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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.

UNIO CAPITAL LLC

Next filing ≈ Aug 14, 2026

CHUBB LTD SWITZ$55M

COSTCO WHOLESALE CORPORATION$51M

MICROSOFT CORP$45M

ALPHABET INC$43M

O'Dell Group, LLC

Next filing ≈ Feb 14, 2026

SPDR SERIES TRUST$71M

VANGUARD INDEX FDS$34M

FIRST TR EXCHANGE-TRADED FD$29M

Canal Insurance CO

Next filing ≈ Aug 14, 2026

CHEVRON CORP NEW$25M

LOCKHEED MARTIN CORP$22M

MICROSOFT CORP$21M

NORTHROP GRUMMAN CORP$21M

Atlanta Consulting Group Advisors, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$42M

ALLIANCE RESOURCE PARTNERS L$33M

Rezny Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$142M

ISHARES TR$132M

VANECK ETF TRUST$35M

SELECT SECTOR SPDR TR$25M

J P MORGAN EXCHANGE TRADED F$20M

RWC ASSET ADVISORS (US) LLC

Next filing ≈ Aug 14, 2026

SOCIEDAD QUIMICA Y MINERA DE$85M

PETROLEO BRASILEIRO S A$82M

EMBRAER S.A.$54M

GOLD FIELDS LTD$48M

Cypress Point Wealth Management, LLC

Next filing ≈ Aug 14, 2026

PALANTIR TECHNOLOGIES INC$136M

DIMENSIONAL ETF TRUST$54M

AMERICAN CENTY ETF TR$39M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$19M

Advisor OS, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$57M

BLACKROCK ETF TRUST II$46M

T ROWE PRICE ETF INC$42M

DIMENSIONAL ETF TRUST$34M

BNY MELLON ETF TRUST II$33M

Next filing ≈ Aug 14, 2026

Curtis Advisory Group, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$51M

STATE STR SPDR S&P 500 ETF T$41M

SCHWAB STRATEGIC TR$35M

AMAZON COM INC$24M

SPDR SERIES TRUST$18M

DecisionPoint Financial, LLC

Next filing ≈ Aug 14, 2026

HOME BANCSHARES INC$16M

VANGUARD INDEX FDS$4M

SCHWAB STRATEGIC TR$4M

Next filing ≈ Nov 14, 2026

FIRST TR EXCHANGE TRADED FD$50M

STEEL DYNAMICS INC$24M

VALERO ENERGY CORP$21M

COLGATE PALMOLIVE CO$21M

CHURCH & DWIGHT CO INC$19M

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$5M

CATERPILLAR INC COM$3M

BERKSHIRE HATHAWAY INC. DELWARE CL$3M

I SHARES CORE S & P TOTAL U S STOCK MARKET$3M

NBW CAPITAL LLC

Next filing ≈ Nov 14, 2025

MICROSOFT CORP$18M

CHENIERE ENERGY INC$18M

ALPHABET INC$17M

JPMORGAN CHASE FINL CO LLC$16M

ENERGY TRANSFER L P$16M

HOME FEDERAL BANK OF TENNESSEE

Next filing ≈ Nov 14, 2026

STATE STREET SPDR$5M

Centennial Wealth Advisory LLC

Next filing ≈ Nov 14, 2026

FIRST TR EXCHNG TRADED FD VI$53M

FIRST TR EXCHANGE-TRADED FD$30M

FIRST TR EXCHNG TRADED FD VI$23M

AMERICAN CENTY ETF TR$23M

FIRST TR EXCHNG TRADED FD VI$22M

CLEAR WAVE WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TRPut$35M

INVESCO EXCHANGE TRADED FD T$25M

HUSSMAN STRATEGIC ADVISORS, INC.

Next filing ≈ Aug 14, 2026

CORCEPT THERAPEUTICS INC$5M

UNITED NAT FOODS INC$5M

THE CAMPBELLS COMPANY$5M

APA CORPORATION$4M

Coalescence Partners Investment Management, LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$119M

NVIDIA CORPORATION$51M

S&P GLOBAL INC$50M

MOODYS CORP$45M

FAIR ISAAC CORP$43M

PATTON FUND MANAGEMENT, INC.

Next filing ≈ Nov 14, 2026

VANGUARD INTL EQUITY INDEX F$22M

STATE STR SPDR S&P 500 ETF T$20M

Sanchez Wealth Management Group

Next filing ≈ Aug 14, 2026

JOHN HANCOCK EXCHANGE TRADED$39M

STATE STR SPDR S&P 500 ETF T$32M

WISDOMTREE TR$32M

NatWest Group plc

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$40M

NVIDIA CORPORATION$25M

CME GROUP INC$18M

ALPHABET INC$16M

ParaFi Capital LP

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETFCall$125M

BITWISE BITCOIN ETF TR$63M

FIDELITY WISE ORIGIN BITCOIN$62M

ISHARES BITCOIN TRUST ETF$56M

STRATEGY INC$30M

Aristides Capital LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$74M

STATE STR SPDR S&P 500 ETF T$23M

D-WAVE QUANTUM INCPut$15M

TESLA INCPut$15M

ALPHABET INC$13M

Pacific Ridge Capital Partners, LLC

Next filing ≈ Aug 14, 2026

Northeast Bank$14M

Natural Gas Services Group Inc$12M

Metropolitan Bank Hld$11M

Heritage Insurance Hlds Inc$11M

GARDNER LEWIS ASSET MANAGEMENT L P

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$40M

Amicus Therapeutics, Inc.$20M

Sealed Air Corp.$19M

Air Lease Corporation$15M

TRI Pointe Homes, Inc.$14M

HARRELL INVESTMENT PARTNERS, LLC

Next filing ≈ Nov 14, 2026

BROADCOM INC$34M

NVIDIA CORPORATION$27M

JPMORGAN CHASE & CO$16M

ALPHABET INC$15M

Next filing ≈ Aug 14, 2026

SPDR SER TR$51M

VANGUARD WHITEHALL FDS$32M

VANGUARD INDEX FDS$27M

3389–3416 of 7980 funds

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