Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Novak & Powell Financial Services, Inc.

  • VUG
  • QQQ
  • AAPL
  • VV
  • SPY
  • VTV
  • MSFT
Novak & Powell Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 161 Billion
Stocks 152
Filing on May 14, 2025 Q1 2025

Nfj Investment Group, LLC

  • NEE
  • ES
  • REXR
  • PLD
  • BAC
  • INTU
  • PNC
Nfj Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 515
Filing on May 14, 2025 Q1 2025

Srs Capital Advisors, Inc.

  • VUG
  • VTV
  • IGSB
  • SCHP
  • QQQ
  • VO
  • RDVY
Srs Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 3368
Filing on May 14, 2025 Q1 2025

Royal Capital Wealth Management, LLC

  • SPY
  • MA
  • BRK-B
  • MSFT
  • V
  • NVDA
  • JPM
Royal Capital Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 139 Million
Stocks 88
Filing on May 14, 2025 Q1 2025

American Family Investments, Inc.

  • HYDW
  • IWP
  • VCSH
  • VOO
  • VCIT
  • IGIB
  • HYLB
American Family Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.44 Trillion
Stocks 11
Filing on May 14, 2025 Q1 2025

Hyperion Capital Advisors LP

  • ICE
  • GOOG
  • META
  • CACC
  • UNH
  • ELV
  • SCHW
Hyperion Capital Advisors LP's Q1 2025 Portfolio
Portfolio Value 176 Million
Stocks 65
Filing on May 14, 2025 Q1 2025

Brandywine Managers, LLC

  • ACWI
  • CRWD
  • PATH
  • NTRA
  • NVDA
  • UBER
  • CRM
Brandywine Managers, LLC's Q1 2025 Portfolio
Portfolio Value 82.9 Million
Stocks 35
Filing on May 14, 2025 Q1 2025

Virtus Investment Advisers, Inc.

  • SEIX
  • OCCI
  • JNK
  • ECC
  • HYG
  • WRB
  • TPVG
Virtus Investment Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 289 Million
Stocks 473
Filing on May 14, 2025 Q1 2025

Kite Lake Capital Management (Uk) LLP

  • SIMO
  • ACI
  • SATS
  • TUR
  • ARGT
  • ACI
  • SAGE
Kite Lake Capital Management (Uk) LLP's Q1 2025 Portfolio
Portfolio Value 76.5 Million
Stocks 11
Filing on May 14, 2025 Q1 2025

Ruane, Cunniff & Goldfarb L.P.

  • SCHW
  • ELV
  • ICE
  • UNH
  • COF
  • GOOGL
  • CACC
Ruane, Cunniff & Goldfarb L.P.'s Q1 2025 Portfolio
Portfolio Value 4.74 Billion
Stocks 38
Filing on May 14, 2025 Q1 2025

Icon Advisers Inc

  • LPLA
  • DNOW
  • NFG
  • KALU
  • ZTO
  • HMN
  • MA
Icon Advisers Inc's Q1 2025 Portfolio
Portfolio Value 411 Million
Stocks 158
Filing on May 14, 2025 Q1 2025

Waterford Advisors, LLC

  • IVV
  • VTV
  • VUG
  • VEA
  • BNDX
  • SCHA
  • BSV
Waterford Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 51
Filing on May 14, 2025 Q1 2025

Shepherd Kaplan Krochuk, LLC

  • ANGL
  • USMV
  • AAPL
  • SCHV
  • CPB
  • JQUA
  • MTUM
Shepherd Kaplan Krochuk, LLC's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 58
Filing on May 14, 2025 Q1 2025

Needham Investment Management LLC

  • VICR
  • PDFS
  • FARO
  • NVMI
  • ODC
  • UIS
  • VRT
Needham Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 957 Million
Stocks 314
Filing on May 14, 2025 Q1 2025

Wishbone Management, LP

  • AVT
  • CPA
  • LSPD
Wishbone Management, LP's Q1 2025 Portfolio
Portfolio Value 138 Million
Stocks 4
Filing on May 14, 2025 Q1 2025

Brandywine Trust CO

  • VT
  • CPB
  • SPY
  • ABBV
  • BRK-A
  • ABT
  • WFC
Brandywine Trust CO's Q1 2025 Portfolio
Portfolio Value 644 Million
Stocks 35
Filing on May 14, 2025 Q1 2025

Orcam Financial Group

  • DSCF
  • VT
  • SCHB
  • VTI
  • SCHF
  • VXUS
  • VGIT
Orcam Financial Group's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 49
Filing on May 14, 2025 Q1 2025

Minot De Blois Advisors LLC

  • VCSH
  • VGIT
  • VOO
  • IEMG
  • AAPL
  • MSFT
  • VB
Minot De Blois Advisors LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 249