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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.

Hedges Asset Management LLC

Next filing ≈ May 15, 2026

GLACIER BANCORP INC NEW$13M

GE AEROSPACE$7M

SOUTHWEST AIRLS CO$4M

ACUTA CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

PRAXIS PRECISION MEDICINES I$27M

TERNS PHARMACEUTICALS INC$26M

WHITEHAWK THERAPEUTICS INC$12M

TANGO THERAPEUTICS INC$9M

BRIGHT MINDS BIOSCIENCES INC$8M

MOUNT VERNON ASSOCIATES INC /MD/

Next filing ≈ Aug 14, 2026

Alphabet Inc. Cl C$11M

Costco Wholesale Corp$10M

Amazon.Com Inc.$9M

Microsoft Corporation$8M

Yorktown Energy Partners XI, L.P.

Next filing ≈ Aug 14, 2026

Riley Exploration Permain$65M

Ramaco Resources Inc$46M

Epsilon Energy Ltd$18M

Ramaco Resources Inc$13M

Networth Advisors, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$19M

AMERICAN CENTY ETF TR$13M

AMERICAN CENTY ETF TR$11M

AMERICAN CENTY ETF TR$8M

AMERICAN CENTY ETF TR$8M

IF Advisors, LLC

Next filing ≈ Aug 14, 2026

Vanguard Index Funds$15M

Vanguard Index Funds$14M

Vanguard Index Funds$10M

JPMorgan Trust I$8M

Vanguard Index Funds$7M

Hummer Financial Advisory Services Inc

Next filing ≈ Aug 14, 2026

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

STATE STR SPDR S&P MIDCAP 40$11M

ACCENTURE PLC IRELAND$10M

AMAZON COM INC$7M

WW GRAINGER INC$4M

Shum Financial Group, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$5M

Versant Venture Management, LLC

Next filing ≈ Aug 14, 2026

Monte Rosa Therapeutics, Inc.$52M

Century Therapeutics, Inc.$27M

Lenz Therapeutics, Inc.$24M

Jade Biosciences, Inc.$21M

Contineum Therapeutics, Inc.$7M

TFJ Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES INCPut$26M

APPLOVIN CORP$25M

OPENLANE INC$23M

COUPANG INC$18M

Chancellor Financial Group WB LP

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$11M

NVIDIA CORPORATION$6M

AMAZON COM INC$5M

Next filing ≈ Aug 14, 2026

ALT5 SIGMA CORP$4M

ISHARES GOLD TRUST ETF$3M

STAAR SURGICAL CO$2M

PROCAP ACQUISITION CORP$2M

PLAYBOY INC$228K

PIN OAK INVESTMENT ADVISORS INC

Next filing ≈ Aug 14, 2026

Kimbell Royalty Partners LP$8M

Exxon Mobil Corp$6M

Enterprise Prods Part LP$5M

Energy Transfer Partn LP$5M

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

Next filing ≈ Aug 14, 2026

Microsoft Corp$8M

Alphabet Inc A$6M

Amazon.com Inc$4M

Meritech Capital Associates V L.L.C.

Next filing ≈ Aug 14, 2026

Datadog, Inc$80M

Roblox Corporation$61M

waypoint wealth counsel

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

SPDR GOLD TR$10M

STATE STR SPDR S&P 500 ETF T$9M

ISHARES GOLD TR$7M

Sunrise Financial Services, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND VALUE$19M

INVESCO EXCH TRADED FD TR II$12M

HARBOR ETF TRUST$10M

INVESCO EXCHANGE TRADED FD T$7M

Orographic Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

APPLE INC COM$8M

EXXON MOBIL CORP COM$7M

TJX COS INC NEW COM$6M

MICROSOFT CORP COM$6M

SCHWAB US DIVIDEND EQUITY ETF$4M

Watchtower Advisors, LP

Next filing ≈ Aug 14, 2026

ASML HOLDING NV$41M

OMEGA HEALTHCARE INVS INC$24M

PATRICK INDS INC$17M

CVS HEALTH CORP$13M

SOMNIGROUP INTERNATIONAL INC$10M

MOSAIC FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$16M

MICROSOFT CORP$6M

UNION PAC CORP$6M

Mork Capital Management, LLC

Next filing ≈ Aug 14, 2026

ABERCROMBIE & FITCH CO$4M

CORE NATURAL RESOURCES INC$4M

MCKESSON CORP$3M

ACME UTD CORP$3M

Orcam Financial Group

Next filing ≈ Aug 14, 2026

ALPHA ARCHITECT ETF TR$43M

VANGUARD INTL EQUITY INDEX F$13M

VANGUARD INDEX FDS$8M

SCHWAB STRATEGIC TR$8M

EA Series Trust$8M

Reflection Asset Management

Next filing ≈ May 15, 2026

NVIDIA CORPORATION$8M

MICROSOFT CORP$7M

INVESCO QQQ TR$5M

HFG Advisors, Inc.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$11M

FIRST TR EXCHANGE TRADED FD$9M

FIRST TR EXCHANGE TRADED FD$9M

FIRST TR EXCHANGE-TRADED FD$6M

VANGUARD INDEX FDS$6M

Morey & Quinn Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$12M

NVIDIA CORPORATION$8M

FIRST TR EXCHANGE-TRADED FD$7M

FTAI AVIATION LTD$6M

Asset Planning,Inc

Next filing ≈ Aug 14, 2026

Amazon.Com Inc.$13M

Eli Lilly & Co$12M

Transdigm Group Inc$10M

Alphabet (Google Inc) CL A$10M

Apple Computer Inc$8M

Orca Wealth Management, LLC

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$7M

OLD REP INTL CORP$7M

RTX CORPORATION$6M

CISCO SYS INC$6M

Aurora Private Wealth, Inc.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$7M

INVESCO QQQ TR$6M

FIRST TR EXCHANGE-TRADED FD$5M

GOLDMAN SACHS ETF TR$4M

6413–6440 of 7980 funds

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