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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.

LOM Asset Management Ltd

Next filing ≈ Aug 14, 2026

BROADCOM INC$14M

ALPHABET INC$14M

NVIDIA CORPORATION$10M

MICROSOFT CORP$9M

APPLIED MATLS INC$8M

GILL CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VANGUARD FTSE DEVELOPED MARKETS ETF$22M

VANGUARD GROWTH ETF$18M

VANGUARD VALUE ETF$17M

SCHWAB US LARGE CAP GROWTH ETF$13M

JPMORGAN ACTIVE VALUE ETF$13M

Lanham O'Dell & Company, Inc.

Next filing ≈ May 15, 2026

BLACKROCK ETF TRUST II$71M

BERKSHIRE HATHAWAY INC DEL$58M

SPDR S&P 500 ETF TR$44M

VANGUARD INDEX FDS$43M

VANGUARD INTL EQUITY INDEX F$30M

Seascape Capital Management

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$30M

DOUBLELINE ETF TRUST$29M

ISHARES INC$26M

CATERPILLAR INC$9M

SHIKIAR ASSET MANAGEMENT INC

Next filing ≈ Aug 14, 2026

ALPHABET INC CL C$16M

CITIGROUP INC$10M

WEYBOSSET RESEARCH & MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

FTAI AVIATION LTD$29M

KEYSIGHT TECHNOLOGIES INC$29M

TJX COS INC NEW$22M

Kingdom Financial Group LLC.

Next filing ≈ Aug 14, 2026

CAPITOL SER TR$58M

STERLING CAP FDS$32M

WINMILL & CO. INC

Next filing ≈ Aug 14, 2026

Steel Dynamics, Inc.$29M

Lam Research Corporation$21M

Interactive Brokers Group, Inc.$20M

IAMGOLD Corporation$20M

Alphabet, Inc.$19M

Fi3 FINANCIAL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$50M

Vanguard FTSE Developed Markets ETF$41M

iShares Core S&P Small Cap ETF$40M

SPDR S&P 500 ETF Trust$17M

Eli Lilly & Co$14M

VANCE WEALTH, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$76M

DIMENSIONAL ETF TRUST$38M

VANGUARD SCOTTSDALE FDS$14M

PROCTER & GAMBLE CO$12M

Vision Capital Corp

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$100M

SUN CMNTYS INC$42M

EQUINIX INC$39M

FIRST INDL RLTY TR INC$28M

ISHARES TRCall$23M

Philadelphia Financial Management of San Francisco, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS GROUP INCPut$33M

AXIS CAP HLDGS LTD$15M

TARGET HOSPITALITY CORP$15M

HCI GROUP INC$15M

U S GOLD CORP$15M

Osprey Private Wealth LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CAP STK CL C$28M

NVIDIA CORPORATION COM$22M

JPMORGAN CHASE & CO COM$17M

VISA INC COM CL A$13M

ABBVIE INC COM$13M

G&S Capital LLC

Next filing ≈ Nov 14, 2026

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

SPDR SERIES TRUST$14M

VANGUARD INDEX FDS$13M

SPDR SERIES TRUST$13M

INVESCO QQQ TR$11M

Bouvel Investment Partners, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$22M

MORGAN STANLEY ETF TRUST$13M

CAPITAL GROUP DIVIDEND VALUE$12M

BROADCOM INC$11M

NVIDIA CORPORATION$11M

ACIMA PRIVATE WEALTH, LLC

Next filing ≈ Nov 14, 2026

ISHARES CORE S&P 500 ETF$34M

GS ACTIVEBETA US LARGE CAP EQUITY ETF$20M

ISHARES CORE MSCI EMERGING MARKETS ETF$17M

ISHARES CORE S&P MID-CAP ETF$15M

APPLIED FINANCE VALUATION LARGE CAP ETF$14M

Presidio Capital Management, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$65M

BLACKROCK ETF TRUST$43M

FIDELITY MERRIMACK STR TR$28M

PACER FDS TR$26M

S.E.E.D. Planning Group LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$16M

ALPHABET INC$14M

NEXTERA ENERGY INC$14M

GREENLEA LANE CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$65M

BROOKFIELD CORP$56M

BERKSHIRE HATHAWAY INC DEL$45M

MARKEL GROUP INC$43M

BALLAST ADVISORS LLC

Next filing ≈ Aug 14, 2026

SCHWAB U.S. LARGE-CAP VALUE ETF$36M

SCHWAB U.S. LARGE-CAP ETF$34M

SCHWAB INTERNATIONAL$30M

SCHWAB U.S. LARGE-CAP GROWTH ETF$28M

ISHARES CORE US$20M

Smart Money Group LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$200M

VANECK MERK GOLD ETF$11M

VANGUARD BD INDEX FDS$9M

ISHARES U S ETF TR$8M

SPDR GOLD TR$8M

Thrive Capital Management, LLC

Next filing ≈ Aug 14, 2026

Shopify Inc$106M

Oscar Health Inc$73M

StubHub Holdings Inc$429K

LONG WALK MANAGEMENT LP

Next filing ≈ Aug 14, 2026

DOORDASH INC$42M

NU HLDGS LTD$42M

COUPANG INC$41M

ALPHABET INC$40M

UBIQUITI INC$36M

WARBURG PINCUS LLC

Next filing ≈ Aug 14, 2026

SOTERA HEALTH COMPANY (1)$274M

BANC OF CALIFORNIA, INC.$46M

CLEARWATER ANALYTICS HOLDINGS, INC.$23M

Eleva Capital SAS

Next filing ≈ Nov 14, 2026

AMER SPORTS INC$10M

NVIDIA CORPORATION$9M

ALPHABET INC$8M

PALO ALTO WEALTH ADVISORS, LLC

Next filing ≈ Feb 14, 2026

ALPHABET INC$117M

ALPHABET INC$55M

WISDOMTREE TR$21M

NVIDIA CORPORATION$16M

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Next filing ≈ Aug 14, 2026

Texas Pacific Land Corp$54M

Berkshire Hathaway Inc Cl B$22M

Phillips 66$16M

Arthur J Gallagher & Co$14M

Microsoft Corp$14M

PFW Advisors LLC

Next filing ≈ Nov 14, 2026

COCA COLA CO$37M

VULCAN MATLS CO$32M

4033–4060 of 7980 funds

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