Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 05, 2026 Q4 2025

Kopion Asset Management, LLC

  • NICE
  • VRNS
  • TRUP
  • FTI
  • BWA
  • TNC
  • MGNI
Kopion Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 135 Million
Stocks 18
Filing on Jan 05, 2026 Q4 2025

Grant Private Wealth Management Inc

  • NVDA
  • AAPL
  • AVGO
  • META
  • AMZN
  • GOOGL
  • TSLA
Grant Private Wealth Management Inc's Q4 2025 Portfolio
Portfolio Value 166 Billion
Stocks 135
Filing on Jan 05, 2026 Q4 2025

City Center Advisors, LLC

  • SPYG
  • SPYV
  • MINT
  • XLG
  • XLU
  • XLV
  • EFA
City Center Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 109 Billion
Stocks 157
Filing on Jan 05, 2026 Q4 2025

Union Bancaire Privee, Ubp Sa

  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • AAPL
  • NOW
  • AVGO
Union Bancaire Privee, Ubp Sa's Q4 2025 Portfolio
Portfolio Value 6.72 Billion
Stocks 503
Filing on Jan 05, 2026 Q4 2025

Stairway Partners, LLC

  • IEFA
  • IWD
  • AGG
  • IWF
  • BND
  • IEMG
  • IVV
Stairway Partners, LLC's Q4 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 18
Filing on Jan 05, 2026 Q4 2025

Trust CO Of The South

  • DFAT
  • DFUV
  • DFAC
  • VOO
  • DFIC
  • VUG
  • VO
Trust CO Of The South's Q4 2025 Portfolio
Portfolio Value 622 Billion
Stocks 140
Filing on Jan 05, 2026 Q4 2025

Foguth Wealth Management, Llc.

  • QQQM
  • DIVB
  • SPY
  • XLK
  • QYLD
  • SPYV
  • AGG
Foguth Wealth Management, Llc.'s Q4 2025 Portfolio
Portfolio Value 645 Billion
Stocks 175
Filing on Jan 05, 2026 Q4 2025

Samson Rock Capital LLP

  • CYBR
  • WBD
  • EA
Samson Rock Capital LLP's Q4 2025 Portfolio
Portfolio Value 61.3 Billion
Stocks 3
Filing on Jan 05, 2026 Q4 2025

Roxbury Financial LLC

  • MSFT
  • GOOGL
  • FBCG
  • V
  • AAPL
  • ONEQ
  • IVV
Roxbury Financial LLC's Q4 2025 Portfolio
Portfolio Value 111 Billion
Stocks 371
Filing on Jan 05, 2026 Q4 2025

Burkett Financial Services, LLC

  • SCHG
  • SCHD
  • DBEF
  • VEA
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q4 2025 Portfolio
Portfolio Value 239 Million
Stocks 238
Filing on Jan 05, 2026 Q4 2025

Michael S. Ryan, Inc.

  • SPYV
  • SPYG
  • VEA
  • XSOE
  • MDYV
  • MDYG
  • IBDX
Michael S. Ryan, Inc.'s Q4 2025 Portfolio
Portfolio Value 159 Million
Stocks 55
Filing on Jan 02, 2026 Q4 2025

Rosenberg Matthew Hamilton

  • SPTM
  • VTI
  • VCIT
  • JPST
  • BIV
  • SCHF
  • JMST
Rosenberg Matthew Hamilton's Q4 2025 Portfolio
Portfolio Value 473 Million
Stocks 804
Filing on Jan 02, 2026 Q4 2025

Jacobs & CO

  • AAPL
  • NVDA
  • MSFT
  • LLY
  • AMZN
  • META
  • V
Jacobs & CO's Q4 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 124
Filing on Jan 02, 2026 Q4 2025

Gamma Investing LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • GOOGL
  • GOOG
Gamma Investing LLC's Q4 2025 Portfolio
Portfolio Value 1.99 Trillion
Stocks 4094
Filing on Jan 02, 2026 Q4 2025

Boltwood Capital Management

  • SCHF
  • TDTT
  • XLK
  • MBB
  • SPDW
  • HYGV
  • IEI
Boltwood Capital Management's Q4 2025 Portfolio
Portfolio Value 393 Million
Stocks 182
Filing on Jan 02, 2026 Q4 2025

Lbj Family Wealth Advisors, Ltd.

  • IWF
  • IWD
  • IWP
  • IWS
  • IWN
  • WIP
  • IWO
Lbj Family Wealth Advisors, Ltd.'s Q4 2025 Portfolio
Portfolio Value 182 Million
Stocks 29
Filing on Jan 02, 2026 Q4 2025

First Financial Bank Trust Division

  • IEFA
  • IWM
  • SPY
  • IVV
  • IJR
  • JIRE
  • JEPI
First Financial Bank Trust Division's Q4 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 405
Filing on Jan 02, 2026 Q4 2025

Mc Alister, Sweet & Associates, Inc.

  • SPY
  • AAPL
  • RSP
  • GOOGL
  • MSFT
  • AMZN
  • BRK-B
Mc Alister, Sweet & Associates, Inc.'s Q4 2025 Portfolio
Portfolio Value 113 Million
Stocks 25