Tormere Analytics

Overview Stock Research Portfolio Lab Options Lab Watchlist

Screener Convergence

Learn Newsletter Pricing Developer

Newsletter Privacy Policy Terms of Service

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.

SALEM INVESTMENT COUNSELORS INC

Next filing ≈ Aug 14, 2026

1,143 positions

LOWES COS INC$329M

NVIDIA CORPORATION$243M

MICROSOFT CORP$145M

ALPHABET INC$142M

META PLATFORMS INC$90M

Giverny Capital Inc.

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$181M

ALPHABET INC C$178M

META PLATFORMS INC$176M

HEICO CORP NEW$156M

SCHWAB CHARLES CORP$144M

MIRAE ASSET SECURITIES (USA) INC.

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$330M

INVESCO QQQ TR$300M

ISHARES TR$252M

SPDR SERIES TRUST$118M

SELECT SECTOR SPDR TR$105M

Next filing ≈ Aug 14, 2026

TKO GROUP HOLDINGS INC$382M

SOLSTICE ADVANCED MATLS INC$203M

TAIWAN SEMICONDUCTOR MANUFAC$193M

SHERWIN WILLIAMS CO$183M

Cornerstone Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$188M

ALPHABET INC$157M

MICROSOFT CORP$132M

SELECT SECTOR SPDR TR$109M

Arizona PSPRS Trust

Next filing ≈ Aug 14, 2026

ISHARES TRPut$1.1B

VANGUARD BD INDEX FDSPut$727M

SSGA ACTIVE ETF TRPut$339M

SPDR GOLD TRPut$312M

INVESCO EXCH TRD SLF IDX FDPut$99M

TIMUCUAN ASSET MANAGEMENT INC/FL

Next filing ≈ Aug 14, 2026

CHARLES SCHWAB CORPORATION$277M

INSTALLED BUILDING PRODUCTS IN$219M

SOMNIGROUP INTERNATIONAL$217M

ANALOG DEVICES INC$216M

THOR INDS INC COM$204M

Nantahala Capital Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TRPut$508M

HERBALIFE LTDCall$82M

PELOTON INTERACTIVE INCCall$77M

BANCORP INC DEL$74M

VIATRIS INCCall$68M

PROFUND ADVISORS LLC

Next filing ≈ Aug 14, 2026

1,091 positions

NVIDIA CORPORATION$319M

BROADCOM INC$110M

MICROSOFT CORP$88M

AMAZON COM INC$76M

NICOLET BANKSHARES INC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$290M

SPDR SERIES TRUST$68M

AMERICAN CENTY ETF TR$63M

SPDR SERIES TRUST$58M

VANGUARD TAX-MANAGED FDS$53M

Fidelity National Financial, Inc.

Next filing ≈ Aug 14, 2026

F&G Annuities and Life Inc$2.4B

Crescent Cap BDC Inc$51M

Vici Pptys Inc$27M

Textron Inc$26M

Pepsico Inc$23M

Longaeva Partners L.P.

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRPut$444M

BANK AMERICA CORP$76M

PNC FINL SVCS GROUP INC$68M

BOSTON SCIENTIFIC CORP$60M

Henshaw Capital LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$181M

ELI LILLY & CO$108M

JPMORGAN CHASE & CO$99M

ALPHABET INC$82M

TEXAS PERMANENT SCHOOL FUND CORP

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$1.0B

SSGA ACTIVE TR$743M

MORGAN STANLEY ETF TRUST$723M

TIDAL TRUST III$106M

SPDR SERIES TRUST$31M

PEREGRINE CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

AMAZON.COM INC$107M

ALPHABET INC CAP STK CL A$103M

ARES MANAGEMENT CORPORATION$64M

SERVICENOW, INC$55M

BEACON INVESTMENT ADVISORY SERVICES, INC.

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$196M

ISHARES TR$172M

VANGUARD TAX-MANAGED FDS$80M

ISHARES GOLD TR$77M

ADVANCED MICRO DEVICES INC$74M

Gladstone Institutional Advisory LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$73M

VANGUARD INDEX FDS$57M

FIRST TR EXCHNG TRADED FD VI$53M

GAMMA Investing LLC

Next filing ≈ Nov 14, 2026

4,173 positions

NVIDIA CORPORATION COM$137M

APPLE INC COM$121M

MICROSOFT CORP COM$74M

AMAZON COM INC COM$62M

ALPHABET INC CAP STK CL A$62M

Westwood Global Investments, LLC

Next filing ≈ Aug 14, 2026

Banco BBVA Argentina S A$10M

Credicorp Ltd$3M

Itau Unibanco Hldg S A$3M

Main Management ETF Advisors, LLC

Next filing ≈ Aug 14, 2026

State Street Technology Select Sector SPDR ETF USD Class$678M

State Street Health Care Select Sector SPDR ETF USD Class$373M

State Street Communication Services Select Sector SPDR ETF$254M

State Street Financial Select Sector SPDR ETF USD Class$241M

State Street Consumer Discretionary Select Sector SPDR ETF$227M

VR Adviser, LLC

Next filing ≈ Aug 14, 2026

APOGEE THERAPEUTICS INC$715M

ERASCA INC$265M

ORUKA THERAPEUTICS INC$203M

SPYRE THERAPEUTICS INC$186M

KALVISTA PHARMACEUTICALS INC$130M

Allianz Investment Management U.S. LLC

Next filing ≈ Feb 14, 2026

JANUS DETROIT STR TR$1.3B

ISHARES TR$876M

VANGUARD SCOTTSDALE FDS$188M

VANGUARD WHITEHALL FDS$25M

Sowell Financial Services LLC

Next filing ≈ Aug 14, 2026

1,105 positions

NVIDIA CORPORATION$70M

INVESCO QQQ TR$70M

STATE STR SPDR S&P 500 ETF T$58M

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$61M

SERVICENOW INC$57M

AUTOMATIC DATA PROCESSING IN$57M

Welch Group, LLC

Next filing ≈ Aug 14, 2026

RTX CORPORATION$89M

CHEVRON CORPORATION$89M

EXXON MOBIL CORP$89M

JOHNSON & JOHNSON$88M

Azimuth Capital Investment Management LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp$102M

Microsoft Corp$90M

Broadcom Inc$78M

Alphabet Inc Cl A$72M

Pallas Capital Advisors LLC

Next filing ≈ Aug 14, 2026

BRUKER CORP$342M

GLOBAL PARTNERS LP$73M

JANUS DETROIT STR TR$69M

MICROSOFT CORP$58M

Banque Cantonale Vaudoise

Next filing ≈ Aug 14, 2026

AMAZON COM INC$49M

UBS GROUP AG$28M

MICROSOFT CORP$24M

ALPHABET INC$23M

1205–1232 of 7980 funds

← Previous44 / 285Next →

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