Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Portland Global Advisors LLC

  • SPY
  • IJH
  • VGSH
  • IVV
  • SPTS
  • MDY
  • SPTI
Portland Global Advisors LLC's Q3 2025 Portfolio
Portfolio Value 892 Million
Stocks 146
Filing on Nov 10, 2025 Q3 2025

Options Solutions, LLC

  • AMZN
  • AMZN
  • AAPL
  • CBOE
  • AAPL
  • GS
  • GS
Options Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 193 Million
Stocks 71
Filing on Nov 10, 2025 Q3 2025

Cornerstone Capital, Inc.

  • MSFT
  • GLW
  • V
  • GOOGL
  • SHOP
  • ABBV
  • AMZN
Cornerstone Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 108
Filing on Nov 10, 2025 Q3 2025

Fortis Capital Management LLC

  • MSFT
  • SCHX
  • NVDA
  • AMZN
  • AAPL
  • GOOG
  • JAAA
Fortis Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 692 Million
Stocks 178
Filing on Nov 10, 2025 Q3 2025

Cary Street Partners Investment Advisory LLC

  • MSFT
  • AAPL
  • NVDA
  • SPYG
  • AMZN
  • AVGO
  • GOOG
Cary Street Partners Investment Advisory LLC's Q3 2025 Portfolio
Portfolio Value 239 Billion
Stocks 2923
Filing on Nov 10, 2025 Q3 2025

Nkcfo LLC

  • AEM
  • AMZN
  • IAU
  • VTIP
  • VUSB
  • AGI
  • NVDA
Nkcfo LLC's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 98
Filing on Nov 10, 2025 Q3 2025

Somerset Group LLC

  • CHRW
  • QQQ
  • MMM
  • MSFT
  • SCHX
  • AMZN
  • AAPL
Somerset Group LLC's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 60
Filing on Nov 10, 2025 Q3 2025

Main Street Investment Advisors LLC

  • IJH
  • EFA
  • MSFT
  • AAPL
  • VGSH
  • JPM
  • IJR
Main Street Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 721 Million
Stocks 161
Filing on Nov 10, 2025 Q3 2025

Legacy Financial Advisors, Inc.

  • DGRW
  • ITOT
  • NVDA
  • AAPL
  • WTV
  • MSFT
  • DGRO
Legacy Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 602 Million
Stocks 367
Filing on Nov 10, 2025 Q3 2025

Beaumont Capital Management, LLC

  • SPAB
  • VEA
  • XLI
  • FLQM
  • VO
  • XLK
  • XLU
Beaumont Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 151 Million
Stocks 49
Filing on Nov 10, 2025 Q3 2025

La Fleur & Godfrey LLC

  • AAPL
  • MSFT
  • JPM
  • SYK
  • JNJ
  • AVGO
  • RTX
La Fleur & Godfrey LLC's Q3 2025 Portfolio
Portfolio Value 812 Million
Stocks 142
Filing on Nov 10, 2025 Q3 2025

Topel & Distasi Wealth Management, LLC

  • VUG
  • VTV
  • IEFA
  • GOVT
  • IJR
  • LQD
  • BNDX
Topel & Distasi Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 203 Million
Stocks 61
Filing on Nov 10, 2025 Q3 2025

Mmcap International Inc. Spc

  • ASTL
  • UEC
  • DNN
  • POET
  • MCVT
  • NESR
  • BITF
Mmcap International Inc. Spc's Q3 2025 Portfolio
Portfolio Value 175 Million
Stocks 172
Filing on Nov 10, 2025 Q3 2025

Payden & Rygel

  • QQQM
  • JPM
  • GOOGL
  • DUK
  • MS
  • AMZN
  • BAC
Payden & Rygel's Q3 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 113
Filing on Nov 10, 2025 Q3 2025

Price Capital Management, Inc.

  • EMB
  • NLR
  • FPE
  • EEM
  • PFF
  • GLD
  • GDX
Price Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 85.1 Billion
Stocks 9
Filing on Nov 10, 2025 Q3 2025

Vulcan Value Partners, LLC

  • MSFT
  • RE
  • UNH
  • AMZN
  • CRM
  • TDG
  • CSGP
Vulcan Value Partners, LLC's Q3 2025 Portfolio
Portfolio Value 5.48 Billion
Stocks 40
Filing on Nov 10, 2025 Q3 2025

Helikon Investments LTD

  • SKE
  • CAAP
  • MGM
  • TGS
  • IAC
  • PAM
  • IFS
Helikon Investments LTD's Q3 2025 Portfolio
Portfolio Value 947 Million
Stocks 17
Filing on Nov 10, 2025 Q3 2025

Clearstead Trust, LLC

  • QQQ
  • QLD
  • MSFT
  • AAPL
  • NVDA
  • AVGO
  • GOOGL
Clearstead Trust, LLC's Q3 2025 Portfolio
Portfolio Value 526 Million
Stocks 1511