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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.

Soviero Asset Management, LP

Next filing ≈ Aug 14, 2026

PERMIAN RESOURCES CORP$7M

TALOS ENERGY INC$6M

VISTANCE NEWTORKS INC$6M

CVR ENERGY INC$6M

AMENTUM HOLDINGS INC$6M

Ravenstone Capital Management Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$14M

ALPHABET INC$13M

ROYAL BK CDA$12M

AMPHENOL CORP$12M

AGP FRANKLIN, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

AMAZON COM INC$12M

PALANTIR TECHNOLOGIES INC$12M

ALPHABET INC$8M

JPMORGAN CHASE & CO$7M

Guinness Atkinson Asset Management Inc

Next filing ≈ Aug 14, 2026

BROADCOM INC$9M

TAIWAN SEMICONDUCTOR MANUFAC$9M

NETFLIX INC.$7M

MICROSOFT CORP$7M

MEDTRONIC PLC$7M

Note Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$42M

DIMENSIONAL ETF TRUST$20M

DIMENSIONAL ETF TRUST$16M

DIMENSIONAL ETF TRUST$10M

VANGUARD BD INDEX FDS$9M

PFG Private Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$25M

SPDR SERIES TRUST$24M

ALLEN WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$31M

SCHWAB STRATEGIC TR$27M

VANGUARD WORLD FD$19M

DIMENSIONAL ETF TRUST$15M

VANGUARD INDEX FDS$15M

Kerusso Capital Management LLC

Next filing ≈ Aug 14, 2026

DEVON ENERGY CORP NEW$6M

GILEAD SCIENCES INC$6M

CF INDUSTRIES HOLD$6M

TANDEM CAPITAL MANAGEMENT CORP /ADV

Next filing ≈ Aug 14, 2026

GE AEROSPACE$9M

ALPHABET INC$9M

MICROSOFT CORP$8M

GE VERNOVA INC$8M

BROOKFIELD WEALTH SOL LTD$6M

Charter Capital Management, LLC\DE

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$30M

INVESCO EXCHANGE TRADED FD T$28M

DIMENSIONAL ETF TRUST$15M

FIDELITY COVINGTON TRUST$8M

BELLEVUE ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$48M

CAPITAL GROUP GROWTH ETF$10M

FIRST TR EXCHANGE-TRADED FD$10M

FIRST TR EXCHANGE- TRADED FD$10M

Beech Hill Advisors, Inc.

Next filing ≈ Aug 14, 2026

BLACKSTONE INC$7M

AMAZON COM INC$6M

ALPHABET INC$6M

Fairfield University

Next filing ≈ Aug 14, 2026

VANGUARD S&P 500 ETF$162M

VANGUARD INDEX FDS$19M

VANGUARD RUSSELL 2000$11M

SPDR PORTFOLIO DEVELOPED WORLD$8M

Sitrin Capital Management LLC

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$10M

NVIDIA CORPORATION$9M

MARATHON PETE CORP$9M

Northern Capital Management, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$51M

SCHWAB STRATEGIC TR$42M

INVESCO QQQ TR$33M

SPDR SERIES TRUST$18M

VANGUARD INDEX FDS$17M

Vigilare Wealth Management

Next filing ≈ Aug 14, 2026

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$24M

INVESCO S&P 500 QUALITY ETF$16M

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$13M

WISDOMTREE FLOATING RATE TREASURY FUND$12M

Finer Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$14M

ELI LILLY & CO$12M

MICROSOFT CORP$12M

ALPHABET INC$10M

Signature Wealth Management Partners, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$16M

J P MORGAN EXCHANGE TRADED F$14M

Crown Oak Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB CHARLES CORP$43M

KEYSIGHT TECHNOLOGIES INC$16M

HEICO CORP NEW$14M

LCM Capital Management Inc

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P MIDCAP 40$27M

STATE STR SPDR S&P 500 ETF T$26M

NVIDIA CORPORATION$12M

Prospera Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$78M

VANGUARD STAR FDS$27M

VANGUARD BD INDEX FDS$18M

VANGUARD CHARLOTTE FDS$16M

VANGUARD INDEX FDS$13M

Strategic Planning, Inc.

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$24M

NVIDIA CORP$15M

MICROSOFT CORP$12M

Asset Advisory Group, Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$11M

VANGUARD SCOTTSDALE FDS$11M

VANGUARD SPECIALIZED FUNDS$8M

Park Avenue Institutional Advisers LLC

Next filing ≈ Aug 14, 2026

Janus Detroit Street Trust-Janus Henderson AA-A CLO ETF$100M

Janus Henderson Asset-Backed Securities ETF$98M

REVOLUTION MEDICINES INC$497K

ServiceTitan Inc$175K

Pullen Investment Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

VANGUARD INDEX FDS$9M

LINCOLN EDL SVCS CORP$8M

CHEVRON CORPORATION$5M

Dilation Capital Management LP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

SHERWIN WILLIAMS CO$15M

CELESTICA INC$14M

LUMENTUM HLDGS INC$13M

Plotkin Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MARKET ETF$20M

VANECK SEMICONDUCTOR ETF$14M

INVESCO QQQ TRUST SERIES I$13M

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF$13M

VANGUARD DIVIDEND APPRECIATION ETF$9M

CAPE ANN SAVINGS BANK

Next filing ≈ Aug 14, 2026

ISHARES MSCI EAFE ETF$22M

ISHARES CORE S&P MID-CAP 400 ETF$18M

ISHARES GOLD TR$12M

ISHARES S&P 500$10M

5461–5488 of 7980 funds

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