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← SEC Filings

Institutional Holdings

← SEC Filings

Funds 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.

GRANDFIELD & DODD, LLC

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$92M

MICROSOFT CORP$83M

ANALOG DEVICES INC$79M

GE AEROSPACE$69M

RTX CORPORATION$65M

Berger Financial Group, Inc

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$92M

VANGUARD INDEX FDS$83M

J P MORGAN EXCHANGE TRADED F$78M

SCHWAB STRATEGIC TR$76M

PGIM ETF TR$70M

Saratoga Research & Investment Management

Next filing ≈ Aug 14, 2026

Alphabet Inc.$176M

Microsoft Corp.$137M

Berkshire Hathaway Inc.$130M

Novo Nordisk A/S$126M

Walt Disney Company$109M

Campbell & CO Investment Adviser LLC

Next filing ≈ Aug 14, 2026

1,012 positions

Bank of Nova Scotia/The$16M

Illinois Tool Works Inc$13M

Williams Cos Inc/The$12M

Phillips 66$12M

ATWOOD & PALMER INC

Next filing ≈ Aug 14, 2026

ALPHABET INC$69M

AMERICAN CENTY ETF TR$65M

PALANTIR TECHNOLOGIES INC$64M

JANUS DETROIT STR TR$60M

BENJAMIN EDWARDS INC

Next filing ≈ Aug 14, 2026

1,334 positions

CAPITAL GROUP DIVIDEND VALUE$46M

SPDR GOLD TR$41M

VANGUARD TAX-MANAGED FDS$37M

CAPITAL GROUP DIVIDEND GROWE$33M

CAPITAL GROUP CORE BALANCED$32M

Valiant Capital Management, L.P.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$225M

ISHARES TR$225M

TAIWAN SEMICONDUCTOR MANUFACCall$138M

AMAZON COM INCCall$130M

CORE SCIENTIFIC INC NEW$102M

ROFFMAN MILLER ASSOCIATES INC /PA/

Next filing ≈ Aug 14, 2026

ALPHABET INC-CL A$110M

MICROSOFT CORP$95M

JPMORGAN CHASE & CO$68M

JOHNSON & JOHNSON$64M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$85M

NVIDIA CORPORATION$42M

VANGUARD INDEX FDS$38M

VANGUARD INDEX FDS$35M

CARY STREET PARTNERS FINANCIAL LLC

Next filing ≈ Aug 14, 2026

Fairlead Tactical Sector ETF$63M

VANGUARD VALUE ETF$47M

PGIM PORTFOLIO BALLAST ETF$38M

VANGUARD GROWTH ETF$36M

TCW FLEXIBLE INCOME ETF$35M

Main Street Research LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$108M

ALPHABET INC$90M

TAIWAN SEMICONDUCTOR MANUFAC$75M

Strategic Blueprint, LLC

Next filing ≈ Aug 14, 2026

AVANTIS U.S. EQUITY ETF$50M

NVIDIA CORPORATION COM$42M

VANGUARD VALUE ETF$41M

VANGUARD GROWTH ETF$40M

ISHARES CORE TOTAL USD BOND MARKET ETF$35M

BAR HARBOR WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$124M

ELI LILLY & CO$65M

Rock Springs Capital Management LP

Next filing ≈ Aug 14, 2026

REVOLUTION MEDICINES INC$118M

ELI LILLY & CO$91M

MADRIGAL PHARMACEUTICALS INC$90M

MIRUM PHARMACEUTICALS INC$75M

ALPINE ASSOCIATES MANAGEMENT INC.

Next filing ≈ Aug 14, 2026

NORFOLK SOUTHN CORP$133M

AIR LEASE CORP$90M

CHART INDS INC$89M

ELECTRONIC ARTS INC$65M

Summit Global Investments

Next filing ≈ Aug 14, 2026

RBB FD INC$252M

RBB FD INC$235M

RBB FD INC$138M

HUNTINGTON NATIONAL BANK

Next filing ≈ Aug 14, 2026

4,580 positions

JP MORGAN CHASE & CO$180M

VANGUARD WORLD FD$98M

EXXON MOBIL CORP$85M

HUNTINGTON BANCSHARES INC$55M

MICROSOFT CORP$48M

Cerity Partners OCIO LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$274M

SELECT SECTOR SPDR TR$225M

ISHARES TR$180M

SPDR SERIES TRUST$156M

SCHWAB STRATEGIC TR$150M

KLINGENSTEIN FIELDS & CO LP

Next filing ≈ Aug 14, 2026

BROADCOM INC$88M

ALPHABET INC$80M

MICROSOFT CORP$62M

NVIDIA CORP$57M

Next filing ≈ Aug 14, 2026

STELLANTIS NV$1.3B

CONSTELLIUM NV$310M

UNC Management Company, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$1.2B

ISHARES TR$196M

ISHARES TR$133M

ISHARES INC$77M

PERMIAN RESOURCES CORP$10M

Milestone Resources Group Ltd

Next filing ≈ Aug 14, 2026

BROADCOM INC$374M

AMAZON COM INC$317M

MICROSOFT CORP$311M

S&P GLOBAL INC$212M

ICICI BANK LIMITED$204M

FRANKLIN STREET ADVISORS INC /NC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$121M

APPLE INC COM$107M

MICROSOFT CORP$95M

ALPHABET INC CAP STK CL C$85M

BROADCOM INC$73M

Next filing ≈ Aug 14, 2026

FLUTTER ENTMT PLC$225M

PERMIAN RESOURCES CORP$87M

NEWS CORP NEW$71M

ITAU UNIBANCO HLDG S A$68M

PINNACLE WEST CAP CORP$59M

Morningstar Investment Management LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$240M

MICROSOFT CORP$53M

VANGUARD INDEX FDS$53M

ALPHABET INC$43M

JANA Partners Management, LP

Next filing ≈ Aug 14, 2026

MERCURY SYS INC$299M

COOPER COS INC$255M

FISERV INC$248M

STATE STR SPDR S&P 500 ETF T$223M

LAMB WESTON HLDGS INC$212M

FAS Wealth Partners, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$92M

J P MORGAN EXCHANGE TRADED F$87M

AMERICAN CENTY ETF TR$55M

SPDR SERIES TRUST$53M

Sunbelt Securities, Inc.

Next filing ≈ Aug 14, 2026

2,938 positions

EXXON MOBIL CORP COM$229M

NVIDIA CORPORATION COM$52M

APPLE INC COM$32M

MICROSOFT CORP COM$29M

BROADCOM INC COM$26M

337–364 of 2150 funds

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