Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Nov 06, 2025 Q3 2025

General Pension Society Pzu Joint Stock CO

  • FCX
  • SCCO
  • INTC
  • GOOG
  • GOOGL
  • AMZN
  • FDX
General Pension Society Pzu Joint Stock CO's Q3 2025 Portfolio
Portfolio Value 414 Billion
Stocks 15
Filing on Nov 06, 2025 Q3 2025

Summit Asset Management, LLC

  • SCHD
  • SCHG
  • SCHF
  • SCHM
  • MOAT
  • SCHV
  • IVV
Summit Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 639 Million
Stocks 170
Filing on Nov 06, 2025 Q3 2025

Delap Wealth Advisory, LLC

  • ITOT
  • IDEV
  • DFAC
  • VEA
  • VTI
  • VGIT
  • AVDV
Delap Wealth Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 83
Filing on Nov 06, 2025 Q3 2025

Harpswell Capital Advisors, LLC

  • VSGX
  • ESGV
  • CGDV
  • CGGR
  • VT
  • EDV
  • VSS
Harpswell Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 104 Million
Stocks 35
Filing on Nov 06, 2025 Q3 2025

Navellier & Associates Inc

  • NVDA
  • EME
  • LLY
  • PWR
  • RCL
  • COST
  • APP
Navellier & Associates Inc's Q3 2025 Portfolio
Portfolio Value 915 Million
Stocks 354
Filing on Nov 06, 2025 Q3 2025

Mandatum Life Insurance CO LTD

  • IVV
  • VOO
  • IPAC
  • GOOGL
  • META
  • MSFT
  • JPM
Mandatum Life Insurance CO LTD's Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 81
Filing on Nov 06, 2025 Q3 2025

Bryce Point Capital, LLC

  • FRPT
  • W
  • OPCH
  • TFX
  • TMDX
  • BFAM
  • HAYW
Bryce Point Capital, LLC's Q3 2025 Portfolio
Portfolio Value 81.9 Billion
Stocks 168
Filing on Nov 06, 2025 Q3 2025

Integrity Financial Corp

  • SPY
  • QQQ
  • AAPL
  • FLQM
  • MSFT
  • HTRB
  • JPM
Integrity Financial Corp 's Q3 2025 Portfolio
Portfolio Value 188 Million
Stocks 292
Filing on Nov 06, 2025 Q3 2025

B Long Financial, LLC

  • NVDA
  • AAPL
  • EUFN
  • MSFT
  • LLY
  • META
  • AVGO
B Long Financial, LLC's Q3 2025 Portfolio
Portfolio Value 143 Billion
Stocks 76
Filing on Nov 06, 2025 Q3 2025

Edgemoor Investment Advisors, Inc.

  • MSFT
  • AAPL
  • BRK-B
  • URI
  • AVGO
  • GOOG
  • LOW
Edgemoor Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 190
Filing on Nov 06, 2025 Q3 2025

Arista Wealth Management, LLC

  • DFAU
  • VOOG
  • DFSV
  • VCIT
  • DFAI
  • VGSH
  • VGIT
Arista Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 804 Billion
Stocks 271
Filing on Nov 06, 2025 Q3 2025

Wealthfront Advisers LLC

  • VTI
  • VEA
  • SCHF
  • VWO
  • IEMG
  • VIG
  • ITOT
Wealthfront Advisers LLC's Q3 2025 Portfolio
Portfolio Value 41.6 Billion
Stocks 1007
Filing on Nov 06, 2025 Q3 2025

Johnson Investment Counsel Inc

  • IVV
  • IWB
  • AAPL
  • MSFT
  • PG
  • GOOGL
  • IWR
Johnson Investment Counsel Inc's Q3 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 827
Filing on Nov 06, 2025 Q3 2025

Syncona Portfolio LTD

  • AUTL
  • IPSC
Syncona Portfolio LTD's Q3 2025 Portfolio
Portfolio Value 27.9 Million
Stocks 2