Latest 13F Filings

Analyze the most recent 13F filings submitted by institutional investors, get insights into their portfolio holdings and investment strategies.

Revolve Wealth Partners

$695.39M portfolio
Q4 2024
Performance: 12.75% last year
222 Holdings 2025-03-19 00:00:00 CIK: 0001808992 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q4 2023
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q4 2022
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q4 2021
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q4 2020
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q4 2019
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q3 2024
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q3 2023
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q1 2024
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q3 2022
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q2 2024
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q1 2023
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q3 2021
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q2 2023
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q1 2022
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q3 2020
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q1 2021
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q2 2022
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q2 2021
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q2 2020
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

Criteria Caixa, S.a.u.

$700.64M portfolio
Q1 2020
Performance: 3.22% last year
18 Holdings 2025-03-18 00:00:00 CIK: 0002018922 SEC Filing

California State Teachers Retirement System

$85.65B portfolio
Q4 2024
Performance: 30.12% last year
3065 Holdings 2025-03-18 00:00:00 CIK: 0001081019 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q3 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Bank of America Corp /de/

$1.20T portfolio
Q1 2024
Performance: 23.31% last year
8139 Holdings 2025-03-18 00:00:00 CIK: 0000070858 SEC Filing

Objective Capital Management

$149.63M portfolio
Q4 2024
Performance: 10.80% last year
138 Holdings 2025-03-18 00:00:00 CIK: 0001924152 SEC Filing

Triton Wealth Management, Pllc

$194.21M portfolio
Q4 2024
Performance: 17.88% last year
94 Holdings 2025-03-18 00:00:00 CIK: 0001791126 SEC Filing

American Assets Investment Management

$1.22B portfolio
Q4 2024
Performance: 27.85% last year
155 Holdings 2025-03-17 00:00:00 CIK: 0001389256 SEC Filing

American Assets

$326.25M portfolio
Q4 2024
Performance: 24.60% last year
23 Holdings 2025-03-17 00:00:00 CIK: 0000885118 SEC Filing

Wealth Enhancement Advisory Services

$52.39B portfolio
Q4 2024
Performance: 15.86% last year
3176 Holdings 2025-03-17 00:00:00 CIK: 0001632972 SEC Filing

Northcrest Asset Manangement

$3.38B portfolio
Q4 2024
Performance: 71.32% last year
590 Holdings 2025-03-17 00:00:00 CIK: 0001893159 SEC Filing

Leicht Financial Planning & Wealth Management, Inc.

$195.44M portfolio
Q4 2024
Performance: 11.93% last year
17 Holdings 2025-03-14 00:00:00 CIK: 0001710666 SEC Filing

Hara Capital

$158.79M portfolio
Q4 2024
Performance: -2.22% last year
312 Holdings 2025-03-14 00:00:00 CIK: 0002010015 SEC Filing

Centaurus Financial, Inc.

$1.64B portfolio
Q4 2024
Performance: 14.54% last year
862 Holdings 2025-03-12 00:00:00 CIK: 0000891943 SEC Filing

Palogic Value Management, L.p.

$4.26B portfolio
Q4 2024
Performance: 1475.11% last year
174 Holdings 2025-03-12 00:00:00 CIK: 0001532943 SEC Filing

Palogic Value Management, L.p.

$4.26B portfolio
Q4 2024
Performance: 1475.11% last year
174 Holdings 2025-03-12 00:00:00 CIK: 0001532943 SEC Filing

Palogic Value Management, L.p.

$4.26B portfolio
Q3 2024
Performance: 1475.11% last year
174 Holdings 2025-03-12 00:00:00 CIK: 0001532943 SEC Filing

Palogic Value Management, L.p.

$4.26B portfolio
Q3 2023
Performance: 1475.11% last year
174 Holdings 2025-03-12 00:00:00 CIK: 0001532943 SEC Filing

Private Capital Management

$500.93M portfolio
Q1 2023
Performance: 12.88% last year
213 Holdings 2025-03-12 00:00:00 CIK: 0001778185 SEC Filing

Private Capital Management

$500.93M portfolio
Q3 2023
Performance: 12.88% last year
213 Holdings 2025-03-12 00:00:00 CIK: 0001778185 SEC Filing

Private Capital Management

$500.93M portfolio
Q2 2023
Performance: 12.88% last year
213 Holdings 2025-03-12 00:00:00 CIK: 0001778185 SEC Filing

Private Capital Management

$500.93M portfolio
Q1 2024
Performance: 12.88% last year
213 Holdings 2025-03-12 00:00:00 CIK: 0001778185 SEC Filing

Private Capital Management

$500.93M portfolio
Q4 2023
Performance: 12.88% last year
213 Holdings 2025-03-12 00:00:00 CIK: 0001778185 SEC Filing

Private Capital Management

$500.93M portfolio
Q2 2024
Performance: 12.88% last year
213 Holdings 2025-03-12 00:00:00 CIK: 0001778185 SEC Filing

Elequin Securities

$1.26B portfolio
Q1 2024
Performance: 11.28% last year
516 Holdings 2025-03-11 00:00:00 CIK: 0001810873 SEC Filing

OLD North State Trust

$157.18M portfolio
Q4 2024
Performance: 9.85% last year
135 Holdings 2025-03-10 00:00:00 CIK: 0001760444 SEC Filing

Capstone Triton Financial Group

$160.01M portfolio
Q4 2024
Performance: 19.85% last year
107 Holdings 2025-03-10 00:00:00 CIK: 0001811805 SEC Filing

Harraden Circle Investments

$125.40M portfolio
Q4 2024
105 Holdings 2025-03-07 00:00:00 CIK: 0001910592 SEC Filing

Pensioenfonds Rail & OV

$1.44B portfolio
Q3 2024
Performance: 22.73% last year
35 Holdings 2025-03-07 00:00:00 CIK: 0001218761 SEC Filing

Schreiber John

Q4 2024
2025-03-05 00:00:00 CIK: 0001504918 SEC Filing

Castle Rock Wealth Management

$419.89M portfolio
Q4 2024
Performance: 19.32% last year
233 Holdings 2025-03-05 00:00:00 CIK: 0001727605 SEC Filing

Financial Insights, Inc.

$258.79M portfolio
Q4 2024
Performance: 17.09% last year
109 Holdings 2025-03-05 00:00:00 CIK: 0001642058 SEC Filing

Pictet & CIE (europe) SA

$4.56B portfolio
Q4 2024
Performance: 20.57% last year
166 Holdings 2025-03-05 00:00:00 CIK: 0001123274 SEC Filing

Phocas Financial Corp.

$748.77M portfolio
Q4 2024
Performance: 9.84% last year
154 Holdings 2025-03-05 00:00:00 CIK: 0001356783 SEC Filing

Probity Advisors, Inc.

$519.53M portfolio
Q4 2024
Performance: 8.20% last year
231 Holdings 2025-03-05 00:00:00 CIK: 0001676603 SEC Filing

Birmingham Capital Management CO Inc/al

$269.91M portfolio
Q4 2024
Performance: 13.20% last year
110 Holdings 2025-03-04 00:00:00 CIK: 0000918504 SEC Filing

Vectorglobal Iag, Inc.

Q4 2024
2025-03-04 00:00:00 CIK: 0001845843 SEC Filing

Buska Wealth Management

$312.45M portfolio
Q4 2024
Performance: 9.52% last year
58 Holdings 2025-03-04 00:00:00 CIK: 0001910503 SEC Filing

Audent Global Asset Management

$153.69M portfolio
Q4 2024
Performance: 22.95% last year
50 Holdings 2025-03-04 00:00:00 CIK: 0001834874 SEC Filing

Smith Shellnut Wilson LLC /adv

$225.91M portfolio
Q4 2024
Performance: 17.54% last year
146 Holdings 2025-03-04 00:00:00 CIK: 0000944317 SEC Filing

Brighton Jones

$3.46B portfolio
Q4 2024
Performance: 25.40% last year
685 Holdings 2025-03-04 00:00:00 CIK: 0001360798 SEC Filing