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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.

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$10M

CITIGROUP INC$9M

ENTERGY CORP NEW$8M

CISCO SYS INC$8M

Beaumont Asset Management, L.L.C.

Next filing ≈ Aug 14, 2026

VANECK ETF TRUST$18M

ALPHABET INC$9M

JANUS DETROIT STR TR$6M

DAVIDSON TRUST CO

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$14M

ABBVIE INC COM$8M

VANGUARD VALUE ETF$5M

VANGUARD GROWTH ETF (MKT)$5M

Twin Lakes Capital Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$28M

SEAGATE TECHNOLOGY HLDNGS PL$19M

GILEAD SCIENCES INC$8M

EXXON MOBIL CORP$7M

Horrell Capital Management, Inc.

Next filing ≈ Aug 14, 2026

OREILLY AUTOMOTIVE, INC$22M

UNION PAC CORP$16M

DILLARD'S INC$13M

HUNT J B TRANS SVCS INC$12M

MURPHY USA INC$11M

WOODWARD DIVERSIFIED CAPITAL, LLC

Next filing ≈ Aug 14, 2026

RELIANCE INC$26M

EXXON MOBIL CORP$9M

CHEVRON CORPORATION$8M

NVIDIA CORPORATION$7M

Aberdeen Wealth Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$49M

VANGUARD SPECIALIZED FUNDS$13M

VANGUARD ADMIRAL FDS INC$12M

SCHWAB STRATEGIC TR$5M

Transcendent Capital Group LLC

Next filing ≈ Aug 14, 2026

ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF$17M

ISHARES TR CORE S&P MCP ETF$10M

FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT$10M

ISHARES TR S&P 500 GRWT ETF$8M

ISHARES TR CORE S&P500 ETF$8M

Yoder Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

FIDELITY COVINGTON TRUST$20M

FIDELITY COVINGTON TRUST$7M

INVESCO EXCHANGE TRADED FD T$7M

VANGUARD INDEX FDS$7M

Financial Avengers, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORP$29M

AMAZON.COM INC$22M

ALPHABET INC CLASS CLASS C$21M

BERKSHIRE HATHAWAY CLASS B$17M

IDG China Venture Capital Fund IV Associates L.P.

Next filing ≈ Aug 14, 2026

PDD HOLDINGS INC$179M

PONY AI INC$38M

LIGHTINTHEBOX HLDG CO LTD$2M

BITDEER TECHNOLOGIES GROUP$789K

GARRISON POINT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$11M

NVIDIA CORPORATION$8M

STATE STR SPDR S&P 500 ETF T$5M

Higgins & Schmidt Wealth Strategies LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$36M

SPDR SERIES TRUST$33M

SPDR INDEX SHS FDS$31M

SPDR SERIES TRUST$13M

AMERICAN CENTY ETF TR$12M

Orion Resource Partners LP

Next filing ≈ Aug 14, 2026

SKEENA RES LTD NEW$83M

SOLARIS RES INC$23M

DAKOTA GOLD CORP$21M

I-80 GOLD CORP$19M

SOCIEDAD QUIMICA Y MINERA DE$10M

Unison Asset Management LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$24M

META PLATFORMS INC$22M

BERKSHIRE HATHAWAY INC DEL$22M

NU HLDGS LTD$20M

AMERICAN EXPRESS CO$14M

Keeler Thomas Management LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$12M

GLOBAL X FDS$11M

SPDR SERIES TRUST$9M

NVIDIA CORPORATION$7M

Fogel Capital Management, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$34M

MICROSOFT CORP$18M

CHUBB LTD SWITZ$16M

ENTERPRISE PRODS PARTNERS L$15M

BERKSHIRE HATHAWAY INC DEL$14M

WIN ADVISORS, INC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$16M

HARBOR ETF TRUST$15M

CAPITAL GROUP DIVIDEND VALUE$11M

VANGUARD WELLINGTON FD$11M

BURRUS FINANCIAL SERVICES, INC.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$79M

VANGUARD STAR FDS$32M

VANGUARD INDEX FDS$29M

VANGUARD CHARLOTTE FDS$27M

VANGUARD WELLINGTON FD$27M

Highlander Partners, L.P.

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$66M

KEYSIGHT TECHNOLOGIES INC$22M

AMAZON COM INC$22M

PARSONS CORP DEL$14M

TEXAS CAP BANCSHARES INC$12M

Signet Investment Advisory Group, Inc.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$13M

SCHWAB STRATEGIC TR$13M

SCHWAB STRATEGIC TR$8M

BRIGHT FINANCIAL ADVISORS, INC.

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$24M

INVESCO EXCHANGE TRADED FD T$21M

Saxony Capital Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$11M

META PLATFORMS INC$10M

INVESCO QQQ TR$8M

J P MORGAN EXCHANGE TRADED F$7M

NVIDIA CORPORATION$7M

Pflug Koory, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$15M

CATERPILLAR INC$10M

BERKSHIRE HATHAWAY INC DEL$10M

APPLIED MATLS INC$6M

PFS Partners, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$23M

INNOVATOR ETFS TRUST$21M

FIRST TR EXCH TRADED FD III$14M

FIRST TR EXCHNG TRADED FD VI$12M

MOR Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$25M

WISDOMTREE TR$19M

LEGG MASON ETF INVT$19M

INVESCO EXCHANGE TRADED FD T$16M

Forge First Asset Management Inc.

Next filing ≈ Feb 14, 2026

GFL ENVIRONMENTAL INC$20M

INVESCO EXCH TRADED FD TR II$20M

CASELLA WASTE SYS INC$15M

GILDAN ACTIVEWEAR INC$15M

HEWLETT PACKARD ENTERPRISE C$13M

COOPER INVESTORS PTY LTD

Next filing ≈ Nov 14, 2026

Pershing Square USA, Ltd.$15M

Shenandoah Telecommunications Company$14M

Uber Technologies, Inc.$14M

Stevanato Group SpA$12M

Liberty Media Corporation Series C Liberty Formula One$11M

5209–5236 of 7980 funds

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