Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Bank Of America Corp

  • MSFT
  • NVDA
  • AAPL
  • VTV
  • VUG
  • SPY
  • AMZN
Bank Of America Corp 's Q2 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 28404
Filing on Aug 14, 2025 Q2 2025

Starwood Capital Group Management, L.L.C.

  • CPT
  • MAA
  • FR
  • EQR
  • NXRT
  • VRE
  • SMRT
Starwood Capital Group Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 151 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Arrow Mark Colorado Holdings LLC

  • CARG
  • TRMB
  • ALIT
  • CHDN
  • CERT
  • LNG
  • SPT
Arrow Mark Colorado Holdings LLC's Q2 2025 Portfolio
Portfolio Value 4.91 Billion
Stocks 301
Filing on Aug 14, 2025 Q2 2025

Four World Capital Management LLC

  • ESGR
  • GOGL
  • SKX
  • EVLV
  • SPY
  • BMY
  • ABUS
Four World Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 22
Filing on Aug 14, 2025 Q2 2025

Cantor Fitzgerald, L. P.

  • NVDA
  • NVDA
  • MSTR
  • MSTR
  • SPY
  • NVDA
  • SPY
Cantor Fitzgerald, L. P.'s Q2 2025 Portfolio
Portfolio Value 90.6 Billion
Stocks 546
Filing on Aug 14, 2025 Q2 2025

Essential Planning, Llc.

  • BND
  • DFAU
  • DFAI
  • VTI
  • DFCF
  • LLY
  • DFAE
Essential Planning, Llc.'s Q2 2025 Portfolio
Portfolio Value 269 Billion
Stocks 82
Filing on Aug 14, 2025 Q2 2025

Harvey Capital Management Inc

  • NVDA
  • AMZN
  • MSFT
  • GOOG
  • AAPL
  • URI
  • ORCL
Harvey Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 424 Million
Stocks 79
Filing on Aug 14, 2025 Q2 2025

Ep Wealth Advisors, LLC

  • VUG
  • BIV
  • AAPL
  • VIGI
  • IGSB
  • MSFT
  • VTV
Ep Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 14.6 Billion
Stocks 1422
Filing on Aug 14, 2025 Q2 2025

Linonia Partnership LP

  • GWRE
  • TPX
  • VEEV
  • LYV
  • TDG
  • SHAK
Linonia Partnership LP's Q2 2025 Portfolio
Portfolio Value 3.06 Trillion
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Immersion Capital LLP

  • RYAAY
  • V
  • HDB
  • CNI
  • IWM
  • BP
  • CNQ
Immersion Capital LLP's Q2 2025 Portfolio
Portfolio Value 62.8 Million
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Godshalk Welsh Capital Management, Inc.

  • MSFT
  • AAPL
  • ORCL
  • INTU
  • COST
  • BRK-B
  • AXP
Godshalk Welsh Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 130
Filing on Aug 14, 2025 Q2 2025

Bank Of Hawaii

  • VEA
  • VUG
  • IVV
  • SPY
  • VTI
  • VTV
  • IXUS
Bank Of Hawaii's Q2 2025 Portfolio
Portfolio Value 1.88 Billion
Stocks 286
Filing on Aug 14, 2025 Q2 2025

Alpine Global Management, LLC

  • IMVT
  • CLM
  • ACHR
  • CRF
  • PARA
  • IWM
  • JNPR
Alpine Global Management, LLC's Q2 2025 Portfolio
Portfolio Value 280 Million
Stocks 162
Filing on Aug 14, 2025 Q2 2025

Steinberg Asset Management LLC

  • GLNG
  • NVGS
  • ACGL
  • GOOG
  • MSGS
  • IQV
  • ACM
Steinberg Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 37
Filing on Aug 14, 2025 Q2 2025

Monograph Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFAT
  • DISV
  • IGSB
  • DFEM
Monograph Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 765 Million
Stocks 125
Filing on Aug 14, 2025 Q2 2025

Quartz Partners, LLC

  • NVDA
  • AVGO
  • IVV
  • META
  • AAPL
  • BIL
  • VOO
Quartz Partners, LLC's Q2 2025 Portfolio
Portfolio Value 219 Billion
Stocks 173
Filing on Aug 14, 2025 Q2 2025

Argosy Lionbridge Management, LLC

  • WRE
  • AIV
  • REXR
  • FR
  • LEN
  • H
  • VRE
Argosy Lionbridge Management, LLC's Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Blue Capital, Inc.

  • DE
  • QQQ
  • VONG
  • SPLG
  • IEF
  • JPM
  • GLD
Blue Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 141 Billion
Stocks 85