Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Surgo Cap Partners LP

  • LPLA
  • CRS
  • BSX
  • MCK
  • BX
  • NFLX
  • UNH
Surgo Cap Partners LP's Q1 2025 Portfolio
Portfolio Value 2.02 Trillion
Stocks 12
Filing on May 14, 2025 Q1 2025

Lebenthal Global Advisors, LLC

  • SPY
  • JEPQ
  • JEPI
  • ICVT
  • VCIT
  • ONEQ
  • VTV
Lebenthal Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 526 Million
Stocks 260
Filing on May 14, 2025 Q1 2025

Broadwood Capital Inc

  • MNST
  • AXON
  • STAA
  • IWM
  • LCTX
  • OLO
Broadwood Capital Inc's Q1 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 8
Filing on May 14, 2025 Q1 2025

Mc Gowan Group Asset Management, Inc.

  • AWF
  • DSL
  • UTF
  • HYT
  • XOM
  • ARCC
  • PAGP
Mc Gowan Group Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 586 Million
Stocks 124
Filing on May 14, 2025 Q1 2025

C M Bidwell & Associates LTD

  • BSV
  • IWB
  • VTI
  • IWM
  • GVI
  • VOO
  • VTIP
C M Bidwell & Associates LTD's Q1 2025 Portfolio
Portfolio Value 163 Million
Stocks 439
Filing on May 14, 2025 Q1 2025

Fernbridge Capital Management LP

  • INTU
  • PTC
  • CRM
  • WDAY
  • AMZN
  • LYV
  • BKNG
Fernbridge Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 17
Filing on May 14, 2025 Q1 2025

I.G.Y. LTD

  • COST
  • AMZN
  • BRK-A
I.G.Y. LTD's Q1 2025 Portfolio
Portfolio Value 237 Million
Stocks 3
Filing on May 14, 2025 Q1 2025

R.M.Sincerbeaux Capital Management LLC

  • V
  • WMB
  • MSFT
  • ADP
  • ABBV
  • KMI
  • QCOM
R.M.Sincerbeaux Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 169 Million
Stocks 39
Filing on May 14, 2025 Q1 2025

Raab & Moskowitz Asset Management LLC

  • VTI
  • AAPL
  • MGK
  • BRK-B
  • COST
  • MSFT
  • TJX
Raab & Moskowitz Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 393 Million
Stocks 177
Filing on May 14, 2025 Q1 2025

Dai Ichi Life Holdings, Inc.

  • VGSH
  • LQD
  • IGSB
  • EMB
  • TIP
  • VNQ
  • IAGG
Dai Ichi Life Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 89.2 Billion
Stocks 19
Filing on May 14, 2025 Q1 2025

Archetype Wealth Partners

  • VOO
  • MUB
  • BND
  • IEFA
  • SPY
  • VCIT
  • IEF
Archetype Wealth Partners's Q1 2025 Portfolio
Portfolio Value 681 Million
Stocks 130
Filing on May 14, 2025 Q1 2025

Dai Ichi Life Insurance Company, LTD

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • V
  • GOOGL
  • META
Dai Ichi Life Insurance Company, LTD's Q1 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 482
Filing on May 14, 2025 Q1 2025

Uss Investment Management LTD

  • SPLG
  • MSFT
  • AAPL
  • NVDA
  • V
  • AMZN
  • AON
Uss Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 12.7 Billion
Stocks 533
Filing on May 14, 2025 Q1 2025

Bleichroeder LP

  • GLD
  • CMPO
  • IVAC
  • SPY
  • BX
  • SPGI
  • INVE
Bleichroeder LP's Q1 2025 Portfolio
Portfolio Value 292 Million
Stocks 78
Filing on May 14, 2025 Q1 2025

Rivulet Capital, LLC

  • WDAY
  • PTC
  • SBAC
  • DHR
  • TPX
  • MA
  • MIDD
Rivulet Capital, LLC's Q1 2025 Portfolio
Portfolio Value 932 Million
Stocks 13
Filing on May 14, 2025 Q1 2025

L2 Asset Management, LLC

  • SPY
  • SGOV
  • AAPL
  • SCHI
  • MSFT
  • META
  • NVDA
L2 Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 492 Million
Stocks 275
Filing on May 14, 2025 Q1 2025

Unconventional Investor, LLC

  • VTI
  • BRK-B
  • VOO
  • VPU
  • VEA
  • VNQ
  • VXUS
Unconventional Investor, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 34
Filing on May 14, 2025 Q1 2025

Kettle Hill Capital Management, LLC

  • WYNN
  • PENN
  • BEN
  • ZM
  • KIM
  • RH
  • SPY
Kettle Hill Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 340 Million
Stocks 41