Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Screener Convergence

Learn Newsletter Pricing Developer

Newsletter Privacy Policy Terms of Service

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.

Mullaney, Keating & Wright, Inc.

Next filing ≈ Nov 14, 2026

Chronos Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ELI LILLY & CO$19M

ALPHABET INC$17M

JPMORGAN CHASE & CO$12M

MICROSOFT CORP$12M

PANORAMIC INVESTMENT ADVISORS, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$23M

TRINITY CAP INC$19M

ETFIS SER TR I$16M

GLADSTONE INVT CORP$15M

ARES CAPITAL CORP$15M

Infusive Asset Management Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$14M

AMAZON COM INC$14M

WALMART INC$13M

ALPHABET INC$12M

META PLATFORMS INC$11M

Melia Wealth LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$23M

TRINITY CAP INC$19M

ETFIS SER TR I$16M

GLADSTONE INVT CORP$15M

ARES CAPITAL CORP$15M

STEINBERGANNA WEALTH MANAGEMENT

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$22M

STATE STR SPDR S&P 500 ETF T$22M

Bank of Jackson Hole Trust

Next filing ≈ Aug 14, 2026

Ishares Trust Russell 1000 Growth ETF$13M

MFC iShares Tr MSCI Eafe ETF$9M

MFC iShares Tr S&P Midcap 400$9M

NVIDIA, Corp.$7M

HARVEST MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

ELECTRONIC ARTS INC$37M

NORFOLK SOUTHN CORP$21M

JANUS HENDERSON GROUP PLC$16M

TERNS PHARMACEUTICALS INC$14M

WARNER BROS DISCOVERY INC$13M

Lexington Hill Partners, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$43M

VANGUARD MUN BD FDS$39M

VANGUARD BD INDEX FDS$20M

VANGUARD TAX-MANAGED FDS$12M

Werlinich Asset Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$36M

HUBBELL INC$11M

JPMORGAN CHASE & CO$10M

CORNING INC$10M

LOCKHEED MARTIN CORP$9M

Landing Point Financial Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$42M

FIDELITY HIGH DIVIDEND ETF$27M

ISHARES AAA CLO ACTIVE ETF$15M

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF$15M

APPLE INC COM$11M

Alpha Family Trust

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$20M

ALPHABET INC.$15M

MICROSOFT CORPORATION$12M

AMAZON.COM INC$10M

1248 Management, LLC

Next filing ≈ Aug 14, 2026

PALMER SQUARE CAPITAL BDC IN$30M

ALPHABET INC$15M

MICROSOFT CORP$14M

SCHWAB CHARLES CORP$14M

AMAZON COM INC$10M

SOL Capital Management CO

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$59M

VANGUARD INDEX FDS$13M

May Barnhard Investments LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$14M

VANGUARD INDEX FDS$11M

SCHWAB STRATEGIC TR$10M

SCHWAB STRATEGIC TR$8M

PACIFIC SUN FINANCIAL CORP

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$7M

BERKSHIRE HATHAWAY INC DEL$6M

SELECT SECTOR SPDR TR$5M

SPDR SERIES TRUST$5M

Harold Davidson & Associates Inc.

Next filing ≈ Aug 14, 2026

CISCO SYS INC$22M

MICROSOFT CORP$15M

NVIDIA CORPORATION$7M

AMERICAN FINANCIAL & TAX STRATEGIES INC

Next filing ≈ Aug 14, 2026

VANGUARD CHARLOTTE FDS$11M

WISDOMTREE TR$10M

VANGUARD SCOTTSDALE FDS$9M

SPDR SERIES TRUST$8M

PACER FDS TR$7M

MN Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

JPMORGAN BETABUILDERS U.S. EQUITY ETF$30M

FIRST EAGLE GLOBAL EQUITY ETF$12M

JPMORGAN ACTIVE GROWTH ETF$9M

JPMORGAN ACTIVE VALUE ETF$9M

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF$9M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$77M

INVESCO QQQ TR$54M

SPDR SERIES TRUST$16M

VANGUARD SCOTTSDALE FDS$15M

STATE STR SPDR DOW JONES IND$4M

apricus wealth, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$7M

BUNGE GLOBAL SA$6M

STATE STR CORP$5M

MERCK & CO INC$5M

JOHNSON & JOHNSON$5M

Sentinel Advisory Group, LLC

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE TRADED FD$18M

SCHWAB STRATEGIC TR$17M

SPDR SERIES TRUST$15M

Latko Wealth Management, Ltd.

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$26M

SCHWAB STRATEGIC TR$20M

STATE STR SPDR DOW JONES IND$18M

SCHWAB STRATEGIC TR$11M

Koesten, Hirschmann & Crabtree, INC.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$47M

VANGUARD INDEX FDS$36M

SCHWAB STRATEGIC TR$24M

VANGUARD INDEX FDS$23M

SCHWAB STRATEGIC TR$21M

Palmer Knight Co

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$11M

APPLIED MATLS INC$10M

TRAVELERS COMPANIES INC$9M

CATERPILLAR INC$9M

TEXAS INSTRS INC$9M

Causey Wealth LLC

Next filing ≈ Feb 14, 2026

VANGUARD WHITEHALL FDS$14M

VANGUARD SCOTTSDALE FDS$12M

DIMENSIONAL ETF TRUST$11M

J P MORGAN EXCHANGE TRADED F$11M

TAM Capital Management Inc.

Next filing ≈ Aug 14, 2026

THE CIGNA GROUP$104M

SALESFORCE INC$41M

THE CIGNA GROUP$25M

CHARTER COMMUNICATIONS INC N$13M

SPDR S&P 500 ETF TR$13M

Lauterbach Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$24M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$13M

5377–5404 of 7980 funds

← Previous193 / 285Next →

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