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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.

BANYAN CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY B$19M

Vision One Management Partners, LP

Next filing ≈ Aug 14, 2026

HEXCEL CORP NEW$53M

CHEMOURS CO$38M

INGEVITY CORP$37M

POWELL INDS INC$35M

TENNANT COMPANY$26M

Attestor Capital Ltd

Next filing ≈ Aug 14, 2026

ECHOSTAR CORP$136M

GLOBAL BUSINESS TRAVEL GROUP$49M

SEAGATE TECHNOLOGY HLDNGS PL$15M

WESTERN DIGITAL CORP$14M

TALEN ENERGY CORP$6M

Silver Oak Advisory Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$46M

VANGUARD CHARLOTTE FDS$25M

DIMENSIONAL ETF TRUST$18M

VANGUARD BD INDEX FDS$18M

DIMENSIONAL ETF TRUST$16M

Resolute Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$33M

JPMORGAN ACTIVE GROWTH ETF$14M

FIDELITY TOTAL BOND ETF$11M

NVIDIA CORPORATION COM$9M

AMAZON COM INC COM$9M

SMA Capital LLC

Next filing ≈ Aug 14, 2026

PARKER-HANNIFIN CORP$12M

JOHNSON CONTROLS INTERNATION$12M

EATON CORP PLC$10M

Baugh & Associates, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$15M

WALMART INC$11M

MORGAN STANLEY$10M

COSTCO WHOLESALE CORPORATION$10M

Strategic Financial Partners, Ltd.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$45M

SPDR SERIES TRUST$21M

SPDR INDEX SHS FDS$17M

VANGUARD SCOTTSDALE FDS$16M

Samjo Management, LLC

Next filing ≈ Aug 14, 2026

PDF SOLUTIONS INC$15M

ARTERIS INC$10M

GENIUS SPORTS LIMITED$9M

INSPIRED ENTMT INC$8M

POWERFLEET INC$7M

Brentview Investment Management LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$13M

CME GROUP INC$13M

APPLE INC COM$12M

LAM RESEARCH CORP COM NEW$9M

CHEVRON CORPORATION COM$9M

Cottage Street Advisors LLC

Next filing ≈ Aug 14, 2026

PIMCO ENHANCED SHORT$13M

NVIDIA CORP$12M

ALPHABET INC/CA-CL C$9M

JPMORGAN CHASE & CO$9M

COMMONWEALTH BANK OF AUSTRALIA

Next filing ≈ Aug 14, 2026

KLARNA GROUP PLC$228M

GEMINI SPACE STA INC$3M

New Millennium Group LLC

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$26M

MICROSOFT CORP$18M

BROADCOM INC$15M

ALPHABET INC$15M

CHELSEA COUNSEL CO

Next filing ≈ Aug 14, 2026

ALPHABET INC$14M

ALPHABET INC$12M

AGNICO EAGLE MINES LTD$11M

MICROSOFT CORP$10M

Massachusetts Wealth Management

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$13M

SELECT SECTOR SPDR TR$8M

EXXON MOBIL CORP$8M

SELECT SECTOR SPDR TR$6M

JPMORGAN CHASE & CO$6M

Catalys Pacific, LLC

Next filing ≈ Aug 14, 2026

Mineralys Therapeutics, Inc.$214M

Phathom Pharmaceuticals, Inc.$17M

Yiheng Capital Management, L.P.

Next filing ≈ Aug 14, 2026

NOAH HLDGS LTD$67M

NEW ORIENTAL ED & TECHNOLOGY$21M

BILIBILI INC$17M

H WORLD GROUP LTD$16M

Citrine Capital LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$57M

DIMENSIONAL ETF TRUST$39M

NVIDIA CORPORATION$33M

DIMENSIONAL ETF TRUST$17M

DIMENSIONAL ETF TRUST$14M

rebel Financial LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

SCHWAB STRATEGIC TR$14M

VANGUARD BD INDEX FDS$12M

VANGUARD INDEX FDS$10M

WETZEL INVESTMENT ADVISORS, INC.

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$17M

VANGUARD INDEX FDS$17M

VANGUARD INDEX FDS$16M

VANGUARD STAR FDS$13M

Employees' Retirement Fund of the City of Fort Worth

Next filing ≈ Aug 14, 2026

SPDR SER TR$15M

Wayfinding Financial, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$17M

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND$15M

NVIDIA CORPORATION COM$12M

ISHARES CORE S&P 500 ETF$11M

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$10M

Dogwood Wealth Management LLC

Next filing ≈ Aug 14, 2026

FIDELITY MERRIMACK STR TR$19M

PUTNAM ETF TRUST$18M

VANGUARD INDEX FDS$15M

INVESCO EXCH TRADED FD TR II$12M

VANECK MERK GOLD ETF$10M

Pavion Blue Capital, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$21M

ALPHABET INC$13M

WALMART INC$13M

COSTCO WHOLESALE CORPORATION$9M

BANK AMERICA CORP$9M

Family Office Research LLC

Next filing ≈ Aug 14, 2026

MARRIOTT INTL INC NEW$55M

VANGUARD INDEX FDS$23M

VANECK ETF TRUST$13M

DIMENSIONAL ETF TRUST$13M

Trail Ridge Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$22M

ISHARES INC$20M

JANUS DETROIT STR TR$17M

MKT Advisors LLC

Next filing ≈ Aug 14, 2026

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

VANGUARD INDEX FDS$23M

SPDR SERIES TRUST$15M

STATE STR SPDR DOW JONES IND$14M

MCCARTER PRIVATE WEALTH SERVICES LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$12M

TRAVELERS COMPANIES INC$6M

RTX CORPORATION$5M

MASTERCARD INCORPORATED$5M

5041–5068 of 7980 funds

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