Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Tt Capital Management LLC

  • JAAA
  • JBBB
  • SGOV
  • ARE
  • VICI
  • WPC
  • ORCC
Tt Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 131 Billion
Stocks 69
Filing on Nov 06, 2025 Q3 2025

Gf Fund Management Co. Ltd.

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • META
  • GOOG
Gf Fund Management Co. Ltd.'s Q3 2025 Portfolio
Portfolio Value 5.51 Trillion
Stocks 631
Filing on Nov 06, 2025 Q3 2025

Valpey Financial Services, LLC

  • VUG
  • VTV
  • SCHG
  • BNDX
  • SCHV
  • VXUS
  • VEU
Valpey Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 72
Filing on Nov 06, 2025 Q3 2025

Berkshire Asset Management LLC

  • JPM
  • MSFT
  • ABBV
  • AAPL
  • CVX
  • BAC
  • CSCO
Berkshire Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 297
Filing on Nov 06, 2025 Q3 2025

Divco West Real Estate Services, LLC

  • BXP
  • KRC
  • BDN
  • HPP
Divco West Real Estate Services, LLC's Q3 2025 Portfolio
Portfolio Value 108 Billion
Stocks 4
Filing on Nov 06, 2025 Q3 2025

North Star Asset Management LLC /Nj/

  • IUSG
  • GSLC
  • NVDA
  • VOT
  • AAPL
  • GBIL
  • VEA
North Star Asset Management LLC /Nj/'s Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 99
Filing on Nov 06, 2025 Q3 2025

Ade, LLC

  • VOO
  • IVV
  • VEA
  • BNDX
  • QUAL
  • VXUS
  • SGOV
Ade, LLC's Q3 2025 Portfolio
Portfolio Value 176 Million
Stocks 84
Filing on Nov 06, 2025 Q3 2025

Cherokee Insurance CO

  • AAPL
  • MSFT
  • IP
  • CVX
  • LLY
  • MPC
  • JPM
Cherokee Insurance CO's Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 118
Filing on Nov 06, 2025 Q3 2025

Oakland Financial Corp

  • AAPL
  • KNX
  • OKE
  • PSX
  • CVX
  • UPS
  • XOM
Oakland Financial Corp's Q3 2025 Portfolio
Portfolio Value 5.87 Billion
Stocks 10
Filing on Nov 06, 2025 Q3 2025

Straightline Group LLC

  • XMHQ
  • CAPE
  • GSIE
  • IBHF
  • XLC
  • XLP
  • XLB
Straightline Group LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 14
Filing on Nov 06, 2025 Q3 2025

Leisure Capital Management

  • AAPL
  • SCHX
  • MSFT
  • WINN
  • SBRA
  • AVGO
  • PULS
Leisure Capital Management's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 142
Filing on Nov 06, 2025 Q3 2025

Mid West One Financial Group, Inc.

  • MOFG
  • AAPL
  • SCHV
  • VONG
  • SPLG
  • IEFA
  • VCLT
Mid West One Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 803 Million
Stocks 380
Filing on Nov 06, 2025 Q3 2025

Ddd Partners, LLC

  • MSFT
  • BRK-B
  • AAPL
  • AMZN
  • ELAN
  • AVGO
  • GOOG
Ddd Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 129
Filing on Nov 06, 2025 Q3 2025

Carson Advisory Inc.

  • HD
  • CGGO
  • BRK-B
  • SO
  • AAPL
  • D
  • EIX
Carson Advisory Inc.'s Q3 2025 Portfolio
Portfolio Value 163 Million
Stocks 173
Filing on Nov 06, 2025 Q3 2025

Pack Private Wealth, LLC

  • VEA
  • IVV
  • VWO
  • IJH
  • GGG
  • IJR
  • GNR
Pack Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 55
Filing on Nov 06, 2025 Q3 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • SPY
  • SPYG
  • AAPL
  • QQQ
  • TSLA
  • AMZN
Oxinas Partners Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 122
Filing on Nov 06, 2025 Q3 2025

Prospect Financial Group LLC

  • DFEM
  • BND
  • DFIC
  • BNDX
  • DFAC
  • VTI
  • VOO
Prospect Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 61
Filing on Nov 06, 2025 Q3 2025

Hanover Advisors Inc

  • VTI
  • SPY
  • VIG
  • IWV
  • BIL
  • BIV
  • MDY
Hanover Advisors Inc's Q3 2025 Portfolio
Portfolio Value 258 Billion
Stocks 103