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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.

Sunriver Management LLC

Next filing ≈ Aug 14, 2026

SS&C TECH HLDGS$54M

WASTE CONNECTIONS INC$52M

OPENLANE INC$44M

VERRA MOBILITY CORP$42M

Deer Park Road Corp

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$325M

ISHARES TRPut$186M

INVESCO QQQ TRPut$58M

ONITY GROUP INC$10M

ALTISOURCE PORTFOLIO SOLUTIO$9M

SeaBridge Investment Advisors LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$21M

VANGUARD SCOTTSDALE FDS$21M

JANUS DETROIT STR TR$19M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$28M

TARGET CORP$23M

CARDINAL HEALTH INC$23M

NEXTERA ENERGY INC$22M

NISOURCE INC$22M

Catalyst Funds Management Pty Ltd

Next filing ≈ Aug 14, 2026

Rio Tinto plc$16M

Arm Holdings plc.$14M

Medline Inc$12M

Cisco Systems, Inc.$9M

Bellwether Advisors, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$45M

SELECT SECTOR SPDR TR$37M

SELECT SECTOR SPDR TR$34M

SELECT SECTOR SPDR TR$32M

Fourthstone LLC

Next filing ≈ Aug 14, 2026

COLONY BANKCORP INC$41M

CARTER BANKSHARES INC$35M

COMMUNITY WEST BANCSHARES NE$32M

AVIDBANK HLDGS INC$30M

COASTALSOUTH BANCSHARES INC$27M

MIG Capital, LLC

Next filing ≈ May 15, 2026

META PLATFORMS INC$52M

SOTERA HEALTH CO$35M

MICROSOFT CORP$34M

CELSIUS HLDGS INC$34M

Elwood & Goetz Wealth Advisory Group, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$90M

VANGUARD INDEX FDS$82M

DIMENSIONAL ETF TRUST$60M

AMERICAN CENTY ETF TR$43M

VANGUARD WORLD FD$38M

West Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$73M

VANGUARD TAX-MANAGED FDS$69M

STATE STR SPDR S&P 500 ETF T$63M

VANGUARD MUN BD FDS$55M

VANGUARD BD INDEX FDS$53M

Blume Capital Management, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$31M

DIMENSIONAL ETF TRUST$23M

DIMENSIONAL ETF TRUST$19M

SELECT SECTOR SPDR TR$19M

DIADEMA PARTNERS LP

Next filing ≈ Aug 14, 2026

VERTEX PHARMACEUTICALS INCCall$42M

LIQUIDIA CORPORATIONCall$25M

UNITED THERAPEUTICS CORP DELCall$24M

VIKING THERAPEUTICS INCCall$21M

CAPRICOR THERAPEUTICS INCPut$19M

Canvas Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

CUSTOM TRUCK ONE SOURCE INC$46M

ALPHABET INC$34M

MICROSOFT CORP$27M

Martel Wealth Advisors Inc

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$122M

VANGUARD WHITEHALL FDS$109M

VANGUARD INDEX FDS$103M

VANGUARD BD INDEX FDS$74M

MARTIN & CO INC /TN/

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$31M

SELECT SECTOR SPDR TR$19M

VANGUARD INTL EQUITY INDEX F$17M

Frec Markets, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$41M

MICROSOFT CORP$23M

AMAZON COM INC$14M

BROADCOM INC$14M

MFA WEALTH ADVISORS, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$49M

VANGUARD BD INDEX FDS$46M

SCHWAB STRATEGIC TR$46M

SPDR SERIES TRUST$29M

Garden Investment Management, L.P.

Next filing ≈ Aug 14, 2026

MIDDLEBY CORP$448M

FORTUNE BRANDS INNOVATIONS I$137M

Talos Eurisko Asset Management LP

Next filing ≈ Aug 14, 2026

WESTERN DIGITAL CORP$47M

ASML HLDG NV$41M

KEYSIGHT TECHNOLOGIES INC$37M

ONTO INNOVATION INC$34M

CAPITAL MANAGEMENT CORP /VA

Next filing ≈ Aug 14, 2026

INTERDIGITAL INC$34M

PITNEY BOWES INC$30M

GRAY MEDIA INC$27M

AGNICO EAGLE MINES LTD$26M

ACME UTD CORP$22M

GenWealth Group, Inc.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$55M

SCHWAB STRATEGIC TR$52M

WHITTIER TRUST CO OF NEVADA INC

Next filing ≈ Aug 14, 2026

1,410 positions

APPLE COMPUTER$28M

TARGA RESOURCES CORP$22M

MICROSOFT CORP$22M

VANG LG-CAP$18M

BERKSHIRE HATHAWAY$16M

ARCADIA INVESTMENT MANAGEMENT CORP/MI

Next filing ≈ Aug 14, 2026

BROADCOM INC$41M

NVIDIA CORPORATION$31M

ALPHABET INC$25M

COSTCO WHOLESALE CORPORATION$24M

MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC

Next filing ≈ Aug 14, 2026

AMPHENOL CORP$47M

DANAHER CORP DEL$24M

VERTIV HOLDINGS CO$21M

Sky Investment Group LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP.$49M

MICROSOFT CORP.$31M

ALPHABET INC. - CL A (Voting)$28M

JOHNSON & JOHNSON$16M

DIVERSIFIED MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ROCKWELL AUTOMATION INC$43M

STATE STR SPDR S&P 500 ETF T$34M

VANGUARD INDEX FDS$27M

WILLSCOT HLDGS CORP$21M

Brickley Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$126M

VANGUARD INDEX FDS$60M

AMERICAN CENTY ETF TR$45M

Goodman Financial Corp

Next filing ≈ Aug 14, 2026

VANGUARD SHORT-TERM CORPORATE BOND ETF$35M

VANGUARD MORTGAGE-BACKED SECURITIES ETF$32M

NEXTPOWER INC CLASS A COM$30M

PLAINS GP HLDGS L P LTD PARTNR INT A$20M

ULTRA CLEAN HLDGS INC COM$19M

2969–2996 of 7980 funds

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