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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.

SaddleRock Capital Management LLC

Next filing ≈ Aug 14, 2026

JOHNSON CONTROLS INTERNATION$9M

COHERENT CORP$9M

IQVIA HLDGS INC$8M

US FOODS HLDG CORP$8M

Next filing ≈ Aug 14, 2026

TRUPANION INC$93M

PAGAYA TECHNOLOGIES LTD$2M

ETHOS TECHNOLOGIES INC$99K

PAGAYA TECHNOLOGIES LTD$12K

American Assets Capital Advisers, LLC

Next filing ≈ Feb 14, 2026

VANGUARD SCOTTSDALE FDS$14M

FTAI AVIATION LTD$7M

AMERICAN TOWER CORP NEW$6M

PROLOGIS INC.$6M

FTAI INFRASTRUCTURE INC$6M

Ankerstar Wealth, LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$9M

BITWISE BITCOIN ETF TR$6M

ALPHABET INC$6M

VANGUARD SCOTTSDALE FDS$5M

AMAZON COM INC$5M

Galaxy Digital Capital Management GP LLC

Next filing ≈ Aug 14, 2026

RIOT PLATFORMS INC$10M

CIPHER DIGITAL INC$7M

BITFARMS LTD$6M

CLEANSPARK INC$5M

JCSD Capital, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TRCall$25M

COASTAL FINL CORP WA$11M

FFB Bancorp$10M

EAGLE BANCORPORATION INC$5M

Harbour Trust & Investment Management Co

Next filing ≈ Aug 14, 2026

Nvidia Corp.$11M

JPMorgan Chase & Co.$4M

McDonald's Corp$4M

Horizon Bancorp Inc$3M

Boxwood Ventures, Inc.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF$13M

Apple, Inc.$10M

NVIDIA Corp.$9M

Alphabet Inc.$8M

Microsoft Corp.$7M

Boyer Financial Services, Inc.

Next filing ≈ Aug 14, 2026

CAPITAL GROUP DIVIDEND GROWE$11M

CAPITAL GROUP CORE BALANCED$10M

CAPITAL GROUP DIVIDEND VALUE$10M

CAPITAL GROUP GROWTH ETF$8M

CAPITAL GROUP GBL GROWTH EQT$6M

Shelter Rock Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$8M

TAIWAN SEMICONDUCTOR MANUFAC$8M

OREILLY AUTOMOTIVE INC$7M

NVIDIA CORPORATION$7M

TRANSDIGM GROUP INC$7M

In-Depth Partners, LLC

Next filing ≈ Feb 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$22M

MICROSOFT CORP$16M

AMAZON COM INC$13M

META PLATFORMS INC$12M

MERCADOLIBRE INC$11M

NEW VERNON INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR$11M

TRAVELERS COMPANIES INC$8M

CHUBB LTD SWITZ$6M

ARCH CAP GROUP LTD$6M

OLD REP INTL CORP$5M

FirstWave Capital Management LLC

Next filing ≈ Aug 14, 2026

TRANSMEDICS GROUP INC$12M

NEBIUS GROUP N.V.$9M

APPLOVIN CORP$8M

HIMS & HERS HEALTH INC$5M

MONTCHANIN ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Apple Computer Inc$15M

Alphabet Inc Class C$7M

Kinder Morgan Inc.$7M

J P Morgan Chase & Co Com$7M

Microsoft Corp Com$6M

WealthCare Asset Management, LLC

Next filing ≈ Aug 14, 2026

OREILLY AUTOMOTIVE INC$20M

SPDR GOLD TR$8M

Ameraudi Asset Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$8M

SELECT SECTOR SPDR TR$8M

SELECT SECTOR SPDR TR$6M

Wall Capital Group, Inc.

Next filing ≈ Aug 14, 2026

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$33M

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF$22M

ISHARES CORE S&P 500 ETF$7M

ISHARES RUSSELL 1000 VALUE ETF$7M

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$3M

Avail Investment Partners, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$6M

Wallace Advisory Group, LLC

Next filing ≈ Aug 14, 2026

CHEVRON CORPORATION$9M

STATE STR SPDR S&P 500 ETF T$2M

BROADCOM INC$1M

ALPHABET INC$1M

Telligent Fund, LP

Next filing ≈ Aug 14, 2026

GE VERNOVA INC$9M

BROADCOM INC$9M

ALPHABET INC-CL C$7M

VERTIV HOLDINGS CO-A$6M

Robocap Asset Management Ltd

Next filing ≈ Aug 14, 2026

TERADYNE ORD$9M

SYNOPSYS ORD$7M

INTUITIVE SURGICAL ORD$5M

ADVANCED MICRO DEVICES ORD$5M

Winning Points Advisors, LLC

Next filing ≈ May 15, 2026

APPLE INC COM$39M

MICROSOFT CORP COM$7M

BANK OF AMERICA CORPORATION COM$6M

MCDONALD'S CORPORATION COM$5M

SRH Total Return Fund$3M

Pensionfund Sabic

Next filing ≈ Nov 14, 2026

Prologis Inc$9M

Welltower Inc$7M

Simon Property Group Inc$4M

Realty Income Corp$4M

Cetera Investment Advisers

Next filing ≈ Aug 14, 2026

4,718 positions

NVIDIA CORPORATION$2M

VANGUARD INDEX FDS$2M

Eurizon Asset Management Hungary Ltd.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$42M

SPDR GOLD TR$37M

ETFS GOLD TR$4M

AMAZON COM INC$1M

ADVANCED MICRO DEVICES INC$1M

Seven Six Capital Management, LLC

Next filing ≈ Aug 14, 2026

BOYD GAMING CORP$10M

GRAPHIC PACKAGING HLDG CO$6M

CROWN HLDGS INC$6M

DINE BRANDS GLOBAL INC$6M

Covey Capital Advisors, LLC

Next filing ≈ Nov 14, 2025

BERKSHIRE HATHAWAY CLASS B$10M

KKR & CO INC$9M

VISA INC CLASS A$8M

BOOKING HLDGS INC$6M

PROGRESSIVE CORP OH$5M

Pacific Excel Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

FIRST TR EXCHANGE-TRADED FD$3M

VANGUARD WORLD FD$3M

CHEVRON CORPORATION$3M

FIRST TR EXCHANGE TRADED FD$2M

7309–7336 of 7980 funds

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