Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

State Farm Mutual Automobile Insurance CO

  • LLY
  • CAT
  • AAPL
  • JNJ
  • ITW
  • MSFT
  • WMT
State Farm Mutual Automobile Insurance CO's Q3 2025 Portfolio
Portfolio Value 119 Billion
Stocks 199
Filing on Nov 12, 2025 Q3 2025

Segall Bryant & Hamill, LLC

  • MSFT
  • NVDA
  • AAPL
  • VMI
  • AMZN
  • LFUS
  • NGVT
Segall Bryant & Hamill, LLC's Q3 2025 Portfolio
Portfolio Value 7.1 Billion
Stocks 567
Filing on Nov 12, 2025 Q3 2025

Kennondale Capital Management LLC

  • COOP
  • PRDO
  • MPC
  • IBKR
  • GRBK
  • BRK-B
  • HCC
Kennondale Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 131 Billion
Stocks 82
Filing on Nov 12, 2025 Q3 2025

Monetary Management Group Inc

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • LLY
  • GOOGL
  • AMZN
Monetary Management Group Inc's Q3 2025 Portfolio
Portfolio Value 433 Million
Stocks 324
Filing on Nov 12, 2025 Q3 2025

Jrm Investment Counsel, LLC

  • BRK-B
  • VEA
  • AVLV
  • AVUS
  • AVEM
  • AVDE
  • AVUV
Jrm Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 334 Billion
Stocks 21
Filing on Nov 12, 2025 Q3 2025

Lumbard & Kellner, LLC

  • BIL
  • GOOG
  • SPMD
  • GS
  • KTOS
  • FSLR
  • MET
Lumbard & Kellner, LLC's Q3 2025 Portfolio
Portfolio Value 269 Million
Stocks 97
Filing on Nov 12, 2025 Q3 2025

Becker Capital Management Inc

  • MSFT
  • AAPL
  • VUG
  • JPM
  • VTI
  • ERJ
  • EFA
Becker Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 3.31 Billion
Stocks 293
Filing on Nov 12, 2025 Q3 2025

Cascade Wealth Advisors, Inc

  • SPYI
  • VGSH
  • JEPI
  • VCIT
  • SHYG
  • FLOT
  • VIG
Cascade Wealth Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 203 Billion
Stocks 60
Filing on Nov 12, 2025 Q3 2025

Riverview Capital Advisers, LLC

  • BRK-B
  • AMZN
  • AAPL
  • VO
  • VB
  • TSLA
  • MSFT
Riverview Capital Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 324 Million
Stocks 98
Filing on Nov 12, 2025 Q3 2025

Harbor Advisory Corp

  • VOO
  • GOOGL
  • AMZN
  • FTSL
  • VGK
  • VWO
  • IVV
Harbor Advisory Corp 's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 80
Filing on Nov 12, 2025 Q3 2025

Round Hill Asset Management

  • SPGI
  • AMGN
  • DIS
  • CMCSA
  • NDAQ
  • PFE
  • MRK
Round Hill Asset Management's Q3 2025 Portfolio
Portfolio Value 146 Million
Stocks 63
Filing on Nov 12, 2025 Q3 2025

Kestrel Investment Management Corp

  • AX
  • UPWK
  • TPH
  • ATGE
  • RDN
  • PINC
  • CNO
Kestrel Investment Management Corp's Q3 2025 Portfolio
Portfolio Value 177 Million
Stocks 40
Filing on Nov 12, 2025 Q3 2025

Teleios Capital Partners Gmb H

  • NX
Teleios Capital Partners Gmb H's Q3 2025 Portfolio
Portfolio Value 65.7 Billion
Stocks 1
Filing on Nov 12, 2025 Q3 2025

Edgestream Partners, L.P.

  • QQQ
  • NVDA
  • SPY
  • LQD
  • NOVT
  • MMC
  • BK
Edgestream Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 3.32 Billion
Stocks 842
Filing on Nov 12, 2025 Q3 2025

Regents Gate Capital LLP

  • AMZN
  • APH
  • GWW
  • IEX
  • DOV
  • CNHI
  • PPG
Regents Gate Capital LLP's Q3 2025 Portfolio
Portfolio Value 282 Billion
Stocks 44
Filing on Nov 12, 2025 Q3 2025

Operose Advisors LLC

  • VTI
  • VYM
  • VEA
  • VOO
  • SCHF
  • VO
  • IJR
Operose Advisors LLC's Q3 2025 Portfolio
Portfolio Value 398 Million
Stocks 444
Filing on Nov 12, 2025 Q3 2025

Artal Group S.A.

  • LXRX
Artal Group S.A.'s Q3 2025 Portfolio
Portfolio Value 188 Million
Stocks 2
Filing on Nov 12, 2025 Q3 2025

Rational Advisors LLC

  • BND
  • SPAB
  • AGG
  • QQQM
  • MLPX
  • XLU
  • IVV
Rational Advisors LLC's Q3 2025 Portfolio
Portfolio Value 847 Million
Stocks 240