Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Verition Fund Management LLC

  • QQQ
  • LQD
  • HYG
  • NVDA
  • NVDA
  • SPY
  • QQQ
Verition Fund Management LLC's Q2 2025 Portfolio
Portfolio Value 20.3 Billion
Stocks 3603
Filing on Aug 14, 2025 Q2 2025

Ategra Capital Management, LLC

  • AX
  • TFC
  • FISI
  • VOO
  • HWBK
  • PKBK
  • CBNK
Ategra Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 26
Filing on Aug 14, 2025 Q2 2025

Orion Investment CO

  • MSFT
  • QCOM
  • PLTR
  • REGN
  • BPMC
  • IONQ
  • PH
Orion Investment CO's Q2 2025 Portfolio
Portfolio Value 282 Billion
Stocks 70
Filing on Aug 14, 2025 Q2 2025

Kkm Financial LLC

  • META
  • SPY
  • AAPL
  • MSFT
  • ORCL
  • IGM
  • PANW
Kkm Financial LLC's Q2 2025 Portfolio
Portfolio Value 288 Billion
Stocks 153
Filing on Aug 14, 2025 Q2 2025

Newport Capital Group, LLC

  • AJG
  • IWF
  • IWD
  • BND
  • VGIT
  • VEA
  • IWM
Newport Capital Group, LLC's Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 64
Filing on Aug 14, 2025 Q2 2025

Cibc World Market Inc.

  • TD
  • RY
  • BNS
  • BMO
  • NVDA
  • ENB
  • TRP
Cibc World Market Inc.'s Q2 2025 Portfolio
Portfolio Value 47.5 Billion
Stocks 1354
Filing on Aug 14, 2025 Q2 2025

First International Bank Of Israel Ltd.

  • IBDT
  • IBDS
  • BSCS
  • BSCT
  • SPY
  • IBDU
  • QQQ
First International Bank Of Israel Ltd.'s Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 56
Filing on Aug 14, 2025 Q2 2025

Disciplina Capital Management LLC

  • AGG
  • ITOT
  • TLT
  • IEFA
  • AVUS
  • USRT
  • IVV
Disciplina Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 791 Billion
Stocks 64
Filing on Aug 14, 2025 Q2 2025

Stone Run Capital, LLC

  • HEI
  • ADSK
  • SPGI
  • BRK-B
  • APH
  • ROP
  • LII
Stone Run Capital, LLC's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 68
Filing on Aug 14, 2025 Q2 2025

Fairview Capital Investment Management, LLC

  • LPLA
  • LNG
  • GOOG
  • BX
  • BRK-B
  • MSFT
  • AMZN
Fairview Capital Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 166
Filing on Aug 14, 2025 Q2 2025

Wolfswood Holdings, LLC

  • CPNG
  • AUROW
Wolfswood Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 4.65 Million
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Tremblant Capital Group

  • SPOT
  • DASH
  • DIS
  • GRAB
  • ROKU
  • WING
  • CPNG
Tremblant Capital Group's Q2 2025 Portfolio
Portfolio Value 976 Million
Stocks 44
Filing on Aug 14, 2025 Q2 2025

Hazelview Securities Inc.

  • PLD
  • DLR
  • WELL
  • EQIX
  • EQR
  • INVH
  • CPT
Hazelview Securities Inc.'s Q2 2025 Portfolio
Portfolio Value 566 Million
Stocks 26
Filing on Aug 14, 2025 Q2 2025

Constant Guidance Financial LLC

  • BRK-B
  • SPY
  • PNC
  • NFLX
  • CB
  • AAPL
  • DIS
Constant Guidance Financial LLC's Q2 2025 Portfolio
Portfolio Value 99.5 Billion
Stocks 39
Filing on Aug 14, 2025 Q2 2025

Monetary Management Group Inc

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • LLY
  • AMZN
  • META
Monetary Management Group Inc's Q2 2025 Portfolio
Portfolio Value 404 Million
Stocks 330
Filing on Aug 14, 2025 Q2 2025

Gmt Capital Corp

  • HBM
  • DAL
  • CBRL
  • KD
  • TNL
  • ERO
  • BBWI
Gmt Capital Corp's Q2 2025 Portfolio
Portfolio Value 2.38 Billion
Stocks 71
Filing on Aug 14, 2025 Q2 2025

Two Sigma Securities, LLC

  • EFA
  • IWM
  • SPY
  • BND
  • VWO
  • ORCL
  • ADBE
Two Sigma Securities, LLC's Q2 2025 Portfolio
Portfolio Value 769 Million
Stocks 1437
Filing on Aug 14, 2025 Q2 2025

Iht Wealth Management, LLC

  • USFR
  • AAPL
  • NVDA
  • QQQ
  • SPYV
  • IVV
  • MSFT
Iht Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 3.44 Billion
Stocks 1148