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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.

ARGUS INVESTORS' COUNSEL, INC.

Next filing ≈ Aug 14, 2026

Alphabet Inc$5M

Costco Wholesale Corp$4M

Quanta Services Inc$4M

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$14M

DIMENSIONAL ETF TRUST$11M

DIMENSIONAL ETF TRUST$10M

Next filing ≈ Aug 14, 2026

PACER FDS TR$5M

FIRST TR EXCHANGE-TRADED FD$4M

FIRST TR EXCHANGE-TRADED FD$3M

TEXAS PACIFIC LAND CORPORATI$3M

Parrish Capital LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$4M

GILEAD SCIENCES INC$3M

TEVA PHARMACEUTICAL INDS LTD$3M

EXXON MOBIL CORP$3M

Andrew Hill Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

NEXTPOWER INC$6M

VERTEX PHARMACEUTICALS INC$5M

NVIDIA CORPORATION$5M

SPDR GOLD TR$5M

DIKER MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

LUMENTUM HLDGS INC$7M

COHERENT CORP$5M

NEBIUS GROUP N.V.$4M

ADVANCED MICRO DEVICES INC$4M

ACTION POINT FINANCIAL PLANNING, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$3M

VANGUARD MALVERN FDS$1M

DIMENSIONAL ETF TRUST$1M

AMERICAN CENTY ETF TR$974K

ISHARES TR$913K

New Covenant Trust Company, N.A.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

VANGUARD STAR FDS$10M

VANGUARD BD INDEX FDS$8M

VANGUARD WORLD FD$8M

VANGUARD WORLD FD$5M

Graetz Wealth LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$9M

VANGUARD SCOTTSDALE FDS$7M

VANGUARD TAX-MANAGED FDS$6M

VANGUARD BD INDEX FDS$6M

INVESCO QQQ TR$6M

WAYSTONE ADVISORS LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$10M

VANGUARD INDEX FDS$8M

VANGUARD WORLD FD$8M

VANGUARD WORLD FD$6M

NVIDIA CORPORATION$5M

Vitruvian Partners LLP

Next filing ≈ Aug 14, 2026

HINGE HEALTH INC$48M

CARGURUS INC$16M

Crescent Sterling, Ltd.

Next filing ≈ Nov 14, 2026

SCHWAB STRATEGIC TR$9M

JOHNSON & JOHNSON$6M

CISCO SYS INC$5M

JPMORGAN CHASE & CO$5M

Jacobs Equity LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$10M

SCHWAB STRATEGIC TR$6M

VANGUARD INTL EQUITY INDEX F$6M

SCHWAB STRATEGIC TR$4M

FIDELITY COVINGTON TRUST$4M

Smith Partners Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$10M

VANGUARD INDEX FDS$8M

VANGUARD INDEX FDS$8M

VANGUARD INDEX FDS$5M

Odyssey Capital Advisors, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$8M

VANECK ETF TRUST$5M

INVESCO QQQ TR$4M

VANGUARD WORLD FD$4M

Financial Concepts Unlimited, Inc.

Next filing ≈ Aug 14, 2026

SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE$17M

INVESCO QQQ TRUST$16M

SPDR S&P 500 ETF$10M

FEDERATED HME MDT LAR VAL ETF NAV CF$10M

Three Bearings Fiduciary Advisors, Inc.

Next filing ≈ Nov 14, 2026

WISDOMTREE TR$16M

VANGUARD WHITEHALL FDS$10M

VANGUARD INDEX FDS$7M

VANGUARD INDEX FDS$6M

Larry Mathis Financial Planning, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$8M

SPDR SERIES TRUST$6M

PROSHARES TR$6M

PROSHARES TR$5M

LB Partners LLC

Next filing ≈ Aug 14, 2026

REMITLY GLOBAL INC$24M

CAPITAL ONE FINL CORP$13M

MILLICOM INTL CELLULAR S A$11M

AMERICAN EXPRESS CO$9M

SPROUT SOCIAL INC$9M

ATLas Financial Planning LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$8M

AMERICAN CENTY ETF TR$7M

AMERICAN CENTY ETF TR$6M

DIMENSIONAL ETF TRUST$6M

Vericrest Private Wealth

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$6M

EMERGENCE GP PARTNERS, LLC

Next filing ≈ Aug 14, 2026

VEEVA SYS INC$88M

DOXIMITY INC$9M

SERVICETITAN INC$7M

BLEND LABS INC$7M

Benchmark Financial, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$16M

VANGUARD SCOTTSDALE FDS$15M

PROSHARES TR$8M

Hestia Capital Management, LLC

Next filing ≈ Aug 14, 2026

PITNEY BOWES INC$90M

FLOWERS FOODS INC$2M

RBC BEARINGS INCPut$2M

CLOUDFLARE INCPut$2M

Stone Wealth Partners

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$13M

VANGUARD INDEX FDS$9M

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

PIMCO ETF TR$5M

Niles Investment Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

ALPHABET INC$12M

META PLATFORMS INC$7M

OBSIDIAN CIO, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$5M

Lynch Investment Planning, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$18M

STATE STR SPDR S&P 500 ETF T$11M

VANGUARD BD INDEX FDS$9M

DIMENSIONAL ETF TRUST$8M

6973–7000 of 7980 funds

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