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Institutional Holdings

← SEC Filings

Funds Activity Sectors Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

Kinsale Capital Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$105M

VANGUARD INDEX FDS$79M

WALMART INC$21M

JOHNSON & JOHNSON$19M

EXXON MOBIL CORP$18M

West Virginia University Foundation, Inc

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$330M

VANGUARD INDEX FDS$294M

Rollins Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRUST SERIES I$64M

APPLE INC COM$55M

ALPHABET INC CAP STK CL A$40M

SCHWAB U.S. LARGE-CAP GROWTH ETF$39M

MICROSOFT CORP COM$39M

Deltroit Asset Management (UK) LLP

Next filing ≈ Aug 14, 2026

TALEN ENERGY CORP$99M

BERKSHIRE HATHAWAY INC DEL$92M

HEICO CORP NEW$31M

Kemnay Advisory Services Inc.

Next filing ≈ Aug 14, 2026

1,190 positions

VORNADO RLTY TR$152M

ISHARES INC$96M

COINBASE GLOBAL INC$52M

TAIWAN SEMICONDUCTOR MANUFAC$36M

Deer Management Co. LLC

Next filing ≈ Aug 14, 2026

SERVICETITAN, INC.$322M

HINGE HEALTH, INC.$102M

CS DISCO, INC.$33M

STUBHUB HOLDINGS, INC.$11M

KYMERA THERAPEUTICS, INC.$10M

Headwater Capital Co Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG$114M

META PLATFORMS INC$108M

ALPHABET INC$85M

ALPHABET INC$66M

NVIDIA CORP$55M

AGAVE CAPITAL MANAGEMENT Ltd

Next filing ≈ Aug 14, 2026

ISHARES TR$387M

ALPHABET INC$56M

HOME DEPOT INC$56M

ANALOG DEVICES INC$46M

Tyler-Stone Wealth Management

Next filing ≈ Nov 14, 2025

NVIDIA CORPORATION$48M

WISDOMTREE TR$26M

PARKER-HANNIFIN CORP$19M

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

Next filing ≈ May 15, 2026

WISDOMTREE TR$94M

SIMPLIFY EXCHANGE TRADED FUN$34M

SPDR INDEX SHS FDS$34M

SPDR SERIES TRUST$28M

TEXAS TREASURY SAFEKEEPING TRUST CO

Next filing ≈ Aug 14, 2026

SPDR Gold TR$43M

Janus Henderson$34M

Rhythm Pharmaceuticals Inc$535K

Watts Gwilliam & Co., LLC

Next filing ≈ Feb 14, 2026

NVIDIA CORPORATION$144M

MICROSOFT CORP$28M

SPDR S&P 500 ETF TR$21M

Next filing ≈ Aug 14, 2026

JOHNSON&JOHNSON$53M

MCDONALDS CORP$33M

BERKSHIRE HATH-B$31M

PHILIP MORRIS IN$30M

Keating Financial Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

2,572 positions

DIMENSIONAL US CORE EQUITY MARKET ETF$42M

NVIDIA CORP$27M

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW$18M

DIMENSIONAL US HIGH PROFITABILITY ETF$12M

KPS Global Asset Management UK Ltd

Next filing ≈ Aug 14, 2026

CARVANA CO$472M

SERVICENOW INC$73M

SPOTIFY TECHNOLOGY S A$73M

CARDLYTICS INC$1M

CINCINNATI LIFE INSURANCE CO

Next filing ≈ Feb 14, 2026

KINGSTONE COMPANIES ORD$619M

Richmond Investment Services, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$40M

SPDR SERIES TRUST$36M

VANECK ETF TRUST$29M

VANECK ETF TRUST$23M

First National Advisers, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$57M

NVIDIA CORPORATION$32M

MICROSOFT CORP$26M

ALPHABET INC$22M

AMAZON COM INC$19M

BURLING WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$33M

MICROSOFT CORP COM$26M

AMAZON COM INC COM$26M

NVIDIA CORPORATION COM$25M

ALPHABET INC CAP STK CL A$22M

MCMORGAN & CO LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$147M

VANGUARD INDEX FDS$73M

SPDR SER TR$40M

BLACKROCK ETF TRUST$37M

Affiance Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$116M

VANGUARD INDEX FDS$73M

VANGUARD TAX-MANAGED FDS$33M

SMI Advisory Services, LLC

Next filing ≈ Nov 14, 2026

ETF OPPORTUNITIES TRUST$30M

ETF OPPORTUNITIES TRUST$11M

PBMares Wealth Management LLC

Next filing ≈ Feb 14, 2026

DIMENSIONAL ETF TRUST$67M

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$46M

DIMENSIONAL ETF TRUST$45M

DIMENSIONAL ETF TRUST$28M

VALUE HOLDINGS MANAGEMENT CO. LLC

Next filing ≈ Aug 14, 2026

WABTEC CORP$58M

PRIMORIS SERVICES CORP$57M

MKS INSTRUMENTS INC$56M

MATADOR RESOURCES CO$53M

EMCOR GROUP INC$52M

Alpha Omega Wealth Management LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$41M

VANGUARD BD INDEX FDS$24M

MICROSOFT CORP$19M

CHEVRON CORP NEW$15M

CPC Advisors, LLC

Next filing ≈ Aug 14, 2026

T ROWE PRICE ETF INC$65M

AMPLIFY ETF TR$55M

AMERICAN CENTY ETF TR$55M

CAPITAL GROUP INTL FOCUS EQT$38M

HARTFORD FDS EXCHANGE TRADED$38M

Uniplan Investment Counsel, Inc.

Next filing ≈ Aug 14, 2026

Welltower Inc.$54M

American Tower Corporation$38M

EastGroup Properties, Inc.$28M

Ventas, Inc.$27M

Realty Income Corporation$21M

THIRD AVENUE MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

Tidewater Inc.$77M

Valaris Ltd.$50M

Boise Cascade Company$43M

Warrior Met Coal Inc.$34M

Harley-Davidson Inc$30M

2885–2912 of 7980 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.