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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.

Palouse Capital Management, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$6M

BAKER HUGHES COMPANY$5M

TYSON FOODS INC$5M

PIMCO ETF TR$4M

SPDR SERIES TRUST$4M

Hartmann Taylor Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

CAPITAL GROUP GROWTH ETF$17M

CAPITAL GROUP DIVIDEND VALUE$14M

CAPITAL GROUP CORE BALANCED$11M

CAPITAL GRP FIXED INCM ETF T$9M

Williams & Novak, LLC

Next filing ≈ Nov 14, 2026

PIMCO EQUITY SER$10M

FIDELITY MERRIMACK STR TR$9M

FIDELITY COVINGTON TRUST$7M

PIMCO ETF TR$6M

SYPRIS SOLUTIONS INC$5M

Brightwater Advisory LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$14M

SCHWAB STRATEGIC TR$11M

SCHWAB STRATEGIC TR$9M

STATE STR SPDR S&P 500 ETF T$8M

SCHWAB STRATEGIC TR$7M

Neumann Capital Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD BD INDEX FDS$17M

VANGUARD INDEX FDS$6M

Merkkuri Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

FIDELITY MERRIMACK STR TR$8M

SCHWAB STRATEGIC TR$6M

Dauntless Investment Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES TRCall$79M

KRANESHARES TRUSTCall$11M

SELECT SECTOR SPDR TRPut$9M

ISHARES TRPut$7M

DBX ETF TRCall$4M

Alta Partners Management Company, L.P.

Next filing ≈ Aug 14, 2026

TYRA BIOSCIENCES INC$146M

VIR BIOTECHNOLOGY INC$5M

MFA Wealth Services

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$9M

SCHWAB STRATEGIC TR$6M

M.E. ALLISON & CO., INC.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP GROWTH ETF$7M

CAPITAL GROUP DIVIDEND VALUE$6M

STATE STR SPDR S&P 500 ETF T$4M

J P MORGAN EXCHANGE TRADED F$4M

SAGE ADVISORS, LLC

Next filing ≈ May 15, 2026

BLUE OWL CAPITAL CORPORATION$26M

ELI LILLY & CO$21M

ARES CAPITAL CORP$19M

BROADSTONE NET LEASE INC$15M

ANNALY CAPITAL MANAGEMENT IN$7M

STAGE HARBOR FINANCIAL, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$24M

VANGUARD INDEX FDS$20M

Fingerlakes Wealth Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$10M

VANGUARD WORLD FD$8M

INVESCO QQQ TR$8M

SCHWAB STRATEGIC TR$7M

Banco de Sabadell, S.A

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$7M

BROADCOM INC$7M

ALPHABET INC-CL A$7M

JP MORGAN CHASE$5M

Wilson & Boucher Capital Management, LLC

Next filing ≈ Aug 14, 2026

Vanguard Total Stock Mkt ETF$17M

Schwab US Broad Market ETF$7M

Vanguard FTSE All-World Ex-US$6M

Vanguard Index Small Cap ETF$5M

CROWN ADVISORS MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

COMFORT SYS USA INC$18M

LAM RESEARCH CORPORATION CMN$11M

NVIDIA CORPORATION CMN$10M

STERLING INFRASTRUCTURE INC$8M

GRAND CANYON EDUCATION, INC. CMN$8M

Lansing Management LP

Next filing ≈ Aug 14, 2026

INTERACTIVE BROKERS GROUP IN$19M

API GROUP CORP$17M

HEICO CORP NEW$17M

FERRARI N V$14M

Cox Capital Mgt LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CAP STK CL A$11M

MICROSOFT CORP COM$7M

AMAZON COM INC COM$7M

ASML HLDG NV N Y REGISTRY SHS$7M

ADVANCED MICRO DEVICES INC COM$6M

INTEGRATED CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$20M

INVESCO ACTVELY MNGD ETC FD$13M

SPDR INDEX SHS FDS$9M

VANGUARD SPECIALIZED FUNDS$9M

FACT Capital, LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$19M

ALPHABET INC$17M

MYR GROUP INC$15M

WOODWARD INC$13M

FMA Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$17M

J P MORGAN EXCHANGE TRADED F$15M

J P MORGAN EXCHANGE TRADED F$13M

J P MORGAN EXCHANGE TRADED F$12M

JCP Investment Management, LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$33M

UNITED NAT FOODS INC$22M

FIDELITY NATIONAL FINANCIAL$17M

HOWARD HUGHES HOLDINGS INC$15M

Richmond Brothers, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$24M

VANGUARD WORLD FD$5M

VANGUARD WORLD FD$5M

VANGUARD INDEX FDS$4M

VANGUARD WORLD FD$4M

Redwood Park Advisors LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ETF TR$48M

TESLA INCPut$15M

SPDR GOLD TR$11M

META PLATFORMS INC$11M

STATE STR SPDR S&P 500 ETF T$8M

Gordian Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$33M

SCHWAB STRATEGIC TR$28M

VANGUARD INDEX FDS$25M

VANGUARD TAX-MANAGED FDS$17M

VANGUARD STAR FDS$8M

FLOYD FINANCIAL GROUP LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$11M

J P MORGAN EXCHANGE TRADED F$10M

J P MORGAN EXCHANGE TRADED F$10M

ALPHABET INC$8M

AMAZON COM INC$8M

Phil A. Younker & Associates, Ltd.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$36M

SCHWAB STRATEGIC TR$27M

PIMCO ETF TR$20M

SCHWAB STRATEGIC TR$8M

THOMPSON DAVIS & CO., INC.

Next filing ≈ Aug 14, 2026

SMITH MIDLAND CORP$60M

CARLISLE COS INC$10M

VANGUARD INDEX FDS$3M

COMFORT SYS USA INC$2M

6217–6244 of 7980 funds

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