Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Nepc LLC

  • VOO
  • VCSH
  • VGIT
  • VCIT
  • VGLT
  • VEA
  • VTC
Nepc LLC's Q2 2025 Portfolio
Portfolio Value 3.93 Trillion
Stocks 49
Filing on Aug 14, 2025 Q2 2025

Aquatic Capital Management LLC

  • TMO
  • WMT
  • PGR
  • NVDA
  • SOFI
  • TMUS
  • ABBV
Aquatic Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 4.8 Billion
Stocks 1209
Filing on Aug 14, 2025 Q2 2025

Ws Management Lllp

  • BRK-A
  • AMZN
  • MU
  • NVDA
  • GLD
  • TLT
  • BRK-B
Ws Management Lllp's Q2 2025 Portfolio
Portfolio Value 666 Million
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Ulysses Management LLC

  • SPY
  • QQQ
  • MSFT
  • AMZN
  • UBER
  • BALL
  • HSIC
Ulysses Management LLC's Q2 2025 Portfolio
Portfolio Value 967 Million
Stocks 55
Filing on Aug 14, 2025 Q2 2025

Snowden Capital Advisors LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • SPLG
  • META
  • IVV
Snowden Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 3.26 Billion
Stocks 1201
Filing on Aug 14, 2025 Q2 2025

North Reef Capital Management LP

  • FHN
  • CMA
  • SNV
  • SBCF
  • TCBI
  • PNFP
  • ABCB
North Reef Capital Management LP's Q2 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 40
Filing on Aug 14, 2025 Q2 2025

Bishop & CO Investment Management, LLC

  • VTV
  • VUG
  • VCIT
  • IEFA
  • IWP
  • IWS
  • VOO
Bishop & CO Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 27
Filing on Aug 14, 2025 Q2 2025

Vision Capital Corp

  • SUI
  • COLD
  • UDR
  • IVT
  • EQIX
  • SLG
  • EGP
Vision Capital Corp's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Oxford Financial Group LTD

  • VTI
  • ISRG
  • INFL
  • LLY
  • MUB
  • DSTL
  • GNR
Oxford Financial Group LTD's Q2 2025 Portfolio
Portfolio Value 1.68 Billion
Stocks 259
Filing on Aug 14, 2025 Q2 2025

Glenn Welling

Engaged Capital LLC
  • YETI
  • EVH
  • VFC
  • PTLO
  • GXO
  • FRPT
  • BRCC
Glenn Welling's Q2 2025 Portfolio
Portfolio Value 358 Million
Stocks 7
Filing on Aug 14, 2025 Q2 2025

Syon Capital LLC

  • CMF
  • DASH
  • META
  • MSFT
  • NVDA
  • CLOI
  • AAPL
Syon Capital LLC's Q2 2025 Portfolio
Portfolio Value 1.52 Trillion
Stocks 725
Filing on Aug 14, 2025 Q2 2025

Principal Street Partners, LLC

  • IVW
  • AAPL
  • SPY
  • AMZN
  • MSFT
  • EUSA
  • META
Principal Street Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 480
Filing on Aug 14, 2025 Q2 2025

Sherman Asset Management, Inc.

  • IVV
  • VTI
  • IJR
  • XLK
  • TSLA
  • META
  • MSFT
Sherman Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 146
Filing on Aug 14, 2025 Q2 2025

Davidson Kempner Capital Management LP

  • HES
  • AZEK
  • IWM
  • META
  • BPMC
  • ANSS
  • MSFT
Davidson Kempner Capital Management LP's Q2 2025 Portfolio
Portfolio Value 3.53 Billion
Stocks 193
Filing on Aug 14, 2025 Q2 2025

Anchor @ 65 Pte. Ltd.

  • AVPT
  • TUYA
Anchor @ 65 Pte. Ltd.'s Q2 2025 Portfolio
Portfolio Value 494 Billion
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Expect Equity LLC

  • CUZ
  • HAS
  • BELFB
  • MKSI
  • OSK
  • CECE
  • FHN
Expect Equity LLC's Q2 2025 Portfolio
Portfolio Value 93.7 Billion
Stocks 47
Filing on Aug 14, 2025 Q2 2025

Kmt Wealth Management, LLC

  • VTI
  • IVV
  • VXUS
  • DFAS
  • SPY
  • VOO
  • IJR
Kmt Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 16
Filing on Aug 14, 2025 Q2 2025

Geneva Partners, LLC

  • META
  • NVDA
  • MSFT
  • AVGO
  • NFLX
  • IVV
  • SPOT
Geneva Partners, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 72