Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 14, 2025 Q3 2025

Sloy Dahl & Holst, LLC

  • TSLA
  • AAPL
  • NVDA
  • COIN
  • PLTR
  • MSFT
  • GBTC
Sloy Dahl & Holst, LLC's Q3 2025 Portfolio
Portfolio Value 832 Million
Stocks 116
Filing on Oct 14, 2025 Q3 2025

J2 Capital Management Inc

  • BIL
  • TFLO
  • SGOV
  • LGH
  • SSUS
  • IAU
  • HDV
J2 Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 127 Million
Stocks 123
Filing on Oct 14, 2025 Q3 2025

Mendota Financial Group, LLC

  • DFUS
  • DFAI
  • DFAS
  • IGIB
  • RSP
  • SGOV
  • IVV
Mendota Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 134 Billion
Stocks 114
Filing on Oct 14, 2025 Q3 2025

Retirement Income Solutions, Inc

  • SPLG
  • JPST
  • SPY
  • MINT
  • IVV
  • SPMD
  • IWF
Retirement Income Solutions, Inc's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 165
Filing on Oct 14, 2025 Q3 2025

Builder Investment Group Inc /Adv

  • NVDA
  • DFAS
  • LLY
  • DFAI
  • MSFT
  • EQX
  • PAAS
Builder Investment Group Inc /Adv's Q3 2025 Portfolio
Portfolio Value 445 Billion
Stocks 102
Filing on Oct 14, 2025 Q3 2025

Ttp Investments, Inc.

  • SSO
  • QQQ
  • AAPL
  • NVDA
  • META
  • MSFT
  • AOR
Ttp Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 249 Million
Stocks 45
Filing on Oct 14, 2025 Q3 2025

Financial Harvest, LLC

  • DFAT
  • DFAC
  • DISV
  • DUHP
  • DFIC
  • DFUV
  • DFEM
Financial Harvest, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 58
Filing on Oct 14, 2025 Q3 2025

Bridge Creek Capital Management LLC

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • BX
  • GLW
  • BAC
Bridge Creek Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 353 Million
Stocks 116
Filing on Oct 14, 2025 Q3 2025

Ccla Investment Management LTD

  • MSFT
  • GOOG
  • AMZN
  • AVGO
  • V
  • SPGI
  • SNPS
Ccla Investment Management LTD's Q3 2025 Portfolio
Portfolio Value 6.26 Billion
Stocks 53
Filing on Oct 14, 2025 Q3 2025

Southern Farm Bureau Life Insurance

  • VOO
  • IEMG
  • SPY
  • MOAT
  • TUA
  • RSP
  • IEFA
Southern Farm Bureau Life Insurance's Q3 2025 Portfolio
Portfolio Value 848 Million
Stocks 16
Filing on Oct 14, 2025 Q3 2025

Hutchinson Financial Advisors, Inc

  • MSFT
  • GOOGL
  • GLDM
  • BRK-B
  • AAPL
  • SPLG
  • BILS
Hutchinson Financial Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 67
Filing on Oct 14, 2025 Q3 2025

Hall Laurie J Trustee

  • MSFT
  • AAPL
  • NVDA
  • SYK
  • GOOG
  • APH
  • VTI
Hall Laurie J Trustee's Q3 2025 Portfolio
Portfolio Value 298 Million
Stocks 285
Filing on Oct 14, 2025 Q3 2025

Seaside Wealth Management, Inc.

  • VTI
  • VEA
  • DFEM
  • DFSV
  • DISV
  • VGIT
  • VCIT
Seaside Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 336 Million
Stocks 63
Filing on Oct 14, 2025 Q3 2025

Mc Carthy & Cox

  • JCPB
  • VIG
  • JPIB
  • JAAA
  • GSSC
  • BSCP
  • JSMD
Mc Carthy & Cox's Q3 2025 Portfolio
Portfolio Value 438 Billion
Stocks 71
Filing on Oct 14, 2025 Q3 2025

Mad River Investors

  • TPL
  • GBTC
  • PBT
  • HE
  • WPM
  • MSB
  • FNV
Mad River Investors's Q3 2025 Portfolio
Portfolio Value 200 Million
Stocks 38
Filing on Oct 14, 2025 Q3 2025

Brighton Jones LLC

  • AMZN
  • MSFT
  • AAPL
  • VTI
  • NVDA
  • DFAC
  • IWB
Brighton Jones LLC's Q3 2025 Portfolio
Portfolio Value 3.94 Billion
Stocks 1025
Filing on Oct 14, 2025 Q3 2025

Once Capital Management, LLC

  • NVDA
  • ASTS
  • SPOT
  • CRWD
  • AAPL
  • AMD
  • SNOW
Once Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 340 Million
Stocks 28
Filing on Oct 14, 2025 Q3 2025

Svenska Handelsbanken Ab (Publ)

  • NVDA
  • ADBE
  • INTU
  • NFLX
  • NOW
  • ISRG
  • FISV
Svenska Handelsbanken Ab (Publ)'s Q3 2025 Portfolio
Portfolio Value 286 Million
Stocks 12