Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Fuller & Thaler Asset Management, Inc.

  • KEY
  • CFG
  • PEAK
  • EXEL
  • GPK
  • ONB
  • FNB
Fuller & Thaler Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 27 Billion
Stocks 611
Filing on Aug 14, 2025 Q2 2025

Royal Bank Of Canada

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • TD
  • RY
  • SPY
Royal Bank Of Canada's Q2 2025 Portfolio
Portfolio Value 528 Billion
Stocks 28572
Filing on Aug 14, 2025 Q2 2025

Stonehill Capital Management LLC

  • YY
  • LBRDK
  • SATS
  • LBRDA
  • HOUS
  • TDS
  • PCG
Stonehill Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Atom Investors LP

  • IWM
  • IWN
  • XLF
  • XHB
  • XRT
  • XLV
  • CRM
Atom Investors LP's Q2 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 587
Filing on Aug 14, 2025 Q2 2025

Coyle Financial Counsel LLC

  • IVV
  • VEA
  • FBND
  • QQQ
  • FRDM
  • VCSH
  • VT
Coyle Financial Counsel LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 91
Filing on Aug 14, 2025 Q2 2025

H/2 Credit Manager LP

  • VRE
  • DHC
  • INN
  • RLJ
  • PK
  • DRH
  • SHO
H/2 Credit Manager LP's Q2 2025 Portfolio
Portfolio Value 365 Million
Stocks 16
Filing on Aug 14, 2025 Q2 2025

Dafna Capital Management LLC

  • XBI
  • STXS
  • RVMD
  • BPMC
  • MRUS
  • ATRC
  • CYTK
Dafna Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 76
Filing on Aug 14, 2025 Q2 2025

Atalan Capital Partners, LP

  • SPGI
  • APH
  • USFD
  • WTW
  • TDG
  • MA
  • HQY
Atalan Capital Partners, LP's Q2 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Mendel Capital Management LLC

  • XLK
  • IYW
  • SCHD
  • VOO
  • VIG
  • MSFT
  • AAPL
Mendel Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 173 Million
Stocks 98
Filing on Aug 14, 2025 Q2 2025

Birchview Capital, LP

  • BMY
  • KLAC
  • CORT
  • OVV
  • ACAD
  • NBIX
  • PHR
Birchview Capital, LP's Q2 2025 Portfolio
Portfolio Value 95 Million
Stocks 71
Filing on Aug 14, 2025 Q2 2025

Integrity Wealth Advisors, Inc.

  • FPE
  • DINT
  • RDVY
  • GNSS
  • BRK-B
  • SPTI
  • GOOG
Integrity Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 64
Filing on Aug 14, 2025 Q2 2025

Bennbridge LTD

  • FNV
  • MELI
  • HDB
  • CCU
  • WPM
  • INFY
Bennbridge LTD's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 6
Filing on Aug 14, 2025 Q2 2025

Greenline Partners, LLC

  • GLDM
  • VTI
  • VXUS
  • BRK-B
  • AVDV
  • AVUV
  • VWO
Greenline Partners, LLC's Q2 2025 Portfolio
Portfolio Value 733 Million
Stocks 158
Filing on Aug 14, 2025 Q2 2025

Checkpoint Capital L.P.

  • ARGX
  • RYTM
  • CORT
  • RVMD
  • KYMR
  • PTGX
Checkpoint Capital L.P.'s Q2 2025 Portfolio
Portfolio Value 215 Billion
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Fact Capital, LP

  • IBN
  • TSM
  • MSFT
  • GOOGL
  • ATAT
  • TME
  • BSX
Fact Capital, LP's Q2 2025 Portfolio
Portfolio Value 210 Billion
Stocks 17
Filing on Aug 14, 2025 Q2 2025

Paces Ferry Wealth Advisors, LLC

  • SCHG
  • SCHD
  • AFL
  • NVDA
  • JPST
  • AAPL
  • FLOT
Paces Ferry Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 122
Filing on Aug 14, 2025 Q2 2025

Avid Wealth Partners LLC

  • DYNF
  • OEF
  • IEFA
  • IVW
  • URA
  • MGV
  • GLDM
Avid Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 52
Filing on Aug 14, 2025 Q2 2025

Aprio Wealth Management, LLC

  • DUHP
  • DIHP
  • EMXC
  • COWZ
  • TDIV
  • JAAA
  • TOLZ
Aprio Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 808 Million
Stocks 410