Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Shannon River Fund Management LLC

  • PEGA
  • TSEM
  • IDCC
  • WIX
  • FLEX
  • NCNO
  • FROG
Shannon River Fund Management LLC's Q3 2025 Portfolio
Portfolio Value 612 Million
Stocks 20
Filing on Nov 13, 2025 Q3 2025

Jones Road Capital Management, L.P.

  • MSFT
  • META
  • ORCL
  • ATI
  • COMM
  • FXI
  • ORCL
Jones Road Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 120 Million
Stocks 19
Filing on Nov 13, 2025 Q3 2025

Periscope Capital Inc.

  • LQD
  • SLF
  • HYG
  • RY
  • ENB
  • TD
  • BNS
Periscope Capital Inc.'s Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 286
Filing on Nov 13, 2025 Q3 2025

Ipg Investment Advisors LLC

  • SPY
  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • META
  • JACK
Ipg Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 561 Billion
Stocks 213
Filing on Nov 13, 2025 Q3 2025

Miller Financial Services LLC

  • ETN
  • IEF
  • AAPL
  • TLT
  • SOFI
  • AMZN
  • IWM
Miller Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 86.5 Billion
Stocks 113
Filing on Nov 13, 2025 Q3 2025

Tribune Investment Group LP

  • CNM
  • CSX
  • GPC
  • CMI
  • PNR
  • EMR
  • CBRE
Tribune Investment Group LP's Q3 2025 Portfolio
Portfolio Value 206 Billion
Stocks 21
Filing on Nov 13, 2025 Q3 2025

Acadian Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • GOOGL
  • MA
Acadian Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 57.3 Billion
Stocks 1819
Filing on Nov 13, 2025 Q3 2025

Stamos Capital Partners, L.P.

  • AGG
  • VTEB
  • MRK
  • GOOGL
  • XOM
  • UNH
  • CVX
Stamos Capital Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 511 Million
Stocks 142
Filing on Nov 13, 2025 Q3 2025

Passaic Partners LLC

  • SPY
  • IEFA
  • IVV
  • IEMG
  • VOO
  • XLV
  • IYR
Passaic Partners LLC's Q3 2025 Portfolio
Portfolio Value 816 Million
Stocks 11
Filing on Nov 13, 2025 Q3 2025

Ardmore Road Asset Management LP

  • NVDA
  • AMD
  • GOOGL
  • TSM
  • NFLX
  • SQ
  • BABA
Ardmore Road Asset Management LP's Q3 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 71
Filing on Nov 13, 2025 Q3 2025

Awm Investment Company, Inc.

  • AEHR
  • MASS
  • AMSC
  • AVAV
  • LASR
  • ADMA
  • PI
Awm Investment Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 807 Million
Stocks 104
Filing on Nov 13, 2025 Q3 2025

Hill City Capital, LP

  • FSLR
  • MTZ
  • DY
  • GVA
  • ARRY
  • SPR
  • CX
Hill City Capital, LP's Q3 2025 Portfolio
Portfolio Value 2.02 Billion
Stocks 22
Filing on Nov 13, 2025 Q3 2025

Leigh Baldwin & Co., LLC

  • IWF
  • GOOG
  • AMZN
  • AAPL
  • MSFT
  • GLD
  • COST
Leigh Baldwin & Co., LLC's Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 181
Filing on Nov 13, 2025 Q3 2025

Frg Family Wealth Advisors LLC

  • MSFT
  • VTI
  • AMZN
  • AVGO
  • AAPL
  • GOOGL
  • SCHG
Frg Family Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 595 Million
Stocks 155
Filing on Nov 13, 2025 Q3 2025

Uss Investment Management LTD

  • SPLG
  • MSFT
  • NVDA
  • VOO
  • IVV
  • AAPL
  • AMZN
Uss Investment Management LTD's Q3 2025 Portfolio
Portfolio Value 20.2 Billion
Stocks 526
Filing on Nov 13, 2025 Q3 2025

Helium Advisors LLC

  • VOO
  • JPST
  • MSFT
  • IEFA
  • GBIL
  • AAPL
  • JAAA
Helium Advisors LLC's Q3 2025 Portfolio
Portfolio Value 120 Billion
Stocks 89
Filing on Nov 13, 2025 Q3 2025

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • VEA
  • VCSH
  • SCHZ
  • SCHA
  • SCHP
  • VIG
Kohmann Bosshard Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 931 Million
Stocks 325
Filing on Nov 13, 2025 Q3 2025

Blueshift Asset Management, LLC

  • SPY
  • IWM
  • CROX
  • HTZ
  • SHW
  • CZR
  • MTCH
Blueshift Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 307 Million
Stocks 426