Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Muhlenkamp & CO Inc

  • AEM
  • EQT
  • NEM
  • MTZ
  • MCK
  • RUSHA
  • BRK-B
Muhlenkamp & CO Inc's Q3 2025 Portfolio
Portfolio Value 350 Million
Stocks 31
Filing on Nov 07, 2025 Q3 2025

Horizon Family Wealth, Inc.

  • GSLC
  • VUG
  • BILS
  • IVW
  • GSIE
  • VO
  • SPYV
Horizon Family Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 109
Filing on Nov 07, 2025 Q3 2025

Alp Invest Partners B.V.

  • NABL
  • CRWD
  • HOOD
  • DNUT
  • TBLA
  • BZ
Alp Invest Partners B.V.'s Q3 2025 Portfolio
Portfolio Value 36.8 Million
Stocks 7
Filing on Nov 07, 2025 Q3 2025

Collaborative Wealth Managment Inc.

  • SPYG
  • SPYV
  • SPMD
  • SPDW
  • AVUV
  • QQQM
  • HYMB
Collaborative Wealth Managment Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 196
Filing on Nov 07, 2025 Q3 2025

Coco Enterprises, LLC

  • VYM
  • VUG
  • FEZ
  • GLDM
  • IEFA
  • VOO
  • GDX
Coco Enterprises, LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 53
Filing on Nov 07, 2025 Q3 2025

Carlyle Group Inc.

  • PHAT
  • INVH
  • GETY
  • CUBE
  • ACET
  • DNUT
  • NABL
Carlyle Group Inc.'s Q3 2025 Portfolio
Portfolio Value 79.8 Million
Stocks 17
Filing on Nov 07, 2025 Q3 2025

Harold Davidson & Associates Inc.

  • AAPL
  • MSFT
  • CSCO
  • V
  • NVDA
  • CRWD
  • GE
Harold Davidson & Associates Inc.'s Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 65
Filing on Nov 07, 2025 Q3 2025

Endeavour Capital Advisors Inc

  • BCAL
  • SFST
  • USCB
  • QCRH
  • CCB
  • FVCB
  • AVBH
Endeavour Capital Advisors Inc's Q3 2025 Portfolio
Portfolio Value 290 Million
Stocks 41
Filing on Nov 07, 2025 Q3 2025

Comgest Global Investors S.A.S.

  • TSM
  • MSFT
  • GOOGL
  • V
  • JNJ
  • AMZN
  • INTU
Comgest Global Investors S.A.S.'s Q3 2025 Portfolio
Portfolio Value 5.21 Billion
Stocks 60
Filing on Nov 07, 2025 Q3 2025

Rothschild & CO Wealth Management Uk LTD

  • AXP
  • MA
  • BKNG
  • BRK-B
  • DE
  • MCO
  • SPGI
Rothschild & CO Wealth Management Uk LTD's Q3 2025 Portfolio
Portfolio Value 5.83 Billion
Stocks 26
Filing on Nov 07, 2025 Q3 2025

Synovus Financial Corp

  • IWD
  • GPN
  • IWF
  • KO
  • SPY
  • SNV
  • AAPL
Synovus Financial Corp's Q3 2025 Portfolio
Portfolio Value 8.55 Billion
Stocks 1549
Filing on Nov 07, 2025 Q3 2025

Levin Capital Strategies, L.P.

  • MSFT
  • JPM
  • BK
  • GOOGL
  • JNJ
  • COF
  • CAT
Levin Capital Strategies, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 221
Filing on Nov 07, 2025 Q3 2025

New Edge Wealth, LLC

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • META
  • JPM
  • SPY
New Edge Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 6.58 Billion
Stocks 1020
Filing on Nov 07, 2025 Q3 2025

Graham Capital Wealth Management, LLC

  • LNG
  • EURN
  • EFSI
  • BRBS
  • PEG
  • VTOL
  • D
Graham Capital Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 74.3 Million
Stocks 73
Filing on Nov 07, 2025 Q3 2025

Alpha Financial Partners, LLC

  • IVV
  • AGG
  • IJH
  • MUB
  • IXUS
  • SPLG
  • IJR
Alpha Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 154 Billion
Stocks 92
Filing on Nov 07, 2025 Q3 2025

Vera Bank, N.A.

  • DFAU
  • QDF
  • IVV
  • VIGI
  • VUG
  • DFIC
  • AVEM
Vera Bank, N.A.'s Q3 2025 Portfolio
Portfolio Value 480 Million
Stocks 265
Filing on Nov 07, 2025 Q3 2025

Ontario Teachers Pension Plan Board

  • GFL
  • HYG
  • COF
  • WMT
  • CRM
  • BAC
  • CMI
Ontario Teachers Pension Plan Board's Q3 2025 Portfolio
Portfolio Value 3.91 Billion
Stocks 181
Filing on Nov 07, 2025 Q3 2025

Signet Financial Management, LLC

  • SPYG
  • AAPL
  • SPYV
  • VUG
  • GOOG
  • AVGO
  • SPMB
Signet Financial Management, LLC's Q3 2025 Portfolio
Portfolio Value 815 Million
Stocks 290