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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.

Mengis Capital Management, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$24M

CHEVRON CORP$20M

ALPHABET INC. CLASS C - GOOG$18M

JPMORGAN CHASE&CO$16M

Gibraltar Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$73M

VANGUARD INDEX FDS$17M

VANGUARD WORLD FD$15M

MICROSOFT CORP$15M

Kesler, Norman & Wride, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$13M

ANALOG DEVICES INC$12M

BROADCOM INC$10M

BTC Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$39M

ALPHABET INC$31M

AMAZON COM INC$20M

Simcoe Capital Management, LLC

Next filing ≈ Aug 14, 2026

GILDAN ACTIVEWEAR INC$85M

INGEVITY CORP$70M

WISDOMTREE INC$68M

AUTONATION INC$58M

SouthState Bank Corp

Next filing ≈ Aug 14, 2026

1,275 positions

DIMENSIONAL ETF TRUST$25M

J P MORGAN EXCHANGE TRADED F$18M

VICTORY PORTFOLIOS II$18M

J.P. MORGAN EXCHANGE-TRADED FU$16M

St. Louis Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD STAR FDS$73M

VANGUARD INDEX FDS$73M

VANGUARD INTL EQUITY INDEX F$45M

VANGUARD INDEX FDS$31M

Tempo Wealth, LLC

Next filing ≈ Aug 14, 2026

PARKER-HANNIFIN CORP$82M

PROGRESSIVE CORP$31M

STATE STR SPDR S&P 500 ETF T$20M

SPDR SERIES TRUST$18M

SPDR SERIES TRUST$17M

Maia Wealth LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$26M

SPDR SERIES TRUST$25M

BLACKROCK ETF TRUST$10M

Eagle Health Investments LP

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUSTPut$93M

GUARDANT HEALTH INC$29M

FOX RUN MANAGEMENT, L.L.C.

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$9M

SMUCKER J M CO$3M

CITIGROUP INC$3M

GENERAC HLDGS INC$2M

Ellis Investment Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$29M

INVESCO QQQ TR$26M

COHEN & STEERS REIT & PFD &$25M

Tulsa Wealth Advisors, INC

Next filing ≈ Aug 14, 2026

INVESCO S&P 500 QUALITY ETF$57M

ISHARES TR CORE S&P TTL STK$56M

ISHARES U.S. EQUITY FACTOR ROTATION ACTI$47M

AVANTIS US LARGE CAP VALUE ETF$33M

INVESCO S&P 500 TOP 50 ETF$25M

Commonwealth Financial Services, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$50M

FIRST TR EXCHNG TRADED FD VI$36M

FIRST TR EXCHNG TRADED FD VI$34M

INVESCO QQQ TR$30M

PERSHING SQUARE HOLDCO, L.P.

Next filing ≈ Aug 14, 2026

HOWARD HUGHES HOLDINGS INC$569M

RAM Investment Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$106M

DIMENSIONAL ETF TRUST$74M

PIMCO ETF TR$51M

DIMENSIONAL ETF TRUST$48M

DIMENSIONAL ETF TRUST$45M

Broad Run Investment Management, LLC

Next filing ≈ Aug 14, 2026

AST SPACEMOBILE INC$121M

APPLIED MATLS INC$51M

BROOKFIELD CORP$49M

SUNBELT RENTALS HOLDINGS INC$44M

MARKEL CORP$40M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$34M

PIMCO ETF TR$28M

FIDELITY COVINGTON TRUST$23M

PIMCO ETF TR$21M

VANGUARD WHITEHALL FDS$20M

Foresight Group Ltd Liability Partnership

Next filing ≈ Aug 14, 2026

GLOBUS MED INC$25M

AMERICAN WTR WKS CO INC NEW$25M

TE CONNECTIVITY PLC$25M

Generali Powszechne Towarzystwo Emerytalne

Next filing ≈ Aug 14, 2026

FREEPORT MCMORAN INC$52M

CONOCOPHILLIPS$43M

MICROSOFT CORP$41M

AMAZON COM INC$34M

NVIDIA CORPORATION$30M

ThornTree Capital Partners LP

Next filing ≈ Aug 14, 2026

VIKING HOLDINGS LTD$50M

LIBERTY MEDIA CORP DEL$44M

META PLATFORMS INC$44M

Probity Advisors, Inc.

Next filing ≈ Aug 14, 2026

Lavaca Capital LLC

Next filing ≈ Aug 14, 2026

COREWEAVE INC$226M

STATE STR SPDR S&P 500 ETF T$71M

CINEMARK HLDGS INC$58M

NVIDIA CORPORATION$21M

Maytus Capital Management, LLC

Next filing ≈ Aug 14, 2026

TEXAS INSTRS INC$34M

APPLIED MATLS INC$34M

ASML HLDG NV$25M

GOULD ASSET MANAGEMENT LLC /CA/

Next filing ≈ Aug 14, 2026

S&P 500 DEPOSITORY RECEIPT$145M

ISHARES 0-5 YEAR TIPS BOND ET$49M

VANGUARD SHORT TERM TREASURY$36M

ISHARES BARCLAYS 20 YEAR TRE$23M

VANGUARD SHORT-TERM CORPORATE$20M

Armbruster Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD WELLINGTON FD$58M

INVESCO EXCHANGE TRADED FD T$40M

VANGUARD WELLINGTON FD$28M

Twele Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$59M

VANGUARD BD INDEX FDS$55M

Portfolio Design Labs, LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$42M

NVIDIA CORPORATION$29M

MICROSOFT CORP$25M

ALPHABET INC$21M

673–700 of 2162 funds

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