Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Holderness Investments CO

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • ORCL
  • QQQ
  • AVGO
Holderness Investments CO's Q3 2025 Portfolio
Portfolio Value 485 Million
Stocks 252
Filing on Nov 12, 2025 Q3 2025

Tao Capital Management LP

  • TSLA
  • TWST
  • MDGL
  • H
  • MASS
  • WRBY
  • TXG
Tao Capital Management LP's Q3 2025 Portfolio
Portfolio Value 102 Million
Stocks 10
Filing on Nov 12, 2025 Q3 2025

Legacy Bridge, LLC

  • NVDA
  • PLTR
  • AVGO
  • STRL
  • WTBA
  • MSFT
  • BRK-B
Legacy Bridge, LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 312
Filing on Nov 12, 2025 Q3 2025

V Square Quantitative Management LLC

  • NVDA
  • MSFT
  • GOOGL
  • TSLA
  • GOOG
  • AVGO
  • V
V Square Quantitative Management LLC's Q3 2025 Portfolio
Portfolio Value 593 Billion
Stocks 177
Filing on Nov 12, 2025 Q3 2025

Geode Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Geode Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.52 Trillion
Stocks 8534
Filing on Nov 12, 2025 Q3 2025

Sierra Summit Advisors LLC

  • NVDA
  • AAPL
  • TSLA
  • GOOGL
  • HOOD
  • C
  • RKT
Sierra Summit Advisors LLC's Q3 2025 Portfolio
Portfolio Value 656 Billion
Stocks 177
Filing on Nov 12, 2025 Q3 2025

Apg Asset Management N.V.

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • JPM
  • LLY
Apg Asset Management N.V.'s Q3 2025 Portfolio
Portfolio Value 40.4 Billion
Stocks 528
Filing on Nov 12, 2025 Q3 2025

Patrick M Sweeney & Associates, Inc

  • ABT
  • AAPL
  • JPM
  • BAC
  • ABBV
  • MSFT
  • MRK
Patrick M Sweeney & Associates, Inc's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 159
Filing on Nov 12, 2025 Q3 2025

Creekmur Asset Management LLC

  • BUFR
  • BUFD
  • BUFQ
  • QQQ
  • IVV
  • NVDA
  • SCHD
Creekmur Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 603 Billion
Stocks 842
Filing on Nov 12, 2025 Q3 2025

Cornerstone Financial Group, LLC /Ne/

  • SPTM
  • DFUS
  • SPDW
  • VXUS
  • QQQM
  • PFF
  • STIP
Cornerstone Financial Group, LLC /Ne/'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 69
Filing on Nov 12, 2025 Q3 2025

49 Wealth Management, LLC

  • SPLG
  • IEFA
  • DIVZ
  • VTV
  • IEMG
  • VGSH
  • QUAL
49 Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.06 Trillion
Stocks 200
Filing on Nov 12, 2025 Q3 2025

Clean Energy Transition LLP

  • FSLR
  • XOM
  • SWK
  • NVT
  • EMR
  • ED
  • OC
Clean Energy Transition LLP's Q3 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 15
Filing on Nov 12, 2025 Q3 2025

Aprio Wealth Management, LLC

  • DUHP
  • DIHP
  • EMXC
  • COWZ
  • TDIV
  • JAAA
  • TOLZ
Aprio Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 902 Million
Stocks 437
Filing on Nov 12, 2025 Q3 2025

Transce3nd, LLC

  • SPY
  • SPLG
  • SPDW
  • VTI
  • JEPI
  • JMST
  • JAAA
Transce3nd, LLC's Q3 2025 Portfolio
Portfolio Value 11.2 Billion
Stocks 1627
Filing on Nov 12, 2025 Q3 2025

Foyston, Gordon, & Payne Inc

  • MSFT
  • GOOGL
  • AVGO
  • PM
  • META
  • AXP
  • MSI
Foyston, Gordon, & Payne Inc's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 55
Filing on Nov 12, 2025 Q3 2025

Ejf Capital LLC

  • WSBC
  • VLY
  • EFSI
  • GNW
  • SFNC
  • COF
  • FHN
Ejf Capital LLC's Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 73
Filing on Nov 12, 2025 Q3 2025

Strategies Wealth Advisors, LLC

  • SPDW
  • VTV
  • VUG
  • DGRO
  • QUAL
  • VBK
  • IEFA
Strategies Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 962 Billion
Stocks 185
Filing on Nov 12, 2025 Q3 2025

Apg Asset Management Us Inc.

  • PLD
  • DLR
  • EQIX
  • VTR
  • EQR
  • PSA
  • ARE
Apg Asset Management Us Inc.'s Q3 2025 Portfolio
Portfolio Value 13.2 Billion
Stocks 184