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Institutional Holdings

← SEC Filings

Funds 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.

Convergence Investment Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$19M

BROADCOM INC$13M

ALPHABET INC$12M

ALPHABET INC$11M

AMAZON COM INC$11M

FRG Family Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$53M

VANGUARD INDEX FDS$43M

AMAZON COM INC$35M

BROADCOM INC$27M

APPLIED MATLS INC$26M

Prosight Management, LP

Next filing ≈ Aug 14, 2026

NEKTAR THERAPEUTICS$53M

BOSTON SCIENTIFIC CORP$50M

JANUX THERAPEUTICS INC$49M

PROCEPT BIOROBOTICS CORP$49M

GALAPAGOS NV$47M

Fourth Sail Capital LP

Next filing ≈ Aug 14, 2026

NCR ATLEOS CORPORATION$88M

MERCADOLIBRE INC$57M

SMITHFIELD FOODS INC$31M

FOUNDERS CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$127M

BERKSHIRE HATHAWAY INC DEL$67M

META PLATFORMS INC$53M

MICROSOFT CORP$45M

ALPHABET INC$32M

STRATEGY ASSET MANAGERS LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$26M

ALPHABET INC$23M

JPMORGAN CHASE & CO$20M

MICROSOFT CORP$20M

ELI LILLY & CO$18M

Pier Capital, LLC

Next filing ≈ Aug 14, 2026

Mirion Technologies Inc$13M

Hexcel Corp$13M

Fulton Financial Corp$11M

DigitalOcean Holdings Inc$11M

Applied Industrial Technologies Inc$10M

Jackson Hole Capital Partners, LLC

Next filing ≈ Aug 14, 2026

ALLIANCE RESOURCE PARTNERS L$59M

ALPHABET INC$27M

MICROSOFT CORP$16M

KCM Capital Inc

Next filing ≈ Aug 14, 2026

SANDISK CORP$83M

NVIDIA CORPORATION$52M

MICRON TECHNOLOGY INC$51M

SANDISK CORPCall$43M

ELI LILLY & CO$37M

Intrinsic Edge Capital Management LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$22M

CORNING INC$20M

OSI SYSTEMS INCPut$16M

CONSTELLATION ENERGY CORP$15M

Onex Canada Asset Management Inc.

Next filing ≈ Aug 14, 2026

APOLLO GLOBAL MGMT INC$33M

NVIDIA CORPORATION$31M

MICROSOFT CORP$30M

ALPHABET INC$28M

Warberg Asset Management LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$202M

LUMENTUM HLDGS INC$69M

SEAGATE HDD CAYMAN$36M

CNX RES CORP$34M

OCCIDENTAL PETE CORP$21M

Stanley Capital Management, LLC

Next filing ≈ Aug 14, 2026

VERTIV HOLDINGS CO$48M

APPLIED MATLS INC$34M

REGAL REXNORD CORPORATION$25M

MCKESSON CORP$25M

META PLATFORMS INC$24M

Strategic Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$33M

SCHWAB STRATEGIC TR$28M

MICROSOFT CORP$25M

AMAZON COM INC$25M

NBT BANK N A /NY

Next filing ≈ Aug 14, 2026

1,063 positions

Microsoft Corp$40M

Alphabet Inc Cl C$23M

Trane Technologies Plc ADR$23M

Ishares Core S&P US$19M

BRANT POINT INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TRPut$72M

SPDR S&P MIDCAP 400 ETF TRPut$37M

AMPHENOL CORP NEW$16M

OREILLY AUTOMOTIVE INC$13M

12 West Capital Management LP

Next filing ≈ Aug 14, 2026

SHAKE SHACK INC$110M

GDS HLDGS LTD$104M

BBB FOODS INC$81M

ROBLOX CORP$54M

Faithward Advisors, LLC

Next filing ≈ Aug 14, 2026

NORTHERN LTS FD TR IV$40M

NORTHERN LTS FD TR IV$28M

ISHARES GOLD TR$21M

BLACKROCK ETF TRUST II$20M

ETF OPPORTUNITIES TRUST$20M

Brady Martz Wealth Solutions, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$35M

SCHWAB STRATEGIC TR$20M

EA SERIES TRUST$20M

VANGUARD SCOTTSDALE FDS$20M

Premier Financial Group

Next filing ≈ Aug 14, 2026

DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF$211M

DIMENSIONAL U.S. SMALL CAP ETF$85M

DIMENSIONAL U.S. TARGETED VALUE ETF$75M

DIMENSIONAL US LARGE CAPVALUE ETF$41M

DIMENSIONAL INTERNATIONAL VALUE ETF$38M

PAX Financial Group, LLC

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$25M

RETIREMENT INCOME SOLUTIONS, INC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$142M

STATE STR SPDR S&P 500 ETF T$45M

SPDR SERIES TRUST$42M

J P MORGAN EXCHANGE TRADED F$36M

Capital Group Investment Management Pte. Ltd.

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$35M

NVIDIA CORPORATION$29M

BROADCOM INC$27M

MICROSOFT CORP$25M

Edge Wealth Management LLC

Next filing ≈ Aug 14, 2026

SIMPLIFY EXCHANGE TRADED FUN$53M

ALPHABET INC$46M

LITMAN GREGORY FDS TR$32M

Huntleigh Advisors, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$62M

BROADCOM INC$19M

AMAZON COM INC$14M

AB ACTIVE ETFS INC$13M

KTF INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

TESLA INC COM$60M

BROADCOM INC COM$38M

MODINE MFG CO COM$36M

NVIDIA CORPORATION COM$33M

AMAZON COM INC COM$30M

CMH Wealth Management LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$28M

J P MORGAN EXCHANGE TRADED F$25M

ALPHABET INC$25M

AMAZON COM INC$21M

Advisory Resource Group

Next filing ≈ Aug 14, 2026

PACER FDS TR$39M

PHILLIPS 66$38M

CONOCOPHILLIPS$29M

JANUS DETROIT STR TR$24M

PGIM ETF TR$21M

645–672 of 2162 funds

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