Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Fort Point Capital Partners LLC

  • SPY
  • SPY
  • SPY
  • VOO
  • AGG
  • IVV
  • VTEB
Fort Point Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 318
Filing on Aug 14, 2025 Q2 2025

Barnett & Company, Inc.

  • UNM
  • AGM
  • WMB
  • OMF
  • PFE
  • ABBV
  • OKE
Barnett & Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 119 Million
Stocks 78
Filing on Aug 14, 2025 Q2 2025

Moneta Group Investment Advisors LLC

  • SCHX
  • VUG
  • VV
  • IVV
  • VTV
  • IEMG
  • SCHM
Moneta Group Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 8.23 Billion
Stocks 708
Filing on Aug 14, 2025 Q2 2025

Susquehanna Capital Management, LLC

  • PAYO
Susquehanna Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 173 Million
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Partners Capital Investment Group, LLP

  • IVV
  • VGSH
  • IEMG
  • HEFA
  • VTV
  • VOO
  • EMXC
Partners Capital Investment Group, LLP's Q2 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 161
Filing on Aug 14, 2025 Q2 2025

Lts One Management LP

  • INTU
  • AON
  • COF
  • ATI
  • TSM
  • DHR
  • MSFT
Lts One Management LP's Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Soros Capital Management LLC

  • SMH
  • VRSN
  • PACK
  • EWY
  • NVDA
  • CASY
  • AMAT
Soros Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 51
Filing on Aug 14, 2025 Q2 2025

Gpi Capital, L.P.

  • LZ
  • ZETA
  • BASE
  • GRAB
Gpi Capital, L.P.'s Q2 2025 Portfolio
Portfolio Value 287 Million
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Hamilton Capital, LLC

  • DGRW
  • XLE
  • EFV
  • EMB
  • IJH
  • JMBS
  • JEPI
Hamilton Capital, LLC's Q2 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 140
Filing on Aug 14, 2025 Q2 2025

Wealth Preservation Advisors, LLC

  • AMZN
  • GOOG
  • NVDA
  • MSFT
  • UBER
  • PEBO
  • AAPL
Wealth Preservation Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 714
Filing on Aug 14, 2025 Q2 2025

Caption Management, LLC

  • CVNA
  • CVNA
  • INTU
  • FSLR
  • INTU
  • JNPR
  • APP
Caption Management, LLC's Q2 2025 Portfolio
Portfolio Value 8.03 Billion
Stocks 1379
Filing on Aug 14, 2025 Q2 2025

Steamboat Capital Partners, LLC

  • ACMR
  • AER
  • META
  • APO
  • SAN
  • AVGO
  • TMHC
Steamboat Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 312 Million
Stocks 58
Filing on Aug 14, 2025 Q2 2025

Dennis Hong

Shaw Spring Partners LLC
  • INTU
  • CSGP
  • PCOR
  • OKTA
  • MNDY
  • NCNO
  • FOUR
Dennis Hong's Q2 2025 Portfolio
Portfolio Value 792 Million
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Srn Advisors, LLC

  • NVDA
  • AVGO
  • COST
  • V
  • MA
  • PWR
  • HOOD
Srn Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 98
Filing on Aug 14, 2025 Q2 2025

First Trust Capital Management L.P.

  • DNB
  • SWTX
  • SKX
  • K
  • ESGR
  • BPMC
  • AZEK
First Trust Capital Management L.P.'s Q2 2025 Portfolio
Portfolio Value 636 Million
Stocks 133
Filing on Aug 14, 2025 Q2 2025

Avidity Partners Management LP

  • BSX
  • NTRA
  • EXAS
  • THC
  • DXCM
  • DHR
  • ISRG
Avidity Partners Management LP's Q2 2025 Portfolio
Portfolio Value 370 Million
Stocks 56
Filing on Aug 14, 2025 Q2 2025

Aster Capital Management (Difc) LTD

  • PLTR
  • XOM
  • ARKK
  • IYR
  • PG
  • PGR
  • QCOM
Aster Capital Management (Difc) LTD's Q2 2025 Portfolio
Portfolio Value 441 Billion
Stocks 974
Filing on Aug 14, 2025 Q2 2025

Santa Clara Valley Transportation Authority

  • IEMG
  • USHY
  • SHY
  • USIG
Santa Clara Valley Transportation Authority's Q2 2025 Portfolio
Portfolio Value 105 Billion
Stocks 4