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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.

D L CARLSON INVESTMENT GROUP INC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$65M

AMERICAN CENTY ETF TR$21M

ALPHABET INC$21M

Tensor Edge Capital, LLC

Next filing ≈ Aug 14, 2026

MICRON TECHNOLOGY INC$79M

TERADYNE INC$53M

MARVELL TECHNOLOGY INC$51M

NVIDIA CORPORATION$45M

Technology Crossover Management XI, Ltd.

Next filing ≈ Aug 14, 2026

Spotify Technologies, S.A.$485M

Zillow Group, Inc.$97M

Trybe Capital Management LP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATIONCall$140M

NVIDIA CORPORATION$136M

LAM RESEARCH CORP$102M

ALPHABET INC$72M

TAIWAN SEMICONDUCTOR MANUFAC$68M

Advisory Resource Group

Next filing ≈ Aug 14, 2026

PACER FDS TR$39M

PHILLIPS 66$38M

CONOCOPHILLIPS$29M

JANUS DETROIT STR TR$24M

PGIM ETF TR$21M

JB CAPITAL PARTNERS LP

Next filing ≈ Aug 14, 2026

Ryerson Holding Corporation$64M

Core Natural Resources$49M

Dana Incorporated$46M

Oppenheimer Holdings Inc$45M

AEGIS FINANCIAL CORP

Next filing ≈ Aug 14, 2026

CENOVUS ENERGY INC$92M

EQUINOX GOLD CORP$56M

PRECISION DRILLING CORP$49M

VERMILION ENERGY INC$35M

PBF ENERGY INC$30M

EFG Asset Management (Americas) Corp.

Next filing ≈ Feb 14, 2026

MICROSOFT CORP$28M

NVIDIA CORPORATION$27M

AMAZON COM INC$18M

JPMORGAN CHASE & CO.$17M

Bleichroeder LP

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$204M

RESOLUTE HLDGS MGMT INC$51M

STATE STR SPDR S&P 500 ETF T$44M

Cypress Capital Group

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$24M

EXXON MOBIL CORP$21M

NVIDIA CORPORATION$20M

JOHNSON & JOHNSON$19M

Professional Financial Advisors, LLC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$204M

WISDOMTREE TR$31M

VANGUARD STAR FDS$29M

TIDAL TRUST II$13M

Bath Savings Trust Co

Next filing ≈ Aug 14, 2026

TJX COS INC NEW$61M

ALPHABET INC CAP STK CL A$53M

STRYKER CORPORATION$36M

Vanguard Short-Term Corporate Bond Idx Fd$26M

NEXTERA ENERGY INC$25M

BOURGEON CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$32M

JPMORGAN CHASE & CO$28M

ELI LILLY & CO$21M

MERCK & CO INC$20M

HUBBELL INC$20M

Webs Creek Capital Management LP

Next filing ≈ Aug 14, 2026

WEATHERFORD INTL PLC$54M

PERMIAN RESOURCES CORP$53M

TALOS ENERGY INC$48M

PATTERSON-UTI ENERGY INC$47M

OVINTIV INC$46M

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

Next filing ≈ Aug 14, 2026

COUPANG INC$363M

CARVANA CO$182M

BOSTON OMAHA CORP$29M

AMERICAS CAR-MART INC$2M

Perennial Advisors, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$28M

ALPHABET INC$26M

BERKSHIRE HATHAWAY INC DEL$24M

NVIDIA CORPORATION$23M

BTC Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$39M

ALPHABET INC$31M

AMAZON COM INC$20M

Simcoe Capital Management, LLC

Next filing ≈ Aug 14, 2026

GILDAN ACTIVEWEAR INC$85M

INGEVITY CORP$70M

WISDOMTREE INC$68M

AUTONATION INC$58M

IPG Investment Advisors LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$47M

NVIDIA CORPORATION$35M

AMAZON COM INC$21M

ALPHABET INC$17M

Sovereign Financial Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$34M

VANGUARD INDEX FDS$27M

STATE STR SPDR S&P 500 ETF T$27M

VANGUARD INDEX FDS$23M

INVESCO QQQ TR$21M

Patten Group, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$28M

BERKSHIRE HATHAWAY INC DEL$22M

BERKSHIRE HATHAWAY INC DEL$17M

MICROSOFT CORP$16M

Intelligence Driven Advisers, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$91M

SPDR INDEX SHS FDS$57M

SCHWAB STRATEGIC TR$41M

CIBC Capital Markets (Europe) S.A.

Next filing ≈ Feb 14, 2026

BERKSHIRE HATHAWAY INC DEL$132M

AMAZON COM INC$122M

NETFLIX INC$80M

ADVANCED MICRO DEVICES INC$76M

Ironwood Financial, llc

Next filing ≈ Aug 14, 2026

Nordwand Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$26M

BROADCOM INC$25M

MICROSOFT CORP$19M

EATON CORP PLC$14M

Marble Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$33M

NVIDIA CORPORATION$23M

Black Swift Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$85M

STATE STR SPDR S&P 500 ETF T$54M

SELECT SECTOR SPDR TR$24M

AMAZON COM INC$20M

Next filing ≈ Aug 14, 2026

THE CHARLES SCHWAB CORPORATION$331M

ISHARES TR$149M

VANGUARD TAX-MANAGED FDS$39M

VANGUARD INTL EQUITY INDEX F$12M

2997–3024 of 7980 funds

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