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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.

Beacon Bank & Trust

Next filing ≈ Aug 14, 2026

VANGUARD WHITEHALL FDS$11M

VANGUARD WELLINGTON FD$10M

PROFESIONALLY MANAGED PORTFO$6M

HAZLETT, BURT & WATSON, INC.

Next filing ≈ Aug 14, 2026

LOCKHEED MARTIN CORP$3M

EXXON MOBIL CORP$2M

RTX CORPORATION$2M

GENERAL DYNAMICS CORP$1M

Glaxis Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

COHEN & STEERS LTD DURATION$5M

CAPITAL GROUP INTL FOCUS EQT$5M

O'Brien Greene & Co. Inc

Next filing ≈ Aug 14, 2026

Golar Lng Ltd$4M

Berkshire Hathaway Inc Cl B$3M

Apple Computer Inc Com$3M

Costco Whsl Corp New Com$3M

Quaero Capital S.A.

Next filing ≈ Nov 14, 2025

TAIWAN SEMICONDUCTOR MFG LTD$3M

GE VERNOVA INC$3M

EATON CORP PLC$3M

BROOKFIELD RENEWABLE CORP$2M

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$26M

Fair Isaac Corp.$9M

iShares Russell 1000 Index ETF$5M

Vanguard FTSE Developed Market$5M

iShares S&P MidCap 400 Growth$4M

KIZE CAPITAL LP

Next filing ≈ Aug 14, 2026

CHARTER COMMUNICATIONS INC$27M

CREDIT ACCEP CORP MICH$24M

HILTON GRAND VACATIONS INC$10M

BRITISH AMERN TOB PLC$8M

AERCAP HOLDINGS NV$7M

Prism Planning Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$10M

AMERICAN CENTY ETF TR$5M

DIMENSIONAL ETF TRUST$5M

SUMMITPOINT CAPITAL MANAGEMENT

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$12M

SCHWAB STRATEGIC TR$5M

SSGA ACTIVE ETF TR$5M

Centennial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$4M

J P MORGAN EXCHANGE TRADED F$4M

SPDR GOLD TR$4M

SPDR SERIES TRUST$3M

KPCB DGF II Associates, LLC

Next filing ≈ Feb 14, 2026

Maplebear Inc.$49M

Better Home and Finance Holding Company$20M

Doordash, Inc.$9M

Spahn Wealth & Retirement LLC

Next filing ≈ Aug 14, 2026

ISHARES RUSSELL 2000 ETF$6M

ALPHABET INC$6M

Totem Point Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

ADVANCED MICRO DEVICES INC$9M

ON SEMICONDUCTOR CORP$8M

TAIWAN SEMICONDUCTOR MANUFAC$7M

SPOTIFY TECHNOLOGY S A$6M

STAPP WEALTH MANAGEMENT, PLLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$9M

NORTHERN LTS FD TR II$8M

WISDOMTREE TR$8M

WORLD GOLD TR$7M

TIDAL TRUST II$7M

First National Bank of Hutchinson

Next filing ≈ Aug 14, 2026

iShares Core S&P 500 ETF$21M

iShares Core S&P Small-Cap ETF$4M

SPDR Technology Select Sector E$4M

Berkshire Hathaway Inc$3M

PUFF WEALTH MANAGEMENT, LLC

Next filing ≈ May 15, 2026

EA SERIES TRUST$5M

SPDR INDEX SHS FDS$3M

EA SERIES TRUST$3M

NVIDIA CORPORATION$3M

Avory & Company, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$17M

ZOOM COMMUNICATIONS INC$9M

EA SERIES TRUST$7M

ZILLOW GROUP INC$4M

Natixis Investment Managers, LLC

Next filing ≈ Aug 14, 2026

HARRIS OAKMARK ETF TRUST$52M

HARRIS OAKMARK ETF TRUST$25M

Next filing ≈ Aug 14, 2026

Transdigm Group Inc$36M

Moodys Corp$33M

Guidewire Software Inc$8M

Feynman Point Asset Management LLC

Next filing ≈ Aug 14, 2026

ISHARES BITCOIN TRUST ETFCall$48M

CANTOR EQUITY PARTNERS I INC$5M

M3BRIGADE ACQUISITION V CORP$3M

FIGURE TECHNOLOGY SOLUTION$3M

WHITEFIBER INC$2M

Cove Street Capital, LLC

Next filing ≈ Feb 14, 2026

AMERICAN VANGUARD CORP$8M

RESEARCH SOLUTIONS INC$5M

SIX FLAGS ENTERTAINMENT CORP$5M

Oregon Pacific Wealth Management, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$9M

SPDR INDEX SHS FDS$7M

EA SERIES TRUST$7M

EA SERIES TRUST$4M

DOUBLELINE ETF TRUST$4M

Linden Rose Investment LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$41M

ALPHABET INC$15M

TAIWAN SEMICONDUCTOR MFG LTD$13M

MICRON TECHNOLOGY INC$6M

SANDISK CORP$762K

Canaan Partners XI LLC

Next filing ≈ Aug 14, 2026

AEVA TECHNOLOGIES INC$47M

TYRA BIOSCIENCES INC$29M

BLINK CHARGING CO$5K

PICTET BANK & TRUST Ltd

Next filing ≈ Aug 14, 2026

AMAZON COM INC$9M

MICROSOFT CORP$8M

ALPHABET INC$6M

MASTERCARD INCORPORATED$4M

WASTE MGMT INC DEL$4M

Broderick Brian C

Next filing ≈ Aug 14, 2026

FPA CRESCENT FUND$9M

ROBECO BOSTON PARTNERS LONG SH$8M

NEUBERGER BERMAN ALTERN LONG S$8M

GQG PARTNERS EMERGING MARKETS$7M

AMG RIVER ROAD SMALL-MID CAP V$7M

Multicoin Capital Management, LLC

Next filing ≈ Aug 14, 2026

ROBINHOOD MKTS INC$47M

BITWISE SOLANA STAKING ETF$21M

FORWARD INDUSTRIES INC$8M

Applied Fundamental Research, LLC

Next filing ≈ Aug 14, 2026

DYCOM INDS INC$12M

ALIGN TECHNOLOGY INC$11M

UFP TECHNOLOGIES INC$10M

7449–7476 of 7980 funds

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