Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Cincinnati Insurance CO

  • MSFT
  • JPM
  • ABBV
  • CMI
  • JNJ
  • RTX
  • PEP
Cincinnati Insurance CO's Q3 2025 Portfolio
Portfolio Value 5.99 Billion
Stocks 62
Filing on Nov 06, 2025 Q3 2025

Ag Asset Advisory, LLC

  • META
  • DFUS
  • DFUV
  • DFIV
  • MINT
  • DFAT
  • DFAS
Ag Asset Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 121 Billion
Stocks 26
Filing on Nov 06, 2025 Q3 2025

Svb Wealth LLC

  • AAPL
  • MSFT
  • IWY
  • AVGO
  • AMZN
  • IWX
  • AGG
Svb Wealth LLC's Q3 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 1510
Filing on Nov 06, 2025 Q3 2025

En Rich Financial Partners LLC

  • DFEM
  • DFIC
  • DFAT
  • VOO
  • FBND
  • DFAS
  • VO
En Rich Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 63
Filing on Nov 06, 2025 Q3 2025

Aspect Partners, LLC

  • SPY
  • VTI
  • SCZ
  • IEFA
  • IAGG
  • GLD
  • IWM
Aspect Partners, LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 864
Filing on Nov 06, 2025 Q3 2025

Essex Investment Management CO LLC

  • KTOS
  • STRL
  • AMSC
  • TSEM
  • INSM
  • HCI
  • LGND
Essex Investment Management CO LLC's Q3 2025 Portfolio
Portfolio Value 567 Million
Stocks 299
Filing on Nov 06, 2025 Q3 2025

Reaves W H & CO Inc

  • VST
  • CEG
  • CNP
  • XEL
  • IDA
  • NI
  • ETR
Reaves W H & CO Inc's Q3 2025 Portfolio
Portfolio Value 4.93 Billion
Stocks 103
Filing on Nov 06, 2025 Q3 2025

Winslow Asset Management Inc

  • AAPL
  • ORCL
  • PHM
  • THC
  • LLY
  • JPM
  • TER
Winslow Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 533 Million
Stocks 77
Filing on Nov 06, 2025 Q3 2025

Waterway Wealth Management, LLC

  • DLN
  • IVV
  • IWF
  • IVE
  • MUB
  • EFA
  • IEFA
Waterway Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 419 Billion
Stocks 81
Filing on Nov 06, 2025 Q3 2025

S&Co Inc

  • MSFT
  • BRK-B
  • ECL
  • ADP
  • XOM
  • AAPL
  • CHD
S&Co Inc's Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 222
Filing on Nov 06, 2025 Q3 2025

Versor Investments LP

  • MRUS
  • PBPB
  • SCS
  • ODP
  • NSC
  • VBTX
  • CDAY
Versor Investments LP's Q3 2025 Portfolio
Portfolio Value 499 Million
Stocks 606
Filing on Nov 06, 2025 Q3 2025

Opinicus Capital, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • VUG
  • TSM
  • QQQ
Opinicus Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 109
Filing on Nov 06, 2025 Q3 2025

Qvidtvm Management LLC

  • RTO
  • BIO
  • COTY
  • XRAY
  • BRCC
  • WAB
  • ZGN
Qvidtvm Management LLC's Q3 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 8
Filing on Nov 06, 2025 Q3 2025

Wesbanco Bank Inc

  • AAPL
  • MSFT
  • AGG
  • AVGO
  • JPM
  • GOOGL
  • NVDA
Wesbanco Bank Inc's Q3 2025 Portfolio
Portfolio Value 3.5 Billion
Stocks 1344
Filing on Nov 06, 2025 Q3 2025

Guardcap Asset Management LTD

  • CME
  • BKNG
  • MA
  • YUMC
  • MSFT
  • UNH
  • CL
Guardcap Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 4.31 Billion
Stocks 27
Filing on Nov 06, 2025 Q3 2025

Northwest Financial Advisors

  • VIG
  • AAPL
  • QQQ
  • BOND
  • GTO
  • SPHQ
  • CGGO
Northwest Financial Advisors's Q3 2025 Portfolio
Portfolio Value 77.8 Billion
Stocks 99
Filing on Nov 06, 2025 Q3 2025

Foresight Group LTD Liability Partnership

  • XYL
  • ADSK
  • TRMB
  • ECL
  • STE
  • MSA
  • A
Foresight Group LTD Liability Partnership's Q3 2025 Portfolio
Portfolio Value 670 Billion
Stocks 58
Filing on Nov 06, 2025 Q3 2025

First National Trust CO

  • AAPL
  • SPYG
  • MSFT
  • SPYV
  • NVDA
  • IEFA
  • GLD
First National Trust CO's Q3 2025 Portfolio
Portfolio Value 2.83 Billion
Stocks 637