Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Pelion, Inc.

  • WEAV
  • BILL
Pelion, Inc.'s Q3 2025 Portfolio
Portfolio Value 33.5 Million
Stocks 3
Filing on Nov 10, 2025 Q3 2025

Baldwin Investment Management, LLC

  • BRK-A
  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • JPM
  • COST
Baldwin Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 843 Million
Stocks 207
Filing on Nov 10, 2025 Q3 2025

Krane Funds Advisors LLC

  • PDD
  • BZ
  • TME
  • YMM
  • VIPS
  • TAL
  • QFIN
Krane Funds Advisors LLC's Q3 2025 Portfolio
Portfolio Value 3.44 Billion
Stocks 137
Filing on Nov 10, 2025 Q3 2025

Mufg Securities Americas Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Mufg Securities Americas Inc.'s Q3 2025 Portfolio
Portfolio Value 1.55 Trillion
Stocks 505
Filing on Nov 10, 2025 Q3 2025

Fairbanks Capital Management, Inc.

  • ORCL
  • TDG
  • MSFT
  • AVGO
  • NXST
  • AMZN
  • ARLP
Fairbanks Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 190 Million
Stocks 55
Filing on Nov 10, 2025 Q3 2025

Axq Capital, LP

  • DOV
  • VST
  • PLTR
  • MMM
  • HON
  • BMY
  • GDDY
Axq Capital, LP's Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 550
Filing on Nov 10, 2025 Q3 2025

First Financial Bankshares Inc

  • MSFT
  • AVGO
  • JPM
  • BND
  • AAPL
  • IJH
  • GOOGL
First Financial Bankshares Inc's Q3 2025 Portfolio
Portfolio Value 4.87 Trillion
Stocks 234
Filing on Nov 10, 2025 Q3 2025

Lcnb Corp

  • SCHG
  • IEFA
  • SCHV
  • MSFT
  • PG
  • IWV
  • AAPL
Lcnb Corp's Q3 2025 Portfolio
Portfolio Value 281 Million
Stocks 183
Filing on Nov 10, 2025 Q3 2025

Dana Investment Advisors, Inc.

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • META
  • AVGO
Dana Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.19 Billion
Stocks 557
Filing on Nov 10, 2025 Q3 2025

Atomi Financial Group, Inc.

  • AAPL
  • COIN
  • IVV
  • VEA
  • INTF
  • SCHG
  • SCHV
Atomi Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.09 Trillion
Stocks 1165
Filing on Nov 10, 2025 Q3 2025

North Star Asset Management Inc

  • AAPL
  • MSFT
  • SCHB
  • VTI
  • SPLG
  • GOOG
  • SSNC
North Star Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 2.37 Billion
Stocks 445
Filing on Nov 10, 2025 Q3 2025

Abbot Financial Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • GOOGL
  • VUG
  • XLK
Abbot Financial Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 133
Filing on Nov 10, 2025 Q3 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • VWO
Invictus Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.6 Trillion
Stocks 81
Filing on Nov 10, 2025 Q3 2025

Rollins Financial Advisors, LLC

  • QQQ
  • AAPL
  • MSFT
  • SCHG
  • AMZN
  • GOOGL
  • BAC
Rollins Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 661 Billion
Stocks 144
Filing on Nov 10, 2025 Q3 2025

Zhang Financial LLC

  • VOO
  • VTI
  • DFUS
  • ITOT
  • VXUS
  • DFAC
  • VT
Zhang Financial LLC's Q3 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 316
Filing on Nov 10, 2025 Q3 2025

Permit Capital, LLC

  • SBAC
  • PBI
  • EXPE
  • IDCC
  • WDC
  • OTEX
  • GOOG
Permit Capital, LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 20
Filing on Nov 10, 2025 Q3 2025

Waddell & Associates, LLC

  • FDX
  • PAVE
  • MDY
  • DGRW
  • FNDA
  • AUSF
  • CAPE
Waddell & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 325
Filing on Nov 10, 2025 Q3 2025

Kdt Advisors, LLC

  • VOO
  • AAPL
  • MSFT
  • VYM
  • GOOGL
  • VIG
  • BRK-B
Kdt Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 60.9 Billion
Stocks 61