Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Ofc Financial Planning, LLC

  • AAPL
  • VOO
  • IVV
  • PTLC
  • SPY
  • ICSH
  • IAU
Ofc Financial Planning, LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 54
Filing on Nov 13, 2025 Q3 2025

R.M.Sincerbeaux Capital Management LLC

  • MSFT
  • V
  • WMB
  • ABBV
  • ADP
  • KMI
  • JPM
R.M.Sincerbeaux Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 39
Filing on Nov 13, 2025 Q3 2025

I.G.Y. LTD

  • AMZN
  • COST
  • BRK-A
I.G.Y. LTD's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 3
Filing on Nov 13, 2025 Q3 2025

Diana Davis Spencer Foundation

  • BND
  • BIV
  • VCLT
  • VOO
Diana Davis Spencer Foundation's Q3 2025 Portfolio
Portfolio Value 297 Million
Stocks 4
Filing on Nov 13, 2025 Q3 2025

Drh Investments, Inc.

  • CAT
  • GOOG
  • GD
  • ABNB
  • HSY
  • CSX
  • DIS
Drh Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 12
Filing on Nov 13, 2025 Q3 2025

Kettle Hill Capital Management, LLC

  • LKQ
  • PSN
  • WYNN
  • IFF
  • RKT
  • EVR
  • HII
Kettle Hill Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 418 Million
Stocks 36
Filing on Nov 13, 2025 Q3 2025

Broadwood Capital Inc

  • MNST
  • AXON
  • STAA
  • IWM
  • LCTX
  • UAL
  • AAL
Broadwood Capital Inc's Q3 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 12
Filing on Nov 13, 2025 Q3 2025

Consultiva Wealth Management, Corp.

  • VOO
  • NVDA
  • VYM
  • VXUS
  • GOOGL
  • AAPL
  • QAI
Consultiva Wealth Management, Corp.'s Q3 2025 Portfolio
Portfolio Value 34.9 Million
Stocks 257
Filing on Nov 13, 2025 Q3 2025

Stockbridge Partners LLC

  • TDG
  • TSM
  • AMZN
  • MSFT
  • VMC
  • WCN
  • VEEV
Stockbridge Partners LLC's Q3 2025 Portfolio
Portfolio Value 5.17 Billion
Stocks 14
Filing on Nov 13, 2025 Q3 2025

Oep Capital Advisors, L.P.

  • AHCO
Oep Capital Advisors, L.P.'s Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 1
Filing on Nov 13, 2025 Q3 2025

Idaho Trust Bank

  • EFA
  • GBCI
  • EMB
  • JNK
  • VV
  • IWM
  • VWO
Idaho Trust Bank's Q3 2025 Portfolio
Portfolio Value 297 Billion
Stocks 149
Filing on Nov 13, 2025 Q3 2025

Knollwood Investment Advisory, LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • GOOG
  • PLTR
Knollwood Investment Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 1.11 Trillion
Stocks 349
Filing on Nov 13, 2025 Q3 2025

Sofinnova Investments, Inc.

  • NTRA
  • GILD
  • VERA
  • UTHR
  • JAZZ
  • AZN
  • BSX
Sofinnova Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 62
Filing on Nov 13, 2025 Q3 2025

Berkshire Partners LLC

  • PTLO
Berkshire Partners LLC's Q3 2025 Portfolio
Portfolio Value 6.74 Million
Stocks 1
Filing on Nov 13, 2025 Q3 2025

Sustainable Insight Capital Management, LLC

  • AAPL
  • AVGO
  • PANW
  • NVDA
  • AMZN
  • ORLY
  • MSFT
Sustainable Insight Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 293 Million
Stocks 71
Filing on Nov 13, 2025 Q3 2025

Polymer Capital Management (Hk) LTD

  • NVDA
  • LLY
  • GOOG
  • GLD
  • PDD
  • TSLA
  • WDC
Polymer Capital Management (Hk) LTD's Q3 2025 Portfolio
Portfolio Value 725 Billion
Stocks 246
Filing on Nov 13, 2025 Q3 2025

Parkshore Wealth Management, Inc.

  • DFAC
  • DFCF
  • AVUV
  • DFAI
  • AAPL
  • AVUS
  • DFSD
Parkshore Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 245 Billion
Stocks 68
Filing on Nov 13, 2025 Q3 2025

Genus Capital Management Inc.

  • NVDA
  • RY
  • GOVT
  • GILD
  • SHOP
  • GLW
  • AGG
Genus Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 862 Billion
Stocks 201