Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Morton Community Bank

  • DGRO
  • SCHD
  • AVGO
  • MSFT
  • JPM
  • ORCL
  • XLU
Morton Community Bank's Q3 2025 Portfolio
Portfolio Value 432 Billion
Stocks 199
Filing on Nov 13, 2025 Q3 2025

Kestra Advisory Services, LLC

  • AAPL
  • NVDA
  • PH
  • MSFT
  • IVV
  • QQQ
  • SPY
Kestra Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 20.1 Billion
Stocks 2893
Filing on Nov 13, 2025 Q3 2025

Howard Marks

Oaktree Capital Management LP
  • TRMD
  • GTX
  • CHK
  • SPY
  • TDS
  • ORCL
  • STKL
Howard Marks's Q3 2025 Portfolio
Portfolio Value 3.94 Billion
Stocks 165
Filing on Nov 13, 2025 Q3 2025

Meridiem Capital Partners LP

  • AMD
  • SNOW
  • BSX
  • NFLX
  • TMUS
  • AVGO
  • BKNG
Meridiem Capital Partners LP's Q3 2025 Portfolio
Portfolio Value 1.56 Trillion
Stocks 66
Filing on Nov 13, 2025 Q3 2025

Avalon Ventures Management, LLC

  • KLTR
  • JANX
Avalon Ventures Management, LLC's Q3 2025 Portfolio
Portfolio Value 14.2 Billion
Stocks 2
Filing on Nov 13, 2025 Q3 2025

Eight 31 Financial LLC

  • AGG
  • VOO
  • IBTK
  • IBTI
  • IBTJ
  • IBTH
  • IBDS
Eight 31 Financial LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 74
Filing on Nov 13, 2025 Q3 2025

Aurelius Capital Management, LP

  • BITF
  • CIFR
  • WULF
  • RIOT
  • CLSK
  • GCI
Aurelius Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 55.2 Billion
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Kennedy Capital Management, Inc.

  • CHEF
  • QCRH
  • MRCY
  • SF
  • VMI
  • HLIO
  • OZK
Kennedy Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.15 Billion
Stocks 555
Filing on Nov 13, 2025 Q3 2025

Boston Partners

  • JPM
  • USFD
  • LPLA
  • MPC
  • AZO
  • PM
  • KGC
Boston Partners's Q3 2025 Portfolio
Portfolio Value 90.9 Billion
Stocks 1840
Filing on Nov 13, 2025 Q3 2025

Pathstone Holdings, LLC

  • IVV
  • SPY
  • CRWD
  • VOO
  • MSFT
  • AAPL
  • NVDA
Pathstone Holdings, LLC's Q3 2025 Portfolio
Portfolio Value 25.6 Billion
Stocks 5208
Filing on Nov 13, 2025 Q3 2025

Enhancing Capital LLC

  • MSFT
  • NVDA
  • JPM
  • LLY
  • SGOV
  • NEE
  • HCC
Enhancing Capital LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 87
Filing on Nov 13, 2025 Q3 2025

Momentous Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • SCHF
  • DFSB
  • DFSU
  • DFSI
Momentous Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 40
Filing on Nov 13, 2025 Q3 2025

Eaton Cambridge Inc.

  • DFAC
  • VCSH
  • DFIC
  • BND
  • DFEM
  • BSV
  • AVUS
Eaton Cambridge Inc.'s Q3 2025 Portfolio
Portfolio Value 287 Billion
Stocks 42
Filing on Nov 13, 2025 Q3 2025

Nelson Capital Management, LLC

  • NVDA
  • VEA
  • MSFT
  • IGSB
  • AAPL
  • SPTS
  • XLI
Nelson Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 831 Million
Stocks 108
Filing on Nov 13, 2025 Q3 2025

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEM
  • DFEV
  • DFIC
  • DISV
Sensible Money, LLC's Q3 2025 Portfolio
Portfolio Value 294 Billion
Stocks 88
Filing on Nov 13, 2025 Q3 2025

Walter & Keenan Wealth Management LLC

  • AAPL
  • MSFT
  • LLY
  • GOOG
  • JPM
  • BRK-B
  • VTI
Walter & Keenan Wealth Management LLC 's Q3 2025 Portfolio
Portfolio Value 355 Million
Stocks 153
Filing on Nov 13, 2025 Q3 2025

Greenbrier Partners Capital Management, LLC

  • AAPL
  • META
  • COST
  • AMZN
  • GOOG
  • GOOGL
  • MSFT
Greenbrier Partners Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 13
Filing on Nov 13, 2025 Q3 2025

Lynx1 Capital Management LP

  • MRUS
  • STOK
  • GHRS
  • PTGX
  • CGEM
  • CCCC
  • TCRX
Lynx1 Capital Management LP's Q3 2025 Portfolio
Portfolio Value 515 Million
Stocks 14