Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Nov 13, 2025 Q3 2025

Atlas Frm LLC

  • SLVM
  • SUZ
  • PKG
  • IP
  • SEE
  • MHK
  • ODP
Atlas Frm LLC's Q3 2025 Portfolio
Portfolio Value 859 Million
Stocks 14
Filing on Nov 13, 2025 Q3 2025

Roberts Capital Advisors, LLC

  • SPY
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • JPM
  • BRK-B
Roberts Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 87.1 Million
Stocks 63
Filing on Nov 13, 2025 Q3 2025

Free Gulliver LLC

  • JPM
  • IWL
  • VIGI
  • CGDV
  • XMMO
  • SPTM
  • BUFR
Free Gulliver LLC's Q3 2025 Portfolio
Portfolio Value 224 Billion
Stocks 98
Filing on Nov 13, 2025 Q3 2025

United Financial Planning Group LLC

  • VTI
  • VUG
  • VWO
  • IJH
  • IEMG
  • IJR
  • BSV
United Financial Planning Group LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 230
Filing on Nov 13, 2025 Q3 2025

Ring Mountain Capital, LLC

  • AAPL
  • META
  • MSFT
  • SCHG
  • SMH
  • NVDA
  • AMZN
Ring Mountain Capital, LLC's Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 99
Filing on Nov 13, 2025 Q3 2025

Quinn Opportunity Partners LLC

  • EA
  • CMCSA
  • PTON
  • ABNB
  • GOOGL
  • NYT
  • MAA
Quinn Opportunity Partners LLC's Q3 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 331
Filing on Nov 13, 2025 Q3 2025

Lhm, Inc.

  • VTI
  • XBI
  • TTWO
  • OLED
  • WAL
  • KWEB
  • IPGP
Lhm, Inc.'s Q3 2025 Portfolio
Portfolio Value 302 Billion
Stocks 22
Filing on Nov 13, 2025 Q3 2025

Ehp Funds Inc.

  • SMH
  • QQQ
  • HYG
  • CPER
  • AAPL
  • MSFT
  • SPHB
Ehp Funds Inc.'s Q3 2025 Portfolio
Portfolio Value 71.6 Million
Stocks 99