Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Mycio Wealth Partners, LLC

  • CB
  • IVV
  • IEFA
  • SPY
  • AAPL
  • EFA
  • NOBL
Mycio Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 430 Million
Stocks 47
Filing on Nov 12, 2025 Q3 2025

Waverton Investment Management LTD

  • MSFT
  • GOOGL
  • AMZN
  • V
  • GE
  • IBKR
  • TMO
Waverton Investment Management LTD's Q3 2025 Portfolio
Portfolio Value 7.08 Billion
Stocks 101
Filing on Nov 12, 2025 Q3 2025

Park Square Financial Group, LLC

  • HYG
  • RSP
  • FTSM
  • SPY
  • FDL
  • RDVY
  • UCON
Park Square Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 23.2 Billion
Stocks 323
Filing on Nov 12, 2025 Q3 2025

Fairtree Asset Management (Pty) LTD

  • KKS.F
  • MSFT
  • GOOG
  • GOVT
  • JD
  • AMZN
  • AAPL
Fairtree Asset Management (Pty) LTD's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 94
Filing on Nov 12, 2025 Q3 2025

Ken Fisher

Fisher Asset Management, LLC
  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • IEF
  • AMZN
  • VCIT
Ken Fisher's Q3 2025 Portfolio
Portfolio Value 271 Billion
Stocks 1014
Filing on Nov 12, 2025 Q3 2025

Lathrop Investment Management Corp

  • MSFT
  • WMT
  • RTX
  • MLM
  • KMI
  • AAPL
  • SCHW
Lathrop Investment Management Corp's Q3 2025 Portfolio
Portfolio Value 542 Million
Stocks 82
Filing on Nov 12, 2025 Q3 2025

Neo Ivy Capital Management

  • NVDA
  • F
  • CNC
  • CMCSA
  • CDAY
  • PLTR
  • SO
Neo Ivy Capital Management's Q3 2025 Portfolio
Portfolio Value 382 Million
Stocks 374
Filing on Nov 12, 2025 Q3 2025

Bearing Point Capital, LLC

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • SHY
  • JPM
  • PANW
Bearing Point Capital, LLC's Q3 2025 Portfolio
Portfolio Value 581 Billion
Stocks 164
Filing on Nov 12, 2025 Q3 2025

Jackson Hill Advisors, LLC

  • PHM
  • GOOG
  • AMZN
  • KKR
  • MA
  • SPGI
  • HLT
Jackson Hill Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 172 Million
Stocks 14
Filing on Nov 12, 2025 Q3 2025

Harbour Investments, Inc.

  • VOO
  • QQQ
  • SDVY
  • BUFR
  • IJH
  • UCON
  • AAPL
Harbour Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.98 Billion
Stocks 3746
Filing on Nov 12, 2025 Q3 2025

Barr E S & CO

  • BRK-B
  • MKL
  • GOOG
  • GS
  • JPM
  • AMZN
  • BX
Barr E S & CO's Q3 2025 Portfolio
Portfolio Value 1.8 Billion
Stocks 115
Filing on Nov 12, 2025 Q3 2025

Okabena Investment Services Inc

  • VXUS
  • VOO
  • IVV
  • VEA
  • MSFT
  • EEM
  • TGT
Okabena Investment Services Inc's Q3 2025 Portfolio
Portfolio Value 509 Million
Stocks 138
Filing on Nov 12, 2025 Q3 2025

Accent Capital Management, LLC

  • AAPL
  • NVDA
  • MSFT
  • GOOG
  • META
  • SPY
  • AMZN
Accent Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 380
Filing on Nov 12, 2025 Q3 2025

Ted Buchan & CO

  • AGG
  • EFA
  • IVV
  • PRF
  • TIP
  • SHY
  • VUG
Ted Buchan & CO's Q3 2025 Portfolio
Portfolio Value 255 Billion
Stocks 83
Filing on Nov 12, 2025 Q3 2025

Royce & Associates LP

  • ACA
  • MKSI
  • CRUS
  • ESAB
  • AGO
  • KWR
  • JBT
Royce & Associates LP's Q3 2025 Portfolio
Portfolio Value 9.35 Billion
Stocks 762
Filing on Nov 12, 2025 Q3 2025

Maseco LLP

  • DFUS
  • VGIT
  • DFUV
  • DFIC
  • DFSB
  • DFSU
  • STIP
Maseco LLP's Q3 2025 Portfolio
Portfolio Value 2.06 Trillion
Stocks 267
Filing on Nov 12, 2025 Q3 2025

Roundview Capital LLC

  • AAPL
  • BRK-B
  • MSFT
  • GOOG
  • VOO
  • AMZN
  • SCHB
Roundview Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 336
Filing on Nov 12, 2025 Q3 2025

Future Fund LLC

  • IWP
  • IJT
  • IWO
  • NVDA
  • HALO
  • META
  • AMZN
Future Fund LLC's Q3 2025 Portfolio
Portfolio Value 275 Million
Stocks 170