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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.

DUNCKER STREETT & CO INC

Next filing ≈ Aug 14, 2026

BROADCOM INC$22M

ALPHABET INC$17M

EXXON MOBIL CORP$17M

AR ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

CHEVRON CORP$25M

PHILIP MORRIS INTERNATIONAL-AL$20M

ALPHABET INC. CL C$19M

MERCK & CO., INC.$19M

Next filing ≈ Aug 14, 2026

TIDEWATER INC$227M

BUILDERS FIRSTSOURCE INC$35M

LSB INDS INC$31M

WESTLAKE CHEM CORP$17M

AERCAP HOLDINGS NV$15M

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$93M

DIMENSIONAL ETF TRUST$53M

DIMENSIONAL ETF TRUST$50M

DIMENSIONAL ETF TRUST$41M

Central Pacific Bank - Trust Division

Next filing ≈ Aug 14, 2026

VANGUARD MALVERN FDS$15M

STATE STR SPDR S&P 500 ETF T$10M

BLACKROCK ETF TRUST$9M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$17M

ALPHABET INC$16M

TAIWAN SEMICONDUCTOR MANUFAC$15M

WEST PACES ADVISORS INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$66M

VANGUARD SPECIALIZED FUNDS$40M

AMERICAN CENTY ETF TR$33M

FLEXSHARES TR$32M

Wick Capital Partners, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$132M

VANGUARD INDEX FDS$43M

BLACKROCK ETF TRUST II$35M

Sivia Capital Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$22M

MICROSOFT CORP$17M

VANGUARD INDEX FDS$12M

VANGUARD INTL EQUITY INDEX F$12M

Tetragon Partners GP Ltd

Next filing ≈ Aug 14, 2026

WORKIVA INC$15M

KOLIBRI GLOBAL ENERGY INC$15M

SPRINKLR INC$13M

Vertex Planning Partners, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$73M

WISDOMTREE TR$45M

J P MORGAN EXCHANGE TRADED F$38M

WINSLOW ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

APPLE COMPUTER$40M

TERADYNE INC COM$39M

ELI LILLY & CO$27M

PULTEGROUP INC$26M

TENET HEALTHCARE$22M

Palo Duro Investment Partners, LP

Next filing ≈ Aug 14, 2026

ANTERO RESOURCES CORP$90M

GULFPORT ENERGY CORP$74M

PERMIAN RESOURCES CORP$66M

CHORD ENERGY CORPORATION$60M

BAKER HUGHES COMPANY$59M

Systelligence, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$21M

WISDOMTREE TR$21M

VANGUARD WELLINGTON FD$20M

VANGUARD SCOTTSDALE FDS$17M

VANGUARD WELLINGTON FD$17M

Cambridge Advisors Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$88M

VANGUARD BD INDEX FDS$54M

VANGUARD TAX-MANAGED FDS$34M

VANGUARD CHARLOTTE FDS$14M

Aspen Grove Capital, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$52M

META PLATFORMS INC$26M

BOOKING HOLDINGS INC$25M

VANGUARD TAX-MANAGED FDS$23M

Proactive Wealth Strategies LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$37M

NVIDIA CORPORATION$23M

SPROTT ASSET MANAGEMENT LP$14M

WoodTrust Financial Corp

Next filing ≈ Aug 14, 2026

ISHARES TR MSCI EAFE ETF$96M

VANGUARD INDEX FDS MCAP VL IDXVIP$29M

ISHARES TR RUS 2000 VAL ETF$27M

VANGUARD INDEX FDS MCAP GR IDXVIP$25M

BERKSHIRE HATHAWAY INC DEL CL B NEW$25M

TrueMark Investments, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

CHEVRON CORPORATION$16M

VERIZON COMMUNICATIONS INC$14M

PHILIP MORRIS INTL INC$14M

Praetorian Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD MEGA CAP GROWTH ETF$65M

VANGUARD MEGA CAP VALUE ETF$55M

VANGUARD FTSE DEVELOPED MARKETS ETF$41M

IVW - ISHARES S&P 500 GROWTH ETF$37M

IVE - ISHARES S&0 500 VALUE ETF$28M

IAM Advisory, LLC

Next filing ≈ Nov 14, 2026

CAPITAL GROUP DIVIDEND VALUE$72M

WISDOMTREE TR$64M

PROSHARES TR$44M

AMERICAN CENTY ETF TR$36M

CAPITAL GROUP GROWTH ETF$29M

Mattern Wealth Management LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$72M

AMERICAN CENTY ETF TR$41M

DIMENSIONAL ETF TRUST$35M

DIMENSIONAL ETF TRUST$29M

DIMENSIONAL ETF TRUST$25M

GoalVest Advisory LLC

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$172M

VANGUARD GROWTH ETF$31M

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF$20M

GOLDMAN SACHS MUNICIPAL INCOME ETF$16M

STATE STREET SPDR NYSE TECHNOLOGY ETF$14M

Manhattan West Asset Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$29M

ALPHABET INC$25M

MICROSOFT CORP$20M

ABLE Financial Group, LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$34M

DIMENSIONAL ETF TRUST$27M

J P MORGAN EXCHANGE TRADED F$25M

AMERICAN CENTY ETF TR$17M

Call To Action Foundation

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$511M

Bernardo Wealth Planning LLC

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$38M

VANGUARD SCOTTSDALE FDS$31M

VANGUARD WORLD FD$31M

CAPITAL GRP FIXED INCM ETF T$27M

HughesLittle Investment Management Ltd.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$80M

SCHWAB CHARLES CORP$66M

BROOKFIELD CORP$62M

AMAZON COM INC$60M

UBER TECHNOLOGIES INC$53M

3193–3220 of 7980 funds

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