Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 15, 2025 Q1 2025

Caxton Corp

  • RZLT
  • GLD
  • BRK-B
  • CMPX
  • CRDF
  • ACET
  • CNTX
Caxton Corp's Q1 2025 Portfolio
Portfolio Value 4.59 Million
Stocks 12
Filing on May 15, 2025 Q1 2025

Ubs Oconnor LLC

  • ITCI
  • TLT
  • AAL
  • SPY
  • OXY
  • RSG
  • SO
Ubs Oconnor LLC's Q1 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 304
Filing on May 15, 2025 Q1 2025

Olp Capital Management LTD

  • QFIN
  • YMM
  • YY
  • ATAT
Olp Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 560 Million
Stocks 4
Filing on May 15, 2025 Q1 2025

Willis Johnson & Associates, Inc.

  • SPYV
  • SPYG
  • VGK
  • VWO
  • IJJ
  • IJK
  • MBB
Willis Johnson & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 170
Filing on May 15, 2025 Q1 2025

Massar Capital Management, LP

  • EWZ
  • EWW
  • GLD
  • INTC
  • XBI
  • HON
  • RSP
Massar Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 89.5 Billion
Stocks 112
Filing on May 15, 2025 Q1 2025

Harvest Management LLC

  • BECN
  • ITCI
  • SPR
  • HES
  • ANSS
  • HEES
  • K
Harvest Management LLC's Q1 2025 Portfolio
Portfolio Value 223 Million
Stocks 55
Filing on May 15, 2025 Q1 2025

Headinvest, LLC

  • IJR
  • MSFT
  • PG
  • VYM
  • VTI
  • VV
  • JAAA
Headinvest, LLC's Q1 2025 Portfolio
Portfolio Value 498 Million
Stocks 235
Filing on May 15, 2025 Q1 2025

Comprehensive Financial Consultants Institutional, Inc.

  • JPM
  • AAPL
  • QQQ
  • MSFT
  • HD
  • CB
  • WMT
Comprehensive Financial Consultants Institutional, Inc.'s Q1 2025 Portfolio
Portfolio Value 258 Million
Stocks 175
Filing on May 15, 2025 Q1 2025

Absoluto Partners Gestao De Recursos Ltda

  • MELI
  • XP
  • NU
  • AMZN
  • STNE
  • RACE
  • MSFT
Absoluto Partners Gestao De Recursos Ltda's Q1 2025 Portfolio
Portfolio Value 110 Million
Stocks 31
Filing on May 15, 2025 Q1 2025

Clear Alpha Technologies LP

  • SPY
  • HES
  • BERY
  • K
  • FYBR
  • CHX
  • PYCR
Clear Alpha Technologies LP's Q1 2025 Portfolio
Portfolio Value 158 Billion
Stocks 55
Filing on May 15, 2025 Q1 2025

True Wealth Financial Partners

  • VOO
  • VBR
  • VWO
  • VDE
  • VO
  • VNQ
  • VEU
True Wealth Financial Partners's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 23
Filing on May 15, 2025 Q1 2025

Union Square Park Capital Management, LLC

  • IWM
  • RH
  • CZR
  • HGV
  • PTON
  • ESTA
  • MHK
Union Square Park Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 149 Million
Stocks 44
Filing on May 15, 2025 Q1 2025

Governors Lane LP

  • HYG
  • ITCI
  • AVGO
  • INTC
  • AMZN
  • HES
  • DFS
Governors Lane LP's Q1 2025 Portfolio
Portfolio Value 837 Million
Stocks 58
Filing on May 15, 2025 Q1 2025

Legal & General Group PLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Legal & General Group PLC's Q1 2025 Portfolio
Portfolio Value 357 Billion
Stocks 8275
Filing on May 15, 2025 Q1 2025

Pathstone Holdings, LLC

  • SPY
  • IVV
  • VOO
  • MSFT
  • AAPL
  • MDY
  • IJH
Pathstone Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 22.8 Billion
Stocks 4716
Filing on May 15, 2025 Q1 2025

Activest Wealth Management

  • SPY
  • RSP
  • AAPL
  • MOAT
  • QQQ
  • AMZN
  • META
Activest Wealth Management's Q1 2025 Portfolio
Portfolio Value 347 Million
Stocks 1336
Filing on May 15, 2025 Q1 2025

Tumwater Wealth Management, LLC

  • DFAX
  • VTI
  • DFAT
  • BIV
  • VV
  • DFUV
  • CVX
Tumwater Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 32
Filing on May 15, 2025 Q1 2025

Hiddenite Capital Partners LP

  • TLT
  • GDX
  • COF
  • NVDA
  • MU
  • AVGO
  • KBE
Hiddenite Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 236 Million
Stocks 35