Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Jacobson & Schmitt Advisors, LLC

  • IUSB
  • APH
  • AMZN
  • APP
  • MSFT
  • IGSB
  • MBB
Jacobson & Schmitt Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 572 Million
Stocks 86
Filing on Nov 10, 2025 Q3 2025

Td Asset Management Inc

  • NVDA
  • MSFT
  • RY
  • AAPL
  • TD
  • META
  • BMO
Td Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 114 Billion
Stocks 1695
Filing on Nov 10, 2025 Q3 2025

Tiger Oak Management, L.L.C.

  • NVDA
  • DGRW
  • AAPL
  • MSFT
  • JEPI
  • SDY
  • AMZN
Tiger Oak Management, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 322 Billion
Stocks 117
Filing on Nov 10, 2025 Q3 2025

Avant Capital LLC

  • DGRW
  • SCHD
  • USMV
  • VTV
  • MTUM
  • SCHV
  • QUAL
Avant Capital LLC's Q3 2025 Portfolio
Portfolio Value 140 Million
Stocks 79
Filing on Nov 10, 2025 Q3 2025

Cozad Asset Management Inc

  • VTI
  • AAPL
  • APP
  • NVDA
  • AVGO
  • GOOGL
  • MSFT
Cozad Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 419
Filing on Nov 10, 2025 Q3 2025

Kayne Anderson Capital Advisors LP

  • WMB
  • EPD
  • ET
  • LNG
  • MPLX
  • KMI
  • TRP
Kayne Anderson Capital Advisors LP's Q3 2025 Portfolio
Portfolio Value 4.2 Billion
Stocks 73
Filing on Nov 10, 2025 Q3 2025

Affinity Investment Advisors, LLC

  • MSFT
  • JPM
  • STX
  • GOOGL
  • AAPL
  • TPR
  • AVGO
Affinity Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 146 Million
Stocks 140
Filing on Nov 10, 2025 Q3 2025

Grant Street Asset Management, Inc.

  • IVV
  • JCPB
  • WINN
  • EFA
  • VOOV
  • VO
  • SCHX
Grant Street Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 385 Million
Stocks 91
Filing on Nov 10, 2025 Q3 2025

Thoroughbred Financial Services, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • QQQ
  • QQQM
Thoroughbred Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 564
Filing on Nov 10, 2025 Q3 2025

Magellan Asset Management LTD

  • AMZN
  • MSFT
  • ES
  • TSM
  • MA
  • META
  • YUM
Magellan Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 8.44 Billion
Stocks 82
Filing on Nov 10, 2025 Q3 2025

Moon Capital Management LP

  • IAU
  • GDX
  • GDXJ
  • IAUX
  • GM
  • LAD
  • BWA
Moon Capital Management LP's Q3 2025 Portfolio
Portfolio Value 136 Million
Stocks 11
Filing on Nov 10, 2025 Q3 2025

Mount Lucas Management LP

  • QQQ
  • EWZ
  • INTC
  • RKT
  • AGNC
  • BBJP
  • EWA
Mount Lucas Management LP's Q3 2025 Portfolio
Portfolio Value 232 Million
Stocks 163
Filing on Nov 10, 2025 Q3 2025

Parkside Investments, LLC

  • IGSB
  • IWM
  • IVV
  • IEFA
  • IEMG
  • MBB
  • AAPL
Parkside Investments, LLC's Q3 2025 Portfolio
Portfolio Value 757 Million
Stocks 98
Filing on Nov 10, 2025 Q3 2025

Aldebaran Capital, LLC

  • BRK-B
  • MSFT
  • OXY
  • LLY
  • BAC
  • IWS
  • SU
Aldebaran Capital, LLC's Q3 2025 Portfolio
Portfolio Value 109 Billion
Stocks 33
Filing on Nov 10, 2025 Q3 2025

Wrapmanager Inc

  • AGG
  • SPIB
  • SPDW
  • SPEM
  • NVDA
  • MSFT
  • SPYG
Wrapmanager Inc's Q3 2025 Portfolio
Portfolio Value 321 Million
Stocks 151
Filing on Nov 10, 2025 Q3 2025

Alaska Permanent Fund Corp

  • IVV
  • ONEV
  • ONEY
  • IAUM
  • ONEO
  • GLDM
  • HYG
Alaska Permanent Fund Corp's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 7
Filing on Nov 10, 2025 Q3 2025

Lutz Financial Services LLC

  • VOO
  • SPYV
  • IJH
  • BND
  • VTEB
  • MDYV
  • VCSH
Lutz Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 96
Filing on Nov 10, 2025 Q3 2025

Versant Venture Management, LLC

  • GLUE
  • CRSP
  • RPTX
  • TPST
  • ADVM
Versant Venture Management, LLC's Q3 2025 Portfolio
Portfolio Value 61.3 Million
Stocks 9