Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 09, 2026 Q4 2025

Bos Asset Management, LLC

  • YEAR
  • SPY
  • TLT
  • IUSG
  • DFSV
  • QUAL
  • AAPL
Bos Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 374 Billion
Stocks 194
Filing on Jan 09, 2026 Q4 2025

Twele Capital Management, Inc.

  • IVV
  • VOO
  • BND
  • IEF
  • AGG
  • VYM
  • IEFA
Twele Capital Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 551 Million
Stocks 39
Filing on Jan 09, 2026 Q4 2025

Community Trust & Investment CO

  • NVDA
  • MSFT
  • CTBI
  • GOOG
  • AAPL
  • AMZN
  • AVGO
Community Trust & Investment CO's Q4 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 263
Filing on Jan 09, 2026 Q4 2025

Ifs Advisors, LLC

  • IVV
  • IBDR
  • SGOV
  • DGRO
  • SCHG
  • BSCQ
  • IEFA
Ifs Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 190 Million
Stocks 193
Filing on Jan 09, 2026 Q4 2025

Cultivar Capital, Inc.

  • AGG
  • GDX
  • TLT
  • WY
  • HAP
  • DJP
  • MLM
Cultivar Capital, Inc.'s Q4 2025 Portfolio
Portfolio Value 97.4 Million
Stocks 43
Filing on Jan 09, 2026 Q4 2025

Somerset Trust CO

  • MSFT
  • AAPL
  • JPM
  • CSCO
  • NEE
  • WMT
  • JNJ
Somerset Trust CO's Q4 2025 Portfolio
Portfolio Value 306 Million
Stocks 226
Filing on Jan 09, 2026 Q4 2025

Spence Asset Management

  • NOW
  • V
  • MA
  • GOOG
  • AMZN
  • MSFT
  • ISRG
Spence Asset Management's Q4 2025 Portfolio
Portfolio Value 578 Million
Stocks 43
Filing on Jan 09, 2026 Q4 2025

Central Bank & Trust CO

  • NVDA
  • GOOGL
  • AAPL
  • SPY
  • MSFT
  • FLMI
  • AMZN
Central Bank & Trust CO's Q4 2025 Portfolio
Portfolio Value 617 Million
Stocks 209
Filing on Jan 09, 2026 Q4 2025

Appleton Partners Inc

  • AAPL
  • MSFT
  • GSLC
  • SCHX
  • GOOG
  • AMZN
  • AVGO
Appleton Partners Inc's Q4 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 263
Filing on Jan 09, 2026 Q4 2025

Murphy, Middleton, Hinkle & Parker, Inc.

  • MCK
  • BRK-B
  • NFLX
  • PPG
  • HD
  • BK
  • XLK
Murphy, Middleton, Hinkle & Parker, Inc.'s Q4 2025 Portfolio
Portfolio Value 393 Million
Stocks 133
Filing on Jan 09, 2026 Q4 2025

Atlas Brown,Inc.

  • NVDA
  • AAPL
  • MSFT
  • VTI
  • JPM
  • ABBV
  • JNJ
Atlas Brown,Inc.'s Q4 2025 Portfolio
Portfolio Value 325 Million
Stocks 338
Filing on Jan 09, 2026 Q4 2025

Carderock Capital Management Inc

  • APH
  • GOOGL
  • AAPL
  • MSFT
  • LLY
  • MA
  • TMO
Carderock Capital Management Inc's Q4 2025 Portfolio
Portfolio Value 385 Million
Stocks 69
Filing on Jan 09, 2026 Q4 2025

Dopkins Wealth Management, LLC

  • DFAC
  • DFIV
  • DFUV
  • DFAT
  • DFNM
  • AVDV
  • VBK
Dopkins Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 230 Million
Stocks 81
Filing on Jan 09, 2026 Q4 2025

Sg Americas Securities, LLC

  • NVDA
  • AVGO
  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • GOOG
Sg Americas Securities, LLC's Q4 2025 Portfolio
Portfolio Value 78.3 Billion
Stocks 3598
Filing on Jan 09, 2026 Q4 2025

Assenagon Asset Management S.A.

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • GOOG
  • AMD
  • COST
Assenagon Asset Management S.A.'s Q4 2025 Portfolio
Portfolio Value 64.4 Billion
Stocks 1143
Filing on Jan 09, 2026 Q4 2025

Oldfield Partners LLP

  • NOV
  • LEA
  • DIS
  • CB
  • ARW
  • LUV
  • PBRA
Oldfield Partners LLP's Q4 2025 Portfolio
Portfolio Value 332 Million
Stocks 19
Filing on Jan 09, 2026 Q4 2025

Dudley & Shanley, Inc.

  • WPM
  • APH
  • V
  • AON
  • SCI
  • ADI
  • ECL
Dudley & Shanley, Inc.'s Q4 2025 Portfolio
Portfolio Value 581 Million
Stocks 34
Filing on Jan 09, 2026 Q4 2025

Park Place Capital Corp

  • ACIO
  • IVV
  • VEA
  • DRSK
  • OSCV
  • RSP
  • NVDA
Park Place Capital Corp's Q4 2025 Portfolio
Portfolio Value 419 Million
Stocks 787