Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Klcm Advisors, Inc.

  • NVDA
  • AAPL
  • BA
  • ATI
  • C
  • META
  • MAN
Klcm Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 989 Million
Stocks 180
Filing on Nov 13, 2025 Q3 2025

Ctf Capital Management, LP

  • CVS
  • ASML
  • RCL
  • CLH
  • APH
  • PATK
  • AXS
Ctf Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 202 Million
Stocks 16
Filing on Nov 13, 2025 Q3 2025

Seven Bridge Financial Group, LLC

  • DRSK
  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • AMZN
  • JPM
Seven Bridge Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 556 Million
Stocks 212
Filing on Nov 13, 2025 Q3 2025

Hobbs Group Advisors, LLC

  • SPDW
  • SPTI
  • PPI
  • SPLG
  • IEMG
  • USMV
  • SPTL
Hobbs Group Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 321 Billion
Stocks 157
Filing on Nov 13, 2025 Q3 2025

Tortoise Investment Management, LLC

  • IVV
  • STIP
  • AVUS
  • SGOV
  • BTT
  • VGLT
  • JMUB
Tortoise Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 1569
Filing on Nov 13, 2025 Q3 2025

Rd Lewis Holdings, Inc.

  • AMZN
  • AAPL
  • WMT
  • GOOG
  • NVDA
  • AXON
  • MSFT
Rd Lewis Holdings, Inc.'s Q3 2025 Portfolio
Portfolio Value 107 Billion
Stocks 81
Filing on Nov 13, 2025 Q3 2025

Theleme Partners LLP

  • META
  • WFC
  • MRNA
  • TRU
  • UBER
  • EFX
  • AMZN
Theleme Partners LLP's Q3 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 11
Filing on Nov 13, 2025 Q3 2025

Magnolia Capital Advisors LLC

  • VTI
  • AAPL
  • VUG
  • MSFT
  • JMOM
  • ITOT
  • TFLO
Magnolia Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 233
Filing on Nov 13, 2025 Q3 2025

Intrepid Financial Planning Group LLC

  • IVV
  • SPY
  • IWF
  • AAPL
  • PGX
  • JEPI
  • RSP
Intrepid Financial Planning Group LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 128
Filing on Nov 13, 2025 Q3 2025

Duff & Phelps Investment Management CO

  • WELL
  • EQIX
  • PLD
  • DLR
  • SRE
  • NEE
  • XEL
Duff & Phelps Investment Management CO's Q3 2025 Portfolio
Portfolio Value 8.62 Billion
Stocks 151
Filing on Nov 13, 2025 Q3 2025

Groupe Des Assurances Du Credit Mutuel

  • CRH.L
Groupe Des Assurances Du Credit Mutuel's Q3 2025 Portfolio
Portfolio Value 309 Billion
Stocks 5
Filing on Nov 13, 2025 Q3 2025

Greenhouse Funds Lllp

  • NCR
  • SRAD
  • BILL
  • NCLH
  • ZI
  • OLED
  • CDRE
Greenhouse Funds Lllp's Q3 2025 Portfolio
Portfolio Value 2.56 Billion
Stocks 39
Filing on Nov 13, 2025 Q3 2025

Lfl Advisers, LLC

  • BK
  • ALV
  • LAMR
  • AON
  • GOOG
  • PGR
  • BRK-B
Lfl Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 233 Million
Stocks 8
Filing on Nov 13, 2025 Q3 2025

Ghe, LLC

  • NVDA
  • PCN
  • ADBE
  • MCO
  • MPC
  • AXP
  • SPGI
Ghe, LLC's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 34
Filing on Nov 13, 2025 Q3 2025

White Lighthouse Investment Management Inc.

  • VUG
  • VYM
  • VXUS
  • SHV
  • VCSH
  • VGT
  • BND
White Lighthouse Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 654 Million
Stocks 139
Filing on Nov 13, 2025 Q3 2025

Banque Transatlantique Sa

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • GOOG
  • V
  • COST
Banque Transatlantique Sa's Q3 2025 Portfolio
Portfolio Value 3.94 Billion
Stocks 281
Filing on Nov 13, 2025 Q3 2025

Chesapeake Capital Corp /Il/

  • MUB
  • PFF
  • TIP
  • VCSH
  • AZZ
  • JNK
  • KTOS
Chesapeake Capital Corp /Il/'s Q3 2025 Portfolio
Portfolio Value 111 Billion
Stocks 150
Filing on Nov 13, 2025 Q3 2025

Main Street Research LLC

  • NVDA
  • AAPL
  • MSFT
  • PLTR
  • HOOD
  • GOOGL
  • JPM
Main Street Research LLC's Q3 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 129