Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 11, 2025 Q2 2025

Umb Bank, N.A.

  • UMBF
  • IVV
  • MSFT
  • AAPL
  • NVDA
  • BRK-A
  • AMZN
Umb Bank, N.A.'s Q2 2025 Portfolio
Portfolio Value 6.26 Billion
Stocks 2950
Filing on Jul 11, 2025 Q2 2025

Adirondack Trust CO

  • SPY
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • VTHR
  • JPM
Adirondack Trust CO's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 568
Filing on Jul 11, 2025 Q2 2025

Myecfo, LLC

  • SCHB
  • VEA
  • SCHF
  • CMF
  • SCHZ
  • VT
  • NYF
Myecfo, LLC's Q2 2025 Portfolio
Portfolio Value 204 Billion
Stocks 59
Filing on Jul 11, 2025 Q2 2025

Butensky & Cohen Financial Security, Inc

  • MSFT
  • NVDA
  • RTX
  • JPM
  • CSCO
  • BK
  • AMZN
Butensky & Cohen Financial Security, Inc's Q2 2025 Portfolio
Portfolio Value 324 Million
Stocks 128
Filing on Jul 11, 2025 Q2 2025

Bdf Gestion

  • NVDA
  • MSFT
  • AAPL
  • META
  • AVGO
  • GOOG
  • JPM
Bdf Gestion's Q2 2025 Portfolio
Portfolio Value 894 Billion
Stocks 137
Filing on Jul 11, 2025 Q2 2025

William Howard & CO Financial Advisors Inc

  • IVV
  • IEF
  • IWM
  • ICF
  • IWV
  • IEFA
  • BND
William Howard & CO Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 56
Filing on Jul 11, 2025 Q2 2025

Professional Advisory Services Inc

  • MSFT
  • GOOG
  • AMZN
  • ELV
  • FISV
  • BRK-B
  • ORCL
Professional Advisory Services Inc's Q2 2025 Portfolio
Portfolio Value 737 Million
Stocks 84
Filing on Jul 11, 2025 Q2 2025

Marshall & Sullivan Inc

  • IWM
  • MSFT
  • VWO
  • BKNG
  • MA
  • GOOGL
  • SYK
Marshall & Sullivan Inc 's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 119
Filing on Jul 11, 2025 Q2 2025

Cmh Wealth Management LLC

  • MSFT
  • AMZN
  • GOOGL
  • AAPL
  • VFH
  • ACWX
  • BA
Cmh Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 392 Million
Stocks 54
Filing on Jul 11, 2025 Q2 2025

Wright Investors Service Inc

  • MSFT
  • NVDA
  • META
  • AAPL
  • AMZN
  • AVGO
  • PGR
Wright Investors Service Inc's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 223
Filing on Jul 11, 2025 Q2 2025

Pinnacle Bancorp, Inc.

  • BRK-A
  • VOO
  • MSFT
  • IJH
  • BRK-B
  • AAPL
  • IVV
Pinnacle Bancorp, Inc.'s Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 909
Filing on Jul 11, 2025 Q2 2025

Eagle Bay Advisors LLC

  • VEA
  • AAPL
  • TSLA
  • VWO
  • MSFT
  • DVY
  • IVV
Eagle Bay Advisors LLC's Q2 2025 Portfolio
Portfolio Value 121 Million
Stocks 112
Filing on Jul 11, 2025 Q2 2025

Shelton Wealth Management, LLC

  • FTSM
  • IBTK
  • IBTJ
  • IBTI
  • IBTH
  • IBTG
  • IWR
Shelton Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 146
Filing on Jul 11, 2025 Q2 2025

Weybosset Research & Management LLC

  • CPRT
  • DE
  • AGM
  • TJX
  • KEYS
  • BRK-B
  • CMI
Weybosset Research & Management LLC's Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 35
Filing on Jul 11, 2025 Q2 2025

Caldwell Sutter Capital, Inc.

  • AAPL
  • MSA
  • PPIH
  • V
  • DGICA
  • MSFT
  • SSBI
Caldwell Sutter Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 860
Filing on Jul 11, 2025 Q2 2025

Bridge Creek Capital Management LLC

  • MSFT
  • AAPL
  • JPM
  • BAC
  • BX
  • GOOG
  • AMZN
Bridge Creek Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 334 Million
Stocks 111
Filing on Jul 11, 2025 Q2 2025

Lantz Financial LLC

  • IVV
  • CGXU
  • MSFT
  • HDV
  • VTI
  • BJUN
  • BSCQ
Lantz Financial LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 235
Filing on Jul 11, 2025 Q2 2025

Addis & Hill, Inc

  • VV
  • VTI
  • VPL
  • VO
  • AGG
  • RWO
  • VGK
Addis & Hill, Inc's Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 27