Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Bandera Partners LLC

  • JYNT
  • SGU
  • BUR
  • AMKR
  • GOOGL
  • SKYW
  • AMRC
Bandera Partners LLC's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 13
Filing on Nov 12, 2025 Q3 2025

Longfellow Investment Management CO LLC

  • EPD
  • WES
  • MPLX
  • ET
  • PAA
  • CNQ
  • HESM
Longfellow Investment Management CO LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 258
Filing on Nov 12, 2025 Q3 2025

Compton Financial Group, LLC

  • SPYG
  • SPTI
  • SPYV
  • SPMB
  • SPIB
  • SPDW
  • SPSM
Compton Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 52
Filing on Nov 12, 2025 Q3 2025

Impala Asset Management LLC

  • ERO
  • CENX
  • ASO
  • HUN
  • BKE
  • WLK
  • ANF
Impala Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 140 Million
Stocks 19
Filing on Nov 12, 2025 Q3 2025

Beddow Capital Management Inc

  • IBM
  • DG
  • FNV
  • ALV
  • MSB
  • WPM
  • SIEGY
Beddow Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 271 Million
Stocks 55
Filing on Nov 12, 2025 Q3 2025

Rovida Investment Management LTD

  • KTOS
  • BA
  • NTB
  • NVDA
  • IBKR
  • IWM
  • BEKE
Rovida Investment Management LTD's Q3 2025 Portfolio
Portfolio Value 882 Billion
Stocks 16
Filing on Nov 12, 2025 Q3 2025

Mach 1 Financial Group, LLC

  • DFAC
  • DUHP
  • SPMD
  • DFIC
  • DFSV
  • VCSH
  • CGGR
Mach 1 Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 516 Million
Stocks 246
Filing on Nov 12, 2025 Q3 2025

Travelers Companies, Inc.

  • VCTR
Travelers Companies, Inc.'s Q3 2025 Portfolio
Portfolio Value 132 Billion
Stocks 2
Filing on Nov 12, 2025 Q3 2025

M1 Capital Management LLC

  • AAPL
  • IVW
  • IVE
  • SPLG
  • QUAL
  • EFV
  • DYNF
M1 Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 105
Filing on Nov 12, 2025 Q3 2025

Stf Management LP

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • TSLA
  • META
Stf Management LP's Q3 2025 Portfolio
Portfolio Value 270 Billion
Stocks 101
Filing on Nov 12, 2025 Q3 2025

University Of Illinois Foundation

  • SPY
  • KWEB
  • NVDA
  • TSM
  • SMH
  • FOUR
  • GOOGL
University Of Illinois Foundation's Q3 2025 Portfolio
Portfolio Value 283 Billion
Stocks 12
Filing on Nov 12, 2025 Q3 2025

One Wealth Capital Management, LLC

  • MSFT
  • IVV
  • DYNF
  • IUSB
  • IVW
  • MUB
  • EFV
One Wealth Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 223 Billion
Stocks 122
Filing on Nov 12, 2025 Q3 2025

Sunpointe, LLC

  • NVDA
  • VTI
  • AAPL
  • AVGO
  • MSFT
  • ACIO
  • FDG
Sunpointe, LLC's Q3 2025 Portfolio
Portfolio Value 277 Billion
Stocks 256
Filing on Nov 12, 2025 Q3 2025

Foresight Global Investors, Inc.

  • SONY
  • NVS
  • AZN
  • STM
  • CNI
  • HSBC
  • RIO
Foresight Global Investors, Inc.'s Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 33
Filing on Nov 12, 2025 Q3 2025

Cramer Rosenthal Mcglynn LLC

  • VSCO
  • BKU
  • SKY
  • FAF
  • RRX
  • SPY
  • EVR
Cramer Rosenthal Mcglynn LLC's Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 94
Filing on Nov 12, 2025 Q3 2025

Campbell Deegan Wealth Management, LLC

  • SPGP
  • FDLO
  • VTV
  • VUG
  • JEPI
  • AAPL
  • SPY
Campbell Deegan Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 112 Billion
Stocks 42
Filing on Nov 12, 2025 Q3 2025

Leading Edge Financial Planning LLC

  • SPLG
  • DFIC
  • DUHP
  • SCHB
  • DFSV
  • DFEM
  • SPAB
Leading Edge Financial Planning LLC's Q3 2025 Portfolio
Portfolio Value 398 Billion
Stocks 63
Filing on Nov 12, 2025 Q3 2025

Compass Group LLC

  • NU
  • BAP
  • STNE
Compass Group LLC's Q3 2025 Portfolio
Portfolio Value 2.95 Million
Stocks 3