Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Freemont Management S.A.

  • NVDA
  • GDX
  • GDXJ
  • MSFT
  • NVDA
  • AAPL
  • CDNS
Freemont Management S.A.'s Q3 2025 Portfolio
Portfolio Value 127 Million
Stocks 106
Filing on Nov 06, 2025 Q3 2025

Bridge Generations Wealth Management LLC

  • DFAC
  • DFAT
  • SPTI
  • DFEM
  • DFIC
  • MUB
  • DUHP
Bridge Generations Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 134
Filing on Nov 06, 2025 Q3 2025

Freemont Capital Pte LTD

  • IFF
  • SXT
  • PDD
  • ASHR
  • SE
  • MMYT
  • INFY
Freemont Capital Pte LTD's Q3 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 11
Filing on Nov 06, 2025 Q3 2025

J.H. Whitney Equity Partners Vii, LLC

  • AVAH
J.H. Whitney Equity Partners Vii, LLC's Q3 2025 Portfolio
Portfolio Value 407 Million
Stocks 1
Filing on Nov 06, 2025 Q3 2025

Allianz Investment Management U.S. LLC

  • JAAA
  • LQD
  • VCLT
  • IGLB
  • EMNT
  • HYG
  • VWOB
Allianz Investment Management U.S. LLC's Q3 2025 Portfolio
Portfolio Value 2.56 Billion
Stocks 65
Filing on Nov 06, 2025 Q3 2025

Msh Capital Advisors LLC

  • VEA
  • SDY
  • SCHG
  • AAPL
  • IVV
  • SCHD
  • MSFT
Msh Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 373 Billion
Stocks 243
Filing on Nov 06, 2025 Q3 2025

Camden National Bank

  • MSFT
  • ORCL
  • NVDA
  • JPM
  • PWR
  • SLQD
  • TMUS
Camden National Bank's Q3 2025 Portfolio
Portfolio Value 699 Million
Stocks 261
Filing on Nov 06, 2025 Q3 2025

Prescott Group Capital Management, L.L.C.

  • PFMT
  • APEI
  • SPY
  • MDY
  • IWL
  • NUS
  • TPC
Prescott Group Capital Management, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 759 Million
Stocks 238
Filing on Nov 06, 2025 Q3 2025

Peregrine Investment Management Inc

  • SITM
  • AVGO
  • META
  • AMZN
  • MSFT
  • PI
  • ANGPY
Peregrine Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 204 Billion
Stocks 23
Filing on Nov 06, 2025 Q3 2025

Atlantic Family Wealth, LLC

  • IVV
  • CDL
  • CDC
  • IVW
  • VGT
  • COWZ
  • BRK-B
Atlantic Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 55
Filing on Nov 06, 2025 Q3 2025

Cookson Peirce & CO Inc

  • TSM
  • APH
  • AMZN
  • GLW
  • FLEX
  • FFIV
  • META
Cookson Peirce & CO Inc's Q3 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 304
Filing on Nov 06, 2025 Q3 2025

New South Capital Management Inc

  • AZO
  • VRT
  • WCC
  • ZBRA
  • RPRX
  • ENS
  • OTEX
New South Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 86
Filing on Nov 06, 2025 Q3 2025

Templeton & Phillips Capital Management, LLC

  • BRK-B
  • AMZN
  • V
  • DG
  • HDB
  • UL
  • GOOGL
Templeton & Phillips Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 51
Filing on Nov 06, 2025 Q3 2025

Avid Wealth Partners LLC

  • DYNF
  • OEF
  • URA
  • IEFA
  • IVW
  • MGV
  • GLDM
Avid Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 201 Billion
Stocks 55
Filing on Nov 06, 2025 Q3 2025

Central Trust CO

  • CEF
  • AAPL
  • SCHP
  • AVGO
  • PHYS
  • MSFT
  • EMXC
Central Trust CO's Q3 2025 Portfolio
Portfolio Value 4.65 Billion
Stocks 1931
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