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Institutional Holdings

← SEC Filings

Funds 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.

Prudent Man Investment Management, Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$94M

DIMENSIONAL ETF TRUST$81M

DIMENSIONAL ETF TRUST$40M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$17M

Select Asset Management & Trust

Next filing ≈ Aug 14, 2026

S&P 500 Spiders$109M

Dow Diamonds - SPDR Dow Jones$28M

Vanguard Dividend Appreciation$27M

Vanguard Mega Cap Value$20M

Emcor Group Inc$17M

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

Next filing ≈ Aug 14, 2026

Karman Holdings Inc$156M

USA Rare Earth Inc$73M

Intuitive Machines Inc$60M

Krispy Kreme Inc$7M

Indiana Trust & Investment Management Co

Next filing ≈ Aug 14, 2026

Nvidia Corp Com$32M

State Street SPDR S&P 500 ETF Trust$27M

Apple Computer Inc Com$16M

Alphabet Inc Cap Stock Cl A (Google)$15M

JPMorgan Chase & Co Com$10M

Permit Capital, LLC

Next filing ≈ Aug 14, 2026

SBA COMMUNICATIONS CORP$99M

PITNEY BOWES INC$39M

EXPEDIA GROUP INC$18M

ECHOSTAR CORP$12M

WESTERN DIGITAL CORP$11M

Engle Capital Management, L.P.

Next filing ≈ Aug 14, 2026

TERAWULF INC$43M

LEGENCE CORP$29M

BBB FOODS INC$25M

CONSTRUCTION PARTNERS INC$23M

AERCAP HOLDINGS NV$22M

MONTGOMERY INVESTMENT MANAGEMENT INC

Next filing ≈ Aug 14, 2026

UNITED RENTALS INC$25M

TRUIST FINL CORP$15M

FIRETRAIL INVESTMENTS PTY LTD

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Manufactu$25M

Amazon.com Inc$21M

Advanced Micro Devices Inc$15M

NVIDIA Corp$15M

Roth Financial Partners LLC

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$33M

INVESCO EXCHANGE TRADED FD T$21M

Fisher Asset Management, LLC

Next filing ≈ Aug 14, 2026

1,014 positions

NVIDIA CORP COM$15M

ISHARES TR 7 10YR TR BD ETF$14M

ALPHABET INC CLASS A$11M

MICROSOFT CORP$10M

Sharper & Granite LLC

Next filing ≈ Aug 14, 2026

WISDOMTREE TR$15M

VANGUARD INDEX FDS$14M

SELECT SECTOR SPDR TR$10M

VANGUARD SCOTTSDALE FDS$9M

SELECT SECTOR SPDR TR$9M

SJS Investment Consulting Inc.

Next filing ≈ Aug 14, 2026

2,470 positions

DIMENSIONAL ETF TRUST$37M

VANGUARD MALVERN FDS$34M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$17M

VANGUARD MALVERN FDS$16M

Nicollet Investment Management, Inc.

Next filing ≈ Aug 14, 2026

Amazon Com Inc.$20M

Apple Computer$18M

Alphabet Inc Cl C$18M

Microsoft Corp$16M

Alphabet Inc Cl A$13M

BURKETT FINANCIAL SERVICES, LLC

Next filing ≈ Aug 14, 2026

Schwab US Dividend Equity ETF$53M

Schwab US Large Cap Growth ETF$48M

MSCI EAFA Hedged Dollar ETF$24M

Vanguard FTSE Developed Markets ETF$24M

Calamos S&P Structured ALT ETF (Blended)$20M

WELLS FARGO & COMPANY/MN

Next filing ≈ Aug 14, 2026

7,102 positions

MICROSOFT CORP$7M

NVIDIA CORPORATION$5M

ALPHABET INC$5M

ODonnell Financial Services, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$59M

FIRST TR EXCHANGE TRADED FD$25M

DAVIS FUNDAMENTAL ETF TR$21M

VANGUARD WORLD FD$18M

FIRST TR EXCHANGE-TRADED FD$17M

Next filing ≈ Aug 14, 2026

ALPHABET INC$34M

MICROSOFT CORP$28M

AMAZON COM INC$24M

MASTERCARD INCORPORATED$23M

TAIWAN SEMICONDUCTOR MANUFAC$16M

Raleigh Capital Management Inc.

Next filing ≈ Aug 14, 2026

SSGA ACTIVE TR$13M

STATE STR SPDR S&P 500 ETF T$12M

SSGA ACTIVE TR$9M

NVIDIA CORPORATION$7M

SPDR INDEX SHS FDS$6M

Whetstone Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

CLOUDFLARE INC$60M

ALPHABET INC$34M

CLOUDFLARE INCPut$21M

AMAZON COM INC$19M

FIRST UNITED BANK & TRUST

Next filing ≈ Aug 14, 2026

Invesco QQQ Unit Series 1$19M

Vanguard Value ETF$17M

iShares Select Dividend ETF$11M

Vanguard Index FDS S&P 500 ETF Shs$11M

Vanguard Mid-Cap ETF$10M

Next filing ≈ Aug 14, 2026

SCORPIO TANKERS INC$14M

ARDMORE SHIPPING CORP$12M

PSquared Asset Management AG

Next filing ≈ Aug 14, 2026

WARNER BROS DISCOVERY INC$46M

IHS HOLDING LIMITED$36M

SOLARIS RES INC$35M

HOLOGIC INC$31M

NORFOLK SOUTHN CORP$28M

GoodHaven Capital Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$59M

ALPHABET INC$37M

DEVON ENERGY CORP NEW$23M

BANK AMERICA CORP$21M

JEFFERIES FINANCIAL GROUP IN$18M

Shaker Financial Services, LLC

Next filing ≈ Aug 14, 2026

CALAMOS STRATEGIC TOTAL RETU$10M

NUVEEN CORE EQUITY ALPHA FD$9M

LIBERTY ALL-STAR GROWTH FD I$9M

EATON VANCE TX ADV GLBL DIV$8M

FIRST TR ENHANCED EQUITY$7M

44 WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$15M

JPMORGAN CHASE & CO$5M

JOHNSON & JOHNSON$5M

West Family Investments, Inc.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$34M

SCHWAB STRATEGIC TR$17M

NVIDIA CORPORATION$11M

Vantage Point Financial LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$39M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$13M

WISDOMTREE TR$13M

DIMENSIONAL ETF TRUST$8M

KELLEHER FINANCIAL ADVISORS

Next filing ≈ Aug 14, 2026

iShares Trust S&P$45M

BERKSHIRE HATHAWAY INC DEL CL A$34M

AMERICAN BALANCED FUND CLASS F2$7M

Amazon Com Inc$6M

VANGUARD INDEX FDS VANGUARD VALUE ETF$5M

1093–1120 of 2162 funds

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