Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2024 Q1 2024

Buckingham Strategic Partners

  • DFAC
  • ITOT
  • DFAT
  • DFIV
  • DFUV
  • IDEV
  • AVDV
Buckingham Strategic Partners's Q1 2024 Portfolio
Portfolio Value 3.18 Billion
Stocks 603
Filing on May 15, 2024 Q1 2024

Bontempo Ohly Capital Mgmt LLC

  • IVV
  • EFA
  • FAST
  • TGT
  • GRMN
  • LOW
  • GD
Bontempo Ohly Capital Mgmt LLC's Q1 2024 Portfolio
Portfolio Value 205 Million
Stocks 34
Filing on May 15, 2024 Q1 2024

Weaver Capital Management LLC

  • BIL
  • SCHG
  • VTV
  • STRV
  • PJUN
  • PDEC
  • TOTL
Weaver Capital Management LLC's Q1 2024 Portfolio
Portfolio Value 293 Billion
Stocks 163
Filing on May 15, 2024 Q1 2024

Avidity Partners Management LP

  • FUSN
  • BSX
  • ARVN
  • ISRG
  • ACHC
  • NBIX
  • NTRA
Avidity Partners Management LP's Q1 2024 Portfolio
Portfolio Value 2.59 Billion
Stocks 90
Filing on May 15, 2024 Q1 2024

Pensionmark Financial Group, LLC

  • IVW
  • SCHG
  • IJK
  • SLQD
  • IJT
  • IXUS
  • SCHF
Pensionmark Financial Group, LLC's Q1 2024 Portfolio
Portfolio Value 584 Million
Stocks 394
Filing on May 15, 2024 Q1 2024

Thoma Bravo, L.P.

  • NDAQ
  • INST
  • MLNK
  • NABL
  • SWI
  • DT
Thoma Bravo, L.P.'s Q1 2024 Portfolio
Portfolio Value 10.3 Billion
Stocks 6
Filing on May 15, 2024 Q1 2024

John Paulson

Paulson & Co. Inc.
  • MDGL
  • BHC
  • BSIG
  • PPTA
  • NG
  • AEM
  • THRY
John Paulson's Q1 2024 Portfolio
Portfolio Value 1.38 Billion
Stocks 18
Filing on May 15, 2024 Q1 2024

Mc Donough Capital Management, Inc

  • AMZN
  • AAPL
  • GOOG
  • MSFT
  • BRK-B
  • V
  • MA
Mc Donough Capital Management, Inc's Q1 2024 Portfolio
Portfolio Value 127 Million
Stocks 44
Filing on May 15, 2024 Q1 2024

Glazer Capital, LLC

  • AEL
  • HOLI
  • TCN
  • NWLI
  • MDC
  • KAMN
  • EURN
Glazer Capital, LLC's Q1 2024 Portfolio
Portfolio Value 961 Million
Stocks 132
Filing on May 15, 2024 Q1 2024

26 North Partners LP

  • IVV
26 North Partners LP's Q1 2024 Portfolio
Portfolio Value 131 Billion
Stocks 1
Filing on May 15, 2024 Q1 2024

Greenwood Gearhart Inc

  • VOO
  • SCHX
  • IGIB
  • MSFT
  • AAPL
  • IGSB
  • JBHT
Greenwood Gearhart Inc's Q1 2024 Portfolio
Portfolio Value 1.01 Billion
Stocks 101
Filing on May 15, 2024 Q1 2024

Lavaca Capital LLC

  • SPY
  • SYY
  • AAPL
  • MQ
  • WES
  • TRGP
  • EPD
Lavaca Capital LLC's Q1 2024 Portfolio
Portfolio Value 171 Million
Stocks 80
Filing on May 15, 2024 Q1 2024

Black Barn Capital Partners LP

  • ROIV
  • MOH
  • UNH
  • CHRD
  • CF
  • GPK
  • CIVI
Black Barn Capital Partners LP's Q1 2024 Portfolio
Portfolio Value 177 Billion
Stocks 23
Filing on May 15, 2024 Q1 2024

Nfj Investment Group, LLC

  • BAC
  • ARE
  • REXR
  • NEE
  • ES
  • INTU
  • PNC
Nfj Investment Group, LLC's Q1 2024 Portfolio
Portfolio Value 3.62 Billion
Stocks 439
Filing on May 15, 2024 Q1 2024

New Millennium Group LLC

  • MSFT
  • NVDA
  • AAPL
  • XLF
  • PAVE
  • XLC
  • VGT
New Millennium Group LLC's Q1 2024 Portfolio
Portfolio Value 132 Million
Stocks 963
Filing on May 15, 2024 Q1 2024

Kolinsky Wealth Management, LLC

  • SCHX
  • MSFT
  • SPY
  • AAPL
  • COWZ
  • AMZN
  • NVDA
Kolinsky Wealth Management, LLC's Q1 2024 Portfolio
Portfolio Value 130 Million
Stocks 143
Filing on May 15, 2024 Q1 2024

Double Line ETF Adviser LP

  • META
  • PG
  • BRK-B
  • COST
  • GOOGL
  • GOOG
  • JPM
Double Line ETF Adviser LP's Q1 2024 Portfolio
Portfolio Value 393 Billion
Stocks 197
Filing on May 15, 2024 Q1 2024

Nishkama Capital, LLC

  • SPY
  • PINS
  • QQQ
  • AMZN
  • HUBS
  • TGT
  • AAPL
Nishkama Capital, LLC's Q1 2024 Portfolio
Portfolio Value 1.21 Billion
Stocks 91