s Q1 2025 Portfolio
Portfolio Value 45.5 Billion
Stocks 6
Filing on May 15, 2025 Q1 2025

Covalent Partners LLC

  • IWM
  • SPY
  • CNK
  • MCS
  • CRC
  • SEAT
  • EPRPRC
Covalent Partners LLC's Q1 2025 Portfolio
Portfolio Value 13.3 Million
Stocks 15
Filing on May 15, 2025 Q1 2025

U S Wealth Group, Llc.

  • TLT
  • IEF
  • AGG
  • AAPL
  • NVDA
  • SCHX
  • MSFT
U S Wealth Group, Llc.'s Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 40
Filing on May 15, 2025 Q1 2025

Landmark Investment Partners, L.P.

  • ESS
  • DEI
  • FR
  • CSGP
  • VTR
  • CPT
  • AIV
Landmark Investment Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 380 Billion
Stocks 36
Filing on May 15, 2025 Q1 2025

Greenbrier Partners Capital Management, LLC

  • AAPL
  • META
  • COST
  • AMZN
  • GOOG
  • GOOGL
  • MKL
Greenbrier Partners Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 14
Filing on May 15, 2025 Q1 2025

Mpwm Advisory Solutions, LLC

  • SPY
  • SPTM
  • SPTL
  • QQQ
  • QQQM
  • SFLR
  • XLI
Mpwm Advisory Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 734
Filing on May 15, 2025 Q1 2025

Bwcp, LP

  • ZETA
  • BYD
  • PLNT
  • ADSK
  • SKX
  • CPNG
  • DKNG
Bwcp, LP's Q1 2025 Portfolio
Portfolio Value 458 Million
Stocks 24
Filing on May 15, 2025 Q1 2025

Pender Fund Capital Management Ltd.

  • PPLT
  • SANG
  • PAR
  • BUR
  • WIW
  • FET
  • Z
Pender Fund Capital Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 142
Filing on May 15, 2025 Q1 2025

Cito Capital Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • V
  • AMZN
  • META
  • HD
Cito Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 263 Million
Stocks 178
Filing on May 15, 2025 Q1 2025

Millstreet Capital Management LLC

  • CPS
Millstreet Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 278 Billion
Stocks 2
Filing on May 15, 2025 Q1 2025

Awm Investment Company, Inc.

  • ADMA
  • FRGE
  • AMSC
  • MASS
  • PWFL
  • PI
  • GAMB
Awm Investment Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 627 Million
Stocks 95
Filing on May 15, 2025 Q1 2025

Diamant Asset Management, Inc.

  • AAPL
  • V
  • MSFT
  • PGR
  • COST
  • GOOGL
  • ABBV
Diamant Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 131 Million
Stocks 72
Filing on May 15, 2025 Q1 2025

Occidental Asset Management, LLC

  • NVDA
  • AAPL
  • FLOT
  • SPSB
  • SPIB
  • MSFT
  • BNDC
Occidental Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 656 Million
Stocks 253
Filing on May 15, 2025 Q1 2025

Cardiff Park Advisors, LLC

  • DFAC
  • VTI
  • META
  • DFAX
  • DFUV
  • SPY
  • AAPL
Cardiff Park Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 347
Filing on May 15, 2025 Q1 2025

Beaird Harris Wealth Management, LLC

  • DFCF
  • DFSD
  • AVLV
  • VOO
  • DFUV
  • AVUV
  • DUHP
Beaird Harris Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 508
Filing on May 15, 2025 Q1 2025

Beryl Capital Management LLC

  • ITCI
  • BECN
  • CMRX
  • DNB
  • NVRO
  • TSVT
  • AMSWA
Beryl Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 240 Million
Stocks 13
Filing on May 15, 2025 Q1 2025

Criteria Caixa, S.A.U.

  • ABBV
  • GOOGL
  • KHC
  • MSFT
  • AMZN
  • UBER
  • IQV
Criteria Caixa, S.A.U.'s Q1 2025 Portfolio
Portfolio Value 681 Billion
Stocks 13
Filing on May 15, 2025 Q1 2025

Morgan Stanley

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • SPY
Morgan Stanley's Q1 2025 Portfolio
Portfolio Value 1.36 Trillion
Stocks 44800