Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Trigran Investments, Inc.

  • MTRN
  • THRM
  • MDXG
  • SONO
  • EXTR
  • SYNA
  • NPO
Trigran Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 523 Million
Stocks 38
Filing on Nov 12, 2025 Q3 2025

Truepoint, Inc.

  • BSV
  • DFCF
  • IVV
  • VTI
  • VOT
  • AVUV
  • VEA
Truepoint, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.18 Billion
Stocks 144
Filing on Nov 12, 2025 Q3 2025

Heron Bay Capital Management

  • CCSI
  • VNT
  • GOOGL
  • LPLA
  • SCHW
  • MSFT
  • SSNC
Heron Bay Capital Management's Q3 2025 Portfolio
Portfolio Value 510 Million
Stocks 109
Filing on Nov 12, 2025 Q3 2025

Orchard Capital Managment, LLC

  • SPY
  • TBBK
  • HBM
  • FIP
  • AX
  • ACA
  • GLRE
Orchard Capital Managment, LLC's Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 44
Filing on Nov 12, 2025 Q3 2025

Chapman Financial Group, LLC

  • BRK-B
  • MSFT
  • AAPL
  • GOOG
  • JPM
  • SCHX
  • SCHB
Chapman Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 315
Filing on Nov 12, 2025 Q3 2025

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • ICSH
  • APH
  • MSFT
  • AMZN
  • PWR
Foster Dykema Cabot & Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.52 Trillion
Stocks 421
Filing on Nov 12, 2025 Q3 2025

Intellectus Partners, LLC

  • TSLA
  • AMZN
  • GOOG
  • META
  • NVDA
  • MU
  • PLTR
Intellectus Partners, LLC's Q3 2025 Portfolio
Portfolio Value 486 Million
Stocks 279
Filing on Nov 12, 2025 Q3 2025

Dcf Advisers, LLC

  • MU
  • GOOG
  • ARGX
  • GDX
  • ORCL
  • TEVA
  • IAU
Dcf Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 222 Million
Stocks 95
Filing on Nov 12, 2025 Q3 2025

Lauterbach Financial Advisors, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFIV
  • DFUV
  • JPM
  • DFUS
Lauterbach Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 190 Million
Stocks 83
Filing on Nov 12, 2025 Q3 2025

Continental Grain CO

  • IFF
  • LW
  • EL
  • QSR
Continental Grain CO's Q3 2025 Portfolio
Portfolio Value 346 Million
Stocks 4
Filing on Nov 12, 2025 Q3 2025

Alpha Advisors, Llc/Va

  • SGOV
  • JCPB
  • BBUS
  • JGRO
  • AAPL
  • JPIE
  • PHYS
Alpha Advisors, Llc/Va's Q3 2025 Portfolio
Portfolio Value 133 Billion
Stocks 48
Filing on Nov 12, 2025 Q3 2025

Corient Ia LLC

  • NFLX
  • HWM
  • NVDA
  • PANW
  • CYBR
  • ASML
  • PLTR
Corient Ia LLC's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 238
Filing on Nov 12, 2025 Q3 2025

Highland Peak Capital, LLC

  • OI
  • SIMO
  • OC
  • AXL
  • GEO
  • WDC
  • STX
Highland Peak Capital, LLC's Q3 2025 Portfolio
Portfolio Value 305 Billion
Stocks 15
Filing on Nov 12, 2025 Q3 2025

Advisory Alpha, LLC

  • SPYG
  • SPYV
  • SCHM
  • SPDW
  • XLK
  • SPSB
  • SCHA
Advisory Alpha, LLC's Q3 2025 Portfolio
Portfolio Value 3.54 Billion
Stocks 516
Filing on Nov 12, 2025 Q3 2025

Burgundy Asset Management Ltd.

  • SSNC
  • PRI
  • WTW
  • EME
  • GOOGL
  • AWI
  • HLI
Burgundy Asset Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 10.1 Billion
Stocks 109
Filing on Nov 12, 2025 Q3 2025

Technology Crossover Management Viii, Ltd.

  • Z
  • PAYO
  • ZG
  • NRDY
Technology Crossover Management Viii, Ltd.'s Q3 2025 Portfolio
Portfolio Value 451 Million
Stocks 5
Filing on Nov 12, 2025 Q3 2025

Technology Crossover Management Ix, Ltd.

  • SRAD
  • Z
  • LZ
  • TRIP
  • PTON
  • ZG
Technology Crossover Management Ix, Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 6
Filing on Nov 12, 2025 Q3 2025

Technology Crossover Management X, Ltd.

  • NU
  • RKT
  • PTON
  • TOST
  • GTLB
  • GDRX
Technology Crossover Management X, Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 7