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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.

VanderPol Investments L.L.C.

Next filing ≈ May 15, 2026

SCHWAB U.S. LARGE-CAP ETF$8M

STATE STR SPDR S&P 500 ETF TR TR UNIT$4M

SCHWAB US AGGREGATE BOND ETF$4M

SCHWAB US TIPS ETF$3M

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF$2M

Next filing ≈ Aug 14, 2026

VANGUARD TAX MANAGED INTL FD$9M

VANGUARD INDEX FDS$8M

SPDR State Street Global Advisors$7M

VANGUARD INTL EQUITY INDEX F$3M

Gallo Partners, LP

Next filing ≈ Aug 14, 2026

CLEAN HARBORS INC$3M

HEXCEL CORP NEW$3M

JOHNSON CONTROLS INTERNATION$2M

SELECT SECTOR SPDR TR$2M

Abdiel Capital Advisors, LP

Next filing ≈ Aug 14, 2026

HCA HEALTHCARE INC$36M

GLOBAL E ONLINE LTD$10M

AFFIRM HLDGS INC$6M

GLOBAL BUSINESS TRAVEL GROUP$118K

SECURITY NATIONAL BANK OF SO DAK

Next filing ≈ Aug 14, 2026

VANGUARD TOT WORLD STK ETF$6M

JP MORGAN EQUITY PREMIUM ETF$2M

VANGUARD FTSE DEVELOPED MKTS E$2M

VANGUARD GROWTH ETF$2M

BROADCOM INC$1M

Northwest Financial Advisors

Next filing ≈ Aug 14, 2026

INVESCO ACTIVELY MANAGED EXC$4M

INVESCO EXCHANGE TRADED FD T$3M

INVESCO QQQ TR$3M

JANUS DETROIT STR TR$3M

CAPITAL GROUP GBL GROWTH EQT$2M

RIVERPARK CAPITAL MANAGEMENT LLC

Next filing ≈ May 15, 2026

MICROSOFT CORP$3M

AMAZON.COM INC$3M

ELI LILLY & CO$2M

LOCKERMAN FINANCIAL GROUP, INC.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$3M

STATE STR SPDR S&P 500 ETF T$3M

SSGA ACTIVE TR$3M

SSGA ACTIVE TR$2M

SPDR INDEX SHS FDS$2M

NORTHWESTERN UNIVERSITY

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$47M

RYAN SPECIALTY HOLDINGS INC$4M

EXICURE INC$44K

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP COM NEW$5M

BROADCOM INC COM$5M

UNITED RENTALS INC COM$3M

NVIDIA CORPORATION COM$2M

ARISTA NETWORKS INC COM SHS$2M

CMC Financial Group

Next filing ≈ Aug 14, 2026

T ROWE PRICE ETF INC$9M

PACER FDS TR$5M

AMPLIFY ETF TR$4M

THOR FINL TECHNOLOGIES TR$4M

VANECK ETF TRUST$4M

BIGLARI, SARDAR

Next filing ≈ Aug 14, 2026

FERRARI N V$17M

COCA COLA CO$8M

WYNN RESORTS LTD$7M

EL POLLO LOCO HLDGS INC$7M

TAIWAN SEMICONDUCTOR MANUFAC$5M

First Trust Bank, Ltd.

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$11M

SYNOPSYS INC$4M

Ground Swell Capital, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$18M

INVESCO QQQ TR$2M

VANECK ETF TRUST$2M

NVIDIA CORPORATION$2M

Arlington Partners LLC

Next filing ≈ Aug 14, 2026

Vanguard FTSE Developed Markets ETF$18M

Vanguard Short-Term Government Bond Index Fund ETF$13M

Palmer Square Capital BDC Inc$5M

Estee Lauder Companies Inc.$254K

Ryan Specialty Holdings Inc Class A$252K

AlpInvest Partners B.V.

Next filing ≈ Aug 14, 2026

Robinhood Mkts Inc$9M

Chime Finl Inc$6M

Crowdstrike Hldgs Inc$6M

Circle Internet Group Inc$5M

Vinland Capital Management Gestora de Recursos LTDA.

Next filing ≈ Aug 14, 2026

ISHARES TRPut$44M

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

STONECO LTD$912K

DLOCAL LTD$434K

SELECT SECTOR SPDR TR$355K

72 Investment Holdings, LLC

Next filing ≈ Aug 14, 2026

PRAXIS PRECISION MEDICINES I$21M

ALTO NEUROSCIENCE INC$15M

LENZ THERAPEUTICS INC$9M

KORRO BIO INC$3M

CARIBOU BIOSCIENCES INC$901K

Ebor Charitable Trust

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$28M

VANGUARD TAX-MANAGED FDS$12M

Blackrock, Inc.$5M

Blackrock, Inc.$4M

ENTRUST FINANCIAL LLC

Next filing ≈ Aug 14, 2026

VANGUARD ADMIRAL FDS INC$15M

VANGUARD INDEX FDS$2M

BERKSHIRE HATHAWAY INC DEL$2M

VANGUARD INDEX FDS$1M

Nekton Capital Ltd.

Next filing ≈ Feb 14, 2026

PROLOGIS INC$6M

MEDTRONIC PLC$5M

UNION PAC CORP$5M

ESTEE LAUDER$4M

Varde Management, L.P.

Next filing ≈ Aug 14, 2026

Ziff Davis Inc$22M

EchoStar Corp$17M

Surgery Partners Inc$9M

ZipRecruiter Inc$639K

Value Star Asset Management (Hong Kong) Ltd

Next filing ≈ Feb 14, 2026

GOOG ALPHABET INC$10M

TAIWAN SEMICONDUCTOR-SP ADR$8M

AMAZON.COM INC$8M

META PLATFORM INC$7M

HCA HEALTHCARE ORD$4M

OV Management LLC

Next filing ≈ Aug 14, 2026

Palmer Square Capital BDC Inc$36M

Nvidia Corporation$890K

Microsoft Corp$657K

Alphabet Inc$591K

ClearAlpha Technologies LP

Next filing ≈ Aug 14, 2026

CBRE GROUP INC$3M

BLACKROCK INC$2M

HUB GROUP INC$2M

Capital CS Group, LLC

Next filing ≈ Aug 14, 2026

UNITED PARCEL SERVICE INC$22M

FIRST TR EXCHNG TRADED FD VI$2M

SPDR S&P 500 ETF TR$2M

SPDR SERIES TRUST$1M

SPDR SERIES TRUST$1M

Geo Capital Gestora de Recursos Ltd

Next filing ≈ May 15, 2026

BOOKING HLDGS INC$5M

MICROSOFT CORP$4M

FLP Wealth Management, LLC

Next filing ≈ Aug 14, 2026

JANUS DETROIT STR TR$4M

CAPITOL SER TR$2M

ABRDN SILVER ETF TRUST$2M

7589–7616 of 7980 funds

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