Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

7 G Capital Management, LLC

  • GOOGL
  • TSM
  • AAPL
  • BRK-A
  • NVDA
  • WRB
  • PYPL
7 G Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 147 Million
Stocks 10
Filing on Nov 13, 2025 Q3 2025

Peak Asset Management, LLC

  • MSFT
  • AAPL
  • GOOGL
  • JPM
  • VGSH
  • BILS
  • ORCL
Peak Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 559 Million
Stocks 150
Filing on Nov 13, 2025 Q3 2025

Baypointe Partners LLC

  • MA
  • HSY
  • BJ
  • V
  • RH
  • PEP
  • BBWI
Baypointe Partners LLC's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 24
Filing on Nov 13, 2025 Q3 2025

Life Plan Investment Advisors, Inc.

  • VOO
  • AGG
  • VUG
  • GSUS
  • VEA
  • IEMG
  • IAGG
Life Plan Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 117
Filing on Nov 13, 2025 Q3 2025

Dcm Advisors, LLC

  • MSFT
  • AAPL
  • ORCL
  • META
  • GS
  • MS
  • DIS
Dcm Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 38
Filing on Nov 13, 2025 Q3 2025

Richard W. Paul & Associates, LLC

  • IUSV
  • IUSG
  • IJR
  • AGG
  • TLT
  • IEFA
  • JPIE
Richard W. Paul & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 293 Billion
Stocks 316
Filing on Nov 13, 2025 Q3 2025

Lord, Abbett & Co. LLC

  • NVDA
  • MSFT
  • AVGO
  • META
  • GOOGL
  • JPM
  • AMZN
Lord, Abbett & Co. LLC's Q3 2025 Portfolio
Portfolio Value 33.6 Billion
Stocks 609
Filing on Nov 13, 2025 Q3 2025

Nia Impact Advisors, LLC

  • VTI
  • TSM
  • AAPL
  • FSLR
  • IBM
  • STN
  • HOOD
Nia Impact Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 283 Million
Stocks 101
Filing on Nov 13, 2025 Q3 2025

Spark Investment Management LLC

  • AMZN
  • SPOT
  • TFPM
  • TSLA
  • KGC
  • NVDA
  • OTEX
Spark Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 32.6 Million
Stocks 20
Filing on Nov 13, 2025 Q3 2025

Contrarian Capital Management, L.L.C.

  • HSBC
  • GGB
  • BUR
  • VALE
  • TX
  • BABA
  • BIDU
Contrarian Capital Management, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 352 Million
Stocks 36
Filing on Nov 13, 2025 Q3 2025

Prudent Man Advisors, LLC

  • VTI
  • BND
  • ESGU
  • HYG
  • VEA
  • NVDA
  • MSFT
Prudent Man Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 263 Million
Stocks 134
Filing on Nov 13, 2025 Q3 2025

Independent Family Office, LLC

  • SPY
  • IAU
  • PTC
  • IWD
  • VOO
  • GLD
  • TOST
Independent Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 230 Million
Stocks 79
Filing on Nov 13, 2025 Q3 2025

Steginsky Capital LLC

  • GOOG
  • COST
  • MKL
  • MLM
  • FAST
  • BRK-B
  • GOOGL
Steginsky Capital LLC's Q3 2025 Portfolio
Portfolio Value 545 Million
Stocks 8
Filing on Nov 13, 2025 Q3 2025

Bokf, Na

  • IWB
  • VOO
  • AAPL
  • XOM
  • MSFT
  • VWO
  • NVDA
Bokf, Na's Q3 2025 Portfolio
Portfolio Value 6.55 Billion
Stocks 1489
Filing on Nov 13, 2025 Q3 2025

Crux Wealth Advisors

  • BKAG
  • SPYG
  • NVDA
  • BKLC
  • MSFT
  • META
  • AMZN
Crux Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 167
Filing on Nov 13, 2025 Q3 2025

Cbre Investment Management Listed Real Assets LLC

  • WELL
  • EQIX
  • SPG
  • PLD
  • VICI
  • EXR
  • UNP
Cbre Investment Management Listed Real Assets LLC's Q3 2025 Portfolio
Portfolio Value 6.89 Billion
Stocks 105
Filing on Nov 13, 2025 Q3 2025

Bislett Management, LLC

  • BRK-A
  • WSC
  • GOOG
  • LBRDA
  • CMCSA
  • KO
  • BRK-B
Bislett Management, LLC's Q3 2025 Portfolio
Portfolio Value 93.4 Million
Stocks 16
Filing on Nov 13, 2025 Q3 2025

Mc Gowan Group Asset Management, Inc.

  • AWF
  • HYT
  • DSL
  • UTF
  • BTI
  • XOM
  • PAGP
Mc Gowan Group Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 644 Million
Stocks 121