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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.

Shepherd Street Advisors LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$7M

VANGUARD INDEX FDS$4M

VANGUARD TAX-MANAGED FDS$4M

BankChampaign, National Association

Next filing ≈ May 15, 2026

Palantir Technologies, Inc.$3M

Alphabet, Inc. Class A$3M

Broadcom, Inc.$3M

Pan American Silver Corp.$2M

Microsoft Corp$2M

Obion Capital Management LP

Next filing ≈ Aug 14, 2026

HILTON WORLDWIDE HLDGS INC$15M

SHERWIN WILLIAMS CO$9M

SONIDA SENIOR LIVING INC$9M

OREILLY AUTOMOTIVE INC$8M

AUTOZONE INC$8M

Curat Global, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$8M

APPLIED MATLS INC$6M

BRIGHTLIGHT CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

ARCOS DORADOS HLDGS INC$28M

KASPI KZ JSC$27M

ACADIAN ASSET MANAGEMENT INC$5M

Pacific Capital Partners Ltd

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$11M

AUTOZONE INC$7M

PROGRESSIVE CORP$7M

SCHWAB CHARLES CORP$6M

MIDDLEBY CORP$6M

Vista Cima Wealth Management LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$12M

SPDR INDEX SHS FDS$7M

NVIDIA CORPORATION$7M

Next filing ≈ Aug 14, 2026

CREDIT ACCEP CORP MICH$40M

BRITISH AMERN TOB PLC$23M

WAYFAIR INC$18M

WORLD ACCEP CORPORATION$10M

CIMPRESS PLC$9M

Hobbs Wealth Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$15M

BLACKROCK ETF TRUST$11M

BLACKROCK ETF TRUST$7M

OFC FINANCIAL PLANNING, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$15M

PACER FDS TR$4M

STATE STR SPDR S&P 500 ETF T$4M

Ark Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRD SLF IDX FD$5M

INVESCO EXCH TRD SLF IDX FD$5M

INVESCO EXCH TRD SLF IDX FD$5M

GLOBAL X FDS$4M

INVESCO EXCH TRD SLF IDX FD$3M

Royal Palms Capital LLC

Next filing ≈ Aug 14, 2026

KINDER MORGAN INC DEL$5M

NEWMONT CORP$5M

GLOBAL SHIP LEASE INC F$4M

Barnes Dennig Private Wealth Management LLC

Next filing ≈ Aug 14, 2026

APPLIED MATLS INC$6M

BANK NEW YORK MELLON CORP$5M

BORGWARNER INC$5M

ALPHABET INC$5M

Triveni Capital Investments LP

Next filing ≈ Aug 14, 2026

ICICI BANK LIMITED$14M

CAPITAL ONE FINL CORP$11M

REINSURANCE GROUP AMER INC$9M

KKR & CO INC$8M

Cobler Capital Management, LLC

Next filing ≈ Nov 14, 2025

BRISTOL-MYERS SQUIBB CO$10M

MICROSOFT CORP$10M

THE COCA-COLA CO$6M

Next filing ≈ Aug 14, 2026

YUM CHINA HLDGS INC$9M

MITSUBISHI UFJ FINANCIAL GRO$7M

ALIBABA GROUP HLDG LTD$5M

HDFC BANK LTD$5M

Traub Capital Management LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$5M

JANUS DETROIT STR TR$5M

ALPHABET INC$4M

SCHWAB STRATEGIC TR$3M

Walsh & Associates, LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL$14M

STATE STREET$13M

STATE STREET$10M

DIMENSIONAL US$9M

STATE STREET$6M

Otter Creek Advisors, LLC

Next filing ≈ Feb 14, 2026

AMAZON COM INC$5M

FIDELITY COVINGTON TRUST$5M

COMPOSECURE INC$4M

Column Group LLC

Next filing ≈ Aug 14, 2026

Surrozen, Inc.$56M

ORIC Pharmaceuticals Inc.$45M

Revolution Medicines Inc$4K

Rule One Partners, LLC

Next filing ≈ Aug 14, 2026

NETFLIX, INC.$37M

SALESFORCE, INC$16M

SPROUTS FARMERS MARKET, INC.$16M

LULULEMON ATHLETICA INC.$16M

ASML HOLDING N V$9M

E&R Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$23M

VANGUARD INDEX FDS$20M

VANGUARD SCOTTSDALE FDS$17M

VANGUARD SCOTTSDALE FDS$17M

VANGUARD TAX-MANAGED FDS$10M

Grange Capital, LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$11M

VANGUARD INTL EQUITY INDEX F$8M

VANGUARD INTL EQUITY INDEX F$8M

BLACKSTONE INC$6M

Alamut Investment Management LLP

Next filing ≈ Aug 14, 2026

NIQ GLOBAL INTELLIGENCE PLC$42M

LIBERTY MEDIA CORP DEL$42M

FLUTTER ENTMT PLC$16M

Vistica Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$20M

EA SERIES TRUST$15M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$6M

DIMENSIONAL ETF TRUST$5M

Smart Portfolios, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$10M

BONDBLOXX ETF TRUST$4M

BONDBLOXX ETF TRUST$3M

INVESCO EXCHANGE TRADED FD T$3M

SELECT SECTOR SPDR TR$3M

Audent Global Asset Management, LLC

Next filing ≈ Aug 14, 2026

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

NVIDIA CORPORATION$7M

MICROSOFT CORP$6M

ALPHABET INC$5M

AlphaCentric Advisors LLC

Next filing ≈ Aug 14, 2026

GILEAD SCIENCES INC$3M

INVESCO EXCHANGE TRADED FD T$3M

ASTRAZENECA PLC$2M

VERTEX PHARMACEUTICALS INC$2M

7197–7224 of 7980 funds

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