Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Pinnacle Wealth Planning Services, Inc.

  • FLTR
  • ET
  • SPSM
  • SPYV
  • SPAB
  • AAPL
  • SPYG
Pinnacle Wealth Planning Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 654 Million
Stocks 399
Filing on May 15, 2025 Q1 2025

Srn Advisors, LLC

  • COST
  • V
  • MA
  • AVGO
  • COIN
  • MSFT
  • MSTR
Srn Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 89 Billion
Stocks 99
Filing on May 15, 2025 Q1 2025

Gobi Capital LLC

  • META
  • CACC
  • GOOG
  • CPRT
  • HCA
  • BRO
  • MSCI
Gobi Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 11
Filing on May 15, 2025 Q1 2025

Baird Financial Group, Inc.

  • AAPL
  • MSFT
  • JPM
  • BRK-B
  • GOOG
  • PGR
  • HD
Baird Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 50 Billion
Stocks 2973
Filing on May 15, 2025 Q1 2025

Titleist Asset Management, LLC

  • SGOV
  • TSLA
  • NVDA
  • IJH
  • IWM
  • DIVZ
  • RSP
Titleist Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 865 Billion
Stocks 294
Filing on May 15, 2025 Q1 2025

Integrated Quantitative Investments LLC

  • TSM
  • SHEL
  • BABA
  • SAN
  • BBVA
  • IBN
  • INFY
Integrated Quantitative Investments LLC's Q1 2025 Portfolio
Portfolio Value 203 Billion
Stocks 279
Filing on May 15, 2025 Q1 2025

Veritas Asset Management LLP

  • MSFT
  • AMZN
  • UNH
  • GOOGL
  • AON
  • TMO
  • CHTR
Veritas Asset Management LLP's Q1 2025 Portfolio
Portfolio Value 8.83 Billion
Stocks 35
Filing on May 15, 2025 Q1 2025

Shakespeare Wealth Management, Inc.

  • VOOV
  • VOOG
  • AGG
  • FBND
  • VOE
  • VBR
  • SCZ
Shakespeare Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 371 Million
Stocks 96
Filing on May 15, 2025 Q1 2025

Tanaka Capital Management Inc

  • CORT
  • AAPL
  • CPRX
  • NVDA
  • AFL
  • NXE
  • ONTO
Tanaka Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 42 Million
Stocks 42
Filing on May 15, 2025 Q1 2025

Icon Wealth Advisors, LLC

  • IVV
  • ACN
  • IUSB
  • QUAL
  • IVW
  • DYNF
  • MSFT
Icon Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 475
Filing on May 15, 2025 Q1 2025

Southern Farm Bureau Life Insurance

  • VOO
  • SPY
  • MOAT
  • TUA
  • RSP
  • IEMG
  • IEFA
Southern Farm Bureau Life Insurance's Q1 2025 Portfolio
Portfolio Value 681 Million
Stocks 16
Filing on May 15, 2025 Q1 2025

Finward Bancorp

  • TQQQ
  • MSFT
  • CWB
  • VOO
  • VUG
  • AAPL
  • FNWD
Finward Bancorp's Q1 2025 Portfolio
Portfolio Value 115 Billion
Stocks 179
Filing on May 15, 2025 Q1 2025

Pacifica Capital Investments, LLC

  • BRK-B
  • FIVE
  • BBW
  • SBUX
  • ASO
  • RTO
  • BRK-A
Pacifica Capital Investments, LLC's Q1 2025 Portfolio
Portfolio Value 282 Million
Stocks 14
Filing on May 15, 2025 Q1 2025

Recurrent Investment Advisors LLC

  • ET
  • LNG
  • PBA
  • TRGP
  • SU
  • CVE
  • OKE
Recurrent Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 65
Filing on May 15, 2025 Q1 2025

Wellspring Financial Advisors, LLC

  • IVV
  • VYM
  • IEFA
  • VTI
  • AAAU
  • SGOV
  • SHY
Wellspring Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 899 Billion
Stocks 139
Filing on May 15, 2025 Q1 2025

Silverback Asset Management LLC

  • HYG
  • SPY
  • HLIT
  • PCG
  • RMBL
  • MX
  • GOSS
Silverback Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 118 Million
Stocks 61
Filing on May 15, 2025 Q1 2025

Mountaineer Partners Management, LLC

  • CENX
  • VSH
  • FCX
  • ATI
  • HBM
  • ENTG
  • AA
Mountaineer Partners Management, LLC's Q1 2025 Portfolio
Portfolio Value 96.1 Million
Stocks 28
Filing on May 15, 2025 Q1 2025

Advisory Services Network, LLC

  • AAPL
  • NVDA
  • IVV
  • AMZN
  • MSFT
  • SPY
  • QQQ
Advisory Services Network, LLC's Q1 2025 Portfolio
Portfolio Value 4.99 Billion
Stocks 5796