Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Richard C. Young & Co., Ltd.

  • AVGO
  • GLD
  • NVDA
  • GOOGL
  • ORCL
  • V
  • SLV
Richard C. Young & Co., Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 91
Filing on Nov 12, 2025 Q3 2025

Blueprint Financial Advisors LLC

  • SPTM
  • VV
  • SPDW
  • HEGD
  • NVDA
  • FYT
  • IEI
Blueprint Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 463 Billion
Stocks 100
Filing on Nov 12, 2025 Q3 2025

Miramar Capital, LLC

  • MSFT
  • AVGO
  • ABBV
  • GOOGL
  • VZ
  • CVX
  • PEP
Miramar Capital, LLC's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 58
Filing on Nov 12, 2025 Q3 2025

Weik Capital Management

  • MSFT
  • PGR
  • BRK-B
  • GOOG
  • TJX
  • WMT
  • BRK-A
Weik Capital Management's Q3 2025 Portfolio
Portfolio Value 266 Million
Stocks 93
Filing on Nov 12, 2025 Q3 2025

Arvin Capital Management LP

  • TAC
  • TMO
  • DHR
  • CRS
  • AMZN
  • GXO
  • AL
Arvin Capital Management LP's Q3 2025 Portfolio
Portfolio Value 477 Million
Stocks 36
Filing on Nov 12, 2025 Q3 2025

Picton Mahoney Asset Management

  • RY
  • TD
  • SHOP
  • AEM
  • CNQ
  • MSFT
  • NVDA
Picton Mahoney Asset Management's Q3 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 1069
Filing on Nov 12, 2025 Q3 2025

E Cio, Inc.

  • AGG
  • SCHD
  • SCHF
  • BSV
  • IJR
  • SUSA
  • EAGG
E Cio, Inc.'s Q3 2025 Portfolio
Portfolio Value 268 Billion
Stocks 70
Filing on Nov 12, 2025 Q3 2025

Claro Advisors LLC

  • VOO
  • IWF
  • AAPL
  • MSFT
  • IWD
  • NVDA
  • DYNF
Claro Advisors LLC's Q3 2025 Portfolio
Portfolio Value 633 Million
Stocks 397
Filing on Nov 12, 2025 Q3 2025

Us Advisors Wealth Management, LLC

  • QQQ
  • SCHV
  • SCHG
  • FBND
  • AVUV
  • IQLT
  • XMHQ
Us Advisors Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 290 Million
Stocks 134
Filing on Nov 12, 2025 Q3 2025

Fox Hill Wealth Management

  • MSFT
  • NVDA
  • AAPL
  • PLTR
  • LLY
  • NFLX
  • META
Fox Hill Wealth Management's Q3 2025 Portfolio
Portfolio Value 214 Billion
Stocks 123
Filing on Nov 12, 2025 Q3 2025

Loup Funds, LLC

  • META
  • NU
  • VRT
  • MU
  • APP
  • UBER
  • MELI
Loup Funds, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 31
Filing on Nov 12, 2025 Q3 2025

Legato Capital Management LLC

  • AGX
  • IESC
  • SNEX
  • NVDA
  • GOOGL
  • VSEC
  • KTOS
Legato Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 861 Million
Stocks 558
Filing on Nov 12, 2025 Q3 2025

Oak Grove Capital LLC

  • NVDA
  • MU
  • NVDA
  • AMD
  • MU
  • NFLX
  • GOOGL
Oak Grove Capital LLC's Q3 2025 Portfolio
Portfolio Value 812 Million
Stocks 244
Filing on Nov 12, 2025 Q3 2025

Sonata Capital Group Inc

  • IWF
  • IWR
  • MSFT
  • IWD
  • VTI
  • AAPL
  • IWN
Sonata Capital Group Inc's Q3 2025 Portfolio
Portfolio Value 271 Million
Stocks 121
Filing on Nov 12, 2025 Q3 2025

Local Pensions Partnership Investment LTD

  • GOOGL
  • MSFT
  • V
  • APH
  • HEIA
  • KLAC
  • AMZN
Local Pensions Partnership Investment LTD's Q3 2025 Portfolio
Portfolio Value 5.87 Trillion
Stocks 33
Filing on Nov 12, 2025 Q3 2025

Phocas Financial Corp.

  • ATGE
  • PRIM
  • WTFC
  • NXST
  • TTMI
  • SKYW
  • SNEX
Phocas Financial Corp.'s Q3 2025 Portfolio
Portfolio Value 771 Billion
Stocks 147
Filing on Nov 12, 2025 Q3 2025

Cibc Bancorp Usa Inc.

  • ODFL
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
Cibc Bancorp Usa Inc.'s Q3 2025 Portfolio
Portfolio Value 80.8 Billion
Stocks 4865
Filing on Nov 12, 2025 Q3 2025

Glynn Capital Management LLC

  • OSCR
  • TSM
  • NU
  • SNOW
  • MDB
  • ADYEY
  • NET
Glynn Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 35