Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Westerkirk Capital Inc.

  • VWO
  • AGG
  • VOO
  • MSFT
  • NVDA
  • AAPL
  • BND
Westerkirk Capital Inc.'s Q3 2025 Portfolio
Portfolio Value 875 Billion
Stocks 240
Filing on Nov 10, 2025 Q3 2025

Spider Management Company, LLC

  • SPY
  • RSP
Spider Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 2
Filing on Nov 10, 2025 Q3 2025

Vestmark Advisory Solutions, Inc.

  • VTI
  • BBUS
  • DFAC
  • VOO
  • VXUS
  • BND
  • AGG
Vestmark Advisory Solutions, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.71 Billion
Stocks 1497
Filing on Nov 10, 2025 Q3 2025

Michels Family Financial, LLC

  • SPY
  • SCHD
  • IVV
  • VONG
  • XOM
  • QQQ
  • SPHY
Michels Family Financial, LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 134
Filing on Nov 10, 2025 Q3 2025

Dover Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • GOOGL
  • JPM
  • AMZN
  • RTX
Dover Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 165
Filing on Nov 10, 2025 Q3 2025

Adapt Wealth Advisors, LLC

  • IVV
  • QQQM
  • IGIB
  • SPMO
  • PPA
  • PAVE
  • AIQ
Adapt Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 271 Billion
Stocks 107
Filing on Nov 10, 2025 Q3 2025

Clayton Partners LLC

  • VTOL
  • TAC
  • SNDA
  • CRC
  • BRK-B
  • WFC
  • SGOV
Clayton Partners LLC's Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 36
Filing on Nov 10, 2025 Q3 2025

Bleakley Financial Group, LLC

  • CEF
  • VV
  • AAPL
  • MSFT
  • NVDA
  • VO
  • SPY
Bleakley Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 4.31 Trillion
Stocks 585
Filing on Nov 10, 2025 Q3 2025

Aurora Investment Counsel

  • ETR
  • NTES
  • UTHR
  • QCOM
  • EPRT
  • AMP
  • ORA
Aurora Investment Counsel's Q3 2025 Portfolio
Portfolio Value 172 Million
Stocks 106
Filing on Nov 10, 2025 Q3 2025

Zeno Equity Partners LLP

  • DHR
  • AMZN
  • TXN
  • TPX
  • APH
  • HEIA
Zeno Equity Partners LLP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 9
Filing on Nov 10, 2025 Q3 2025

Explore Capital Management, LLC

  • AMZN
  • TSM
  • OWL
  • WDAY
  • EFX
  • THC
  • SPGI
Explore Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 15
Filing on Nov 10, 2025 Q3 2025

Shenkman Capital Management Inc

  • BKLN
  • USHY
  • SJNK
  • CCO
  • ATUS
Shenkman Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 68.7 Million
Stocks 123
Filing on Nov 10, 2025 Q3 2025

Peapod Lane Capital LLC

  • ALCO
  • SENEA
  • BH
  • HURC
  • JOUT
  • FSP
  • FLGT
Peapod Lane Capital LLC's Q3 2025 Portfolio
Portfolio Value 112 Billion
Stocks 57
Filing on Nov 10, 2025 Q3 2025

Lepercq De Neuflize Asset Management LLC

  • SPY
  • VOO
  • EFA
  • MX
  • QRVO
  • CLAR
  • LVTX
Lepercq De Neuflize Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 9
Filing on Nov 10, 2025 Q3 2025

Verus Capital Partners, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • AMD
  • GOF
  • SPYG
Verus Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 504
Filing on Nov 10, 2025 Q3 2025

Clark Estates Inc

  • IQV
  • MDT
  • FISV
  • HLN
  • DIS
  • BLCO
  • SNN
Clark Estates Inc's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 99
Filing on Nov 10, 2025 Q3 2025

Trajan Wealth LLC

  • VOO
  • MSFT
  • AGG
  • GOOGL
  • BND
  • META
  • TSM
Trajan Wealth LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Trillion
Stocks 160
Filing on Nov 10, 2025 Q3 2025

Lowery Thomas, LLC

  • SCHG
  • VOO
  • QQQM
  • FNDX
  • SPY
  • QQQ
  • IWF
Lowery Thomas, LLC's Q3 2025 Portfolio
Portfolio Value 170 Million
Stocks 55