Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Novem Group

  • SCHG
  • VIG
  • SPLG
  • FMIL
  • BOND
  • SCHO
  • VUG
Novem Group's Q3 2025 Portfolio
Portfolio Value 854 Billion
Stocks 920
Filing on Nov 10, 2025 Q3 2025

Hourglass Capital, LLC

  • NEM
  • ORCL
  • GOOGL
  • PFE
  • C
  • GS
  • MS
Hourglass Capital, LLC's Q3 2025 Portfolio
Portfolio Value 427 Million
Stocks 106
Filing on Nov 10, 2025 Q3 2025

Estabrook Capital Management

  • MSFT
  • JPM
  • AAPL
  • COST
  • IBM
  • GOOGL
  • JNJ
Estabrook Capital Management's Q3 2025 Portfolio
Portfolio Value 686 Billion
Stocks 328
Filing on Nov 10, 2025 Q3 2025

Galilei Investment Office LLP

  • SPY
  • VOO
  • VGK
  • NOBL
  • IGSB
  • VT
  • META
Galilei Investment Office LLP's Q3 2025 Portfolio
Portfolio Value 208 Billion
Stocks 29
Filing on Nov 10, 2025 Q3 2025

Longview Asset Management, LLC

  • GD
  • ALG
  • PCT
Longview Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 9.7 Billion
Stocks 3
Filing on Nov 10, 2025 Q3 2025

Factorial Partners, LLC

  • URI
  • FHI
  • TEVA
  • SYF
  • SEB
  • AL
  • GNW
Factorial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 140 Million
Stocks 66
Filing on Nov 10, 2025 Q3 2025

Advyzon Investment Management, LLC

  • VTI
  • BND
  • SPDW
  • STXG
  • STXV
  • VO
  • BAR
Advyzon Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 583 Billion
Stocks 566
Filing on Nov 10, 2025 Q3 2025

Journey Advisory Group, LLC

  • RIO
  • MSFT
  • IJH
  • AAPL
  • BND
  • VEA
  • IJR
Journey Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 268
Filing on Nov 10, 2025 Q3 2025

Disciplina Capital Management LLC

  • AGG
  • ITOT
  • TLT
  • IEFA
  • AVUS
  • USRT
  • EMLP
Disciplina Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 822 Billion
Stocks 63
Filing on Nov 10, 2025 Q3 2025

Dearborn Partners LLC

  • AAPL
  • MSFT
  • ADP
  • MCD
  • CASY
  • HD
  • WEC
Dearborn Partners LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 273
Filing on Nov 10, 2025 Q3 2025

White Pine Capital LLC

  • MSFT
  • MMM
  • AAPL
  • IVV
  • SPY
  • GOOGL
  • AMZN
White Pine Capital LLC's Q3 2025 Portfolio
Portfolio Value 338 Million
Stocks 225
Filing on Nov 10, 2025 Q3 2025

Mitsubishi Ufj Asset Management (Uk) Ltd.

  • TOK
  • VIOO
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • SPSM
Mitsubishi Ufj Asset Management (Uk) Ltd.'s Q3 2025 Portfolio
Portfolio Value 200 Million
Stocks 100
Filing on Nov 10, 2025 Q3 2025

Hfr Wealth Management, LLC

  • APH
  • AMZN
  • AAPL
  • CTAS
  • TJX
  • COST
  • SCHW
Hfr Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 423 Million
Stocks 51
Filing on Nov 10, 2025 Q3 2025

Opus Investment Management Inc

  • VTI
  • WMT
  • ABBV
  • AAPL
  • XEL
  • PEG
  • NEE
Opus Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 29
Filing on Nov 10, 2025 Q3 2025

Heartland Bank & Trust CO

  • IGF
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • DJP
Heartland Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 207
Filing on Nov 10, 2025 Q3 2025

Rochester Wealth Strategies, LLC

  • VTV
  • VUG
  • VWO
  • VEA
  • SPAB
  • IJR
  • IJH
Rochester Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 22
Filing on Nov 10, 2025 Q3 2025

Mka Charitable Fund

  • ABNB
Mka Charitable Fund's Q3 2025 Portfolio
Portfolio Value 231 Billion
Stocks 1
Filing on Nov 10, 2025 Q3 2025

Bruni J V & CO

  • PRIM
  • AMG
  • COF
  • RDN
  • TMHC
  • CFG
  • RHP
Bruni J V & CO 's Q3 2025 Portfolio
Portfolio Value 844 Million
Stocks 31