Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 28, 2025 Q3 2025

Leavell Investment Management, Inc.

  • NVDA
  • MGC
  • AAPL
  • VO
  • MGK
  • MSFT
  • VOO
Leavell Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 589
Filing on Oct 28, 2025 Q3 2025

Red Wave Investments LLC

  • VTI
  • QQQ
  • VT
  • SGOV
  • VTV
  • VO
  • VB
Red Wave Investments LLC's Q3 2025 Portfolio
Portfolio Value 280 Million
Stocks 108
Filing on Oct 28, 2025 Q3 2025

Forefront Wealth Management Inc.

  • MSFT
  • JEPI
  • AMZN
  • TSM
  • AAPL
  • JEPQ
  • GOOGL
Forefront Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 69
Filing on Oct 28, 2025 Q3 2025

Intel Corp

  • MBLY
  • JOBY
Intel Corp's Q3 2025 Portfolio
Portfolio Value 961 Million
Stocks 4
Filing on Oct 28, 2025 Q3 2025

Ycg, LLC

  • MSFT
  • MA
  • MCO
  • AMZN
  • FICO
  • MSCI
  • GOOG
Ycg, LLC's Q3 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 37
Filing on Oct 28, 2025 Q3 2025

Arlington Trust CO LLC

  • VTI
  • VYM
  • VEA
  • VIG
  • VYMI
  • RSP
  • AAPL
Arlington Trust CO LLC's Q3 2025 Portfolio
Portfolio Value 547 Million
Stocks 585
Filing on Oct 28, 2025 Q3 2025

Confluence Wealth Services, Inc.

  • CGDV
  • IWF
  • VIG
  • JEPI
  • VYMI
  • DFIV
  • DFAS
Confluence Wealth Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.86 Billion
Stocks 368
Filing on Oct 28, 2025 Q3 2025

Thrive Capital Management, LLC

  • QQQ
  • VUG
  • VEA
  • IGLD
  • VWO
  • VOT
  • VOO
Thrive Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 385 Million
Stocks 171
Filing on Oct 28, 2025 Q3 2025

Nbt Bank N A

  • MSFT
  • AAPL
  • GUNR
  • JPM
  • GOOGL
  • GOOG
  • EFG
Nbt Bank N A 's Q3 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 1359
Filing on Oct 28, 2025 Q3 2025

First National Advisers, LLC

  • DFAI
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • JPM
First National Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 720 Million
Stocks 255
Filing on Oct 28, 2025 Q3 2025

Cambridge Capital Management, LLC

  • VUG
  • VTV
  • IJR
  • VEA
  • BIV
  • VNQ
  • VOO
Cambridge Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 43
Filing on Oct 28, 2025 Q3 2025

Vectors Research Management, LLC

  • RSP
  • IEI
  • VMBS
  • MSFT
  • ORCL
  • AAPL
  • BND
Vectors Research Management, LLC's Q3 2025 Portfolio
Portfolio Value 317 Million
Stocks 131
Filing on Oct 28, 2025 Q3 2025

Arlington Partners LLC

  • BRK-A
  • BRK-B
  • EA
  • EL
  • RTX
  • AAPL
  • FOX
Arlington Partners LLC's Q3 2025 Portfolio
Portfolio Value 259 Million
Stocks 57
Filing on Oct 28, 2025 Q3 2025

Minneapolis Portfolio Management Group, LLC

  • GLW
  • ORCL
  • CAT
  • NEM
  • BPOP
  • SONY
  • BWXT
Minneapolis Portfolio Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 785 Million
Stocks 29
Filing on Oct 28, 2025 Q3 2025

Bull Street Advisors, LLC

  • TJX
  • AAPL
  • MSFT
  • JNJ
  • BSV
  • VGSH
  • COST
Bull Street Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 89
Filing on Oct 28, 2025 Q3 2025

Richardson Financial Services Inc.

  • SPLG
  • AAPL
  • VUG
  • VTV
  • NVDA
  • SPDW
  • MSFT
Richardson Financial Services Inc.'s Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 1024
Filing on Oct 28, 2025 Q3 2025

Stephens Investment Management Group LLC

  • AVAV
  • FCFS
  • GWRE
  • KTOS
  • EA
  • WING
  • EXEL
Stephens Investment Management Group LLC's Q3 2025 Portfolio
Portfolio Value 7.06 Billion
Stocks 175
Filing on Oct 28, 2025 Q3 2025

Pinnacle Financial Partners Inc

  • MSFT
  • SPY
  • AAPL
  • VOO
  • JPM
  • VUG
  • NVDA
Pinnacle Financial Partners Inc's Q3 2025 Portfolio
Portfolio Value 4.05 Billion
Stocks 787