According to the SEC filing, McGuire’s portfolio managers executed a reduction in their Lam Research position during Q3 2025, a maneuver that left them clutching 269,611 shares. The transaction, valued at $2.79 million, was executed with the precision of a chess grandmaster sacrificing a pawn to control the board-or perhaps the desperate gambit of a man who just remembered he left the stove on.
As of October 20, 2025, My Personal CFO’s 13F filing-now that’s the fancy paperwork institutions file with the SEC-shows they’ve completely liquidated their Okta position. All those shares, gone. They’ve walked away, leaving a hole in their portfolio as empty as a church pew on a Sunday morning. With that, Okta no longer holds any weight in the fund’s reported assets, which, by the way, totaled 94 different positions as of September 30, 2025. Not a bad list, but Okta is out the door.
On October 22, 2025, RV Capital AG whispered, “It’s not you, it’s me” to Interactive Brokers Group (IBKR +2.35%), offloading 50,653 shares like they were expired coupons for financial regret. The math? Roughly $3.19 million, based on some average closing price that probably doesn’t exist in real life. Now they’re left with 799,267 shares, valued at $54,997,562 as of September 30, 2025. Still enough to fund a very expensive therapist.
The numbers are unambiguous. 74,078 shares vanished from Regency’s portfolio between July and September 2025. The transaction, valued at $2.94 million using the quarter’s average price, erased any trace of NWN from their holdings. This wasn’t a minor adjustment. This was surgical.
Amplius, based in the land of cheesesteaks (aka Pennsylvania), just let go of a chunk of their ACWI position. That’s 25,217 shares, a tidy little sum that rounds up to about $3.3 million. Sounds like a lot, doesn’t it? But they still hold on to 81,208 shares, worth about $11.2 million. This isn’t a crisis; it’s more of a well-timed spring cleaning, without the judgmental sighs of a spouse.
Stanley-Laman, in its wisdom, entered a fresh territory. The newly forged stake in Lam Research is modest, but potent-a claim on 1.3% of their $701.8 million in reported U.S. equity assets. The shares, with their deep value etched into the vast machinery of the fund, stand as an enduring reminder of the subtle interplay between investor and market forces. It was not a loud purchase, but one that reverberates like the quiet stir of the earth before a storm.
As per a quarterly Form 13F submission to the Securities and Exchange Commission, Texas-based B&D White Capital Company, operating under the moniker Coyle Capital, liquidated its entire stake in the Goldman Sachs S&P 500 Premium Income ETF (GPIX +0.61%). The sale encompassed 172,332 shares, valued at an estimated $8.7 million, for the quarter ending September 30.
According to SEC filings, our Texas protagonists sold 351,699 GPIQ shares, leaving zero remaining holdings as of September 30. The average quarterly price suggests they’re now sipping margaritas instead of coffee, plotting their next move. (Note to self: Invest in a margarita ETF. Just kidding. Probably.)
It wasn’t a fire sale. Oh no, not at all. Just another quarterly filing, another 13F report that tells us Conestoga has sliced off a nice little chunk of its Mercury Systems stash. They’ve got plenty left though-over 2.27 million shares. That’s more than most of us can even fathom. But let’s face it, that’s the life of institutional investors: slice and dice, adjust and readjust. The shares they sold were valued at a comfortable $17.35 million. And the remaining stake? Well, it’s about 2.83% of their entire portfolio. A rounding error to someone playing the game of big numbers.
A filing with the SEC, dated one week later, revealed Conestoga’s thinly veiled disdain for Exponent’s third-quarter performance. The fund sold enough shares to fund a small kingdom, yet still champions the stock as a 2.63% stake in their AUM. A partial sale, yes-and also exceptionally generous. Imagine selling a slice of your birthday cake while still insisting the whole recipe was a life-sustaining need.