Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Bml Capital Management, LLC

  • ACRS
  • AVIR
  • ORMP
  • PMVP
  • LVTX
  • TGT
  • WMT
Bml Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 109 Billion
Stocks 20
Filing on Nov 10, 2025 Q3 2025

Intelligence Driven Advisers, LLC

  • DFUS
  • IWY
  • QEFA
  • IUSB
  • SCHR
  • DYNF
  • IUS
Intelligence Driven Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 707 Million
Stocks 124
Filing on Nov 10, 2025 Q3 2025

R.P. Boggs & Co.

  • ROAD
  • GLD
  • CDRE
  • REGN
  • FBND
  • SCI
  • FSV
R.P. Boggs & Co.'s Q3 2025 Portfolio
Portfolio Value 172 Million
Stocks 20
Filing on Nov 10, 2025 Q3 2025

Constant Guidance Financial LLC

  • SPY
  • BRK-B
  • XLK
  • XLC
  • IEF
  • AAPL
  • PNC
Constant Guidance Financial LLC's Q3 2025 Portfolio
Portfolio Value 125 Billion
Stocks 36
Filing on Nov 10, 2025 Q3 2025

Concentrum Wealth Management

  • META
  • NVDA
  • AAPL
  • QQQ
  • FV
  • FTCS
  • FVD
Concentrum Wealth Management's Q3 2025 Portfolio
Portfolio Value 347 Billion
Stocks 79
Filing on Nov 10, 2025 Q3 2025

Aurora Investment Managers, Llc.

  • KWEB
  • BABA
  • BIL
  • META
  • AAPL
  • MSFT
  • JD
Aurora Investment Managers, Llc.'s Q3 2025 Portfolio
Portfolio Value 184 Million
Stocks 49
Filing on Nov 10, 2025 Q3 2025

Washington Trust Advisors, Inc.

  • AAPL
  • PWR
  • META
  • GOOG
  • PANW
  • V
  • AMZN
Washington Trust Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 827
Filing on Nov 10, 2025 Q3 2025

Zevin Asset Management LLC

  • MSFT
  • MELI
  • AAPL
  • V
  • GOOG
  • TJX
  • AMZN
Zevin Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 687 Million
Stocks 98
Filing on Nov 10, 2025 Q3 2025

Alteri Wealth LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • WMT
  • XOM
  • GOOGL
Alteri Wealth LLC's Q3 2025 Portfolio
Portfolio Value 291 Billion
Stocks 282
Filing on Nov 10, 2025 Q3 2025

X Square Capital, LLC

  • HIMS
  • LMND
  • ASTS
  • SPY
  • AMD
  • META
  • JPM
X Square Capital, LLC's Q3 2025 Portfolio
Portfolio Value 320 Million
Stocks 177
Filing on Nov 10, 2025 Q3 2025

Irth Capital Management LP

  • PZZA
Irth Capital Management LP's Q3 2025 Portfolio
Portfolio Value 78.4 Billion
Stocks 1
Filing on Nov 10, 2025 Q3 2025

American Financial Group Inc

  • NXST
  • C
  • TALO
  • ACI
  • GM
  • EOSE
  • UBER
American Financial Group Inc's Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 77
Filing on Nov 10, 2025 Q3 2025

American Financial Group Inc 401(K) Retirement & Savings Plan

  • AFG
American Financial Group Inc 401(K) Retirement & Savings Plan's Q3 2025 Portfolio
Portfolio Value 351 Million
Stocks 1
Filing on Nov 10, 2025 Q3 2025

Koshinski Asset Management, Inc.

  • SCHG
  • VTV
  • AAPL
  • RDVY
  • MSFT
  • NVDA
  • SPY
Koshinski Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.49 Trillion
Stocks 722
Filing on Nov 10, 2025 Q3 2025

Tsa Wealth Managment LLC

  • SPLG
  • OEF
  • SCHZ
  • DYNF
  • QUAL
  • IVV
  • EFV
Tsa Wealth Managment LLC's Q3 2025 Portfolio
Portfolio Value 294 Billion
Stocks 89
Filing on Nov 10, 2025 Q3 2025

Channing Capital Management, LLC

  • PSN
  • AMG
  • FAF
  • BCO
  • MKSI
  • ATI
  • EVR
Channing Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 3.57 Billion
Stocks 108
Filing on Nov 10, 2025 Q3 2025

Oppenheimer & Close, LLC

  • BBW
  • AEM
  • HL
  • HURC
  • AGI
  • BRT
  • IIIN
Oppenheimer & Close, LLC's Q3 2025 Portfolio
Portfolio Value 118 Million
Stocks 55
Filing on Nov 10, 2025 Q3 2025

Westerkirk Capital Inc.

  • VWO
  • AGG
  • VOO
  • MSFT
  • NVDA
  • AAPL
  • BND
Westerkirk Capital Inc.'s Q3 2025 Portfolio
Portfolio Value 875 Billion
Stocks 240