Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Wakefield Asset Management Lllp

  • EFV
  • EFG
  • IEMG
  • JPM
  • META
  • NVDA
  • NFLX
Wakefield Asset Management Lllp's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 193
Filing on Nov 13, 2025 Q3 2025

Capital Fund Management S.A.

  • NVDA
  • SPY
  • AAPL
  • TSLA
  • SPY
  • PLTR
  • MU
Capital Fund Management S.A.'s Q3 2025 Portfolio
Portfolio Value 36 Billion
Stocks 2407
Filing on Nov 13, 2025 Q3 2025

Richard Bernstein Advisors LLC

  • IQLT
  • JMBS
  • VTV
  • FTEC
  • SPTI
  • SPTS
  • EMXC
Richard Bernstein Advisors LLC's Q3 2025 Portfolio
Portfolio Value 3.47 Billion
Stocks 204
Filing on Nov 13, 2025 Q3 2025

Four Thought Financial Partners, LLC

  • MSFT
  • AVGO
  • NVDA
  • AMT
  • AAPL
  • JPM
  • VOO
Four Thought Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 505
Filing on Nov 13, 2025 Q3 2025

Brentview Investment Management LLC

  • MSFT
  • AAPL
  • CME
  • ORCL
  • JPM
  • TT
  • CVX
Brentview Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 65
Filing on Nov 13, 2025 Q3 2025

Franklin Resources Inc

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • AVGO
  • GOOGL
  • META
Franklin Resources Inc's Q3 2025 Portfolio
Portfolio Value 378 Billion
Stocks 14148
Filing on Nov 13, 2025 Q3 2025

Fosse Capital Partners LLP

  • TT
Fosse Capital Partners LLP's Q3 2025 Portfolio
Portfolio Value 68.1 Million
Stocks 2
Filing on Nov 13, 2025 Q3 2025

Scf Partners, Inc.

  • NESR
Scf Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 82 Million
Stocks 1
Filing on Nov 13, 2025 Q3 2025

Sapphire Ventures, L.L.C.

  • BRZE
  • AVDX
  • KLTR
  • PATH
  • ONTF
Sapphire Ventures, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 80.8 Million
Stocks 6
Filing on Nov 13, 2025 Q3 2025

Massachusetts Institute Of Technology

  • CPNG
  • CVNA
  • BOC
  • CRMT
  • TXT
  • MDB
  • HD
Massachusetts Institute Of Technology's Q3 2025 Portfolio
Portfolio Value 877 Million
Stocks 10
Filing on Nov 13, 2025 Q3 2025

Claret Asset Management Corp

  • BRK-B
  • GIB
  • META
  • GOOGL
  • MSFT
  • OLLI
  • ULTA
Claret Asset Management Corp's Q3 2025 Portfolio
Portfolio Value 839 Million
Stocks 407
Filing on Nov 13, 2025 Q3 2025

Promus Capital, LLC

  • VOO
  • ACWF
  • SPYG
  • SPYV
  • IAU
  • EWJ
  • EEM
Promus Capital, LLC's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 301
Filing on Nov 13, 2025 Q3 2025

Tiemann Investment Advisors, LLC

  • AGG
  • AAPL
  • MSFT
  • IUSB
  • IEFA
  • NVDA
  • JPST
Tiemann Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 258 Million
Stocks 206
Filing on Nov 13, 2025 Q3 2025

Life Plan Financial, LLC

  • IAU
  • SPYG
  • XLP
  • XLB
  • SWAN
  • VGIT
  • MSFT
Life Plan Financial, LLC's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 83
Filing on Nov 13, 2025 Q3 2025

Wesleyan Assurance Society

  • MSFT
  • GOOGL
  • AAPL
  • NVDA
  • META
  • AMZN
  • CAT
Wesleyan Assurance Society's Q3 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 106
Filing on Nov 13, 2025 Q3 2025

Dixon Mitchell Investment Counsel Inc.

  • IEFA
  • MSFT
  • GOOGL
  • TD
  • RY
  • V
  • ICE
Dixon Mitchell Investment Counsel Inc.'s Q3 2025 Portfolio
Portfolio Value 2.81 Trillion
Stocks 75
Filing on Nov 13, 2025 Q3 2025

Winthrop Capital Management, LLC

  • VGT
  • SPSB
  • SCHX
  • VFH
  • IEFA
  • LLY
  • SCHD
Winthrop Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 413 Million
Stocks 338
Filing on Nov 13, 2025 Q3 2025

Rk Capital Management, Llc/Fl

  • SPY
  • SPY
  • SPY
  • PFEB
  • UNOV
  • RNA
  • MCVT
Rk Capital Management, Llc/Fl's Q3 2025 Portfolio
Portfolio Value 12.8 Billion
Stocks 19