Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Breach Inlet Capital Management, LLC

  • HGV
  • BUR
  • SEAS
  • DAKT
  • PRG
  • MANU
  • TIPT
Breach Inlet Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 204 Billion
Stocks 8
Filing on Aug 14, 2025 Q2 2025

New Vernon Investment Management LLC

  • PGR
  • WRB
  • HIG
  • EQH
  • TRV
  • LNC
  • AJG
New Vernon Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 84.2 Million
Stocks 35
Filing on Aug 14, 2025 Q2 2025

Valley Forge Investment Consultants Inc Adv

  • IVV
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHB
  • SCHM
Valley Forge Investment Consultants Inc Adv's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 94
Filing on Aug 14, 2025 Q2 2025

Merk Investments LLC

  • ORLA
  • USAS
  • EQX
  • AGI
  • AEM
  • GFI
  • MTA
Merk Investments LLC's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Paragon Private Wealth Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • IWR
  • META
  • AMZN
  • IJR
Paragon Private Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 301
Filing on Aug 14, 2025 Q2 2025

En Cap Energy Capital Fund X, L.P.

  • DVN
En Cap Energy Capital Fund X, L.P.'s Q2 2025 Portfolio
Portfolio Value 188 Billion
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Adar1 Capital Management, LLC

  • KROS
  • PTGX
  • ZLAB
  • SPY
  • ROIV
  • PRTA
  • CYTK
Adar1 Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 652 Billion
Stocks 210
Filing on Aug 14, 2025 Q2 2025

Junto Capital Management LP

  • RSP
  • COF
  • CCL
  • ICE
  • PFGC
  • KKR
  • SPGI
Junto Capital Management LP's Q2 2025 Portfolio
Portfolio Value 4.51 Billion
Stocks 71
Filing on Aug 14, 2025 Q2 2025

Lord, Abbett & Co. LLC

  • NVDA
  • MSFT
  • META
  • AVGO
  • JPM
  • AMZN
  • GOOGL
Lord, Abbett & Co. LLC's Q2 2025 Portfolio
Portfolio Value 31.1 Billion
Stocks 593
Filing on Aug 14, 2025 Q2 2025

Alliancebernstein L.P.

  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • V
  • GOOG
Alliancebernstein L.P.'s Q2 2025 Portfolio
Portfolio Value 290 Billion
Stocks 3257
Filing on Aug 14, 2025 Q2 2025

En Cap Energy Capital Fund Xi, L.P.

  • FANG
  • DVN
  • PR
En Cap Energy Capital Fund Xi, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Stansberry Asset Management, LLC

  • AXS
  • V
  • MSFT
  • WRB
  • SGOV
  • GOOGL
  • AMZN
Stansberry Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 802 Million
Stocks 141
Filing on Aug 14, 2025 Q2 2025

En Cap Partners Gp, LLC

  • DVN
  • FANG
En Cap Partners Gp, LLC's Q2 2025 Portfolio
Portfolio Value 482 Billion
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Capital Planning Advisors, LLC

  • USFR
  • VEA
  • SPHQ
  • GLDM
  • IWF
  • XMHQ
  • MSFT
Capital Planning Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 664 Million
Stocks 137
Filing on Aug 14, 2025 Q2 2025

Gordian Capital Singapore Pte LTD

  • NVDA
  • MSFT
  • GOOGL
  • SE
  • BABA
  • AMZN
  • META
Gordian Capital Singapore Pte LTD's Q2 2025 Portfolio
Portfolio Value 60.4 Million
Stocks 118
Filing on Aug 14, 2025 Q2 2025

Ecp Control Co, LLC

  • PCG
  • SHEN
  • CLNE
Ecp Control Co, LLC's Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Savoie Capital LLC

  • NVDA
  • AMZN
  • GOOG
  • LBRDK
  • QQQ
  • XOM
  • AMD
Savoie Capital LLC's Q2 2025 Portfolio
Portfolio Value 805 Billion
Stocks 92
Filing on Aug 14, 2025 Q2 2025

Optiver Holding B.V.

  • GOOGL
  • IWM
  • NVDA
  • MSFT
  • TSM
  • AAPL
  • AVGO
Optiver Holding B.V.'s Q2 2025 Portfolio
Portfolio Value 3.63 Billion
Stocks 1471