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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.

Shorepoint Capital Partners LLC

Next filing ≈ Feb 14, 2026

BROADCOM INC$15M

MICROSOFT CORP$9M

AUTOZONE INC$8M

TJX COS INC NEW$7M

MASTERCARD INCORPORATED$6M

Allegiance Financial Group Advisory Services LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$53M

AMERICAN CENTY ETF TR$51M

AMERICAN CENTY ETF TR$34M

DIMENSIONAL ETF TRUST$28M

AMERICAN CENTY ETF TR$27M

Altrius Capital Management Inc

Next filing ≈ Aug 14, 2026

TOTALENERGIES SE$13M

BP PLC SPONS ADR$13M

LYONDELLBASELL INDUSTRIES NV$12M

ASTRAZENECA PLC SPONSORED ADR$11M

UPTICK PARTNERS, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$24M

SCHWAB STRATEGIC TR$12M

SPDR SERIES TRUST$12M

BLACKROCK ETF TRUST$9M

VANGUARD INDEX FDS$8M

MYCIO WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

CHUBB LTD SWITZ$310M

STATE STR SPDR S&P 500 ETF T$19M

Gifford Fong Associates

Next filing ≈ May 15, 2026

NVIDIA CORP$46M

AMAZON COM INC$22M

SALESFORCE COM INC$19M

MICROSOFT CORP$17M

Serenus Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE FLOATING RATE TREASURY FUND$122M

STATE STREET SPDR S&P 500 ETF$94M

INVESCO QQQ TRUST SERIES I$61M

ISHARES CORE S&P 500 ETF$49M

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND$35M

Mission Creek Capital Partners, Inc.

Next filing ≈ Aug 14, 2026

WORLD GOLD TR$36M

ABRDN SILVER ETF TRUST$18M

BERKSHIRE HATHAWAY INC DEL$17M

NVIDIA CORPORATION$16M

Auxano Advisors, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$43M

SPROTT ASSET MANAGEMENT LP$36M

GMO ETF TRUST$34M

AMAZON COM INC$34M

DIVIDEND ASSETS CAPITAL, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$26M

COSTCO WHOLESALE CORPORATION$24M

JPMORGAN CHASE & CO$15M

CANADIAN NAT RES LTD MED TER$15M

NEXTERA ENERGY INC$14M

Northwest Bancshares, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$111M

VANGUARD SCOTTSDALE FDS$16M

VANGUARD SCOTTSDALE FDS$15M

H/2 CREDIT MANAGER LP

Next filing ≈ Aug 14, 2026

VERIS RESIDENTIAL INC$103M

DIVERSIFIED HEALTHCARE TR$99M

RLJ LODGING TR$71M

SUMMIT HOTEL PROPERTIES INC$40M

DIAMONDROCK HOSPITALITY CO$38M

MARIETTA INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$25M

ALPHABET INC$19M

MICROSOFT CORP$19M

BLOOM ENERGY CORP$13M

Artia Global Partners LP

Next filing ≈ Aug 14, 2026

INSMED INC$103M

INSMED INCPut$46M

ELI LILLY & CO$35M

TREVI THERAPEUTICS INC$24M

First National Bank of Mount Dora, Trust Investment Services

Next filing ≈ Nov 14, 2026

VANGUARD SPECIALIZED FUNDS$5M

VANGUARD INDEX FDS$5M

NVIDIA CORPORATION$4M

INVESCO EXCHANGE TRADED FD T$4M

SCHWAB STRATEGIC TR$3M

Next filing ≈ Aug 14, 2026

PERFORMANCE FOOD GROUP CO$40M

LIFE TIME GROUP HOLDINGS INC$33M

NETFLIX INC.$20M

Park Place Capital Corp

Next filing ≈ Aug 14, 2026

APTUS COLLARED INVESTMENT OPPORTUNITY ETF$43M

APTUS INTERNATIONAL ENHANCED YIELD$27M

ISHARES CORE S&P 500 ETF$26M

VANGUARD FTSE DEVELOPED MARKETS ETF$23M

APTUS DEFINED RISK ETF$21M

Prestige Wealth Management Group LLC

Next filing ≈ Aug 14, 2026

1,121 positions

WISDOMTREE TR$53M

VANGUARD BD INDEX FDS$30M

WISDOMTREE TR$30M

CITY HOLDING CO

Next filing ≈ Aug 14, 2026

CITY HLDG CO COM$30M

NVIDIA CORP COM$18M

CATERPILLAR INC DEL COM$14M

J P MORGAN CHASE & CO COM$13M

WASTE MGMT INC DEL COM$12M

HOLDERNESS INVESTMENTS CO

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$27M

MICROSOFT CORP$25M

APPLIED MATLS INC$21M

AMAZON COM INC$16M

Westchester Capital Management, Inc.

Next filing ≈ Aug 14, 2026

Caterpillar, Inc.$42M

Apple, Inc.$40M

Wal-Mart, Inc.$31M

Alphabet, Inc. Class A - Formerly Google A$30M

Berkshire Hathaway Class B$27M

TBH Global Asset Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$14M

ALPHABET INC$14M

Turiya Advisors Asia Ltd

Next filing ≈ Aug 14, 2026

NOKIA CORP$145M

TOWER SEMICONDUCTOR LTD$134M

GEO GROUP INC$76M

EVERPURE INC$75M

CLEVELAND-CLIFFS INC NEW$65M

Canton Hathaway, LLC

Next filing ≈ Aug 14, 2026

Berkshire Hathaway Inc A$208M

Vanguard 500 ETF$27M

Spdr Gold Tr Gold Shs$13M

Ishares Msci Eafe Etf$11M

Alphabet Inc$11M

FCPM III SERVICES B.V.

Next filing ≈ Aug 14, 2026

NEWAMSTERDAM PHARMA COMPANY$146M

VOR BIOPHARMA INC$73M

MAPLIGHT THERAPEUTICS INC$66M

DAMORA THERAPEUTICS INC$63M

DYNE THERAPEUTICS INC$58M

Investors Research Corp

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$20M

SCHWAB STRATEGIC TR$19M

SPDR SERIES TRUST$19M

Talaria Asset Management Pty Ltd

Next filing ≈ Aug 14, 2026

EOG RES INC$83M

EVEREST GROUP LTD$73M

CHUBB LTD SWITZ$73M

SMITH A O CORP$52M

Integris Wealth Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD BD INDEX FDS$70M

VANGUARD TAX-MANAGED FDS$44M

VANGUARD INDEX FDS$41M

DIMENSIONAL ETF TRUST$26M

3249–3276 of 7980 funds

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