Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 13, 2023 Q4 2022

Evolution Capital Management LLC

  • BABA
  • JD
  • TCOM
  • BILI
  • EOCW
  • GDS
  • BIDU
Evolution Capital Management LLC's Q4 2022 Portfolio
Portfolio Value 21.8 Million
Stocks 46
Filing on Feb 13, 2023 Q4 2022

Resolute Financial, LLC

  • IVV
  • IJH
  • IGSB
  • USMV
  • BRK-B
  • USFR
  • STIP
Resolute Financial, LLC's Q4 2022 Portfolio
Portfolio Value 118 Million
Stocks 111
Filing on Feb 13, 2023 Q4 2022

Financial Partners Capital Management LLC

  • PM
  • MSFT
  • PG
  • JPM
  • GS
  • MDY
  • CVX
Financial Partners Capital Management LLC's Q4 2022 Portfolio
Portfolio Value 449 Billion
Stocks 116
Filing on Feb 13, 2023 Q4 2022

Emerging Variant Capital Management LP

  • DESP
  • VLRS
  • BBD
  • GGB
  • VALE
  • ERJ
  • TV
Emerging Variant Capital Management LP's Q4 2022 Portfolio
Portfolio Value 61.3 Million
Stocks 9
Filing on Feb 10, 2023 Q4 2022

Osmium Partners, LLC

  • KIRK
  • LOV
  • TDUP
  • LOV
Osmium Partners, LLC's Q4 2022 Portfolio
Portfolio Value 10.5 Million
Stocks 6
Filing on Feb 10, 2023 Q4 2022

Abingworth LLP

  • PCVX
  • VRNA
  • VERA
  • HLVX
  • ACET
  • PHAT
  • RPHM
Abingworth LLP's Q4 2022 Portfolio
Portfolio Value 301 Million
Stocks 19
Filing on Feb 09, 2023 Q4 2022

Jeneq Management LP

  • WCLD
  • FIVN
  • NOW
  • HUBS
  • MNDY
  • SMAR
  • SHOP
Jeneq Management LP's Q4 2022 Portfolio
Portfolio Value 20.5 Million
Stocks 8
Filing on Feb 08, 2023 Q4 2022

St. James Investment Advisors, LLC

  • BSV
  • VTIP
  • VCSH
  • BIL
  • VMBS
  • LMT
  • PEP
St. James Investment Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 52.9 Million
Stocks 103
Filing on Feb 08, 2023 Q4 2022

Stewart Asset Management, LLC

  • UNH
  • MA
  • GOOG
  • ISRG
  • AMZN
  • DIS
  • FND
Stewart Asset Management, LLC's Q4 2022 Portfolio
Portfolio Value 130 Million
Stocks 28
Filing on Feb 07, 2023 Q4 2022

Gamble Jones Investment Counsel

  • PG
  • AAPL
  • MSFT
  • TXN
  • GOOGL
  • BRK-B
  • AMZN
Gamble Jones Investment Counsel's Q4 2022 Portfolio
Portfolio Value 1.33 Billion
Stocks 202
Filing on Feb 07, 2023 Q4 2022

Sanford Advisory Services, LLC

  • USMV
  • GSLC
  • IJH
  • IVV
  • SYK
  • DGRO
  • AAPL
Sanford Advisory Services, LLC's Q4 2022 Portfolio
Portfolio Value 420 Million
Stocks 119
Filing on Feb 07, 2023 Q4 2022

Canandaigua National Corp

  • MSFT
  • XOM
  • AAPL
  • JNJ
  • JPM
  • PG
  • MRK
Canandaigua National Corp's Q4 2022 Portfolio
Portfolio Value 589 Million
Stocks 252
Filing on Feb 07, 2023 Q4 2022

B. Riley Securities, Inc.

  • BW
  • ALTG
  • AREN
  • DDI
  • FAZE
  • LILM
  • CHRA
B. Riley Securities, Inc.'s Q4 2022 Portfolio
Portfolio Value 460 Billion
Stocks 73
Filing on Feb 06, 2023 Q4 2022

Brinker Capital Investments, LLC

  • VTI
  • GSLC
  • IWF
  • MSFT
  • AAPL
  • IVV
  • IXUS
Brinker Capital Investments, LLC's Q4 2022 Portfolio
Portfolio Value 5.01 Billion
Stocks 1347
Filing on Feb 06, 2023 Q4 2022

Red Cedar Capital, LLC

  • AZO
  • BOC
  • CPRT
  • BRK-B
  • ROST
  • KO
  • WAT
Red Cedar Capital, LLC's Q4 2022 Portfolio
Portfolio Value 158 Million
Stocks 191
Filing on Feb 06, 2023 Q4 2022

Hudson Structured Capital Management Ltd.

  • LMND
  • CLOV
  • DOMA
  • KAIRW
Hudson Structured Capital Management Ltd.'s Q4 2022 Portfolio
Portfolio Value 8.04 Million
Stocks 5
Filing on Feb 03, 2023 Q4 2022

Coann Capital LLC

  • DTE
  • PPL
  • EXC
  • XEL
  • CMS
  • NI
  • DUK
Coann Capital LLC's Q4 2022 Portfolio
Portfolio Value 210 Million
Stocks 19
Filing on Feb 03, 2023 Q4 2022

Chubb LTD

  • GRAB
  • NU
  • PTCT
Chubb LTD's Q4 2022 Portfolio
Portfolio Value 29.9 Million
Stocks 3