Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Stonehaven Wealth & Tax Solutions, LLC

  • BBIN
  • SPLG
  • AGG
  • UCON
  • SDVY
  • FVD
  • FTCS
Stonehaven Wealth & Tax Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 102 Billion
Stocks 79
Filing on Aug 14, 2025 Q2 2025

Engine No. 1 LLC

  • POWL
  • VRT
  • ETN
  • HUBB
Engine No. 1 LLC's Q2 2025 Portfolio
Portfolio Value 50.1 Million
Stocks 4
Filing on Aug 14, 2025 Q2 2025

Velan Capital Investment Management LP

  • HRTX
  • VRNA
  • TARA
  • ARVN
  • KMPH
  • SCPH
  • RZLT
Velan Capital Investment Management LP's Q2 2025 Portfolio
Portfolio Value 58.2 Million
Stocks 53
Filing on Aug 14, 2025 Q2 2025

Ariel Investments, LLC

  • MSGE
  • MAT
  • OSW
  • AMG
  • GNRC
  • JLL
  • NCLH
Ariel Investments, LLC's Q2 2025 Portfolio
Portfolio Value 7.86 Billion
Stocks 199
Filing on Aug 14, 2025 Q2 2025

Kailix Advisors LLC

  • CSTM
  • WCC
  • AA
  • BLDR
  • RIG
  • GPRE
  • AR
Kailix Advisors LLC's Q2 2025 Portfolio
Portfolio Value 64.6 Billion
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Integrated Investment Consultants, LLC

  • IWF
  • IWP
  • AOR
  • IWD
  • NEAR
  • IEFA
  • SCHD
Integrated Investment Consultants, LLC's Q2 2025 Portfolio
Portfolio Value 547 Million
Stocks 647
Filing on Aug 14, 2025 Q2 2025

Sapience Investments, LLC

  • CR
  • WBS
  • WTFC
  • PZZA
  • BPOP
  • ATI
  • ELF
Sapience Investments, LLC's Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 89
Filing on Aug 14, 2025 Q2 2025

Azora Capital LP

  • LPLA
  • BAC
  • CMA
  • WBS
  • KEY
  • COIN
  • STNE
Azora Capital LP's Q2 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 58
Filing on Aug 14, 2025 Q2 2025

Stem Point Capital LP

  • SNDX
  • IMVT
  • SRRK
  • CNTA
  • MDGL
  • MRUS
  • ACLX
Stem Point Capital LP's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 54
Filing on Aug 14, 2025 Q2 2025

Sirios Capital Management L P

  • TSM
  • ALC
  • WFC
  • GMED
  • ROP
  • AMZN
  • CG
Sirios Capital Management L P's Q2 2025 Portfolio
Portfolio Value 555 Million
Stocks 59
Filing on Aug 14, 2025 Q2 2025

Blue Door Asset Management, LLC

  • PYPL
  • PRGO
  • FLEX
  • EPAM
  • VRT
  • JBL
  • HOLX
Blue Door Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Marathon Capital Management

  • TROW
  • MSFT
  • AZN
  • GLW
  • AAPL
  • QCOM
  • IBM
Marathon Capital Management's Q2 2025 Portfolio
Portfolio Value 377 Million
Stocks 166
Filing on Aug 14, 2025 Q2 2025

Berkshire Capital Holdings Inc

  • NVDA
  • NET
  • TSM
  • PLTR
  • COIN
  • HOOD
  • DASH
Berkshire Capital Holdings Inc's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 102
Filing on Aug 14, 2025 Q2 2025

Bcs Private Wealth Management, Inc.

  • MSFT
  • BRK-B
  • JPM
  • IGSB
  • OSCR
  • VOO
  • IEFA
Bcs Private Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 166
Filing on Aug 14, 2025 Q2 2025

Blue Water Life Science Advisors, LP

  • NTRA
  • ADPT
  • GH
  • CDNA
  • TXG
  • PSNL
  • QTRX
Blue Water Life Science Advisors, LP's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Bretton Capital Management, LLC

  • GOOG
  • PGR
  • AZO
  • AXP
  • JPM
  • MSFT
  • V
Bretton Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 111 Billion
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Edentree Asset Management LTD

  • MSFT
  • GOOGL
  • MDT
  • XYL
  • ADI
  • NKE
  • PFG
Edentree Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 361 Billion
Stocks 62
Filing on Aug 14, 2025 Q2 2025

Alphadyne Asset Management LP

  • GLD
  • FXI
  • GLD
  • GDX
  • QQQ
  • C
  • GLD
Alphadyne Asset Management LP's Q2 2025 Portfolio
Portfolio Value 547 Million
Stocks 166