Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2024 Q1 2024

American Family Insurance Mutual Holding CO

  • HYDW
  • VCSH
  • VCIT
  • IWP
  • IGIB
  • IGSB
  • TDW
American Family Insurance Mutual Holding CO's Q1 2024 Portfolio
Portfolio Value 531 Million
Stocks 9
Filing on May 14, 2024 Q1 2024

Orion Resource Partners (Usa) LP

  • SAND
  • IE
  • IAUX
  • DC
Orion Resource Partners (Usa) LP's Q1 2024 Portfolio
Portfolio Value 333 Billion
Stocks 4
Filing on May 14, 2024 Q1 2024

Mercer Investments LLC

  • FMX
  • VIG
  • VOO
  • FNV
  • MELI
  • CCU
  • ISRA
Mercer Investments LLC's Q1 2024 Portfolio
Portfolio Value 62.7 Million
Stocks 9
Filing on May 14, 2024 Q1 2024

Connectus Wealth, LLC

  • AMZN
  • AAPL
  • GOOG
  • MSFT
  • MA
  • COST
  • META
Connectus Wealth, LLC's Q1 2024 Portfolio
Portfolio Value 4.37 Billion
Stocks 417
Filing on May 14, 2024 Q1 2024

Ml & R Wealth Management LLC

  • DFUS
  • DFUV
  • DFAT
  • DFAS
  • DFIV
  • DFAC
  • IWB
Ml & R Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 435 Million
Stocks 70
Filing on May 14, 2024 Q1 2024

Cook Street Consulting, Inc.

  • ENB
  • SWN
Cook Street Consulting, Inc.'s Q1 2024 Portfolio
Portfolio Value 326 Million
Stocks 2
Filing on May 14, 2024 Q1 2024

Segantii Capital Management LTD

  • WRK
  • BABA
  • ANSS
  • KWEB
  • HES
  • CERE
  • AMED
Segantii Capital Management LTD's Q1 2024 Portfolio
Portfolio Value 807 Million
Stocks 100
Filing on May 13, 2024 Q1 2024

Inter Ocean Capital Group, LLC

  • SPY
  • AAPL
  • XLK
  • MSFT
  • AMZN
  • BRK-B
  • GOOG
Inter Ocean Capital Group, LLC's Q1 2024 Portfolio
Portfolio Value 4.03 Billion
Stocks 506
Filing on May 13, 2024 Q1 2024

Merlin Capital LLC

  • ASML
  • NVDA
  • AMZN
  • CMG
  • META
  • DECK
  • AMAT
Merlin Capital LLC's Q1 2024 Portfolio
Portfolio Value 32.2 Million
Stocks 52
Filing on May 13, 2024 Q1 2024

Perella Weinberg Partners Capital Management LP

  • IEF
  • SPY
  • SCHP
  • SHY
  • BBJP
  • BWX
  • GLD
Perella Weinberg Partners Capital Management LP's Q1 2024 Portfolio
Portfolio Value 935 Million
Stocks 26
Filing on May 13, 2024 Q1 2024

Ratio Wealth Group

  • VCIT
  • VOO
  • EFV
  • PFFD
  • VIG
  • IEFA
  • VYM
Ratio Wealth Group's Q1 2024 Portfolio
Portfolio Value 516 Million
Stocks 80
Filing on May 13, 2024 Q1 2024

Degroof Petercam Asset Management

  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • PG
  • AAPL
  • MA
Degroof Petercam Asset Management's Q1 2024 Portfolio
Portfolio Value 8.32 Trillion
Stocks 625
Filing on May 10, 2024 Q1 2024

Lynwood Capital Management Inc.

  • USAS
  • GDX
  • ALT
  • IMMX
  • AMD
  • PBR
  • SQM
Lynwood Capital Management Inc.'s Q1 2024 Portfolio
Portfolio Value 11.2 Million
Stocks 57
Filing on May 10, 2024 Q1 2024

Credit Suisse Ag

  • MSFT
  • NVDA
  • AAPL
  • UBS
  • AMZN
  • GOOGL
  • GOOG
Credit Suisse Ag's Q1 2024 Portfolio
Portfolio Value 101 Billion
Stocks 8330
Filing on May 10, 2024 Q1 2024

Newfoundland Capital Management

  • VSTA
  • NU
  • ELP
Newfoundland Capital Management's Q1 2024 Portfolio
Portfolio Value 9.47 Billion
Stocks 3
Filing on May 10, 2024 Q1 2024

Financial Advisory Group

  • VOO
  • DBEF
  • SPY
  • SPDW
  • IJH
  • DIA
  • MDY
Financial Advisory Group's Q1 2024 Portfolio
Portfolio Value 552 Million
Stocks 91
Filing on May 10, 2024 Q1 2024

Tortoise Index Solutions, LLC

  • WMB
  • OKE
  • ENB
  • TRP
  • LNG
  • KMI
  • TRGP
Tortoise Index Solutions, LLC's Q1 2024 Portfolio
Portfolio Value 494 Million
Stocks 64
Filing on May 10, 2024 Q1 2024

Van Leeuwen & Company, LLC

  • MSFT
  • GOOG
  • BRK-B
  • V
  • VRTX
  • ROST
  • HUBB
Van Leeuwen & Company, LLC's Q1 2024 Portfolio
Portfolio Value 196 Million
Stocks 88