Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 09, 2026 Q4 2025

Atlas Brown,Inc.

  • NVDA
  • AAPL
  • MSFT
  • VTI
  • JPM
  • ABBV
  • JNJ
Atlas Brown,Inc.'s Q4 2025 Portfolio
Portfolio Value 325 Million
Stocks 338
Filing on Jan 09, 2026 Q4 2025

Carderock Capital Management Inc

  • APH
  • GOOGL
  • AAPL
  • MSFT
  • LLY
  • MA
  • TMO
Carderock Capital Management Inc's Q4 2025 Portfolio
Portfolio Value 385 Million
Stocks 69
Filing on Jan 09, 2026 Q4 2025

Dopkins Wealth Management, LLC

  • DFAC
  • DFIV
  • DFUV
  • DFAT
  • DFNM
  • AVDV
  • VBK
Dopkins Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 230 Million
Stocks 81
Filing on Jan 09, 2026 Q4 2025

Sg Americas Securities, LLC

  • NVDA
  • AVGO
  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • GOOG
Sg Americas Securities, LLC's Q4 2025 Portfolio
Portfolio Value 78.3 Billion
Stocks 3598
Filing on Jan 09, 2026 Q4 2025

Assenagon Asset Management S.A.

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • GOOG
  • AMD
  • COST
Assenagon Asset Management S.A.'s Q4 2025 Portfolio
Portfolio Value 64.4 Billion
Stocks 1143
Filing on Jan 09, 2026 Q4 2025

Oldfield Partners LLP

  • NOV
  • LEA
  • DIS
  • CB
  • ARW
  • LUV
  • PBRA
Oldfield Partners LLP's Q4 2025 Portfolio
Portfolio Value 332 Million
Stocks 19
Filing on Jan 09, 2026 Q4 2025

Dudley & Shanley, Inc.

  • WPM
  • APH
  • V
  • AON
  • SCI
  • ADI
  • ECL
Dudley & Shanley, Inc.'s Q4 2025 Portfolio
Portfolio Value 581 Million
Stocks 34
Filing on Jan 09, 2026 Q4 2025

Park Place Capital Corp

  • ACIO
  • IVV
  • VEA
  • DRSK
  • OSCV
  • RSP
  • NVDA
Park Place Capital Corp's Q4 2025 Portfolio
Portfolio Value 419 Million
Stocks 787
Filing on Jan 09, 2026 Q4 2025

Cambridge Financial Group, LLC

  • DFAC
  • DFAT
  • DFIC
  • DFEM
  • DFEV
  • DFAX
  • SCHG
Cambridge Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 288 Billion
Stocks 169
Filing on Jan 09, 2026 Q4 2025

Friday Financial

  • ITOT
  • SCHG
  • VGIT
  • IDEV
  • AVDV
  • DFSD
  • CWI
Friday Financial's Q4 2025 Portfolio
Portfolio Value 284 Billion
Stocks 90
Filing on Jan 09, 2026 Q4 2025

S.E.E.D. Planning Group LLC

  • AAPL
  • AMZN
  • GOOGL
  • A
  • TMO
  • NEE
  • MSFT
S.E.E.D. Planning Group LLC's Q4 2025 Portfolio
Portfolio Value 331 Million
Stocks 86
Filing on Jan 09, 2026 Q4 2025

Seilern Investment Management LTD

  • MA
  • UNH
  • MSFT
  • GOOGL
  • ADBE
  • EW
  • WST
Seilern Investment Management LTD's Q4 2025 Portfolio
Portfolio Value 1.29 Trillion
Stocks 24
Filing on Jan 09, 2026 Q4 2025

Partnership Wealth Management, LLC

  • LLY
  • RSP
  • IJH
  • SPDW
  • IJR
  • SPYV
  • IWF
Partnership Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 139 Billion
Stocks 68
Filing on Jan 09, 2026 Q4 2025

Diversified Trust CO

  • VOO
  • VEU
  • COKE
  • AAPL
  • NVDA
  • SPY
  • MSFT
Diversified Trust CO's Q4 2025 Portfolio
Portfolio Value 4.23 Billion
Stocks 1217
Filing on Jan 09, 2026 Q4 2025

Gem Asset Management, LLC

  • SYY
  • SPY
  • DFUS
  • DFAI
  • DFAS
  • DFAE
  • DFAU
Gem Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 224 Billion
Stocks 107
Filing on Jan 09, 2026 Q4 2025

Rf&L Wealth Management, LLC

  • DFAT
  • DFAC
  • DFUS
  • DFUV
  • BSV
  • AAPL
  • DFAS
Rf&L Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 178 Billion
Stocks 62
Filing on Jan 09, 2026 Q4 2025

Jvl Associates LLC

  • ITOT
  • VTI
  • IJH
  • QQQ
  • IJR
  • VO
  • AAPL
Jvl Associates LLC's Q4 2025 Portfolio
Portfolio Value 307 Million
Stocks 63
Filing on Jan 09, 2026 Q4 2025

Mc Collum Christoferson Group LLC

  • VOO
  • MSFT
  • AAPL
  • COST
  • ECL
  • AMZN
  • HLT
Mc Collum Christoferson Group LLC's Q4 2025 Portfolio
Portfolio Value 327 Million
Stocks 74