Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Anchor Capital Management Group Inc

  • QQQ
  • SPY
  • QYLD
  • PDI
  • JEPI
  • JEPQ
  • PDO
Anchor Capital Management Group Inc's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 17
Filing on Nov 10, 2025 Q3 2025

Delta Accumulation, LLC

  • JPM
  • JPM
  • BK
  • BK
  • COST
  • COST
  • CAH
Delta Accumulation, LLC's Q3 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 199
Filing on Nov 10, 2025 Q3 2025

Pollock Investment Advisors, LLC

  • SELV
  • FTCS
  • DFAC
  • ORLY
  • TJX
  • MA
  • LMT
Pollock Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 41
Filing on Nov 10, 2025 Q3 2025

Alerus Financial Na

  • VOO
  • DFAX
  • IXUS
  • NVDA
  • MSFT
  • AAPL
  • AVGO
Alerus Financial Na's Q3 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 539
Filing on Nov 10, 2025 Q3 2025

Iat Reinsurance CO Ltd.

  • GS
  • RJF
  • MERC
  • GLW
  • AMGN
  • SRL
  • SIGI
Iat Reinsurance CO Ltd.'s Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 86
Filing on Nov 10, 2025 Q3 2025

Lummis Asset Management, LP

  • MTDR
  • AAPL
  • ORCL
  • MSFT
  • GOOG
  • GD
  • BSM
Lummis Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 161
Filing on Nov 10, 2025 Q3 2025

Ggm Financials LLC

  • JGRO
  • BUFF
  • IWR
  • IAK
  • HMOP
  • JAVA
  • MMIT
Ggm Financials LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 229
Filing on Nov 10, 2025 Q3 2025

Mai Capital Management

  • IVV
  • SPY
  • AAPL
  • MSFT
  • IJH
  • NVDA
  • VEA
Mai Capital Management's Q3 2025 Portfolio
Portfolio Value 15.6 Billion
Stocks 3808
Filing on Nov 10, 2025 Q3 2025

One River Asset Management, LLC

  • MSFT
  • MSFT
  • AAPL
  • SPY
  • SPY
  • META
  • META
One River Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 366 Billion
Stocks 166
Filing on Nov 10, 2025 Q3 2025

Jag Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • META
  • AVGO
  • AMZN
  • GOOGL
Jag Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 889 Million
Stocks 153
Filing on Nov 10, 2025 Q3 2025

Adviser Investments LLC

  • VUG
  • VEA
  • AGG
  • VTV
  • MUB
  • VGSH
  • VWO
Adviser Investments LLC's Q3 2025 Portfolio
Portfolio Value 8.64 Billion
Stocks 832
Filing on Nov 10, 2025 Q3 2025

Cary Street Partners Financial LLC

  • VTV
  • AAPL
  • VUG
  • MSFT
  • TACK
  • JEPI
  • GOOG
Cary Street Partners Financial LLC's Q3 2025 Portfolio
Portfolio Value 3.85 Trillion
Stocks 1373
Filing on Nov 10, 2025 Q3 2025

Vawter Financial, Ltd.

  • VBK
  • VB
  • BNDX
  • BSV
  • DFAE
  • CGXU
  • DFAT
Vawter Financial, Ltd.'s Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 118
Filing on Nov 10, 2025 Q3 2025

Colonial Trust Advisors

  • AAPL
  • MSFT
  • IVV
  • NVDA
  • JPM
  • GOOGL
  • AMZN
Colonial Trust Advisors's Q3 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 684
Filing on Nov 10, 2025 Q3 2025

Bradley Foster & Sargent Inc

  • MSFT
  • JPM
  • AAPL
  • GOOGL
  • AMZN
  • AEM
  • GLD
Bradley Foster & Sargent Inc's Q3 2025 Portfolio
Portfolio Value 6.6 Billion
Stocks 536
Filing on Nov 10, 2025 Q3 2025

O'Brien Greene & Co. Inc

  • IBKR
  • PHYS
  • BRK-B
  • AAPL
  • FLBR
  • WMT
  • FNV
O'Brien Greene & Co. Inc's Q3 2025 Portfolio
Portfolio Value 306 Million
Stocks 186
Filing on Nov 10, 2025 Q3 2025

Ever Source Wealth Advisors, LLC

  • VUG
  • VEA
  • VTV
  • IAU
  • AAPL
  • NVDA
  • MSFT
Ever Source Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 11995
Filing on Nov 10, 2025 Q3 2025

Generation Investment Management LLP

  • MSFT
  • DHR
  • MELI
  • SCHW
  • A
  • GOOGL
  • WDAY
Generation Investment Management LLP's Q3 2025 Portfolio
Portfolio Value 14.9 Billion
Stocks 33