Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 09, 2026 Q4 2025

Chickasaw Capital Management LLC

  • TRGP
  • MPLX
  • ET
  • WES
  • OKE
  • WMB
  • PAGP
Chickasaw Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 93
Filing on Jan 09, 2026 Q4 2025

Aurdan Capital Management, LLC

  • IUSG
  • VIG
  • IVV
  • PVAL
  • VXF
  • VGIT
  • ABC
Aurdan Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 324 Billion
Stocks 86
Filing on Jan 09, 2026 Q4 2025

Rialto Wealth Management, LLC

  • SPTM
  • VOO
  • VCSH
  • IEFA
  • VMBS
  • VGIT
  • VEA
Rialto Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 384 Million
Stocks 1690
Filing on Jan 09, 2026 Q4 2025

Salem Investment Counselors Inc

  • LOW
  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • PLTR
Salem Investment Counselors Inc's Q4 2025 Portfolio
Portfolio Value 3.36 Billion
Stocks 391
Filing on Jan 09, 2026 Q4 2025

First Heartland Consultants, Inc.

  • ACIO
  • SPLG
  • QQQ
  • SPY
  • SPDW
  • DRSK
  • RDVY
First Heartland Consultants, Inc.'s Q4 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 533
Filing on Jan 09, 2026 Q4 2025

Ptm Wealth Management, LLC

  • FNDX
  • ULST
  • XLK
  • SMLF
  • BALT
  • IMCG
  • COWZ
Ptm Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 177 Billion
Stocks 56
Filing on Jan 09, 2026 Q4 2025

Scott & Selber, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • GOOG
  • AMZN
  • MU
Scott & Selber, Inc.'s Q4 2025 Portfolio
Portfolio Value 374 Million
Stocks 93
Filing on Jan 09, 2026 Q4 2025

Constitution Capital LLC

  • MSFT
  • XLK
  • JPM
  • NVDA
  • WMT
  • XLV
  • AAPL
Constitution Capital LLC's Q4 2025 Portfolio
Portfolio Value 220 Million
Stocks 64
Filing on Jan 09, 2026 Q4 2025

Silverlake Wealth Management LLC

  • MSFT
  • AAPL
  • VOO
  • VYM
  • SGOV
  • IBM
  • VEA
Silverlake Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 449 Billion
Stocks 358
Filing on Jan 09, 2026 Q4 2025

Keb Asset Management, LLC

  • DFAC
  • DFIV
  • DFAT
  • DFUV
  • AVUV
  • DFUS
  • DFEM
Keb Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 437 Million
Stocks 100
Filing on Jan 09, 2026 Q4 2025

Sunflower Bank, N.A.

  • VV
  • VTEB
  • AGG
  • VXUS
  • IJR
  • SPY
  • VGK
Sunflower Bank, N.A.'s Q4 2025 Portfolio
Portfolio Value 338 Million
Stocks 222
Filing on Jan 09, 2026 Q4 2025

Capital Asset Advisory Services LLC

  • VV
  • AGG
  • IDEV
  • SPDW
  • VO
  • GSY
  • VTC
Capital Asset Advisory Services LLC's Q4 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 289
Filing on Jan 09, 2026 Q4 2025

Seafarer Capital Partners, LLC

  • ITUB
  • ABEV
  • XP
  • BAP
  • BUD
  • HDB
  • ARCO
Seafarer Capital Partners, LLC's Q4 2025 Portfolio
Portfolio Value 390 Million
Stocks 9
Filing on Jan 09, 2026 Q4 2025

Clear Trail Advisors, LLC

  • DRI
  • XOM
  • GIS
  • AAPL
  • MSFT
  • JPM
  • AVGO
Clear Trail Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 431 Billion
Stocks 126
Filing on Jan 09, 2026 Q4 2025

Overbrook Management Corp

  • NVDA
  • MSFT
  • AVGO
  • GOOG
  • META
  • AMZN
  • LLY
Overbrook Management Corp's Q4 2025 Portfolio
Portfolio Value 553 Million
Stocks 46
Filing on Jan 09, 2026 Q4 2025

Congress Asset Management CO

  • NOW
  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • CR
Congress Asset Management CO 's Q4 2025 Portfolio
Portfolio Value 14 Billion
Stocks 381
Filing on Jan 09, 2026 Q4 2025

Bdf Gestion

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • GOOG
  • META
  • LLY
Bdf Gestion's Q4 2025 Portfolio
Portfolio Value 818 Billion
Stocks 147
Filing on Jan 09, 2026 Q4 2025

Bos Asset Management, LLC

  • YEAR
  • SPY
  • TLT
  • IUSG
  • DFSV
  • QUAL
  • AAPL
Bos Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 374 Billion
Stocks 194