Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Diker Management LLC

  • STE
  • SHOP
  • AAPL
  • LITE
  • MNDY
  • AFRM
  • TWLO
Diker Management LLC's Q2 2025 Portfolio
Portfolio Value 95.3 Million
Stocks 34
Filing on Aug 14, 2025 Q2 2025

Deep Currents Investment Group LLC

  • NVDA
  • WDC
  • IWM
  • JAZZ
  • AZEK
  • TU
  • K
Deep Currents Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 87.7 Million
Stocks 313
Filing on Aug 14, 2025 Q2 2025

Manufacturers Life Insurance Company, The

  • MSFT
  • AMZN
  • NVDA
  • AAPL
  • GOOGL
  • META
  • AVGO
Manufacturers Life Insurance Company, The's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 2904
Filing on Aug 14, 2025 Q2 2025

Beacon Investment Advisors LLC

  • MSFT
  • BRK-B
  • AAPL
  • AMAT
  • INTU
  • MAR
  • COST
Beacon Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 232 Billion
Stocks 161
Filing on Aug 14, 2025 Q2 2025

Nissay Asset Management Corp

  • VTI
  • NVDA
  • MSFT
  • SPY
  • KOKU
  • AAPL
  • XLV
Nissay Asset Management Corp 's Q2 2025 Portfolio
Portfolio Value 16.7 Billion
Stocks 695
Filing on Aug 14, 2025 Q2 2025

Potomac Fund Management Inc /Adv

  • SECT
  • BUYW
  • MSFT
  • TMAT
  • ABT
  • JPM
  • WFC
Potomac Fund Management Inc /Adv's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 78
Filing on Aug 14, 2025 Q2 2025

Stifel Financial Corp

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • V
  • JPM
Stifel Financial Corp's Q2 2025 Portfolio
Portfolio Value 99.8 Billion
Stocks 9316
Filing on Aug 14, 2025 Q2 2025

Becker Capital Management Inc

  • MSFT
  • AAPL
  • JPM
  • VUG
  • ERJ
  • VTI
  • SCHW
Becker Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 278
Filing on Aug 14, 2025 Q2 2025

Ambassador Advisors, LLC

  • IBD
  • GLRY
  • AGZ
  • WWJD
  • PLTR
  • IAU
  • BITO
Ambassador Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 600 Million
Stocks 265
Filing on Aug 14, 2025 Q2 2025

Financial Advisory Service, Inc.

  • JEPI
  • RSP
  • EFG
  • MDYV
  • AVLV
  • MDYG
  • SCHV
Financial Advisory Service, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 455
Filing on Aug 14, 2025 Q2 2025

Wilshire Advisors LLC

  • IEFA
  • IJR
  • IGSB
  • AGG
  • IEMG
  • LDI
Wilshire Advisors LLC's Q2 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 6
Filing on Aug 14, 2025 Q2 2025

German American Bancorp, Inc.

  • ACWX
  • GVI
  • IWR
  • MSFT
  • IWM
  • NVDA
  • AAPL
German American Bancorp, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 177
Filing on Aug 14, 2025 Q2 2025

Altrinsic Global Advisors LLC

  • CB
  • RE
  • AON
  • MDT
  • HDB
  • AXS
  • WTW
Altrinsic Global Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.7 Billion
Stocks 118
Filing on Aug 14, 2025 Q2 2025

Owls Nest Partners Ia, LLC

  • TBBK
  • ENSG
  • GSHD
  • PCTY
  • EPAM
  • TGLS
  • WMS
Owls Nest Partners Ia, LLC's Q2 2025 Portfolio
Portfolio Value 424 Million
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Fourthstone LLC

  • BCAL
  • FISI
  • FCCO
  • FRAF
  • EGBN
  • CARE
  • AUB
Fourthstone LLC's Q2 2025 Portfolio
Portfolio Value 337 Million
Stocks 98
Filing on Aug 14, 2025 Q2 2025

Rokos Capital Management LLP

  • IWM
  • IWM
  • QQQ
  • NVDA
  • MSFT
  • MSFT
  • QQQ
Rokos Capital Management LLP's Q2 2025 Portfolio
Portfolio Value 22.6 Billion
Stocks 353
Filing on Aug 14, 2025 Q2 2025

Palo Alto Wealth Advisors, LLC

  • GOOG
  • GOOGL
  • QUAL
  • DGRW
  • NVDA
  • MOAT
  • GSIE
Palo Alto Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 264 Billion
Stocks 55
Filing on Aug 14, 2025 Q2 2025

Aristotle Atlantic Partners, LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • META
  • AVGO
  • V
Aristotle Atlantic Partners, LLC's Q2 2025 Portfolio
Portfolio Value 3.26 Billion
Stocks 125