Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 15, 2025 Q2 2025

Brooks, Moore & Associates, Inc.

  • MSFT
  • JPM
  • VOO
  • KO
  • JNJ
  • ABT
  • ABBV
Brooks, Moore & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 105
Filing on Aug 15, 2025 Q2 2025

Howland Capital Management LLC

  • MSFT
  • VEU
  • GOOGL
  • AAPL
  • BRK-B
  • NVDA
  • META
Howland Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 272
Filing on Aug 15, 2025 Q2 2025

Global View Capital Management LLC

  • QLD
  • SPLG
  • USFR
  • DDM
  • SSO
  • RPG
  • HYG
Global View Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 313 Billion
Stocks 115
Filing on Aug 15, 2025 Q2 2025

Synergy Financial Group, LTD

  • NVDA
  • MSFT
  • AMZN
  • SHOP
  • NFLX
  • META
  • AAPL
Synergy Financial Group, LTD's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 113
Filing on Aug 15, 2025 Q2 2025

Security National Bank Of So Dak

  • MSFT
  • AAPL
  • BRK-B
  • ORCL
  • GOOGL
  • VT
  • WMT
Security National Bank Of So Dak's Q2 2025 Portfolio
Portfolio Value 172 Million
Stocks 169
Filing on Aug 15, 2025 Q2 2025

Sugar Maple Asset Management, LLC

  • GLD
  • TFLO
  • ABBV
  • IVV
  • ABT
  • STIP
  • SHY
Sugar Maple Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 76
Filing on Aug 15, 2025 Q2 2025

American Family Investments, Inc.

  • HYDW
  • SPIB
  • VOO
  • IWP
  • VCSH
  • VCIT
  • LQD
American Family Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.83 Trillion
Stocks 14
Filing on Aug 15, 2025 Q2 2025

Tlt Family Holdco Ulc

  • VOO
  • VT
  • VEA
  • BND
  • VWO
  • VLUE
  • IVLU
Tlt Family Holdco Ulc's Q2 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 9
Filing on Aug 15, 2025 Q2 2025

Sky View Investment Advisors, LLC

  • GSLC
  • IVV
  • MBB
  • DGRW
  • GSIE
  • IEI
  • IAU
Sky View Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 698 Million
Stocks 341
Filing on Aug 15, 2025 Q2 2025

Morse Asset Management, Inc

  • NVDA
  • META
  • MSFT
  • AMZN
  • AVGO
  • EVR
  • URI
Morse Asset Management, Inc's Q2 2025 Portfolio
Portfolio Value 421 Million
Stocks 364
Filing on Aug 15, 2025 Q2 2025

Ross\Johnson & Associates LLC

  • GGG
  • SPY
  • TSLA
  • MUB
  • IVV
  • BHE
  • WFC
Ross\Johnson & Associates LLC's Q2 2025 Portfolio
Portfolio Value 4.86 Billion
Stocks 258
Filing on Aug 15, 2025 Q2 2025

Auxier Asset Management

  • MSFT
  • PM
  • KR
  • UNH
  • BK
  • MA
  • GOOGL
Auxier Asset Management's Q2 2025 Portfolio
Portfolio Value 674 Million
Stocks 173
Filing on Aug 15, 2025 Q2 2025

Northeast Financial Consultants Inc

  • VUG
  • VOO
  • VIG
  • BXSL
  • QQQ
  • SPY
  • DGRO
Northeast Financial Consultants Inc's Q2 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 299
Filing on Aug 15, 2025 Q2 2025

Hayek Kallen Investment Management

  • MSFT
  • AAPL
  • BRK-B
  • WMT
  • NVDA
  • WM
  • GOOGL
Hayek Kallen Investment Management's Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 94
Filing on Aug 15, 2025 Q2 2025

State Of Tennessee, Treasury Department

  • NVDA
  • MSFT
  • AAPL
  • EWT
  • INDA
  • AMZN
  • META
State Of Tennessee, Treasury Department's Q2 2025 Portfolio
Portfolio Value 27.3 Billion
Stocks 1722
Filing on Aug 15, 2025 Q2 2025

Kensington Investment Counsel, LLC

  • MSFT
  • AAPL
  • WSO
  • JPM
  • WSM
  • SNA
  • ABBV
Kensington Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 232 Million
Stocks 101
Filing on Aug 15, 2025 Q2 2025

Chapman Financial Group, LLC

  • BRK-B
  • MSFT
  • AAPL
  • GOOG
  • JPM
  • SCHX
  • AMZN
Chapman Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 216
Filing on Aug 15, 2025 Q2 2025

Fsb Premier Wealth Management, Inc.

  • VOO
  • SPLG
  • VEA
  • BRK-B
  • SPAB
  • SPDW
  • FIXD
Fsb Premier Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 213