Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Legacy Advisory Services, LLC

  • SHV
  • SPLG
  • SGOV
  • USMV
  • QUAL
  • IWX
  • IVV
Legacy Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 45
Filing on Aug 14, 2025 Q2 2025

Cook & Bynum Capital Management, LLC

  • BRK-B
  • BUD
  • FMX
  • LILAK
  • ABEV
  • LILA
Cook & Bynum Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 127 Million
Stocks 6
Filing on Aug 14, 2025 Q2 2025

Coastal Bridge Advisors, LLC

  • AAPL
  • MSFT
  • JEPI
  • BGB
  • AMZN
  • NVDA
  • SCHD
Coastal Bridge Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 449
Filing on Aug 14, 2025 Q2 2025

Water Island Capital LLC

  • AMED
  • ANSS
  • JNPR
  • HES
  • SWTX
  • DNB
  • SKX
Water Island Capital LLC's Q2 2025 Portfolio
Portfolio Value 506 Million
Stocks 76
Filing on Aug 14, 2025 Q2 2025

Pennant Investors, LP

  • MSFT
  • SATS
  • TDG
  • AR
  • AMZN
  • VRT
  • CHK
Pennant Investors, LP's Q2 2025 Portfolio
Portfolio Value 236 Million
Stocks 16
Filing on Aug 14, 2025 Q2 2025

Heard Capital LLC

  • TDG
  • FICO
  • AMT
  • APO
  • ADBE
  • BX
  • AVAV
Heard Capital LLC's Q2 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 21
Filing on Aug 14, 2025 Q2 2025

Science & Technology Partners, L.P.

  • APP
  • CYBR
  • NVDA
  • AVGO
  • SNOW
  • BSX
  • NTRA
Science & Technology Partners, L.P.'s Q2 2025 Portfolio
Portfolio Value 382 Billion
Stocks 42
Filing on Aug 14, 2025 Q2 2025

Boyer & Corporon Wealth Management, LLC

  • AVDE
  • IAU
  • DUK
  • JPM
  • DLR
  • WMT
  • MSFT
Boyer & Corporon Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 315 Million
Stocks 54
Filing on Aug 14, 2025 Q2 2025

Saudi Central Bank

  • META
  • XLE
  • SMH
  • PLTR
  • QQQ
  • VTV
  • SPY
Saudi Central Bank's Q2 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 54
Filing on Aug 14, 2025 Q2 2025

Perritt Capital Management Inc

  • DGRO
  • VIGI
  • SLYV
  • SPY
  • DFIS
  • DFIV
  • DFAE
Perritt Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 328
Filing on Aug 14, 2025 Q2 2025

Cura Wealth Advisors, LLC

  • ABBV
  • FSK
  • ABT
  • AINV
  • ARI
  • ACRE
  • EVV
Cura Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 116
Filing on Aug 14, 2025 Q2 2025

Sphera Funds Management Ltd.

  • TEVA
  • NVMI
  • XBI
  • SNDX
  • TSEM
  • CYTK
  • SNY
Sphera Funds Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 363 Million
Stocks 111
Filing on Aug 14, 2025 Q2 2025

Ironvine Capital Partners, LLC

  • MSFT
  • AMZN
  • V
  • SPGI
  • ADI
  • BRK-B
  • GOOG
Ironvine Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 880 Million
Stocks 51
Filing on Aug 14, 2025 Q2 2025

Principia Wealth Advisory, LLC

  • SPTM
  • QQQ
  • VEU
  • DBMF
  • VWO
  • EYPT
  • EMXC
Principia Wealth Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 943
Filing on Aug 14, 2025 Q2 2025

Kinloch Capital, LLC

  • VGT
  • FPE
  • FTSM
  • VOX
  • CAH
  • IBM
  • PM
Kinloch Capital, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 75
Filing on Aug 14, 2025 Q2 2025

Dark Forest Capital Management LP

  • LNG
  • NVDA
  • MSFT
  • PANW
  • SPG
  • MS
  • AAPL
Dark Forest Capital Management LP's Q2 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 1146
Filing on Aug 14, 2025 Q2 2025

Evr Research LP

  • IWM
  • PRO
  • ASTS
  • DAN
  • TWI
  • ALIT
  • GTES
Evr Research LP's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Steadfast Capital Management LP

  • AMZN
  • GOOGL
  • UNH
  • PLNT
  • FND
  • POOL
  • ANSS
Steadfast Capital Management LP's Q2 2025 Portfolio
Portfolio Value 4.9 Billion
Stocks 76