Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Screener Convergence

Learn Newsletter Pricing Developer

Newsletter Privacy Policy Terms of Service

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.

Bedell Frazier Investment Counselling, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$28M

ALPHABET INC$26M

AMAZON COM INC$26M

JOHNSON & JOHNSON$13M

Stelac Advisory Services LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$38M

NVIDIA CORPORATION$25M

FIRSTSUN CAP BANCORP$23M

VANGUARD INTL EQUITY INDEX F$20M

PROLOGIS INC.$16M

AUGUSTINE ASSET MANAGEMENT INC

Next filing ≈ Nov 14, 2026

AppLovin Corp - Cl A (app)$131M

Kodiak Gas Services, Inc. (kgs$46M

Apple Inc (aapl)$40M

Taiwan Semiconductor (tsm)$27M

Microsoft Corp (msft)$21M

Lafayette Investments, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$56M

MARKEL GROUP INC$38M

ALPHABET INC$20M

PROGRESSIVE CORP$17M

Benin Management CORP

Next filing ≈ Nov 14, 2026

STATE STR SPDR S&P 500 ETF T$158M

MICROSOFT CORP$29M

INVESCO QQQ TR$21M

ROWLANDMILLER & PARTNERS.ADV

Next filing ≈ Aug 14, 2026

APPLE INC COM$33M

ALPHABET INC CAP STK CL C$26M

PROGRESSIVE CORP COM$20M

WALMART INC COM$20M

MICROSOFT CORP COM$19M

HIGHLINE WEALTH PARTNERS LLC

Next filing ≈ Nov 14, 2026

1,411 positions

PGIM AAA CLO ETF$37M

JPMorgan Ultra-Short Income ETF$33M

NVIDIA CORPORATION COM$32M

TCW Flexible Income ETF$26M

Vanguard S&P 500 ETF$26M

Broad Peak Investment Advisers Pte Ltd

Next filing ≈ Aug 14, 2026

UNITY SOFTWARE INC$58M

BROADCOM INC$57M

NVIDIA CORPORATION$56M

LUMENTUM HLDGS INC$52M

ORACLE CORP$51M

Financial Sense Advisors, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$36M

NEXTERA ENERGY INC$21M

FREEPORT MCMORAN INC$21M

Vantage Financial Partners, LLC

Next filing ≈ May 15, 2026

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$65M

VICTORYSHARES FREE CASH FLOW ETF$32M

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF$27M

ISHARES CORE S&P 500 ETF$26M

ISHARES FLEXIBLE INCOME ACTIVE ETF$23M

PRECEDENT WEALTH PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$32M

VANGUARD INDEX FDS$26M

FIRST TR EXCHNG TRADED FD VI$18M

VANGUARD INDEX FDS$13M

High Falls Advisors, Inc

Next filing ≈ May 15, 2026

BLACKROCK ETF TRUST$35M

Cranbrook Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$55M

VANGUARD INDEX FDS$31M

VANGUARD CHARLOTTE FDS$18M

Blue Zone Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$34M

AMAZON COM INC$32M

ALPHABET INC$27M

MICROSOFT CORP$22M

Triumph Capital Management

Next filing ≈ Aug 14, 2026

1,838 positions

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

FIRST TR EXCHNG TRADED FD VI$10M

FIRST TR EXCHANGE-TRADED FD$9M

FIRST TR EXCHANGE TRADED FD$9M

Spinnaker Investment Group, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$104M

SCHWAB STRATEGIC TR$53M

WISDOMTREE TR$50M

DIMENSIONAL ETF TRUST$42M

SSGA ACTIVE TR$26M

NEW YORK LIFE INSURANCE CO

Next filing ≈ Aug 14, 2026

VANGUARD 500 INDEX FUND$288M

S&P DEPOSITORY RECEIPTS$93M

NYLI MACKAY MUNI SHRT DURAT$50M

NYLI MACKAY SECURITIZED INCOME ETF$26M

NYLI MACKAY CALIFORNIA MUNI INTERMEDIATE$25M

Mudita Advisors LLP

Next filing ≈ Aug 14, 2026

HILTON GRAND VACATIONS INC$109M

IAMGOLD CORP$45M

ESTABLISHMENT LABS HLDGS INC$43M

MGM RESORTS INTERNATIONAL$35M

DARLING INGREDIENTS INC$26M

BCS Wealth Management

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$48M

SCHWAB STRATEGIC TR$17M

SCHWAB STRATEGIC TR$16M

PROCTER & GAMBLE CO$14M

LANDESBANK BADEN-WUERTTEMBERG

Next filing ≈ Aug 14, 2026

ALIBABA GROUP HLDG LTD$221M

FERROVIAL SE$206M

DEUTSCHE BK AG$16M

UBS GROUP AG$3M

Exane Asset Management

Next filing ≈ Aug 14, 2026

UBS GROUP AG$67M

SMURFIT WESTROCK PLC$38M

ASTRAZENECA PLC$38M

FERROVIAL SE$35M

FACEBOOK INC$34M

Gator Capital Management, LLC

Next filing ≈ Aug 14, 2026

ROBINHOOD MKTS INC$29M

ROBINHOOD MKTS INCPut$20M

COMPASS INC$20M

FIRST CTZNS BANCSHARES INC D$19M

AMERIPRISE FINL INC$17M

Keudell/Morrison Wealth Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$47M

TCW ETF TRUST$43M

DIMENSIONAL ETF TRUST$27M

VANGUARD WHITEHALL FDS$24M

SCHWAB STRATEGIC TR$21M

Kendall Capital Management

Next filing ≈ Aug 14, 2026

T. Rowe Price Small-Mid Cap ETF$27M

iShares Russell 2500 ETF$27M

JPMorgan International Research Enhanced Equity ETF$25M

Broadcom Inc$14M

Vanguard Growth Index Fund ETF$13M

Rosenberg Matthew Hamilton

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$65M

VANGUARD TOTAL STK MKT$45M

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$39M

JPMORGAN ULTRA-SHORT INCOME ETF$36M

VANGUARD INTERMEDIATE-TERM BOND$29M

HEADINVEST, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$16M

VANGUARD WHITEHALL FDS$15M

VANGUARD INDEX FDS$15M

VANGUARD INDEX FDS$14M

University of Illinois Foundation

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$54M

INVESCO EXCHANGE TRADED FD T$49M

TAIWAN SEMICONDUCTOR MANUFAC$39M

SELECT SECTOR SPDR TR$37M

Parisi Gray Wealth Management

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$45M

INVESCO QQQ TR$28M

NVIDIA CORPORATION$24M

VANGUARD INDEX FDS$24M

PROFESIONALLY MANAGED PORTFO$21M

3277–3304 of 7980 funds

← Previous118 / 285Next →

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