Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Second Half Financial Partners, LLC

  • BIL
  • DIVO
  • SPY
  • QQQ
  • IWM
  • ACIO
  • DRSK
Second Half Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 138 Million
Stocks 96
Filing on Nov 10, 2025 Q3 2025

Willow Creek Wealth Management Inc.

  • DFAT
  • BSV
  • SPAB
  • DFUS
  • DFUV
  • DFAI
  • SUB
Willow Creek Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 180
Filing on Nov 10, 2025 Q3 2025

C V Starr & CO Inc

  • GLD
  • IDEV
  • IVOO
  • IJR
C V Starr & CO Inc's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 5
Filing on Nov 10, 2025 Q3 2025

Starr Indemnity & Liability CO

  • GLD
  • IDEV
  • IVOO
  • IJR
Starr Indemnity & Liability CO's Q3 2025 Portfolio
Portfolio Value 306 Billion
Stocks 4
Filing on Nov 10, 2025 Q3 2025

Fox Run Management, L.L.C.

  • XLE
  • XLF
  • IYR
  • MCHP
  • SBAC
  • PCTY
  • SFM
Fox Run Management, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 588 Million
Stocks 872
Filing on Nov 10, 2025 Q3 2025

Empirical Asset Management, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • IYW
  • SGOL
  • META
Empirical Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 360 Billion
Stocks 368
Filing on Nov 10, 2025 Q3 2025

Hurley Capital, LLC

  • VTV
  • IBHF
  • VONG
  • EPD
  • VOO
  • VGIT
  • PSLV
Hurley Capital, LLC's Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 692
Filing on Nov 10, 2025 Q3 2025

River Glades Family Offices LLC

  • IVV
  • VEA
  • IJH
  • VWO
  • IAU
  • FLRN
  • XLK
River Glades Family Offices LLC's Q3 2025 Portfolio
Portfolio Value 163 Million
Stocks 91
Filing on Nov 10, 2025 Q3 2025

Pacific Ridge Capital Partners, LLC

  • NBN
  • HRTG
  • NWPX
  • MPAA
  • NGS
  • BBW
  • BWMN
Pacific Ridge Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 408 Million
Stocks 135
Filing on Nov 10, 2025 Q3 2025

English Capital Management LLC

  • ARW
  • AER
  • BKNG
  • SYF
  • GL
  • HCA
  • CI
English Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 36
Filing on Nov 10, 2025 Q3 2025

Hager Investment Management Services, LLC

  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • PLTR
  • META
Hager Investment Management Services, LLC's Q3 2025 Portfolio
Portfolio Value 183 Million
Stocks 291
Filing on Nov 10, 2025 Q3 2025

Catalyst Financial Partners LLC

  • IVV
  • STT
  • IEFA
  • IJR
  • IJH
  • AAPL
  • NVDA
Catalyst Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 829 Billion
Stocks 316
Filing on Nov 10, 2025 Q3 2025

Us Bancorp \De\

  • SCHX
  • AGG
  • IVV
  • IEFA
  • SPY
  • MSFT
  • AAPL
Us Bancorp \De\'s Q3 2025 Portfolio
Portfolio Value 82.9 Billion
Stocks 9529
Filing on Nov 10, 2025 Q3 2025

Great Hill Capital LLC

  • BIDU
  • SWK
  • VFC
  • ETSY
  • PYPL
  • ALB
  • INTC
Great Hill Capital LLC's Q3 2025 Portfolio
Portfolio Value 643 Billion
Stocks 54
Filing on Nov 10, 2025 Q3 2025

Robotti Robert

  • TDW
  • BLDR
  • FPH
  • LXU
  • JEF
  • WFG
  • CVCO
Robotti Robert's Q3 2025 Portfolio
Portfolio Value 558 Million
Stocks 80
Filing on Nov 10, 2025 Q3 2025

Roberts Glore & CO Inc

  • BRK-B
  • MSFT
  • AAPL
  • GOOG
  • VTIP
  • JNJ
  • VTI
Roberts Glore & CO Inc 's Q3 2025 Portfolio
Portfolio Value 354 Million
Stocks 217
Filing on Nov 10, 2025 Q3 2025

Cumberland Advisors Inc

  • SPY
  • MDY
  • XAR
  • BRK-B
  • ACWX
  • MSFT
  • IBB
Cumberland Advisors Inc's Q3 2025 Portfolio
Portfolio Value 260 Million
Stocks 48
Filing on Nov 10, 2025 Q3 2025

Centersquare Investment Management LLC

  • WELL
  • PLD
  • EQIX
  • DLR
  • VTR
  • EXR
  • PSA
Centersquare Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 9.65 Billion
Stocks 223