Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

Fishman Jay A LTD

  • AAPL
  • GOOGL
  • AMZN
  • MSFT
  • BX
  • META
  • NVDA
Fishman Jay A LTD's Q3 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 81
Filing on Nov 05, 2025 Q3 2025

Iq Eq Fund Management (Ireland) LTD

  • TSLA
  • MSFT
  • TSM
  • PLTR
  • RBLX
  • JPM
  • GOOGL
Iq Eq Fund Management (Ireland) LTD's Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 315
Filing on Nov 05, 2025 Q3 2025

Plante Moran Financial Advisors, LLC

  • VOO
  • VXF
  • VEA
  • VV
  • MUB
  • VBR
  • SPY
Plante Moran Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 786
Filing on Nov 05, 2025 Q3 2025

Guinness Asset Management LTD

  • AVGO
  • MSFT
  • CME
  • MDT
  • ABBV
  • AFL
  • AJG
Guinness Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 6.28 Trillion
Stocks 127
Filing on Nov 05, 2025 Q3 2025

Willis Investment Counsel

  • JNJ
  • MSFT
  • CSCO
  • TXN
  • LMT
  • ACN
  • PFE
Willis Investment Counsel's Q3 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 127
Filing on Nov 05, 2025 Q3 2025

Guild Investment Management, Inc.

  • PHYS
  • BIL
  • NVDA
  • DELL
  • GBTC
  • OUNZ
  • GLIN
Guild Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 100 Million
Stocks 50
Filing on Nov 05, 2025 Q3 2025

Guinness Atkinson Asset Management Inc

  • TSM
  • NVDA
  • AVGO
  • APH
  • MSFT
  • GOOGL
  • MDT
Guinness Atkinson Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 202 Million
Stocks 94
Filing on Nov 05, 2025 Q3 2025

Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust

  • V
  • DASH
  • MSFT
  • AMZN
  • AAPL
  • BRK-A
  • GOOG
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust's Q3 2025 Portfolio
Portfolio Value 8.53 Billion
Stocks 21
Filing on Nov 05, 2025 Q3 2025

Modus Advisors, LLC

  • IAU
  • QQQM
  • DGRO
  • VTI
  • AAPL
  • NVDA
  • USMV
Modus Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 346 Million
Stocks 116
Filing on Nov 05, 2025 Q3 2025

Prasad Wealth Partners, LLC

  • ONEQ
  • BUFF
  • HEFA
  • RSP
  • RYT
  • FMIL
  • STIP
Prasad Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 359 Billion
Stocks 140
Filing on Nov 05, 2025 Q3 2025

H Capital V Gp, L.P.

  • BEKE
H Capital V Gp, L.P.'s Q3 2025 Portfolio
Portfolio Value 94 Million
Stocks 1
Filing on Nov 05, 2025 Q3 2025

Poehling Capital Management, Inc.

  • FRFHF
  • BRK-B
  • MKL
  • WBD
  • SCHW
  • GOOG
  • CNNE
Poehling Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 450 Million
Stocks 136
Filing on Nov 05, 2025 Q3 2025

Ranger Investment Management, L.P.

  • PEGA
  • LGND
  • EE
  • AAON
  • ADMA
  • LMAT
  • STVN
Ranger Investment Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 76
Filing on Nov 05, 2025 Q3 2025

Lfa Lugano Financial Advisors Sa

  • SPY
  • ESGD
  • SUSB
  • GLD
  • FNDE
  • VWOB
  • IGIB
Lfa Lugano Financial Advisors Sa's Q3 2025 Portfolio
Portfolio Value 187 Million
Stocks 229
Filing on Nov 05, 2025 Q3 2025

John G Ullman & Associates Inc

  • TSM
  • EMR
  • GLW
  • AVGO
  • OGE
  • CSCO
  • IBM
John G Ullman & Associates Inc's Q3 2025 Portfolio
Portfolio Value 686 Million
Stocks 173
Filing on Nov 05, 2025 Q3 2025

Moneco Advisors, LLC

  • SGOV
  • SPYV
  • IWY
  • SPLG
  • AAPL
  • MSFT
  • BSCQ
Moneco Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 494
Filing on Nov 05, 2025 Q3 2025

Wells Trecaso Financial Group, LLC

  • AAPL
  • MSFT
  • JPM
  • ETN
  • GOOGL
  • GS
  • PANW
Wells Trecaso Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 99
Filing on Nov 05, 2025 Q3 2025

Sentry Investment Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOGL
Sentry Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 150 Million
Stocks 527