Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 27, 2025 Q3 2025

Wetzel Investment Advisors, Inc.

  • IWF
  • VOO
  • VTV
  • VXUS
  • JPM
  • LLY
  • SPY
Wetzel Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 203 Million
Stocks 157
Filing on Oct 27, 2025 Q3 2025

Cullinan Associates Inc

  • AAPL
  • MSFT
  • KO
  • COIN
  • SPGI
  • WMT
  • PG
Cullinan Associates Inc's Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 213
Filing on Oct 27, 2025 Q3 2025

Henry James International Management Inc.

  • SHOP
  • RYCEY
  • UBS
  • ASML
  • SAP
  • IHG
  • AER
Henry James International Management Inc.'s Q3 2025 Portfolio
Portfolio Value 313 Million
Stocks 97
Filing on Oct 27, 2025 Q3 2025

Caldwell Investment Management Ltd.

  • CBOE
  • ICE
  • AEM
  • STN
  • AGI
  • JPM
  • BABA
Caldwell Investment Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 96.1 Million
Stocks 26
Filing on Oct 27, 2025 Q3 2025

Jacobsen Capital Management

  • VEA
  • VUG
  • VTV
  • VBR
  • VBK
  • SCHF
  • NVDA
Jacobsen Capital Management's Q3 2025 Portfolio
Portfolio Value 293 Million
Stocks 121
Filing on Oct 27, 2025 Q3 2025

Ashton Thomas Securities, LLC

  • VOO
  • OMFL
  • NVDA
  • IVV
  • XLG
  • MSFT
  • IEMG
Ashton Thomas Securities, LLC's Q3 2025 Portfolio
Portfolio Value 716 Billion
Stocks 403
Filing on Oct 27, 2025 Q3 2025

Hoertkorn Richard Charles

  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • BAC
  • KMI
  • PG
Hoertkorn Richard Charles's Q3 2025 Portfolio
Portfolio Value 192 Million
Stocks 78
Filing on Oct 27, 2025 Q3 2025

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 46
Filing on Oct 27, 2025 Q3 2025

Lvz, Inc.

  • IVW
  • IVE
  • SDVY
  • DFAI
  • DUHP
  • JQUA
  • AGG
Lvz, Inc.'s Q3 2025 Portfolio
Portfolio Value 742 Million
Stocks 162
Filing on Oct 27, 2025 Q3 2025

Cooper Capital Advisors LLC

  • QQQM
  • BUFR
  • VTV
  • JPM
  • SPLG
  • RDVI
  • QTUM
Cooper Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 43
Filing on Oct 27, 2025 Q3 2025

Pullen Investment Management, LLC

  • VOO
  • VTI
  • SCHB
  • MSFT
  • HII
  • CVX
  • LINC
Pullen Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 185 Billion
Stocks 99
Filing on Oct 27, 2025 Q3 2025

Summa Corp.

  • NVDA
  • AMD
  • MSFT
  • BABA
  • QCOM
  • IWF
  • AMZN
Summa Corp.'s Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 82
Filing on Oct 27, 2025 Q3 2025

Farmers & Merchants Trust CO Of Long Beach

  • MSFT
  • AAPL
  • BRK-B
  • GOOGL
  • AMZN
  • JPM
  • COST
Farmers & Merchants Trust CO Of Long Beach's Q3 2025 Portfolio
Portfolio Value 429 Million
Stocks 326
Filing on Oct 27, 2025 Q3 2025

Q3 Asset Management

  • XHLF
  • SPY
  • TUGN
  • SPLG
  • TQQQ
  • GDX
  • SCHG
Q3 Asset Management's Q3 2025 Portfolio
Portfolio Value 292 Million
Stocks 55
Filing on Oct 27, 2025 Q3 2025

Manning & Napier Advisors LLC

  • MSFT
  • UNH
  • TSM
  • NVDA
  • CDNS
  • AMZN
  • GOOGL
Manning & Napier Advisors LLC's Q3 2025 Portfolio
Portfolio Value 7.84 Trillion
Stocks 451
Filing on Oct 27, 2025 Q3 2025

Keating Investment Counselors Inc

  • STIP
  • BIL
  • AEM
  • OII
  • VOD
  • SU
  • CRRFY
Keating Investment Counselors Inc's Q3 2025 Portfolio
Portfolio Value 222 Million
Stocks 61
Filing on Oct 27, 2025 Q3 2025

Lakeside Advisors, Inc.

  • MSFT
  • BRK-B
  • COST
  • NUE
  • VTI
  • PG
  • USB
Lakeside Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 154 Million
Stocks 63
Filing on Oct 27, 2025 Q3 2025

Midwest Heritage Bank, Fsb

  • DFAC
  • CGUS
  • CGDV
  • CGCP
  • DUHP
  • DFAI
  • DFAS
Midwest Heritage Bank, Fsb's Q3 2025 Portfolio
Portfolio Value 263 Million
Stocks 59