Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Ninety One North America, Inc.

  • V
  • MSFT
  • PM
  • GOOGL
  • TSM
  • BKNG
  • MA
Ninety One North America, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 70
Filing on Nov 13, 2025 Q3 2025

Ninety One Uk LTD

  • MSFT
  • NVDA
  • GOOGL
  • V
  • AVGO
  • JNJ
  • ADSK
Ninety One Uk LTD's Q3 2025 Portfolio
Portfolio Value 43.2 Billion
Stocks 212
Filing on Nov 13, 2025 Q3 2025

Rule One Partners, LLC

  • NFLX
  • LULU
  • SFM
  • OXY
  • ASML
Rule One Partners, LLC's Q3 2025 Portfolio
Portfolio Value 711 Billion
Stocks 11
Filing on Nov 13, 2025 Q3 2025

Martingale Asset Management L P

  • GOOGL
  • MSFT
  • AAPL
  • AMZN
  • META
  • JPM
  • JNJ
Martingale Asset Management L P's Q3 2025 Portfolio
Portfolio Value 3.89 Billion
Stocks 1032
Filing on Nov 13, 2025 Q3 2025

Empower Annuity Insurance CO

  • LQD
Empower Annuity Insurance CO's Q3 2025 Portfolio
Portfolio Value 274 Billion
Stocks 1
Filing on Nov 13, 2025 Q3 2025

Ninety One Sa (Pty) LTD

  • MSFT
  • BRK-A
  • NVDA
  • GOOGL
  • AMZN
  • BKNG
  • V
Ninety One Sa (Pty) LTD's Q3 2025 Portfolio
Portfolio Value 891 Million
Stocks 97
Filing on Nov 13, 2025 Q3 2025

Stieven Capital Advisors, L.P.

  • WAL
  • WBS
  • COLB
  • UMBF
  • AUB
  • EWBC
  • AX
Stieven Capital Advisors, L.P.'s Q3 2025 Portfolio
Portfolio Value 505 Million
Stocks 40
Filing on Nov 13, 2025 Q3 2025

Newbridge Financial Services Group, Inc.

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • META
  • PLTR
  • AVGO
Newbridge Financial Services Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 617 Million
Stocks 1288
Filing on Nov 13, 2025 Q3 2025

Zuckerman Investment Group, LLC

  • ULTA
  • VRT
  • GOOGL
  • MCK
  • MSFT
  • CMPO
  • BRK-B
Zuckerman Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 976 Million
Stocks 158
Filing on Nov 13, 2025 Q3 2025

Nicolet Bankshares Inc

  • NIC
  • SPYV
  • SPYG
  • VOO
  • AAPL
  • MSFT
  • AVEM
Nicolet Bankshares Inc's Q3 2025 Portfolio
Portfolio Value 610 Million
Stocks 223
Filing on Nov 13, 2025 Q3 2025

Bullseye Asset Management LLC

  • ZETA
  • NCLH
  • HLNE
  • CLH
  • RRR
  • FIVE
  • FOUR
Bullseye Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 191 Million
Stocks 62
Filing on Nov 13, 2025 Q3 2025

Tfj Management, LLC

  • APP
  • CPNG
  • KAR
  • CCCS
  • HGV
  • ACVA
  • GTLB
Tfj Management, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 10
Filing on Nov 13, 2025 Q3 2025

Plum Street Advisors, LLC

  • SCHZ
  • SCHK
  • VTV
  • VB
  • GLDM
  • SPY
  • IAU
Plum Street Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 259 Billion
Stocks 94
Filing on Nov 13, 2025 Q3 2025

Benchmark Investment Advisors LLC

  • NVDA
  • APP
  • AVGO
  • MSFT
  • GOOGL
  • TSM
  • META
Benchmark Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 163 Million
Stocks 78
Filing on Nov 13, 2025 Q3 2025

Allred Capital Management, LLC

  • SHV
  • MSFT
  • VIG
  • NVDA
  • AAPL
  • NOBL
  • XLV
Allred Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 281 Million
Stocks 168
Filing on Nov 13, 2025 Q3 2025

Hexagon Capital Partners LLC

  • WMT
  • JBHT
  • META
  • DDS
  • AAPL
  • NVDA
  • VOO
Hexagon Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 497 Million
Stocks 71
Filing on Nov 13, 2025 Q3 2025

M Holdings Securities, Inc.

  • AAPL
  • NHC
  • IVV
  • NHI
  • DFAX
  • QQQ
  • DFAC
M Holdings Securities, Inc.'s Q3 2025 Portfolio
Portfolio Value 473 Million
Stocks 87
Filing on Nov 13, 2025 Q3 2025

Herold Advisors, Inc.

  • AAPL
  • NVDA
  • MSFT
  • JPM
  • MA
  • ABBV
  • AVUS
Herold Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 411 Million
Stocks 248