Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Boston Research & Management Inc

  • MSFT
  • IVV
  • AAPL
  • WMT
  • GOOGL
  • ABBV
  • MA
Boston Research & Management Inc's Q3 2025 Portfolio
Portfolio Value 453 Million
Stocks 119
Filing on Nov 12, 2025 Q3 2025

Wealthedge Investment Advisors, LLC

  • SPY
  • LTPZ
  • MSFT
  • BTAL
  • IVV
  • NVDA
  • VO
Wealthedge Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 264 Billion
Stocks 127
Filing on Nov 12, 2025 Q3 2025

Huntington National Bank

  • NVDA
  • MSFT
  • JPM
  • AAPL
  • GOOGL
  • VEA
  • IVV
Huntington National Bank's Q3 2025 Portfolio
Portfolio Value 15.9 Billion
Stocks 5358
Filing on Nov 12, 2025 Q3 2025

Kim, LLC

  • SPY
  • ASPN
  • HYG
  • VSH
  • KORE
  • SMRT
  • NZF
Kim, LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Trillion
Stocks 72
Filing on Nov 12, 2025 Q3 2025

John Armitage

Egerton Capital (Uk) LLP
  • MSFT
  • AMZN
  • V
  • PGR
  • BSX
  • APH
  • COF
John Armitage's Q3 2025 Portfolio
Portfolio Value 7.88 Billion
Stocks 24
Filing on Nov 12, 2025 Q3 2025

Seven Springs Wealth Group, LLC

  • DGRO
  • NU
  • CI
  • IBDU
  • IBDX
  • FNDF
  • FNDE
Seven Springs Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 404 Million
Stocks 83
Filing on Nov 12, 2025 Q3 2025

Brand Asset Management Group, Inc.

  • IJH
  • IEMG
  • VO
  • VONG
  • IWF
  • SCHF
  • SCHX
Brand Asset Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 344 Million
Stocks 165
Filing on Nov 12, 2025 Q3 2025

Pb Investment Partners, L.P.

  • COF
  • HGV
  • APO
  • OMF
  • BAC
  • GBTG
  • PGR
Pb Investment Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 132 Million
Stocks 8
Filing on Nov 12, 2025 Q3 2025

Harvest Portfolios Group Inc.

  • MSTR
  • TLT
  • NVDA
  • TSLA
  • LLY
  • MSFT
  • IEF
Harvest Portfolios Group Inc.'s Q3 2025 Portfolio
Portfolio Value 5.3 Billion
Stocks 256
Filing on Nov 12, 2025 Q3 2025

Anfield Capital Management, LLC

  • SPY
  • XLC
  • SOXX
  • IGV
  • AESR
  • GOVT
  • LQD
Anfield Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 313 Million
Stocks 604
Filing on Nov 12, 2025 Q3 2025

Mosaic Family Wealth Partners, LLC

  • VUG
  • DBEF
  • VBK
  • DFEM
  • VTV
  • DFSV
  • DFAT
Mosaic Family Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 855 Billion
Stocks 237
Filing on Nov 12, 2025 Q3 2025

Findlay Park Partners LLP

  • MSFT
  • AJG
  • LYV
  • INTU
  • MA
  • ACN
  • SPGI
Findlay Park Partners LLP's Q3 2025 Portfolio
Portfolio Value 8.42 Billion
Stocks 57
Filing on Nov 12, 2025 Q3 2025

Crestwood Capital Management, L.P.

  • IBN
  • NFLX
  • BROS
  • REAL
  • DV
  • SONO
  • AMD
Crestwood Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 97.7 Million
Stocks 13
Filing on Nov 12, 2025 Q3 2025

Keystone Investors Pte LTD

  • SE
  • GOOG
  • NVDA
  • TME
  • TSLA
  • BABA
  • WDC
Keystone Investors Pte LTD's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 68
Filing on Nov 12, 2025 Q3 2025

Compass Capital Corp /Ma/ /Adv

  • SPY
  • VOOG
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • PLTR
Compass Capital Corp /Ma/ /Adv's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 155
Filing on Nov 12, 2025 Q3 2025

Argent Trust CO

  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • AMZN
  • IVV
  • WMT
Argent Trust CO's Q3 2025 Portfolio
Portfolio Value 2.75 Billion
Stocks 1450
Filing on Nov 12, 2025 Q3 2025

Quantbot Technologies LP

  • SOFI
  • BSX
  • HON
  • ABNB
  • V
  • PLTR
  • BMY
Quantbot Technologies LP's Q3 2025 Portfolio
Portfolio Value 3.24 Billion
Stocks 1690
Filing on Nov 12, 2025 Q3 2025

Employees' Retirement Fund Of The City Of Fort Worth

  • VCLT
  • VCSH
  • VMBS
  • SJNK
  • VYM
  • MOAT
  • VYMI
Employees' Retirement Fund Of The City Of Fort Worth's Q3 2025 Portfolio
Portfolio Value 194 Billion
Stocks 18