Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Wasatch Advisors Inc

  • HQY
  • FOUR
  • NVMI
  • ENSG
  • OLLI
  • FN
  • CWST
Wasatch Advisors Inc's Q2 2025 Portfolio
Portfolio Value 18.4 Billion
Stocks 230
Filing on Aug 14, 2025 Q2 2025

Manatuck Hill Partners, LLC

  • FTI
  • REAL
  • BV
  • MGNI
  • IMAX
  • PHYS
  • CSV
Manatuck Hill Partners, LLC's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 115
Filing on Aug 14, 2025 Q2 2025

Headinvest, LLC

  • IJR
  • MSFT
  • VYM
  • VTI
  • VV
  • JAAA
  • INTU
Headinvest, LLC's Q2 2025 Portfolio
Portfolio Value 455 Million
Stocks 206
Filing on Aug 14, 2025 Q2 2025

Stony Point Capital LLC

  • DASH
  • PANW
  • NVDA
  • MSFT
  • AXON
  • NDAQ
  • TSM
Stony Point Capital LLC's Q2 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 37
Filing on Aug 14, 2025 Q2 2025

Xponance, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Xponance, Inc.'s Q2 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 1508
Filing on Aug 14, 2025 Q2 2025

Bruce & Co., Inc.

  • ALL
  • ABBV
  • AER
  • DUK
  • T
  • ABT
  • CMS
Bruce & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 236 Million
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Great Valley Advisor Group, Inc.

  • NVDA
  • SPLG
  • DLN
  • QGRO
  • AAPL
  • BOND
  • MSFT
Great Valley Advisor Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 4.08 Billion
Stocks 892
Filing on Aug 14, 2025 Q2 2025

Dean, Jacobson Financial Services, LLC

  • SPY
  • BIL
  • IEFA
  • JPST
  • TPL
  • BKLC
  • AAPL
Dean, Jacobson Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 15
Filing on Aug 14, 2025 Q2 2025

Fifthdelta LTD

  • QCOM
  • CMI
  • ON
  • BWA
  • HUN
  • VC
  • BB
Fifthdelta LTD's Q2 2025 Portfolio
Portfolio Value 281 Million
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Lynx1 Capital Management LP

  • MRUS
  • GHRS
  • STOK
  • PTGX
  • CGEM
  • ALLO
  • TCRX
Lynx1 Capital Management LP's Q2 2025 Portfolio
Portfolio Value 338 Million
Stocks 15
Filing on Aug 14, 2025 Q2 2025

Nea Management Company, LLC

  • ACLX
  • VRNA
  • RYTM
  • COUR
  • CRSP
  • TRVI
  • SVRA
Nea Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 32
Filing on Aug 14, 2025 Q2 2025

Aft, Forsyth & Company, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • IGM
  • V
  • LLY
Aft, Forsyth & Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 113
Filing on Aug 14, 2025 Q2 2025

Redwood Grove Capital, LLC

  • GOOG
  • ELAN
  • QCOM
  • IFF
  • HUM
  • BAC
  • FSLR
Redwood Grove Capital, LLC's Q2 2025 Portfolio
Portfolio Value 285 Million
Stocks 22
Filing on Aug 14, 2025 Q2 2025

Clayton Partners LLC

  • VTOL
  • TAC
  • SNDA
  • BRK-B
  • SGOV
  • WFC
  • CRC
Clayton Partners LLC's Q2 2025 Portfolio
Portfolio Value 103 Million
Stocks 37
Filing on Aug 14, 2025 Q2 2025

Arete Wealth Advisors, LLC

  • DIS
  • NVDA
  • RSP
  • AAPL
  • SPAB
  • FBND
  • MSFT
Arete Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 730
Filing on Aug 14, 2025 Q2 2025

Dme Capital Management, LP

  • GRBK
  • FLR
  • BHF
  • KD
  • PENN
  • CNHI
  • GPK
Dme Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 2.33 Trillion
Stocks 69
Filing on Aug 14, 2025 Q2 2025

Tiger Pacific Capital LP

  • TAL
  • SE
  • EDU
  • NOAH
  • QFIN
  • RERE
Tiger Pacific Capital LP's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Safeguard Investment Advisory Group, LLC

  • DFAC
  • DUHP
  • QQQ
  • SPY
  • DFSV
  • VOO
  • AAPL
Safeguard Investment Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 399 Million
Stocks 144