Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

Castle Creek Capital Partners Vi, LP

  • BCAL
Castle Creek Capital Partners Vi, LP's Q3 2025 Portfolio
Portfolio Value 55.9 Billion
Stocks 2
Filing on Nov 05, 2025 Q3 2025

Alphinity Investment Management Pty LTD

  • MSFT
  • NVDA
  • JPM
  • MS
  • KO
  • CBRE
  • MSI
Alphinity Investment Management Pty LTD's Q3 2025 Portfolio
Portfolio Value 9.26 Billion
Stocks 54
Filing on Nov 05, 2025 Q3 2025

Mcf Advisors LLC

  • VOO
  • IDEV
  • GOVT
  • SPY
  • SPSB
  • IJH
  • IEMG
Mcf Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 993
Filing on Nov 05, 2025 Q3 2025

Greencape Capital Pty LTD

  • NVDA
  • Z
Greencape Capital Pty LTD's Q3 2025 Portfolio
Portfolio Value 361 Million
Stocks 6
Filing on Nov 05, 2025 Q3 2025

Bhk Investment Advisors, LLC

  • MGK
  • MGV
  • VOT
  • BND
  • VBK
  • VOE
  • VBR
Bhk Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 267 Million
Stocks 67
Filing on Nov 05, 2025 Q3 2025

Prudent Man Investment Management, Inc.

  • DFAC
  • DFUV
  • DFAU
  • DFAI
  • AAPL
  • DFAE
  • VUSB
Prudent Man Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 180 Billion
Stocks 179
Filing on Nov 05, 2025 Q3 2025

Kinsale Capital Group, Inc.

  • VTI
  • VOO
  • ORCL
  • JPM
  • WMT
  • MSFT
  • PM
Kinsale Capital Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 546 Million
Stocks 38
Filing on Nov 05, 2025 Q3 2025

Signature Estate & Investment Advisors LLC

  • GSLC
  • VUG
  • IGM
  • TOTL
  • FNDX
  • MSFT
  • CGGR
Signature Estate & Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 4.52 Billion
Stocks 945
Filing on Nov 05, 2025 Q3 2025

Correct Capital Wealth Management

  • AVDE
  • FBND
  • DGRO
  • SPY
  • MSTR
  • AVEM
  • AVUV
Correct Capital Wealth Management's Q3 2025 Portfolio
Portfolio Value 377 Million
Stocks 132
Filing on Nov 05, 2025 Q3 2025

B.O.S.S. Retirement Advisors, LLC

  • VOO
  • SPTM
  • SPLG
  • VXUS
  • IWY
  • MSFT
  • NVDA
B.O.S.S. Retirement Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 418 Billion
Stocks 195
Filing on Nov 05, 2025 Q3 2025

Lowe Brockenbrough & CO Inc

  • IVV
  • ACWI
  • AAPL
  • MSFT
  • IXUS
  • VEA
  • JPM
Lowe Brockenbrough & CO Inc's Q3 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 334
Filing on Nov 05, 2025 Q3 2025

Boyd Watterson Asset Management LLC

  • MSFT
  • SPY
  • AVGO
  • GOOGL
  • JPM
  • ETN
  • AXP
Boyd Watterson Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 418
Filing on Nov 05, 2025 Q3 2025

Authentikos Wealth Advisory, LLC

  • SFLR
  • SPD
  • TUA
  • XUSP
  • XDSQ
  • AGGH
  • CTA
Authentikos Wealth Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 59
Filing on Nov 05, 2025 Q3 2025

Trivant Custom Portfolio Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • USIG
  • STIP
  • GOOGL
  • AMZN
Trivant Custom Portfolio Group, LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 84
Filing on Nov 05, 2025 Q3 2025

Austin Wealth Management, LLC

  • DFAU
  • SPYC
  • MFUS
  • DFAI
  • DFAE
  • AVLV
  • GLDM
Austin Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 637 Billion
Stocks 161
Filing on Nov 05, 2025 Q3 2025

American Assets Investment Management, LLC

  • WFC
  • RGTI
  • BAC
  • JPM
  • AAPL
  • MSFT
  • XOM
American Assets Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 142
Filing on Nov 05, 2025 Q3 2025

Azzad Asset Management Inc /Adv

  • NVDA
  • AAPL
  • MSFT
  • META
  • GOOGL
  • TSLA
  • KLAC
Azzad Asset Management Inc /Adv's Q3 2025 Portfolio
Portfolio Value 1.01 Trillion
Stocks 327
Filing on Nov 05, 2025 Q3 2025

Chapman Investment Management, LLC

  • MSFT
  • COST
  • MA
  • AMZN
  • V
  • MELI
  • MKL
Chapman Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 141 Million
Stocks 29