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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.

Harrison Street Private Wealth LLC

Next filing ≈ Aug 14, 2026

ATMOS ENERGY CORP$5M

CENTERPOINT ENERGY INC$5M

NEXTERA ENERGY INC$5M

WILLIAMS COS INC$5M

UNION PACIFIC CORP$5M

Institutional Venture Management XV, LLC

Next filing ≈ Aug 14, 2026

RUBRIK INC.$70M

LULUS FASHION LOUNGE HOLDING$3M

ZIPRECRUITER INC$2M

Meadowbrook Wealth Management, LLC

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$8M

SHOPIFY INC CL A$7M

APPLOVIN CORP CL A$3M

Owlhouse Capital LP

Next filing ≈ Aug 14, 2026

MASTERCARD INCORPORATED$7M

TRANSDIGM GROUP INC$6M

NETFLIX INC.$6M

SQUARE PEG CAPITAL PTY LTD

Next filing ≈ Aug 14, 2026

DATADOG INC$13M

SNOWFLAKE INC$10M

Next filing ≈ Feb 14, 2026

COREWEAVE INC$40M

SAMSARA INC$29M

KODIAK AI INC.$6M

Holland Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$2M

EMPOWER HARVEST MANAGEMENT SERVICES, INC.

Next filing ≈ Aug 14, 2026

FULL TRUCK ALLIANCE CO LTD$74M

LDR Capital Management LLC

Next filing ≈ Aug 14, 2026

RLJ LODGING TR$7M

AMERICAN TOWER CORP$5M

PEBBLEBROOK HOTEL TR$4M

January Capital Advisors LLC

Next filing ≈ Aug 14, 2026

CAPITAL GRP FIXED INCM ETF T$13M

EA SERIES TRUST$8M

DOUBLELINE ETF TRUST$7M

ALPHABET INC$4M

WORLD GOLD TR$4M

Wise Wealth Partners

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$19M

SPDR GOLD TR$6M

VANGUARD WHITEHALL FDS$4M

DIREXION SHARES ETF TRUST$3M

Key Colony Management, LLC

Next filing ≈ Feb 14, 2026

ONEMAIN HLDGS INC$26M

EVOLV TECHNOLOGIES HLDNGS IN$25M

AST SPACEMOBILE INC$18M

MGM RESORTS INTERNATIONAL$4M

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE

Next filing ≈ Aug 14, 2026

COEUR MNG INC$12M

STATE STR SPDR S&P 500 ETF T$10M

DIAMEDICA THERAPEUTICS INC$6M

NAVIGATOR HLDGS LTD$6M

HARRIS ASSOCIATES L P

Next filing ≈ Aug 14, 2026

SALESFORCE INC$3M

INTERCONTINENTAL EXCHANGE IN$3M

KEURIG DR PEPPER INC$2M

ALPHABET INC$2M

Amica Retiree Medical Trust

Next filing ≈ Feb 14, 2026

NVIDIA CORPORATION$6M

MICROSOFT CORP$5M

AMAZON COM INC$3M

META PLATFORMS INC$3M

Benson Wealth Management INC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$6M

ISHARES BITCOIN TRUST ETF$4M

SIMON PPTY GROUP INC NEWREIT$4M

FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER$4M

PIONEER TRUST BANK N A/OR

Next filing ≈ Aug 14, 2026

State Street SPDR S&P 500 ETF$21M

Valmont Inds Inc Com$16M

Costco Whsl Corp New Com$2M

IShares Core S&P Total U S Stock Market ETF$2M

Baypointe Partners LLC

Next filing ≈ Aug 14, 2026

KIMBERLY-CLARK CORP$10M

JPMORGAN CHASE & CO$7M

HOME DEPOT INC$7M

CELSIUS HLDGS INC$5M

Wallace Hart LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$41M

TEXAS PACIFIC LAND CORPORATI$6M

INVESCO QQQ TR$4M

Next filing ≈ May 15, 2026

BEAM THERAPEUTICS INC$35M

LYELL IMMUNOPHARMA INC$31M

PRIME MEDICINE INC$6M

BAKER BOYER NATIONAL BANK

Next filing ≈ Aug 14, 2026

DFA U.S. Core Equity 2 ETF$7M

SPDR S&P 500 ETF$5M

Vanguard Interm Term Treasury ETF$4M

DFA Intl Core Equity ETF$3M

PURSUIT WEALTH STRATEGIES, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$11M

DUKE ENERGY CORP NEW$3M

PEOPLES FINANCIAL SERVICES CORP.

Next filing ≈ Aug 14, 2026

LILLY ELI & CO COM$6M

ALPHABET INC CAP STK CL C$4M

AMAZON COM INC COM$3M

EXXON MOBIL CORP COM$3M

VANGUARD FTSE DEVELOPED MARKET ETF$2M

Hauser Brothers GmbH

Next filing ≈ Aug 14, 2026

TFI INTL INC$36M

WARNER BROS DISCOVERY INC$17M

BUILDERS FIRSTSOURCE INC$10M

UNITED NAT FOODS INC$8M

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$4M

VANGUARD WORLD FD$3M

VANGUARD WORLD FD$2M

SELECT SECTOR SPDR TR$2M

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

BALYASNY ASSET MANAGEMENT L.P.

Next filing ≈ Aug 14, 2026

2,803 positions

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

INVESCO QQQ TRPut$2M

ISHARES TRPut$2M

AMAZON COM INC$904K

META PLATFORMS INCPut$759K

COURAGE CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

Invesco Senior Loan ETF$13M

Fidelity Wise Bitcoin Fund$10M

Sprott Physical Gold Trust$9M

Core Civic Inc$9M

Goldman Sachs Physical Gold$9M

Chesapeake Wealth Management

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$5M

BROADCOM INC$4M

SCHWAB STRATEGIC TR$3M

SCHWAB STRATEGIC TR$3M

7477–7504 of 7980 funds

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