Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 30, 2025 Q3 2025

Dilation Capital Management LP

  • BA
  • NVDA
  • DHI
  • AFRM
  • KKR
  • APP
  • TDG
Dilation Capital Management LP's Q3 2025 Portfolio
Portfolio Value 202 Billion
Stocks 21
Filing on Oct 30, 2025 Q3 2025

Emerald Advisers, LLC

  • KTOS
  • CRDO
  • AVAV
  • RMBS
  • LITE
  • TTMI
  • BE
Emerald Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 2.92 Billion
Stocks 257
Filing on Oct 30, 2025 Q3 2025

Johnson Financial Group, LLC

  • VV
  • VEA
  • MINT
  • VWO
  • VTI
  • SCHC
  • VB
Johnson Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 90
Filing on Oct 30, 2025 Q3 2025

Simplicity Wealth,Llc

  • AVUS
  • VOO
  • IVV
  • AVIG
  • NVDA
  • AVDE
  • AVSF
Simplicity Wealth,Llc's Q3 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 709
Filing on Oct 30, 2025 Q3 2025

Dje Kapital Ag

  • AMZN
  • META
  • MSFT
  • NVDA
  • JPM
  • NFLX
  • V
Dje Kapital Ag's Q3 2025 Portfolio
Portfolio Value 4.12 Trillion
Stocks 105
Filing on Oct 30, 2025 Q3 2025

Bruce G. Allen Investments, LLC

  • EFV
  • VTV
  • FNDF
  • FNDX
  • SCHD
  • VOE
  • PHYS
Bruce G. Allen Investments, LLC's Q3 2025 Portfolio
Portfolio Value 140 Billion
Stocks 1080
Filing on Oct 30, 2025 Q3 2025

Detalus Advisors, LLC

  • SPLG
  • IVW
  • DYNF
  • QUAL
  • OEF
  • IVE
  • EFX
Detalus Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 355 Million
Stocks 175
Filing on Oct 30, 2025 Q3 2025

Vela Investment Management, LLC

  • SPY
  • KEX
  • BRK-B
  • HUBG
  • GOOGL
  • WIX
  • CRTO
Vela Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 174
Filing on Oct 30, 2025 Q3 2025

Wilkins Investment Counsel Inc

  • NEM
  • IBM
  • MMM
  • ADP
  • MRK
  • WMB
  • CB
Wilkins Investment Counsel Inc's Q3 2025 Portfolio
Portfolio Value 694 Million
Stocks 122
Filing on Oct 30, 2025 Q3 2025

Charter Oak Capital Management, LLC

  • IVV
  • AGG
  • VXUS
  • IGIB
  • VXF
  • BSV
  • VEU
Charter Oak Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 205
Filing on Oct 30, 2025 Q3 2025

Andina Capital Management, LLC

  • USFR
  • AGG
  • XDSQ
  • VEA
  • BUFR
  • VWO
  • VONG
Andina Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 152
Filing on Oct 30, 2025 Q3 2025

Applied Fundamental Research, LLC

  • DY
  • IAC
  • GLPI
  • UFPT
  • NOMD
  • HSII
  • FIGS
Applied Fundamental Research, LLC's Q3 2025 Portfolio
Portfolio Value 93 Million
Stocks 10
Filing on Oct 30, 2025 Q3 2025

Bailard, Inc.

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • QQQ
  • EFA
  • GOOGL
Bailard, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.45 Billion
Stocks 777
Filing on Oct 30, 2025 Q3 2025

Rogco, LP

  • IVV
  • IEFA
  • BND
  • IAU
  • VGSH
  • SPSB
  • VGIT
Rogco, LP's Q3 2025 Portfolio
Portfolio Value 285 Billion
Stocks 193
Filing on Oct 30, 2025 Q3 2025

Anchor Capital Advisors LLC

  • MCK
  • WRB
  • CBOE
  • MTB
  • PNC
  • ADI
  • MKL
Anchor Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 3.1 Billion
Stocks 242
Filing on Oct 30, 2025 Q3 2025

Osborne Partners Capital Management, LLC

  • VEU
  • AAPL
  • MSFT
  • VWO
  • EWJ
  • VNQ
  • VGK
Osborne Partners Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 206
Filing on Oct 30, 2025 Q3 2025

Rakuten Investment Management, Inc.

  • VTI
  • VT
  • APP
  • SCHD
  • VXUS
  • VOO
  • BKNG
Rakuten Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 30.6 Billion
Stocks 640
Filing on Oct 30, 2025 Q3 2025

Am Investment Strategies LLC

  • AAPL
  • BRK-B
  • AMZN
  • TSLA
  • GOOG
  • GE
  • META
Am Investment Strategies LLC's Q3 2025 Portfolio
Portfolio Value 443 Million
Stocks 110