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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.

REIK & CO., LLC

Next filing ≈ Aug 14, 2026

CHURCH AND DWIGHT CO$7M

CHEVRON CORP NEW$6M

US BANCORP DEL NEW$6M

BERKSHIRE HATHAWAY INC$5M

WILLIAM SONOMA INC$4M

JAT Capital Mgmt LP

Next filing ≈ Aug 14, 2026

META PLATFORMS INC CL A$13M

MICRON TECHNOLOGY INC COM$11M

AMAZON COM INC COM$10M

NVIDIA CORPORATION COM$9M

COHERENT CORP COM$9M

PMV Capital Advisers, LLC

Next filing ≈ Aug 14, 2026

PMV ADAPTIVE RISK PARITY ETF$19M

ISHARES CORE S&P 500 ETF$7M

SIMPLIFY MANAGED FUTURES STRATEGY ETF$4M

AGF U.S. MARKET NEUTRAL ANTI-BETA FUND$3M

PROSHARES ULTRA GOLD$3M

SL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ENERGY TRANSFER LP$8M

CHENIERE ENERGY INC$5M

WILLIAMS COMPANIES$5M

PACER AMERN ENERGY INDEPENDENCE ETF$5M

AIFG Consultants Ltd.

Next filing ≈ May 15, 2026

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST$9M

FIRST TRUST CORE INVESTMENT GRADE ETF$7M

PIMCO ENHANCED LOW DURATION ACTIVE ETF$4M

INVESCO S&P 500 MOMENTUM ETF$3M

PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF$2M

Yorktown Energy Partners IX, L.P.

Next filing ≈ Aug 14, 2026

Ramaco Resources Inc$38M

Ramaco Resources Inc$13M

Epsilon Energy LTD$7M

Triton Financial Group Inc

Next filing ≈ Aug 14, 2026

INNOVATOR ETFS TRUST$7M

SPDR SERIES TRUST$3M

INVESCO EXCH TRADED FD TR II$3M

PALANTIR TECHNOLOGIES INC$3M

VANECK ETF TRUST$3M

Virginia Estate & Retirement Planning Advisors Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$690K

SPROTT ASSET MANAGEMENT LP$567K

Sullivan Wood Capital Management LLC

Next filing ≈ Aug 14, 2026

GALAXY DIGITAL INC.$26M

ALPHABET INC$4M

SOFI TECHNOLOGIES INC$3M

AMAZON COM INC$3M

CELSIUS HLDGS INC$3M

GQG Partners LLC

Next filing ≈ Aug 14, 2026

PHILIP MORRIS INTL INC$8M

CHUBB LTD SWITZ$4M

PETROLEO BRASILEIRO S A$4M

VERIZON COMMUNICATIONS INC$2M

Lattice Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$13M

ALPHABET INC$9M

MICROSOFT CORP$5M

PALANTIR TECHNOLOGIES INC$3M

Oaktree Fund Advisors, LLC

Next filing ≈ Aug 14, 2026

ANGLOGOLD ASHANTI PLC$15M

PETROLEO BRASILEIRO SA - PETROBRAS$8M

BARRICK MINING CORP$7M

ITAU UNIBANCO HOLDING SA$6M

QP WEALTH MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$4M

NVIDIA CORPORATION$3M

Gutierrez Wealth Advisory, LLC

Next filing ≈ Aug 14, 2026

CAPITAL GROUP INTL FOCUS EQT$9M

CAPITAL GRP FIXED INCM ETF T$5M

CAPITAL GRP FIXED INCM ETF T$4M

VANGUARD INDEX FDS$3M

VANGUARD TAX-MANAGED FDS$3M

Notis-McConarty Edward

Next filing ≈ Aug 14, 2026

ANALOG DEVICES$5M

ADVANCED MICRO DEVICES$4M

ROCKWELL AUTOMATION$3M

Castle Creek Capital Partners VI, LP

Next filing ≈ Feb 14, 2026

CALIFORNIA BANCORP$39M

MIDDLEFIELD BANC CORP.$17M

PEOPLES BANK /OH

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$2M

Qiming U.S. Ventures Management, LLC

Next filing ≈ Feb 14, 2026

TOURMALINE BIO INC$35M

KORRO BIO INC$18M

JASPER THERAPEUTICS INC$2M

KEZAR LIFE SCIENCES INC$323K

Alken Asset Management Ltd

Next filing ≈ Aug 14, 2026

Uber Technologies 0.875 01-Dec-2028$5M

CMS Energy 3.375 01-May-2028$5M

Alibaba Group 0.500 01-Jun-2031$3M

Macom Tech 0.000 15-Dec-2029 (Exch)$3M

InterDigital 3.500 01-Jun-2027$3M

Bestgate Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$5M

SCHWAB STRATEGIC TR$4M

SPDR SERIES TRUST$4M

INVESCO EXCH TRADED FD TR II$3M

JONES ROAD CAPITAL MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

NEXTERA ENERGY CAP HLDGS INC$15M

CARPENTER TECHNOLOGY CORP$7M

ALIBABA GROUP HLDG LTD$7M

META PLATFORMS INC$6M

Aurelius Capital Management, LP

Next filing ≈ Feb 14, 2026

BITFARMS LTD$19M

CORE SCIENTIFIC INC NEW$8M

CIPHER MINING INC$6M

TERAWULF INC$5M

RIOT PLATFORMS INC$5M

KELLY LAWRENCE W & ASSOCIATES INC/CA

Next filing ≈ Aug 14, 2026

Alphabet Inc Cap Stk Cl C$10M

Chevron Corp$3M

JG Boswell Co$2M

Charles Schwab Corp (New)$1M

Alphabet Inc Cap Stk Cl A$1M

Israel Discount Bank of New York

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$6M

INVESCO EXCH TRADED FD TR II$5M

M28 Capital Management LP

Next filing ≈ Aug 14, 2026

WAVE LIFE SCIENCES LTD$33M

INVIVYD INC$12M

TG THERAPEUTICS INC$3M

ARROWHEAD PHARMACEUTICALS IN$2M

PROQR THRAPEUTICS N V$971K

Evolutionary Tree Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$4M

AMAZON COM INC$4M

KRYSTAL BIOTECH INC$3M

CACI INTL INC$3M

META PLATFORMS INC$3M

Next filing ≈ Feb 14, 2026

STOKE THERAPEUTICS INC$53M

SPDR SER TR$169K

Toronado Partners, LLC

Next filing ≈ Aug 14, 2026

FABRINET SHS$7M

7561–7588 of 7980 funds

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