Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 19, 2025 Q1 2025

Dcm Advisors, LLC

  • AAPL
  • MSFT
  • META
  • AIG
  • BRK-B
  • GS
  • DIS
Dcm Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 36
Filing on May 19, 2025 Q1 2025

Legacy Advisory Services, LLC

  • SHV
  • SPLG
  • TLT
  • USMV
  • QUAL
  • SGOV
  • IWX
Legacy Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 50
Filing on May 19, 2025 Q1 2025

Kovitz Investment Group Partners, LLC

  • AAPL
  • MSFT
  • AMZN
  • SPY
  • JAAA
  • TMO
  • GOOGL
Kovitz Investment Group Partners, LLC's Q1 2025 Portfolio
Portfolio Value 18.2 Billion
Stocks 1243
Filing on May 19, 2025 Q1 2025

First Beijing Investment LTD

  • PDD
  • YMM
  • EDU
  • ATAT
  • SE
  • RLX
  • NOAH
First Beijing Investment LTD's Q1 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 8
Filing on May 16, 2025 Q1 2025

Bc Partners Pe LP

  • CHWY
  • GFL
Bc Partners Pe LP's Q1 2025 Portfolio
Portfolio Value 8.61 Trillion
Stocks 3
Filing on May 16, 2025 Q1 2025

1060 Capital, LLC

  • GDEN
  • GENI
  • CWH
  • THO
  • TWI
  • IGT
  • IGT
1060 Capital, LLC's Q1 2025 Portfolio
Portfolio Value 44.1 Million
Stocks 12
Filing on May 16, 2025 Q1 2025

Palogic Value Management, L.P.

  • AAPL
  • BIL
  • AVGO
  • MSFT
  • GOOG
  • XOM
  • SRLN
Palogic Value Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 227 Billion
Stocks 156
Filing on May 16, 2025 Q1 2025

Goldman Sachs Group Inc

  • AAPL
  • SPY
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • META
Goldman Sachs Group Inc's Q1 2025 Portfolio
Portfolio Value 596 Billion
Stocks 12510
Filing on May 16, 2025 Q1 2025

Prostatis Group LLC

  • BIL
  • SPY
  • QQQ
  • DIVO
  • VUG
  • QRFT
  • SPHD
Prostatis Group LLC's Q1 2025 Portfolio
Portfolio Value 317 Billion
Stocks 151
Filing on May 16, 2025 Q1 2025

Stuart Chaussee & Associates, Inc.

  • BOCT
  • XBJA
  • VGT
  • IGM
  • PJUL
  • BJAN
  • VYM
Stuart Chaussee & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 232 Million
Stocks 186
Filing on May 16, 2025 Q1 2025

American Trust

  • IJH
  • DGRO
  • VB
  • MSFT
  • AAPL
  • JPM
  • IWF
American Trust's Q1 2025 Portfolio
Portfolio Value 370 Million
Stocks 121
Filing on May 16, 2025 Q1 2025

Mc Ilrath & Eck, LLC

  • VUG
  • DFAI
  • VTV
  • MSFT
  • VV
  • FDVV
  • DFSD
Mc Ilrath & Eck, LLC's Q1 2025 Portfolio
Portfolio Value 595 Million
Stocks 928
Filing on May 16, 2025 Q1 2025

Yiheng Capital Management, L.P.

  • JD
  • BILI
  • NOAH
  • BILI
  • AKRO
  • EDU
  • HTHT
Yiheng Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 25
Filing on May 16, 2025 Q1 2025

Resources Management Corp

  • AAPL
  • MSFT
  • JPM
  • APH
  • MCD
  • ABBV
  • HD
Resources Management Corp 's Q1 2025 Portfolio
Portfolio Value 711 Million
Stocks 428
Filing on May 16, 2025 Q1 2025

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • SCHM
  • MSFT
  • RSP
  • SCHD
Cape Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 251 Billion
Stocks 1135
Filing on May 16, 2025 Q1 2025

Knightsbridge Asset Management, LLC

  • SPLG
  • SPDW
  • AAPL
  • SPEM
  • DFAC
  • UAL
  • DGRO
Knightsbridge Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 327 Million
Stocks 125
Filing on May 16, 2025 Q1 2025

Ross\Johnson & Associates LLC

  • GGG
  • IVV
  • SPY
  • MUB
  • BHE
  • AMGN
  • WFC
Ross\Johnson & Associates LLC's Q1 2025 Portfolio
Portfolio Value 5.83 Billion
Stocks 360
Filing on May 16, 2025 Q1 2025

Ckw Financial Group

  • IVV
  • IEFA
  • IJH
  • MCD
  • IEMG
  • GSEW
  • EMXC
Ckw Financial Group's Q1 2025 Portfolio
Portfolio Value 800 Million
Stocks 197