Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

Garland Capital Management Inc

  • JPM
  • BK
  • ABBV
  • RTX
  • IBM
  • NVS
  • CSCO
Garland Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 7.29 Million
Stocks 21
Filing on Nov 05, 2025 Q3 2025

Prime Buchholz LLC

  • VEA
  • EMXC
  • ESGV
  • VSGX
  • STIP
  • VXUS
  • VWO
Prime Buchholz LLC's Q3 2025 Portfolio
Portfolio Value 182 Billion
Stocks 20
Filing on Nov 05, 2025 Q3 2025

Trace Wealth Advisors, LLC

  • VTI
  • AVUS
  • VEA
  • AVDE
  • AVUV
  • PG
  • AVEM
Trace Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 134 Billion
Stocks 68
Filing on Nov 05, 2025 Q3 2025

Old West Investment Management, LLC

  • TMQ
  • NXE
  • LMT
  • BRKR
  • CCJ
  • AEM
  • AGI
Old West Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 393 Million
Stocks 86
Filing on Nov 05, 2025 Q3 2025

Sherman Asset Management, Inc.

  • IVV
  • VTI
  • IJR
  • XLK
  • GOOGL
  • ORCL
  • MSFT
Sherman Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 143
Filing on Nov 05, 2025 Q3 2025

Progressive Investment Management Corp

  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • AMZN
  • COST
  • MCO
Progressive Investment Management Corp's Q3 2025 Portfolio
Portfolio Value 405 Million
Stocks 55
Filing on Nov 05, 2025 Q3 2025

Renasant Bank

  • ACIO
  • VEA
  • MSFT
  • OSCV
  • DRSK
  • VTI
  • RSP
Renasant Bank's Q3 2025 Portfolio
Portfolio Value 140 Million
Stocks 264
Filing on Nov 05, 2025 Q3 2025

Ten Core Partners, LP

  • MSFT
  • META
  • MNDY
  • GOOGL
  • DASH
  • WDAY
  • ELV
Ten Core Partners, LP's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 12
Filing on Nov 05, 2025 Q3 2025

Wealthquest Corp

  • VV
  • IEFA
  • SPTM
  • BALT
  • VONG
  • IJH
  • AFG
Wealthquest Corp's Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 46
Filing on Nov 05, 2025 Q3 2025

Thor Trading Advisors, LLC

  • QQQ
  • SPY
  • DIA
  • XLK
  • XLY
  • XLI
  • XLF
Thor Trading Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 197 Million
Stocks 13
Filing on Nov 05, 2025 Q3 2025

Ledyard National Bank

  • IVV
  • DGRO
  • AAPL
  • MSFT
  • IEFA
  • AVGO
  • DFAE
Ledyard National Bank's Q3 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 317
Filing on Nov 05, 2025 Q3 2025

Wescott Financial Advisory Group, LLC

  • VOO
  • QQQ
  • IWP
  • IEFA
  • IVV
  • DFIS
  • DFUV
Wescott Financial Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 995 Million
Stocks 193
Filing on Nov 05, 2025 Q3 2025

Murphy Pohlad Asset Management LLC

  • AEM
  • TRV
  • BRK-B
  • MDT
  • COP
  • MSFT
  • CCJ
Murphy Pohlad Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 251 Million
Stocks 126
Filing on Nov 05, 2025 Q3 2025

Heritage Wealth Management, Inc. /Ca/

  • AVLV
  • SCHG
  • AAPL
  • VGSH
  • AVGO
  • PLTR
  • DFAC
Heritage Wealth Management, Inc. /Ca/'s Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 92
Filing on Nov 05, 2025 Q3 2025

Axim Planning & Wealth

  • EH
  • HPF
  • CLF
  • NIO
  • BTAL
  • MSFT
  • XLK
Axim Planning & Wealth's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 83
Filing on Nov 05, 2025 Q3 2025

Wellington Shields Capital Management, LLC

  • MSFT
  • GOOG
  • AAPL
  • BX
  • GOOGL
  • AMZN
  • JPM
Wellington Shields Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 623 Million
Stocks 335
Filing on Nov 05, 2025 Q3 2025

Pacific Wealth Strategies Group, Inc.

  • SPY
  • NOBL
  • NVDA
  • AAPL
  • PKW
  • MSFT
  • AMZN
Pacific Wealth Strategies Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 162 Million
Stocks 64
Filing on Nov 05, 2025 Q3 2025

Elyxium Wealth, LLC

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • AFRM
  • IJH
  • SPY
Elyxium Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 287 Billion
Stocks 566