Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Baker Chad R

  • AAPL
  • GOOGL
  • MSFT
  • APH
  • MA
  • AMZN
  • TSLA
Baker Chad R's Q4 2025 Portfolio
Portfolio Value 512 Million
Stocks 57
Filing on Jan 13, 2026 Q4 2025

Riverbridge Partners LLC

  • NOW
  • NVDA
  • MSFT
  • HEI
  • MEDP
  • LOPE
  • AMZN
Riverbridge Partners LLC's Q4 2025 Portfolio
Portfolio Value 5.33 Billion
Stocks 188
Filing on Jan 13, 2026 Q4 2025

Kathmere Capital Management, LLC

  • VEA
  • VLUE
  • VV
  • QUAL
  • MTUM
  • JEPI
  • VGIT
Kathmere Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 577
Filing on Jan 13, 2026 Q4 2025

West Financial Advisors, LLC

  • VOO
  • VEA
  • SPY
  • VTEB
  • BND
  • DFAE
  • IEFA
West Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 591 Million
Stocks 236
Filing on Jan 13, 2026 Q4 2025

Cpa Asset Management LLC

  • FBND
  • DFAE
  • IAU
  • DFAI
  • DUHP
  • DFSD
  • BRK-A
Cpa Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 285 Billion
Stocks 106
Filing on Jan 13, 2026 Q4 2025

Ramsey Quantitative Systems

  • SPY
  • RC
  • HYG
  • SVXY
  • LQD
  • EEM
  • C
Ramsey Quantitative Systems's Q4 2025 Portfolio
Portfolio Value 106 Million
Stocks 13
Filing on Jan 13, 2026 Q4 2025

Triangle Securities Wealth Management

  • IJH
  • JAVA
  • AAPL
  • VGT
  • SCHM
  • MSFT
  • GOOG
Triangle Securities Wealth Management's Q4 2025 Portfolio
Portfolio Value 439 Million
Stocks 214
Filing on Jan 13, 2026 Q4 2025

Buttonwood Financial Group, LLC

  • SPLG
  • DYNF
  • SPYV
  • IAU
  • AVUS
  • SPYG
  • SPTL
Buttonwood Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 130 Million
Stocks 33
Filing on Jan 13, 2026 Q4 2025

Syquant Capital Sas

  • CDAY
  • BABA
  • LLY
  • GTLS
  • INTU
  • ORCL
  • SE
Syquant Capital Sas's Q4 2025 Portfolio
Portfolio Value 817 Million
Stocks 37
Filing on Jan 13, 2026 Q4 2025

Butensky & Cohen Financial Security, Inc

  • XLK
  • GOOGL
  • AAPL
  • NEE
  • CSCO
  • NVDA
  • BK
Butensky & Cohen Financial Security, Inc's Q4 2025 Portfolio
Portfolio Value 358 Million
Stocks 131
Filing on Jan 13, 2026 Q4 2025

Partner Re Asset Management Corp

  • HYG
  • RSP
Partner Re Asset Management Corp's Q4 2025 Portfolio
Portfolio Value 139 Billion
Stocks 2
Filing on Jan 13, 2026 Q4 2025

Ifg Advisors, LLC

  • SPY
  • VOO
  • EFA
  • IJR
  • QQQ
  • QQQM
  • MDY
Ifg Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 586 Million
Stocks 154
Filing on Jan 13, 2026 Q4 2025

Nat West Group PLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • AVGO
  • CME
Nat West Group PLC's Q4 2025 Portfolio
Portfolio Value 402 Million
Stocks 72
Filing on Jan 13, 2026 Q4 2025

Albert D Mason Inc

  • GOOG
  • KLAC
  • NVS
  • PH
  • SNA
  • ITT
  • META
Albert D Mason Inc's Q4 2025 Portfolio
Portfolio Value 122 Million
Stocks 139
Filing on Jan 13, 2026 Q4 2025

Cadent Capital Advisors, LLC

  • XLY
  • ITA
  • VIS
  • AAPL
  • RWL
  • VTWO
  • RSP
Cadent Capital Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 398 Million
Stocks 196
Filing on Jan 13, 2026 Q4 2025

Norden Group LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • BIL
Norden Group LLC's Q4 2025 Portfolio
Portfolio Value 1.02 Trillion
Stocks 605
Filing on Jan 13, 2026 Q4 2025

Bank & Trust CO

  • LLY
  • OTTR
  • MSFT
  • ORI
  • GOOGL
  • C
  • WMT
Bank & Trust CO's Q4 2025 Portfolio
Portfolio Value 142 Billion
Stocks 296
Filing on Jan 13, 2026 Q4 2025

Boston Premier Wealth LLC

  • VTI
  • QQQ
  • IJH
  • AVLV
  • DFUS
  • AAPL
  • IJR
Boston Premier Wealth LLC's Q4 2025 Portfolio
Portfolio Value 195 Billion
Stocks 69