Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

La Salle St. Investment Advisors, LLC

  • VTI
  • SHV
  • NVDA
  • VUG
  • VTV
  • SWAN
  • AAPL
La Salle St. Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 558 Million
Stocks 354
Filing on Nov 13, 2025 Q3 2025

Consilio Wealth Advisors, LLC

  • IVV
  • MSFT
  • DGRO
  • AMZN
  • QQQ
  • IJH
  • VT
Consilio Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 97
Filing on Nov 13, 2025 Q3 2025

Douglass Winthrop Advisors, LLC

  • BRK-B
  • GOOG
  • MSFT
  • AMZN
  • UBER
  • MA
  • AAPL
Douglass Winthrop Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 5.52 Billion
Stocks 303
Filing on Nov 13, 2025 Q3 2025

Blackhill Capital Inc

  • WSM
  • LLY
  • AAPL
  • ABBV
  • ABT
  • MSFT
  • CAT
Blackhill Capital Inc's Q3 2025 Portfolio
Portfolio Value 2.02 Billion
Stocks 51
Filing on Nov 13, 2025 Q3 2025

Sio Capital Management, LLC

  • MMS
  • CELC
  • SNY
  • ALKS
  • MRK
  • HSIC
  • CNC
Sio Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 289 Million
Stocks 51
Filing on Nov 13, 2025 Q3 2025

Capital Counsel LLC

  • GOOG
  • IDXX
  • V
  • MSFT
  • COST
  • CME
  • ADP
Capital Counsel LLC's Q3 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 60
Filing on Nov 13, 2025 Q3 2025

Systematic Financial Management LP

  • EME
  • MLI
  • MGY
  • NWE
  • PIPR
  • OSIS
  • GVA
Systematic Financial Management LP's Q3 2025 Portfolio
Portfolio Value 3.94 Billion
Stocks 398
Filing on Nov 13, 2025 Q3 2025

C M Bidwell & Associates LTD

  • VOO
  • BSV
  • VTI
  • IWM
  • VTIP
  • GVI
  • IVV
C M Bidwell & Associates LTD's Q3 2025 Portfolio
Portfolio Value 203 Million
Stocks 488
Filing on Nov 13, 2025 Q3 2025

Birchview Capital, LP

  • KLAC
  • BMY
  • CORT
  • PRTA
  • STOK
  • QURE
  • OVV
Birchview Capital, LP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 69
Filing on Nov 13, 2025 Q3 2025

Heitman Real Estate Securities LLC

  • WELL
  • PLD
  • EQIX
  • SPG
  • DLR
  • IRM
  • ESS
Heitman Real Estate Securities LLC's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 57
Filing on Nov 13, 2025 Q3 2025

Cunning Capital Partners, LP

  • APP
  • NVDA
  • META
  • KLAC
  • AVGO
  • MS
  • GOOG
Cunning Capital Partners, LP's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 55
Filing on Nov 13, 2025 Q3 2025

Tekne Capital Management, LLC

  • GDS
  • BZ
  • STNE
  • HEPS
Tekne Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 353 Million
Stocks 8
Filing on Nov 13, 2025 Q3 2025

Wittenberg Investment Management, Inc.

  • BRK-B
  • AAPL
  • GOOG
  • GOOGL
  • WBD
  • JPM
  • LBRDA
Wittenberg Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 75
Filing on Nov 13, 2025 Q3 2025

Johnson & Johnson

  • PTGX
  • NBTX
  • MGTX
  • CVRX
  • LEGN
  • PRCT
  • XNCR
Johnson & Johnson's Q3 2025 Portfolio
Portfolio Value 427 Million
Stocks 20
Filing on Nov 13, 2025 Q3 2025

Tortoise Capital Advisors, L.L.C.

  • WMB
  • MPLX
  • ET
  • LNG
  • TRP
  • TRGP
  • EPD
Tortoise Capital Advisors, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 7.61 Billion
Stocks 100
Filing on Nov 13, 2025 Q3 2025

Absolute Gestao De Investimentos Ltda.

  • CYBR
  • EEM
  • GTLS
  • EWZ
  • EMXC
  • VRNA
  • K
Absolute Gestao De Investimentos Ltda.'s Q3 2025 Portfolio
Portfolio Value 769 Billion
Stocks 45
Filing on Nov 13, 2025 Q3 2025

Bruce & Co., Inc.

  • ABBV
  • ALL
  • AER
  • DUK
  • ABT
  • XEL
  • T
Bruce & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 250 Million
Stocks 39
Filing on Nov 13, 2025 Q3 2025

Hite Hedge Asset Management LLC

  • DTE
  • ETR
  • XEL
  • POR
  • AEE
  • NI
  • CNP
Hite Hedge Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 115