Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Ameritas Advisory Services, LLC

  • QQQ
  • IVV
  • AAPL
  • IWF
  • MSFT
  • VOO
  • SPY
Ameritas Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 2104
Filing on Nov 06, 2025 Q3 2025

Dalton Investments LLC

  • NVDA
  • MMYT
  • CTSH
  • G
  • SE
  • GRAB
  • FRSH
Dalton Investments LLC's Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 18
Filing on Nov 06, 2025 Q3 2025

Ima Wealth, Inc.

  • VV
  • SUSA
  • DMXF
  • DSI
  • SCHX
  • VSGX
  • ESGV
Ima Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 989 Million
Stocks 552
Filing on Nov 06, 2025 Q3 2025

Insight 2811, Inc.

  • VGSH
  • TLT
  • IVV
  • AGG
  • SHY
  • IWD
  • IEFA
Insight 2811, Inc.'s Q3 2025 Portfolio
Portfolio Value 222 Million
Stocks 95
Filing on Nov 06, 2025 Q3 2025

Indie Asset Partners, LLC

  • LLY
  • VEU
  • AAPL
  • MSFT
  • NVDA
  • ITA
  • DFIS
Indie Asset Partners, LLC's Q3 2025 Portfolio
Portfolio Value 69.7 Million
Stocks 78
Filing on Nov 06, 2025 Q3 2025

Haven Global Partners, LLC

  • UBS
  • RYAAY
  • LOGI
  • IBN
  • GIB
  • TSM
  • ITUB
Haven Global Partners, LLC's Q3 2025 Portfolio
Portfolio Value 140 Billion
Stocks 11
Filing on Nov 06, 2025 Q3 2025

12th Street Asset Management Company, LLC

  • BIL
  • CLH
  • AZO
  • KEX
  • LKQ
  • PNFP
  • CIEN
12th Street Asset Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 527 Million
Stocks 30
Filing on Nov 06, 2025 Q3 2025

Lafayette Investments, Inc.

  • BRK-B
  • MKL
  • PGR
  • KLAC
  • META
  • MSFT
  • GOOG
Lafayette Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 504 Million
Stocks 156
Filing on Nov 06, 2025 Q3 2025

Financial Advocates Investment Management

  • AAPL
  • GLD
  • AOA
  • MINT
  • IVV
  • IUSB
  • XLG
Financial Advocates Investment Management's Q3 2025 Portfolio
Portfolio Value 164 Million
Stocks 104
Filing on Nov 06, 2025 Q3 2025

Gfs Advisors, LLC

  • SPY
  • DIS
  • GOOGL
  • BABA
  • MSFT
  • TSLA
  • ACWI
Gfs Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 781 Million
Stocks 147
Filing on Nov 06, 2025 Q3 2025

Missouri Trust & Investment CO

  • ORLY
  • MSFT
  • AAPL
  • IDEV
  • SCHA
  • SCHM
  • IEMG
Missouri Trust & Investment CO's Q3 2025 Portfolio
Portfolio Value 334 Million
Stocks 412
Filing on Nov 06, 2025 Q3 2025

Stegner Investment Associates Inc.

  • IVW
  • IWR
  • VONE
  • IWB
  • VOO
  • VONG
  • IWD
Stegner Investment Associates Inc.'s Q3 2025 Portfolio
Portfolio Value 182 Million
Stocks 34
Filing on Nov 06, 2025 Q3 2025

Umpqua Bank

  • MSFT
  • EMXC
  • IEI
  • AAPL
  • IEMG
  • NVDA
  • IEFA
Umpqua Bank's Q3 2025 Portfolio
Portfolio Value 358 Billion
Stocks 283
Filing on Nov 06, 2025 Q3 2025

Check Capital Management Inc

  • BRK-B
  • BRK-B
  • MKL
  • AER
  • FCNCA
  • DIS
  • LKQ
Check Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 2.58 Billion
Stocks 70
Filing on Nov 06, 2025 Q3 2025

Moment Partners, LLC

  • SPY
  • RSP
  • QQQ
  • XLK
  • DVY
  • IJK
  • SHY
Moment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 565 Billion
Stocks 124
Filing on Nov 06, 2025 Q3 2025

Capital Investment Counsel, LLC

  • AVGO
  • BSCV
  • BSCT
  • FTSL
  • MSFT
  • HYDB
  • AAPL
Capital Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 679 Billion
Stocks 136
Filing on Nov 06, 2025 Q3 2025

Spurstone Advisory Services, LLC

  • AAPL
  • RTX
  • HCA
  • SPY
  • XOM
  • CVX
  • UPS
Spurstone Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 6.97 Billion
Stocks 115
Filing on Nov 06, 2025 Q3 2025

Connable Office Inc

  • SPY
  • VEA
  • EEM
  • IEMG
  • GUNR
  • AGG
  • DGRW
Connable Office Inc's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 220