Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2025 Q3 2025

Sunburst Financial Group, LLC

  • SCHB
  • FBND
  • ACIO
  • SPYG
  • VCSH
  • IQLT
  • IWF
Sunburst Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 455 Million
Stocks 119
Filing on Oct 17, 2025 Q3 2025

White Oak Capital Partners Pte. Ltd.

  • IBN
  • HDB
  • INFY
  • ASML
  • MELI
  • TME
  • BZ
White Oak Capital Partners Pte. Ltd.'s Q3 2025 Portfolio
Portfolio Value 257 Billion
Stocks 16
Filing on Oct 17, 2025 Q3 2025

Medicxi Ventures Management (Jersey) LTD

  • CNTA
  • PHAT
  • RAPT
  • AURA
  • NAMS
Medicxi Ventures Management (Jersey) LTD's Q3 2025 Portfolio
Portfolio Value 660 Million
Stocks 5
Filing on Oct 17, 2025 Q3 2025

Sowell Financial Services LLC

  • AAPL
  • NVDA
  • MSFT
  • QQQ
  • IVV
  • SPY
  • AMZN
Sowell Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 1068
Filing on Oct 17, 2025 Q3 2025

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • AAPL
  • IVV
  • AGG
  • VB
  • SPY
Peddock Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 160
Filing on Oct 17, 2025 Q3 2025

Eagle Bay Advisors LLC

  • VEA
  • TSLA
  • AAPL
  • VWO
  • DVY
  • MSFT
  • IVV
Eagle Bay Advisors LLC's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 109
Filing on Oct 17, 2025 Q3 2025

Sapient Capital LLC

  • LLY
  • APP
  • AAPL
  • MSFT
  • AVGO
  • GOOGL
  • VST
Sapient Capital LLC's Q3 2025 Portfolio
Portfolio Value 6.44 Billion
Stocks 388
Filing on Oct 17, 2025 Q3 2025

Bank Plus Trust Department

  • IVV
  • MSFT
  • AAPL
  • NVDA
  • JHMM
  • PGR
  • ABBV
Bank Plus Trust Department's Q3 2025 Portfolio
Portfolio Value 374 Billion
Stocks 493
Filing on Oct 17, 2025 Q3 2025

Fsm Wealth Advisors, LLC

  • JPIB
  • BOND
  • JAVA
  • JMST
  • VTI
  • VT
  • VWO
Fsm Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 690 Million
Stocks 322
Filing on Oct 17, 2025 Q3 2025

Deprince Race & Zollo Inc

  • ENS
  • BC
  • NWL
  • PCH
  • FLS
  • PRGO
  • PZZA
Deprince Race & Zollo Inc's Q3 2025 Portfolio
Portfolio Value 4.88 Billion
Stocks 183
Filing on Oct 17, 2025 Q3 2025

Jcsd Capital, LLC

  • KRE
  • IVV
  • CCB
  • EWBC
  • NTB
  • BPOP
  • AMTB
Jcsd Capital, LLC's Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 25
Filing on Oct 17, 2025 Q3 2025

Apella Capital, LLC

  • DFAC
  • DFSD
  • VTI
  • DFIC
  • BND
  • BSV
  • DFCF
Apella Capital, LLC's Q3 2025 Portfolio
Portfolio Value 4.28 Billion
Stocks 473
Filing on Oct 17, 2025 Q3 2025

Shaker Investments LLC

  • AX
  • NVDA
  • AVGO
  • MSFT
  • GOOGL
  • PODD
  • TSM
Shaker Investments LLC's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 97
Filing on Oct 17, 2025 Q3 2025

Persium Advisors, LLC

  • SCHF
  • SCHG
  • SCHV
  • TLT
  • HD
  • AAPL
  • QQQ
Persium Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 135 Billion
Stocks 64
Filing on Oct 17, 2025 Q3 2025

Nova Point Capital, LLC

  • SPLG
  • MSFT
  • AAPL
  • HD
  • NVDA
  • IBDQ
  • BRK-B
Nova Point Capital, LLC's Q3 2025 Portfolio
Portfolio Value 393 Million
Stocks 145
Filing on Oct 17, 2025 Q3 2025

Alterna Wealth Management, Inc

  • SHV
  • SLQD
  • SHY
  • QUAL
  • SGOV
  • SPY
  • IUSB
Alterna Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 97
Filing on Oct 17, 2025 Q3 2025

Bard Financial Services, Inc.

  • AAPL
  • MSFT
  • WMT
  • HD
  • BRK-B
  • JNJ
  • MCD
Bard Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 885 Million
Stocks 212
Filing on Oct 17, 2025 Q3 2025

Banque De Luxembourg S.A.

  • GOOGL
  • SPY
  • MSFT
  • V
  • ACN
  • MDT
  • AMZN
Banque De Luxembourg S.A.'s Q3 2025 Portfolio
Portfolio Value 193 Billion
Stocks 80