Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Wayfinding Financial, LLC

  • MSFT
  • NVDA
  • IVV
  • LQD
  • AAPL
  • SPIB
  • AGG
Wayfinding Financial, LLC's Q3 2025 Portfolio
Portfolio Value 232 Million
Stocks 150
Filing on Nov 13, 2025 Q3 2025

Oasis Management CO Ltd.

  • MTN
  • VNET
  • STRS
  • APLD
  • RLX
  • TBPH
  • ATHM
Oasis Management CO Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.04 Trillion
Stocks 111
Filing on Nov 13, 2025 Q3 2025

Core View Capital Management LTD

  • BZ
  • JD
  • TCOM
  • SE
  • TAL
  • BEKE
  • MOMO
Core View Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 907 Million
Stocks 8
Filing on Nov 13, 2025 Q3 2025

Bank Of Hawaii

  • VEA
  • VUG
  • IVV
  • SPY
  • VTI
  • VTV
  • IXUS
Bank Of Hawaii's Q3 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 286
Filing on Nov 13, 2025 Q3 2025

Wood Tarver Financial Group, LLC

  • VTI
  • CGCP
  • CGDV
  • VCSH
  • QUAL
  • DOCT
  • DFAS
Wood Tarver Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 339 Million
Stocks 151
Filing on Nov 13, 2025 Q3 2025

Nfj Investment Group, LLC

  • ARE
  • GOOGL
  • PLD
  • NEE
  • GBCI
  • PFE
  • SWK
Nfj Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 565
Filing on Nov 13, 2025 Q3 2025

First Western Trust Bank

  • SYK
  • VOO
  • IWR
  • SPY
  • RSP
  • IWM
  • VEA
First Western Trust Bank's Q3 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 262
Filing on Nov 13, 2025 Q3 2025

Ruane, Cunniff & Goldfarb L.P.

  • SCHW
  • GOOGL
  • TSM
  • ELV
  • ICE
  • COF
  • GOOG
Ruane, Cunniff & Goldfarb L.P.'s Q3 2025 Portfolio
Portfolio Value 5.3 Billion
Stocks 47
Filing on Nov 13, 2025 Q3 2025

Oaktree Fund Advisors, LLC

  • ITUB
  • HDB
  • GRAB
  • NU
  • FCX
  • YMM
  • XP
Oaktree Fund Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 32.4 Million
Stocks 18
Filing on Nov 13, 2025 Q3 2025

Brandywine Managers, LLC

  • ACWI
  • CRWD
  • PATH
  • NVDA
  • UBER
  • NTRA
  • ZS
Brandywine Managers, LLC's Q3 2025 Portfolio
Portfolio Value 102 Million
Stocks 37
Filing on Nov 13, 2025 Q3 2025

S. R. Schill & Associates

  • IEFA
  • VTWO
  • USRT
  • SPLG
  • SPTI
  • SPTS
  • VGLT
S. R. Schill & Associates's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 25
Filing on Nov 13, 2025 Q3 2025

Quaker Capital Investments, LLC

  • EQT
  • SATS
  • LILAK
  • UBER
  • IHS
  • CZR
  • GOOG
Quaker Capital Investments, LLC's Q3 2025 Portfolio
Portfolio Value 354 Million
Stocks 21
Filing on Nov 13, 2025 Q3 2025

Vienna Asset Management LLC

  • TSLA
  • BRK-B
  • JEPQ
  • SPY
  • JEPI
  • QQQ
  • MSTR
Vienna Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 139 Million
Stocks 54
Filing on Nov 13, 2025 Q3 2025

Hyperion Capital Advisors LP

  • GOOG
  • GOOGL
  • ELV
  • VERX
  • ICE
  • UNH
  • META
Hyperion Capital Advisors LP's Q3 2025 Portfolio
Portfolio Value 172 Million
Stocks 62
Filing on Nov 13, 2025 Q3 2025

Hold Co Asset Management, LP

  • CMA
  • COLB
  • FIBK
  • EBC
  • CFG
  • CPF
  • KEY
Hold Co Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 948 Billion
Stocks 26
Filing on Nov 13, 2025 Q3 2025

Wishbone Management, LP

  • AVT
  • CPA
  • LSPD
  • EPAM
Wishbone Management, LP's Q3 2025 Portfolio
Portfolio Value 189 Million
Stocks 4
Filing on Nov 13, 2025 Q3 2025

Needham Investment Management LLC

  • TDUP
  • LASR
  • PDFS
  • NVMI
  • ODC
  • AIP
  • VICR
Needham Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 315
Filing on Nov 13, 2025 Q3 2025

Brandywine Trust CO

  • VT
  • CPB
  • SPY
  • ABBV
  • WFC
  • BRK-A
  • ABT
Brandywine Trust CO's Q3 2025 Portfolio
Portfolio Value 656 Million
Stocks 33