Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

May Tech Global Investments, LLC

  • NVDA
  • META
  • GOOG
  • AMZN
  • MELI
  • MA
  • NOW
May Tech Global Investments, LLC's Q3 2025 Portfolio
Portfolio Value 956 Million
Stocks 24
Filing on Nov 12, 2025 Q3 2025

Hilton Capital Management, LLC

  • VCSH
  • VCIT
  • JEPQ
  • MBB
  • JPIE
  • JEPI
  • MSFT
Hilton Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 172
Filing on Nov 12, 2025 Q3 2025

Bradley & Co. Private Wealth Management, LLC

  • AAPL
  • VTI
  • GOOG
  • NVDA
  • BRK-B
  • JPM
  • AXP
Bradley & Co. Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 178 Million
Stocks 255
Filing on Nov 12, 2025 Q3 2025

Cambria Investment Management, L.P.

  • ATGE
  • EYLD
  • FYLD
  • VAMO
  • FOXA
  • BTU
  • REVG
Cambria Investment Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 577
Filing on Nov 12, 2025 Q3 2025

Freestone Capital Holdings, LLC

  • IVV
  • MSFT
  • VEA
  • NVDA
  • AAPL
  • SPY
  • AMZN
Freestone Capital Holdings, LLC's Q3 2025 Portfolio
Portfolio Value 3.22 Billion
Stocks 545
Filing on Nov 12, 2025 Q3 2025

Xn LP

  • TSM
  • SHW
  • TOST
  • TRU
  • UNP
  • GE
  • PCOR
Xn LP's Q3 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 22
Filing on Nov 12, 2025 Q3 2025

Santa Monica Partners LP

  • MA
  • BCPC
  • GRMN
  • BR
  • BELFB
  • BRK-A
  • BELFA
Santa Monica Partners LP's Q3 2025 Portfolio
Portfolio Value 170 Million
Stocks 13
Filing on Nov 12, 2025 Q3 2025

Psi Advisors, LLC

  • QQQ
  • SPLG
  • JEPQ
  • KNG
  • BUFR
  • COWZ
  • DGRO
Psi Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 381 Million
Stocks 273
Filing on Nov 12, 2025 Q3 2025

Globeflex Capital L P

  • IFS
  • OSW
  • BLBD
  • EXEL
  • THC
  • CPA
  • PAHC
Globeflex Capital L P's Q3 2025 Portfolio
Portfolio Value 592 Million
Stocks 406
Filing on Nov 12, 2025 Q3 2025

Scholtz & Company, LLC

  • MSFT
  • AMZN
  • MA
  • RNMBY
  • GOOGL
  • META
  • GE
Scholtz & Company, LLC's Q3 2025 Portfolio
Portfolio Value 224 Million
Stocks 51
Filing on Nov 12, 2025 Q3 2025

Carrhae Capital LLP

  • ASHR
  • SLV
  • EGO
  • IBN
  • TSM
  • SE
  • GLD
Carrhae Capital LLP's Q3 2025 Portfolio
Portfolio Value 1.7 Trillion
Stocks 27
Filing on Nov 12, 2025 Q3 2025

Resolute Wealth Strategies, LLC

  • AAPL
  • JGRO
  • FBND
  • AMZN
  • NVDA
  • MINT
  • JAVA
Resolute Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 105
Filing on Nov 12, 2025 Q3 2025

Oak Associates LTD

  • AMZN
  • GOOG
  • KLAC
  • ORCL
  • AVGO
  • MSFT
  • META
Oak Associates LTD 's Q3 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 130
Filing on Nov 12, 2025 Q3 2025

Boston Family Office LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOG
  • V
  • VOO
  • SPY
Boston Family Office LLC's Q3 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 296
Filing on Nov 12, 2025 Q3 2025

Bluegrass Capital Partners LP

  • MSFT
  • GE
  • MCO
  • TDG
  • MA
  • AMZN
  • MLM
Bluegrass Capital Partners LP's Q3 2025 Portfolio
Portfolio Value 153 Million
Stocks 10
Filing on Nov 12, 2025 Q3 2025

Headlands Technologies LLC

  • NVDA
  • AMZN
  • HOOD
  • GOOGL
  • ISRG
  • GOOG
  • AAPL
Headlands Technologies LLC's Q3 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 594
Filing on Nov 12, 2025 Q3 2025

Empire Life Investments Inc.

  • MSFT
  • VOO
  • AMZN
  • GOOG
  • AAPL
  • NVDA
  • VST
Empire Life Investments Inc.'s Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 107
Filing on Nov 12, 2025 Q3 2025

Barbara Oil Co.

  • JPM
  • JNJ
  • WMT
  • MSFT
  • HD
  • GL
  • BK
Barbara Oil Co.'s Q3 2025 Portfolio
Portfolio Value 266 Million
Stocks 78