Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Letson Investment Management, Inc.

  • ABBV
  • V
  • ABT
  • ACN
  • JNJ
  • AXP
  • SYK
Letson Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 253 Billion
Stocks 93
Filing on Aug 14, 2025 Q2 2025

Hilton Capital Management, LLC

  • VCSH
  • JAAA
  • JEPQ
  • JPIE
  • JEPI
  • MSFT
  • BKLN
Hilton Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 170
Filing on Aug 14, 2025 Q2 2025

Eaton Cambridge Inc.

  • DFAC
  • VCSH
  • DFIC
  • BND
  • DFEM
  • BSV
  • AVUS
Eaton Cambridge Inc.'s Q2 2025 Portfolio
Portfolio Value 265 Billion
Stocks 38
Filing on Aug 14, 2025 Q2 2025

Core Cap Advisors, LLC

  • SPYG
  • VTI
  • BND
  • VOO
  • XLK
  • QQQ
  • SPYV
Core Cap Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 2762
Filing on Aug 14, 2025 Q2 2025

Mercer Global Advisors Inc

  • AGG
  • BSV
  • VOO
  • DFAC
  • MTUM
  • VEA
  • DFUV
Mercer Global Advisors Inc 's Q2 2025 Portfolio
Portfolio Value 48.3 Billion
Stocks 2249
Filing on Aug 14, 2025 Q2 2025

Talisman Wealth Advisors LLC

  • DGRO
  • VYM
  • IWF
  • SCHD
  • MSFT
  • HYG
  • NVDA
Talisman Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 110 Million
Stocks 113
Filing on Aug 14, 2025 Q2 2025

Destination Wealth Management

  • AAPL
  • AGG
  • SDY
  • IJR
  • MSFT
  • TLH
  • STIP
Destination Wealth Management's Q2 2025 Portfolio
Portfolio Value 3.3 Billion
Stocks 287
Filing on Aug 14, 2025 Q2 2025

Valley Financial Group, Inc.

  • IVV
  • VEU
  • QVAL
  • QMOM
  • IMOM
  • IVAL
  • VTI
Valley Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 61
Filing on Aug 14, 2025 Q2 2025

Heitman Real Estate Securities LLC

  • WELL
  • PLD
  • EQIX
  • SPG
  • EXR
  • DLR
  • EQR
Heitman Real Estate Securities LLC's Q2 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 56
Filing on Aug 14, 2025 Q2 2025

Shay Capital LLC

  • SPY
  • BABA
  • PCT
  • SLV
  • PCT
  • GEO
  • GLNG
Shay Capital LLC's Q2 2025 Portfolio
Portfolio Value 722 Million
Stocks 314
Filing on Aug 14, 2025 Q2 2025

Knightsbridge Asset Management, LLC

  • SPLG
  • SPDW
  • SPEM
  • AAPL
  • MSFT
  • UAL
  • DFAC
Knightsbridge Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 392 Million
Stocks 152
Filing on Aug 14, 2025 Q2 2025

Dean Capital Management

  • LFUS
  • BELFB
  • AEIS
  • ALG
  • ESE
  • VSH
  • WHD
Dean Capital Management's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 125
Filing on Aug 14, 2025 Q2 2025

Elevatus Welath Management

  • VOO
  • MSFT
  • META
  • NVDA
  • JPST
  • EFA
  • VNLA
Elevatus Welath Management's Q2 2025 Portfolio
Portfolio Value 300 Billion
Stocks 113
Filing on Aug 14, 2025 Q2 2025

Widmann Financial Services, Inc.

  • IEFA
  • MSFT
  • AVUV
  • IWD
  • AAPL
  • IWF
  • IBM
Widmann Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 142 Million
Stocks 108
Filing on Aug 14, 2025 Q2 2025

Ipg Investment Advisors LLC

  • SPY
  • OI
  • NVDA
  • CX
  • GT
  • MGA
  • AMZN
Ipg Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 512 Billion
Stocks 178
Filing on Aug 14, 2025 Q2 2025

Bellevue Group Ag

  • ARGX
  • IONS
  • NBIX
  • ALNY
  • ABT
  • SYK
  • ISRG
Bellevue Group Ag's Q2 2025 Portfolio
Portfolio Value 4.39 Billion
Stocks 175
Filing on Aug 14, 2025 Q2 2025

Granite Fo LLC

  • SPY
  • BRK-A
  • VIG
  • VYM
  • BRK-B
  • MDY
  • GBDC
Granite Fo LLC's Q2 2025 Portfolio
Portfolio Value 177 Billion
Stocks 630
Filing on Aug 14, 2025 Q2 2025

Benjamin Edwards Inc

  • AAPL
  • MSFT
  • SPMB
  • SPDW
  • TLH
  • IUSG
  • IUSV
Benjamin Edwards Inc's Q2 2025 Portfolio
Portfolio Value 7.45 Billion
Stocks 1697