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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.

Vest Financial, LLC

Next filing ≈ Aug 14, 2026

CHUBB LTD SWITZ$117M

JOHNSON & JOHNSON$79M

MICROSOFT CORP$74M

ROSS STORES INC$73M

SUMITOMO LIFE INSURANCE CO

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR US DIVIDEND EQ$1.4B

ISHARES TR CORE S&P500 ETF$672M

ISHARES TR TIPS BD ETF$167M

INVESCO EXCHANGE TRADED FD T S&P500 BUY WRT$137M

ISHARES TR S&P 500 BUYWRITE$132M

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$223M

TAIWAN SEMICONDUCTOR MANUFAC$170M

MICROSOFT CORP$154M

AMAZON COM INC$110M

IHT Wealth Management, LLC

Next filing ≈ Aug 14, 2026

1,237 positions

SPDR PORTFOLIO$93M

Nvidia Corp$90M

WISDOMTREE FLOATING$90M

MIZUHO SECURITIES USA LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$256M

MICROSOFT CORP$166M

AMAZON COM INC$123M

ALPHABET INC$101M

ADVENT INTERNATIONAL, L.P.

Next filing ≈ Aug 14, 2026

NIQ GLOBAL INTELLIGENCE PLC$1.7B

OLAPLEX HLDGS INC$1.0B

WAYSTAR HLDG CORP$267M

TAIWAN SEMICONDUCTOR MFG LTD$116M

Nearwater Capital Markets, Ltd

Next filing ≈ Aug 14, 2026

ST STR SPDR POR DE WO EX US ETF$276M

NVIDIA ORD$249M

VANECK JUNIOR GOLD MINERS ETF$197M

VANGUARD FTSE DEVELOPED MARKETS ETF$143M

Geneos Wealth Management Inc.

Next filing ≈ Aug 14, 2026

2,428 positions

ISHARES TR$136M

SPDR S P 500 ETF TR$126M

ISHARES TR$106M

ISHARES TR$104M

VANGUARD INDEX FDS$72M

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$769M

ALPHABET INCPut$281M

ISHARES TRPut$265M

KRANESHARES TRUST$215M

NVIDIA CORPORATIONPut$211M

AlphaCore Capital LLC

Next filing ≈ Aug 14, 2026

1,187 positions

SCHWAB STRATEGIC TR$134M

VANGUARD INDEX FDS$124M

SPDR INDEX SHS FDS$112M

INVESCO EXCHANGE TRADED FD T$111M

META PLATFORMS INC$97M

Bellevue Group AG

Next filing ≈ Aug 14, 2026

VERTEX PHARMACEUTICALS INC$298M

REGENERON PHARMACEUTICALS$214M

SCHOLAR ROCK HLDG CORP$176M

GILEAD SCIENCES INC$156M

HUB Investment Partners, LLC

Next filing ≈ Aug 14, 2026

1,150 positions

NVIDIA CORPORATION$401M

VANGUARD INDEX FDS$116M

MICROSOFT CORP$94M

AMERICAN CENTY ETF TR$91M

PINNACLE FINANCIAL PARTNERS INC

Next filing ≈ Feb 14, 2026

VANGUARD INDEX FDS$142M

MICROSOFT CORP$142M

NVIDIA CORPORATION$80M

VANGUARD INDEX FDS$79M

Itau Unibanco Holding S.A.

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$310M

NU HLDGS LTD$195M

ITAU UNIBANCO HLDG S A$151M

BANCO BRADESCO S A$127M

CEMEX SAB DE CV$125M

Sachem Head Capital Management LP

Next filing ≈ Aug 14, 2026

Talen Energy Corp$494M

Echostar Corp$352M

GDS Hldgs Ltd$350M

Primo Brands Corporation$322M

Dicks Sporting Goods Inc$318M

Kovitz Investment Group Partners, LLC

Next filing ≈ Aug 14, 2026

STATE ST SPDR S&P500$295M

NVIDIA CORP$173M

MICROSOFT CORP$160M

ISHARES TRUST$157M

Hamlin Capital Management, LLC

Next filing ≈ Aug 14, 2026

CUMMINS INC$227M

CME GROUP INC$213M

MORGAN STANLEY$212M

CONOCOPHILLIPS$197M

BROADCOM INC$189M

WestEnd Advisors, LLC

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TR SBI INT-$428M

SELECT SECTOR SPDR TR SBI INT-$383M

SELECT SECTOR SPDR TR COMMUNIC$315M

VANGUARD INTL EQUITY INDEX F A$285M

SELECT SECTOR SPDR TR$275M

Graham Capital Management, L.P.

Next filing ≈ Aug 14, 2026

1,120 positions

ISHARES TRPut$315M

VANECK ETF TRUSTCall$213M

ISHARES TRPut$192M

APPLIED DIGITAL CORP$96M

ISHARES BITCOIN TRUST ETFPut$89M

Stockbridge Partners LLC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$727M

AMAZON COM INC$515M

TRANSDIGM GROUP INC$503M

WASTE CONNECTIONS INC$398M

DEERE & CO$318M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$1.5B

ISHARES TR$1.5B

ISHARES TR$1.2B

Ashton Thomas Private Wealth, LLC

Next filing ≈ Aug 14, 2026

1,477 positions

SPDR SERIES TRUST$176M

SELECT SECTOR SPDR TR$97M

NVIDIA CORPORATION$66M

Caprock Group, LLC

Next filing ≈ Aug 14, 2026

1,108 positions

VANGUARD INDEX FDS$286M

NVIDIA CORPORATION$155M

VANGUARD INDEX FDS$115M

SENTINELONE INC$100M

BOWEN HANES & CO INC

Next filing ≈ Aug 14, 2026

GE VERNOVA INC$150M

TELEDYNE TECHNOLOGIES$112M

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$442M

DIMENSIONAL ETF TRUST$366M

DIMENSIONAL ETF TRUST$363M

DIMENSIONAL ETF TRUST$350M

DIMENSIONAL ETF TRUST$208M

CSM Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$123M

MICROSOFT CORP$89M

INVESCO QQQ TR$88M

VANGUARD INDEX TR$88M

FAYEZ SAROFIM & CO

Next filing ≈ Aug 14, 2026

NVIDIA CORP$241M

ALPHABET INC-CL C$213M

MICROSOFT CORP$197M

T ROWE PRICE GROUP INC$187M

Brave Warrior Advisors, LLC

Next filing ≈ Aug 14, 2026

TD SYNNEX CORPORATION$515M

ONEMAIN HLDGS INC$412M

ELEVANCE HEALTH INC FORMERLY$329M

AUTONATION INC$302M

925–952 of 7980 funds

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