The total shares bought include 221,760 of OXY. The estimated value? A mere $10.31 million. This trade represents 7.37% of 13F reportable assets, a sum that would make even the most seasoned investor ponder their life choices.
Now, according to the SEC’s filings, Gleason Group upped its stake in the Vanguard STAR Funds-specifically, the Vanguard Total International Stock ETF (VXUS +0.32%)-by that same 97,690 shares during Q3 2025. The trade, as they say, was a whopper, valued at $6.93 million. The fund now holds 1,216,619 shares, worth a cool $89.37 million. One might say they’ve gone all-in on the global game, though I’d wager they’re not betting on the lottery.
DuPont Capital, that spectral hand in the financial poker game, trimmed its Union Pacific position by 11,943 shares in the third quarter of 2025. The estimated value of the trade? Approximately $2.69 million. After this act of fiscal alchemy, the fund clung to 36,048 shares, worth $8.52 million, as of September 30, 2025. The math checks out-but the motives? They’re buried under layers of caffeine-fueled speculation and the faint scent of paranoia.
The reduction, 56,738 shares divested, left the fund with 293,285 remaining. The arithmetic of value: $2.77 million, a sum neither grand nor meager. Yet in the ledger of DuPont’s assets, this was not merely a number but a gesture-a slight lean away from a once-dominant tree in the forest of its portfolio.
In an unexpected plot twist, Ellis Investment Partners decided to expand their GPIX holdings by 64,462 shares during Q3. The value of this little corporate shopping spree? $3.3 million. So, yeah, not exactly pocket change. As of September 30, Ellis held a total of 107,147 shares, worth about $5.6 million. If you’re thinking this sounds like the stock market equivalent of “treat yo’ self,” you’d be correct. But this is about dividends, not brunches with avocado toast. Stay with me.
Per their SEC filing, these healthcare heroes bought 462,368 shares of IXUS during Q3. Let’s parse that: A group whose job is to keep people alive is now betting a chunk of change on a fund that tracks 4,000+ companies from Tokyo to São Paulo. Because nothing says “holistic care” like betting $38 million on a spreadsheet. [Winks at the irony.]
The SEC’s parchment revealed that Adventist Health System West, a nonprofit entity with a penchant for balancing portfolios and souls, offloaded its entire holding in EMXC during Q3. The fund shed 837,660 shares, a sum that would buy a small island in the Pacific, if only the banks allowed it. The estimated value? A tidy $52.9 million, enough to fund a modest quest for the Holy Grail of diversification.
According to a filing with the Securities and Exchange Commission released Tuesday, Apricus Wealth acquired 42,386 shares of ONEOK during the third quarter. The estimated transaction value, based on the average closing price for the quarter, was approximately $3.3 million. Apricus Wealth reported holding a total of 45,086 shares of ONEOK at the end of the quarter.
On October 15, 2025, under skies heavy with the weight of spreadsheets and stock tickers, Kullman exercised her vested rights to Class C Common Stock. These are not the fruits of labor in the old sense-no calluses earned here-but the quiet rewards of boardroom vigilance. The sale followed three prior administrative filings, each a breadcrumb in the trail of corporate stewardship.
In a move that could either signal a midlife crisis or a masterclass in portfolio yoga, Montreal’s Jarislowsky Fraser trimmed its Thomson Reuters (TRI 0.17%) position by 124,059 shares during Q3. The SEC got its fix via Form 13-F, and math wizards calculated the sale at roughly $22.8 million using that magic number: the average share price. For context, the fund still holds 2.9 million shares worth $448.3 million-enough to buy a small island and name it after their CFO.