Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 14, 2025 Q1 2025

Divisadero Street Capital Management, LP

  • EAT
  • RSI
  • EAT
  • GENI
  • VITL
  • CVNA
  • HIMS
Divisadero Street Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 803 Million
Stocks 94
Filing on May 14, 2025 Q1 2025

Copperleaf Capital, LLC

  • IVV
  • IUSB
  • IVW
  • DFAC
  • QUAL
  • DYNF
  • IVE
Copperleaf Capital, LLC's Q1 2025 Portfolio
Portfolio Value 123 Million
Stocks 107
Filing on May 14, 2025 Q1 2025

Stockbridge Partners LLC

  • TDG
  • AMZN
  • DE
  • WCN
  • MSFT
  • GWRE
  • HLT
Stockbridge Partners LLC's Q1 2025 Portfolio
Portfolio Value 4.52 Billion
Stocks 12
Filing on May 14, 2025 Q1 2025

Greenoaks Capital Partners LLC

  • CVNA
  • CPNG
  • TOST
  • AMZN
  • PCOR
Greenoaks Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 7
Filing on May 14, 2025 Q1 2025

Berkshire Partners LLC

  • PTLO
Berkshire Partners LLC's Q1 2025 Portfolio
Portfolio Value 44.6 Million
Stocks 1
Filing on May 14, 2025 Q1 2025

Monograph Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFAT
  • DFUV
  • IGSB
  • DISV
  • AAPL
Monograph Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 690 Million
Stocks 113
Filing on May 14, 2025 Q1 2025

K2 Principal Fund, L.P.

  • GLD
  • GLD
  • GOOG
  • GLD
  • VOO
  • VOO
  • HES
K2 Principal Fund, L.P.'s Q1 2025 Portfolio
Portfolio Value 201 Million
Stocks 317
Filing on May 14, 2025 Q1 2025

Wealth Advisors Of Tampa Bay, LLC

  • AVGO
  • AAPL
  • WMT
  • MSFT
  • WM
  • AMZN
  • GS
Wealth Advisors Of Tampa Bay, LLC's Q1 2025 Portfolio
Portfolio Value 241 Million
Stocks 150
Filing on May 14, 2025 Q1 2025

Captrust Financial Advisors

  • IVV
  • AAPL
  • VEA
  • VTV
  • MSFT
  • IEF
  • SHY
Captrust Financial Advisors's Q1 2025 Portfolio
Portfolio Value 38.8 Billion
Stocks 2351
Filing on May 14, 2025 Q1 2025

Wilson & Boucher Capital Management, LLC

  • VTI
  • AAPL
  • SCHB
  • VB
  • VO
  • NVO
  • VEU
Wilson & Boucher Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 107
Filing on May 14, 2025 Q1 2025

Uni Super Management Pty LTD

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • JPM
  • META
  • GOOGL
Uni Super Management Pty LTD's Q1 2025 Portfolio
Portfolio Value 13.2 Billion
Stocks 695
Filing on May 14, 2025 Q1 2025

Spectrum Strategic Capital Management, LLC

  • ITOT
  • IVV
  • GOVT
  • SPY
  • QQQ
  • COWZ
  • AAPL
Spectrum Strategic Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 152 Million
Stocks 32
Filing on May 14, 2025 Q1 2025

Polymer Capital Management (Hk) LTD

  • TPR
  • META
  • QFIN
  • AMD
  • BABA
  • INTC
  • TAL
Polymer Capital Management (Hk) LTD's Q1 2025 Portfolio
Portfolio Value 587 Billion
Stocks 131
Filing on May 14, 2025 Q1 2025

Financial Avengers, Inc.

  • AMZN
  • AAPL
  • NVDA
  • BRK-B
  • GOOG
  • SCHW
  • AXP
Financial Avengers, Inc.'s Q1 2025 Portfolio
Portfolio Value 195 Million
Stocks 149
Filing on May 14, 2025 Q1 2025

Centaurus Financial, Inc.

  • AAPL
  • NVDA
  • AMZN
  • BIL
  • SPY
  • MSFT
  • QQQ
Centaurus Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 892
Filing on May 14, 2025 Q1 2025

Nixon Capital, LLC

  • UBER
  • PYPL
  • SLG
  • CCL
  • KMX
  • SONY
  • NU
Nixon Capital, LLC's Q1 2025 Portfolio
Portfolio Value 290 Billion
Stocks 23
Filing on May 14, 2025 Q1 2025

Gibson Wealth Advisors LLC

  • VTI
  • BND
  • VOO
  • VXUS
  • NSC
  • XOM
  • VB
Gibson Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 125 Billion
Stocks 37
Filing on May 14, 2025 Q1 2025

Fiduciary Trust CO

  • IVV
  • BRK-A
  • TJX
  • AAPL
  • IEFA
  • CPNG
  • VEA
Fiduciary Trust CO's Q1 2025 Portfolio
Portfolio Value 7.39 Billion
Stocks 1453