Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

Ironwood Investment Counsel, LLC

  • MSFT
  • FNDA
  • AAPL
  • GOOGL
  • AMZN
  • AXP
  • SCHW
Ironwood Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 656 Million
Stocks 263
Filing on Nov 05, 2025 Q3 2025

Birmingham Capital Management CO Inc/Al

  • CAT
  • DE
  • ALL
  • MCD
  • LLY
  • RTX
  • LMT
Birmingham Capital Management CO Inc/Al's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 91
Filing on Nov 05, 2025 Q3 2025

Fortitude Advisory Group L.L.C.

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • AVGO
  • PULS
Fortitude Advisory Group L.L.C.'s Q3 2025 Portfolio
Portfolio Value 176 Million
Stocks 216
Filing on Nov 05, 2025 Q3 2025

Wellington Shields & Co., LLC

  • MSFT
  • AAPL
  • JPM
  • NVDA
  • LLY
  • GOOG
  • IBM
Wellington Shields & Co., LLC's Q3 2025 Portfolio
Portfolio Value 368 Million
Stocks 324
Filing on Nov 05, 2025 Q3 2025

Soundwatch Capital LLC

  • SPY
  • IVV
  • AAPL
  • VOO
  • VV
  • QQQ
  • ESGV
Soundwatch Capital LLC's Q3 2025 Portfolio
Portfolio Value 624 Billion
Stocks 39
Filing on Nov 05, 2025 Q3 2025

Koesten, Hirschmann & Crabtree, Inc.

  • FNDX
  • VV
  • SCHF
  • SCHX
  • VB
  • IEFA
  • IVV
Koesten, Hirschmann & Crabtree, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 286
Filing on Nov 05, 2025 Q3 2025

Rba Wealth Management, LLC

  • GOOGL
  • AAPL
  • AVGO
  • MSFT
  • CMI
  • ASML
  • V
Rba Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 93
Filing on Nov 05, 2025 Q3 2025

Altiora Financial Group, LLC

  • DFAC
  • DFSD
  • DFAX
  • SGOV
  • VTI
  • CDX
  • SCHO
Altiora Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 547 Billion
Stocks 94
Filing on Nov 05, 2025 Q3 2025

Share Andrew L.

  • EQT
  • CRK
  • QQQM
  • FDEC
  • GRID
  • KNG
  • FSEP
Share Andrew L.'s Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 16
Filing on Nov 05, 2025 Q3 2025

Aft, Forsyth & Sober, LLC

  • QQQ
  • NVDA
  • SPY
  • RSP
  • FRI
  • MSFT
  • PLTR
Aft, Forsyth & Sober, LLC's Q3 2025 Portfolio
Portfolio Value 315 Million
Stocks 56
Filing on Nov 05, 2025 Q3 2025

Concord Asset Management, Llc/Va

  • SPSB
  • SHV
  • HYBL
  • SPDW
  • SPTI
  • SPIB
  • SPYG
Concord Asset Management, Llc/Va's Q3 2025 Portfolio
Portfolio Value 551 Billion
Stocks 121
Filing on Nov 05, 2025 Q3 2025

Carlson Capital L P

  • SWKH
  • HYG
  • TLT
  • TSLA
  • K
  • TLT
  • VRNA
Carlson Capital L P's Q3 2025 Portfolio
Portfolio Value 265 Million
Stocks 64
Filing on Nov 05, 2025 Q3 2025

State Of Michigan Retirement System

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • META
  • AVGO
State Of Michigan Retirement System's Q3 2025 Portfolio
Portfolio Value 20.3 Billion
Stocks 944
Filing on Nov 05, 2025 Q3 2025

Eukles Asset Management

  • NVDA
  • MSFT
  • AAPL
  • IWF
  • URI
  • CBOE
  • MA
Eukles Asset Management's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 239
Filing on Nov 05, 2025 Q3 2025

Spinnaker Trust

  • SPLG
  • XLK
  • ESGD
  • SUSA
  • ISTB
  • MMM
  • MSFT
Spinnaker Trust's Q3 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 333
Filing on Nov 05, 2025 Q3 2025

Mma Asset Management LLC

  • IVE
  • SPYG
  • SPLG
  • GOVT
  • IVV
  • GLD
  • VOT
Mma Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 291 Million
Stocks 302
Filing on Nov 05, 2025 Q3 2025

Ceera Investments, LLC

  • MOAT
  • META
  • JPST
  • GOOGL
  • AXP
  • AAPL
  • IT
Ceera Investments, LLC's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 110
Filing on Nov 05, 2025 Q3 2025

Concord Wealth Partners

  • NVDA
  • HYBL
  • SHV
  • SPSB
  • SPDW
  • SPTI
  • SPIB
Concord Wealth Partners's Q3 2025 Portfolio
Portfolio Value 710 Million
Stocks 833