Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Balentine LLC

  • VUG
  • AGG
  • OMFL
  • IEFA
  • IEMG
  • SGOV
  • MUB
Balentine LLC's Q3 2025 Portfolio
Portfolio Value 2.5 Billion
Stocks 234
Filing on Nov 07, 2025 Q3 2025

Mondrian Investment Partners LTD

  • LYG
  • SAN
  • SONY
  • BTI
  • PHG
  • GOOGL
  • SNY
Mondrian Investment Partners LTD's Q3 2025 Portfolio
Portfolio Value 5.45 Billion
Stocks 97
Filing on Nov 07, 2025 Q3 2025

Accretive Wealth Partners, LLC

  • IWF
  • IJH
  • AAPL
  • VIG
  • VYM
  • GLDM
  • MSFT
Accretive Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 312 Million
Stocks 152
Filing on Nov 07, 2025 Q3 2025

Oakmont Corp

  • MSFT
  • AMZN
  • MA
  • NVDA
  • AAPL
  • SPGI
  • FICO
Oakmont Corp's Q3 2025 Portfolio
Portfolio Value 559 Million
Stocks 30
Filing on Nov 07, 2025 Q3 2025

Glenview Trust CO

  • NVDA
  • AAPL
  • MSFT
  • IVV
  • AVGO
  • GOOGL
  • GSLC
Glenview Trust CO's Q3 2025 Portfolio
Portfolio Value 6.11 Billion
Stocks 780
Filing on Nov 07, 2025 Q3 2025

Skandinaviska Enskilda Banken Ab (Publ)

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Skandinaviska Enskilda Banken Ab (Publ)'s Q3 2025 Portfolio
Portfolio Value 24.3 Billion
Stocks 955
Filing on Nov 07, 2025 Q3 2025

Denkapparat Operations Gmb H

  • TD
  • IDCC
  • NEM
  • QCOM
  • BMY
  • AAPL
  • EME
Denkapparat Operations Gmb H's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 274
Filing on Nov 07, 2025 Q3 2025

United Bank

  • HUBB
  • EMXC
  • IJR
  • MSFT
  • AAPL
  • JPM
  • AGG
United Bank's Q3 2025 Portfolio
Portfolio Value 825 Million
Stocks 245
Filing on Nov 07, 2025 Q3 2025

Cypress Funds LLC

  • MSFT
  • AMZN
  • NVDA
  • FICO
  • MA
  • SPGI
  • META
Cypress Funds LLC's Q3 2025 Portfolio
Portfolio Value 763 Million
Stocks 15
Filing on Nov 07, 2025 Q3 2025

Globe Life Inc.

  • VOO
  • VCLT
Globe Life Inc.'s Q3 2025 Portfolio
Portfolio Value 400 Million
Stocks 2
Filing on Nov 07, 2025 Q3 2025

Smart Wealth LLC

  • NVDA
  • RDVY
  • VOO
  • FJUL
  • FJAN
  • JEPI
  • BRK-B
Smart Wealth LLC's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 141
Filing on Nov 07, 2025 Q3 2025

Cosner Financial Group, LLC

  • IMCG
  • ITOT
  • USIG
  • IVE
  • IVW
  • IVV
  • IUSV
Cosner Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 186 Billion
Stocks 37
Filing on Nov 07, 2025 Q3 2025

Bell & Brown Wealth Advisors, LLC

  • AVGO
  • AAPL
  • GOOGL
  • META
  • GS
  • JPM
  • LLY
Bell & Brown Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 72
Filing on Nov 07, 2025 Q3 2025

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSD
  • DFSV
  • DFAC
  • BND
  • DIHP
Oceanside Advisors LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 48
Filing on Nov 07, 2025 Q3 2025

Denali Advisors LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • HOOD
Denali Advisors LLC's Q3 2025 Portfolio
Portfolio Value 846 Million
Stocks 297
Filing on Nov 07, 2025 Q3 2025

Bastion Asset Management Inc.

  • ANGO
  • PYPL
  • GXO
  • IAG
  • KD
  • VVX
  • EXP
Bastion Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 48
Filing on Nov 07, 2025 Q3 2025

Aft, Forsyth & Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • IGM
  • AMZN
  • V
  • LLY
Aft, Forsyth & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 116
Filing on Nov 07, 2025 Q3 2025

Tobam

  • MSTR
  • ED
  • HSY
  • CBOE
  • KR
  • CHD
  • VZ
Tobam's Q3 2025 Portfolio
Portfolio Value 276 Million
Stocks 247