Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 06, 2026 Q4 2025

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • JNJ
  • PG
  • GOOG
Armstrong Henry H Associates Inc's Q4 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 63
Filing on Jan 06, 2026 Q4 2025

Sage Capital Advisors,Llc

  • AAPL
  • MSFT
  • GOOGL
  • XLK
  • NOW
  • AMZN
  • NVDA
Sage Capital Advisors,Llc's Q4 2025 Portfolio
Portfolio Value 430 Million
Stocks 128
Filing on Jan 06, 2026 Q4 2025

Wealth Care Investment Partners, LLC

  • QQQ
  • FVD
  • CGGR
  • ITA
  • BUFR
  • XLE
  • IAU
Wealth Care Investment Partners, LLC's Q4 2025 Portfolio
Portfolio Value 323 Million
Stocks 183
Filing on Jan 06, 2026 Q4 2025

Paradiem, LLC

  • DIVB
  • VLO
  • CAT
  • BKH
  • ATO
  • LMT
  • ORI
Paradiem, LLC's Q4 2025 Portfolio
Portfolio Value 365 Million
Stocks 57
Filing on Jan 06, 2026 Q4 2025

Iowa State Bank

  • IEFA
  • IJH
  • AAPL
  • MSFT
  • JPM
  • IJR
  • GOOGL
Iowa State Bank's Q4 2025 Portfolio
Portfolio Value 514 Million
Stocks 126
Filing on Jan 06, 2026 Q4 2025

Safir Wealth Advisors, LLC

  • VOO
  • BSV
  • VUG
  • VTV
  • BIV
  • VIG
  • VGSH
Safir Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 139 Million
Stocks 17
Filing on Jan 06, 2026 Q4 2025

Penbrook Management LLC

  • NVO
  • AMZN
  • MSFT
  • MCO
  • GOOG
  • GOOGL
  • PL
Penbrook Management LLC's Q4 2025 Portfolio
Portfolio Value 129 Million
Stocks 97
Filing on Jan 06, 2026 Q4 2025

Lpwm LLC

  • VONG
  • IVE
  • IWS
  • IEFA
  • JPST
  • VTIP
  • VWO
Lpwm LLC's Q4 2025 Portfolio
Portfolio Value 395 Million
Stocks 87
Filing on Jan 06, 2026 Q4 2025

Fulcrum Equity Management

  • XLK
  • ITOT
  • URTH
  • NVDA
  • OKE
  • XLY
  • AAPL
Fulcrum Equity Management's Q4 2025 Portfolio
Portfolio Value 102 Million
Stocks 117
Filing on Jan 06, 2026 Q4 2025

Ransom Advisory, LTD

  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • JPM
  • GOOG
  • BRK-B
Ransom Advisory, LTD's Q4 2025 Portfolio
Portfolio Value 245 Million
Stocks 433
Filing on Jan 06, 2026 Q4 2025

General Partner, Inc.

  • BRK-A
  • AAPL
  • GOOG
  • MSFT
  • VBR
  • MA
  • ICSH
General Partner, Inc.'s Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 260
Filing on Jan 06, 2026 Q4 2025

Great Oak Capital Partners, LLC

  • DFAT
  • DUHP
  • DFEM
  • DFCF
  • DISV
  • DFSD
  • DFAR
Great Oak Capital Partners, LLC's Q4 2025 Portfolio
Portfolio Value 399 Billion
Stocks 44
Filing on Jan 06, 2026 Q4 2025

Werlinich Asset Management, LLC

  • NVDA
  • JPM
  • HUBB
  • UNP
  • AMD
  • LMT
  • MSFT
Werlinich Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 203 Billion
Stocks 59
Filing on Jan 06, 2026 Q4 2025

Eagle Wealth Strategies LLC

  • VOO
  • AVUV
  • FLQM
  • DGRW
  • DFEV
  • XLV
  • AMZN
Eagle Wealth Strategies LLC's Q4 2025 Portfolio
Portfolio Value 215 Billion
Stocks 114
Filing on Jan 06, 2026 Q4 2025

Renaissance Investment Group LLC

  • AVGO
  • GOOGL
  • MSFT
  • TJX
  • AAPL
  • COST
  • NVDA
Renaissance Investment Group LLC's Q4 2025 Portfolio
Portfolio Value 447 Million
Stocks 78
Filing on Jan 06, 2026 Q4 2025

Ehrlich Financial Group

  • IVW
  • IVE
  • DYNF
  • OEF
  • AVUS
  • SPEM
  • XLK
Ehrlich Financial Group's Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 110
Filing on Jan 06, 2026 Q4 2025

Abner Herrman & Brock LLC

  • NVDA
  • GOOG
  • IBM
  • JPM
  • MSFT
  • AMZN
  • AAPL
Abner Herrman & Brock LLC's Q4 2025 Portfolio
Portfolio Value 979 Million
Stocks 115
Filing on Jan 06, 2026 Q4 2025

Chemistry Wealth Management LLC

  • VGSH
  • BRK-B
  • GOOG
  • IAU
  • AAPL
  • AXP
  • VTIP
Chemistry Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 490 Million
Stocks 200