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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.

Daytona Street Capital LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS CLASS C$5M

AMAZON.COM INC$4M

CF BANKSHARES INC$4M

SKYLINE BANKSHARES INC$4M

R.H. Investment Group, LLC

Next filing ≈ Aug 14, 2026

PHILIP MORRIS INTL INC$7M

ALPHABET INC$7M

MASTERCARD INCORPORATED$6M

JOHNSON & JOHNSON$6M

BISLETT MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC$25M

WILLSCOT HLDGS CORP$17M

ALPHABET INC$14M

SIRIUSXM HOLDINGS INC$14M

COCA-COLA CO$8M

WINNOW WEALTH LLC

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$9M

FIRST TR EXCHNG TRADED FD VI$5M

FIRST TR EXCHNG TRADED FD VI$5M

FIRST TR EXCHNG TRADED FD VI$5M

Rydar Equities, Inc.

Next filing ≈ Aug 14, 2026

AMAZON COM INC$7M

ALPHABET INC$6M

JPMORGAN CHASE & CO$5M

NVIDIA CORPORATION$5M

Split Rock Private Trading & Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPINNAKER ETF SERIES$50M

JANUS DETROIT STR TR$8M

FIDELITY MERRIMACK STR TR$8M

INVESCO QQQ TR$7M

EPACRIA CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

PHILIP MORRIS INTL INC$18M

BRITISH AMERN TOB PLC$17M

VANGUARD TAX-MANAGED FDS$15M

CANADIAN NAT RES LTD MED TER$11M

BERKSHIRE HATHAWAY INC DEL$10M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$27M

MICROSOFT CORP$14M

AMAZON COM INC$11M

ALPHABET INC$10M

COSTCO WHOLESALE CORPORATION$7M

Clear Point Advisors Inc.

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$15M

STATE STR CORP$11M

SCHWAB STRATEGIC TR$11M

JPMORGAN CHASE & CO$8M

VANGUARD WORLD FD$7M

CenturyLink Investment Management Co

Next filing ≈ Nov 14, 2026

BLACKROCK ETF TRUST II$27M

Hunting Hill Global Capital, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TRCall$9M

BITWISE SOLANA STAKING ETF$8M

COINBASE GLOBAL INC$7M

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

MONETTA FINANCIAL SERVICES INC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$12M

ALPHABET INC$10M

AMAZON COM INC$10M

VANGUARD INDEX FDS$8M

NVIDIA CORPORATION$5M

Teucrium Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

Vanguard Long-Term Bond ETF$21M

iShares Core U.S. Aggregate Bond ETF$9M

iShares 10-20 Year Treasury Bond ETF$9M

Touchstone Ultra Short Income ETF$8M

Palliser Capital (UK) Ltd

Next filing ≈ Aug 14, 2026

RIO TINTO PLC$97M

BARRICK MNG CORP$21M

COGENT COMM HOLDINGS INC$6M

ROPER TECHNOLOGIES INC$3M

BLUE OWL CAPITAL INC$2M

Vienna Asset Management LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$8M

STATE STR SPDR S&P 500 ETF T$6M

J P MORGAN EXCHANGE TRADED F$6M

TenCore Partners, LP

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$29M

META PLATFORMS INC$21M

APPFOLIO INC - A$17M

ALPHABET INC-CL A$10M

MONDAY.COM LTD$9M

Paladin Advisory Group, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$8M

J P MORGAN EXCHANGE TRADED F$6M

AMERICAN CENTY ETF TR$5M

Barnett & Company, Inc.

Next filing ≈ Aug 14, 2026

WILLIAMS COS INC$8M

ONEMAIN HLDGS INC$6M

FEDERAL AGRIC MTG CORP$6M

Delaware Ladera Management Company, Inc.

Next filing ≈ Aug 14, 2026

EOG RES INC$129M

AMG Asset Management Group, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

NORTHERN LTS FD TR IV$10M

NVIDIA CORPORATION$8M

NORTHERN LTS FD TR IV$8M

Petros Family Wealth, LLC

Next filing ≈ Aug 14, 2026

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

AMERICAN CENTY ETF TR$7M

VANGUARD TAX-MANAGED FDS$5M

VANGUARD INDEX FDS$5M

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$41M

VANGUARD SCOTTSDALE FDS$14M

VANGUARD STAR FDS$8M

VANGUARD TAX-MANAGED FDS$7M

BRIDGER MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

MORGAN STANLEY$18M

AMAZON COM INC$13M

TEVA PHARMACEUTICAL INDS LTD$11M

FLUTTER ENTMT PLC$9M

Safe Harbor Family Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$31M

VANGUARD MALVERN FDS$15M

VANGUARD WHITEHALL FDS$9M

VANGUARD SCOTTSDALE FDS$8M

AEGON USA Investment Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$90M

WELLS FARGO & CO$3M

VANGUARD BD INDEX FDS$3M

BANK AMERICA CORP$3M

Vermillion & White Wealth Management Group, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$31M

ASTORIA US QUALITY GROWTH KINGS ETF$14M

DIMENSIONAL CORE FIXED INCOME ETF$13M

DIMENSIONAL INTERN CORE EQT MKT ETF$10M

ASTORIA US EQUAL WT QLT KINGS ETF$6M

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$5M

ISHARES MSCI EAFE VALUE ETF$5M

ISHARES MSCI EAFE GROWTH ETF$4M

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$4M

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND$3M

Next filing ≈ Aug 14, 2026

TEXAS PACIFIC LAND CORPORATI$127M

LISTED FDS TR$226K

6637–6664 of 7980 funds

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