Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Eastern Bank

  • MSFT
  • AAPL
  • NVDA
  • GVI
  • GOOGL
  • NOW
  • AVGO
Eastern Bank's Q4 2025 Portfolio
Portfolio Value 5.7 Billion
Stocks 1584
Filing on Jan 14, 2026 Q4 2025

Usa Financial Portformulas Corp

  • IVV
  • EEM
  • QQQ
  • EFA
  • IVW
  • SPY
  • LQD
Usa Financial Portformulas Corp's Q4 2025 Portfolio
Portfolio Value 531 Million
Stocks 414
Filing on Jan 14, 2026 Q4 2025

Smith Thornton Advisors LLC

  • CGDV
  • CGGR
  • UITB
  • USTB
  • CGCP
  • GOOGL
  • IVV
Smith Thornton Advisors LLC's Q4 2025 Portfolio
Portfolio Value 197 Billion
Stocks 127
Filing on Jan 14, 2026 Q4 2025

Silchester International Investors LLP

  • NTR
  • CCEP
  • RYAAY
Silchester International Investors LLP's Q4 2025 Portfolio
Portfolio Value 254 Million
Stocks 3
Filing on Jan 14, 2026 Q4 2025

Hunter Perkins Capital Management, LLC

  • BRK-B
  • CASY
  • ELS
  • GOOGL
  • ADI
  • CB
  • MRK
Hunter Perkins Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 432 Million
Stocks 116
Filing on Jan 14, 2026 Q4 2025

Acropolis Investment Management, LLC

  • VOO
  • VEA
  • DFCF
  • IJR
  • IJH
  • IGIB
  • VGIT
Acropolis Investment Management, LLC's Q4 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 297
Filing on Jan 14, 2026 Q4 2025

Legal Advantage Investments, Inc.

  • TDG
  • FISV
  • VSEC
  • AMZN
  • MSFT
  • PLTR
  • ESLT
Legal Advantage Investments, Inc.'s Q4 2025 Portfolio
Portfolio Value 201 Million
Stocks 83
Filing on Jan 14, 2026 Q4 2025

Worth Asset Management, LLC

  • AOR
  • QQQ
  • SPLG
  • TLT
  • VOO
  • JPST
  • MGK
Worth Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 212 Million
Stocks 447
Filing on Jan 14, 2026 Q4 2025

Act Advisors, Llc.

  • DFAU
  • QQQM
  • AVDE
  • AVEM
  • DGRW
  • IVV
  • CGDV
Act Advisors, Llc.'s Q4 2025 Portfolio
Portfolio Value 245 Million
Stocks 65
Filing on Jan 14, 2026 Q4 2025

Bell Bank

  • IEFA
  • VTV
  • VUG
  • QQQ
  • VTI
  • RSP
  • VOO
Bell Bank's Q4 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 236
Filing on Jan 14, 2026 Q4 2025

In Track Investment Management Inc

  • MSFT
  • AAPL
  • IVV
  • PANW
  • NVDA
  • IEI
  • PLTR
In Track Investment Management Inc's Q4 2025 Portfolio
Portfolio Value 158 Million
Stocks 108
Filing on Jan 14, 2026 Q4 2025

Canoe Financial LP

  • TSM
  • GOOGL
  • CNI
  • WFC
  • MSFT
  • OTIS
  • MCO
Canoe Financial LP's Q4 2025 Portfolio
Portfolio Value 7.36 Trillion
Stocks 110
Filing on Jan 14, 2026 Q4 2025

Dlk Investment Management, LLC

  • GOOG
  • AAPL
  • MSFT
  • V
  • JPM
  • RTX
  • COST
Dlk Investment Management, LLC's Q4 2025 Portfolio
Portfolio Value 269 Billion
Stocks 88
Filing on Jan 14, 2026 Q4 2025

Cypress Wealth Services, LLC

  • AAPL
  • SPLG
  • IVV
  • DYNF
  • IVE
  • EFV
  • IVW
Cypress Wealth Services, LLC's Q4 2025 Portfolio
Portfolio Value 652 Million
Stocks 389
Filing on Jan 14, 2026 Q4 2025

Petredis Investment Advisors LLC

  • MGK
  • XLF
  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • VEA
Petredis Investment Advisors LLC's Q4 2025 Portfolio
Portfolio Value 1.28 Trillion
Stocks 112
Filing on Jan 14, 2026 Q4 2025

Chesley Taft & Associates LLC

  • GOOG
  • MSFT
  • NVDA
  • AVGO
  • AAPL
  • AMZN
  • COST
Chesley Taft & Associates LLC's Q4 2025 Portfolio
Portfolio Value 2.47 Billion
Stocks 624
Filing on Jan 14, 2026 Q4 2025

Bonness Enterprises Inc

  • PGR
  • SYK
  • MSFT
  • AAPL
  • IBM
  • ABBV
  • JNJ
Bonness Enterprises Inc's Q4 2025 Portfolio
Portfolio Value 284 Million
Stocks 58
Filing on Jan 14, 2026 Q4 2025

Lineweaver Wealth Advisors, LLC

  • IVV
  • FBND
  • AGG
  • USMV
  • QUAL
  • JPIE
  • AAPL
Lineweaver Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 631 Million
Stocks 180