Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Annie E. Casey Foundation, Inc.

  • UPS
Annie E. Casey Foundation, Inc.'s Q2 2025 Portfolio
Portfolio Value 42.5 Billion
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Balanced Rock Investment Advisor

  • DFSI
  • USXF
  • RAFE
  • ESGU
  • DMXF
  • SPHQ
  • ESGD
Balanced Rock Investment Advisor's Q2 2025 Portfolio
Portfolio Value 127 Billion
Stocks 96
Filing on Aug 14, 2025 Q2 2025

Cibc World Markets Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • IYR
Cibc World Markets Corp's Q2 2025 Portfolio
Portfolio Value 14.8 Billion
Stocks 1554
Filing on Aug 14, 2025 Q2 2025

Salzhauer Michael

  • C
  • BAC
  • BAC
  • WFC
  • FRST
  • SNV
  • SMBK
Salzhauer Michael's Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 80
Filing on Aug 14, 2025 Q2 2025

Whitford Management LLC

  • SPY
  • MSFT
  • AMZN
  • SHYG
  • MA
  • AVGO
  • TDG
Whitford Management LLC's Q2 2025 Portfolio
Portfolio Value 94.3 Billion
Stocks 16
Filing on Aug 14, 2025 Q2 2025

Avenir Corp

  • MSFT
  • MKL
  • AMT
  • AMZN
  • ORLY
  • CPRT
  • BRK-B
Avenir Corp's Q2 2025 Portfolio
Portfolio Value 922 Million
Stocks 74
Filing on Aug 14, 2025 Q2 2025

Oakland Financial Corp

  • AAPL
  • KNX
  • OKE
  • PSX
  • CVX
  • ARCB
  • UPS
Oakland Financial Corp's Q2 2025 Portfolio
Portfolio Value 5.31 Billion
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Swan Capital LLC

  • VYMI
  • VCLT
  • VGT
  • VNQ
  • BRK-B
  • VONG
  • VOT
Swan Capital LLC's Q2 2025 Portfolio
Portfolio Value 230 Billion
Stocks 480
Filing on Aug 14, 2025 Q2 2025

Hook Mill Capital Partners, LP

  • CCL
  • TPR
  • FIVE
  • CNK
  • MDLZ
  • DG
  • HD
Hook Mill Capital Partners, LP's Q2 2025 Portfolio
Portfolio Value 872 Million
Stocks 38
Filing on Aug 14, 2025 Q2 2025

Silverarc Capital Management, LLC

  • MRUS
  • AKRO
  • VRNA
  • URGN
  • RYTM
  • INSM
  • KALV
Silverarc Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 414 Million
Stocks 65
Filing on Aug 14, 2025 Q2 2025

Tandem Wealth Advisors LLC

  • AGG
  • EFA
  • MDY
  • SPY
  • DGRO
  • MBB
  • RSP
Tandem Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on Aug 14, 2025 Q2 2025

Ssi Investment Management LLC

  • IVV
  • LQD
  • IYW
  • VXUS
  • JAAA
  • BUFR
  • BKLN
Ssi Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 562
Filing on Aug 14, 2025 Q2 2025

Btg Pactual Asset Management Us LLC

  • SPY
  • IWF
  • MGK
  • SPY
  • MGV
  • VGK
  • BRK-B
Btg Pactual Asset Management Us LLC's Q2 2025 Portfolio
Portfolio Value 913 Billion
Stocks 248
Filing on Aug 14, 2025 Q2 2025

Iii Capital Management

  • SPY
  • VCSH
  • HYG
  • RSP
  • WDC
  • HRI
  • H
Iii Capital Management's Q2 2025 Portfolio
Portfolio Value 486 Million
Stocks 52
Filing on Aug 14, 2025 Q2 2025

Cypress Asset Management Inc

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • LLY
  • JPM
  • AMZN
Cypress Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 405 Million
Stocks 111
Filing on Aug 14, 2025 Q2 2025

Alpha Dna Investment Management LLC

  • IWM
  • AAPL
  • SPY
  • MSFT
  • JPM
  • UNP
  • META
Alpha Dna Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 8.98 Billion
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Chilton Investment CO Inc.

  • MSFT
  • COST
  • SHW
  • RSG
  • HD
  • MA
  • AJG
Chilton Investment CO Inc.'s Q2 2025 Portfolio
Portfolio Value 4.44 Billion
Stocks 219
Filing on Aug 14, 2025 Q2 2025

Galileo (Ptc) LTD

  • DDL
Galileo (Ptc) LTD's Q2 2025 Portfolio
Portfolio Value 23.7 Million
Stocks 3