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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.

SBI Okasan Asset Management Co.Ltd.

Next filing ≈ Aug 14, 2026

VANGUARD TOTAL STOCK MKT ETF$830M

ISHR IBX USD HIYLD CB ETF-UI$347M

ISHARES JP MORGAN USD EMERGI$324M

VANGUARD FTSE DEVELOPED ETF$273M

SPDR GOLD MINISHARES TRUST$165M

Evercore Wealth Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$334M

MASTERCARD INCORPORATED$172M

MORGAN STANLEY$169M

WILLIAMS COS INC$155M

CBRE GROUP INC$115M

GHP Investment Advisors, Inc.

Next filing ≈ Aug 14, 2026

1,637 positions

MOODYS CORP$16M

L3HARRIS TECHNOLOGIES INC$15M

PARADIGM CAPITAL MANAGEMENT INC/NY

Next filing ≈ Aug 14, 2026

Modine Manufacturing Co$298M

Broadcom Ltd$250M

Onto Innovation Inc.$216M

NORTHEAST INVESTMENT MANAGEMENT

Next filing ≈ Aug 14, 2026

NVIDIA CORP$196M

ALPHABET INC CL A$141M

AMAZON.COM INC$110M

MICROSOFT CORP$94M

Steele Capital Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$246M

SCHWAB STRATEGIC TR$175M

SCHWAB STRATEGIC TR$171M

VANGUARD TAX-MANAGED FDS$138M

VANGUARD INDEX FDS$134M

BIP Wealth, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$319M

WISDOMTREE TR$257M

VANGUARD INDEX FDS$107M

VANGUARD INDEX FDS$91M

Paralel Advisors LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$738M

JPMORGAN CHASE & CO.$302M

ENTERPRISE PRODS PARTNERS L$138M

BERKSHIRE HATHAWAY INC DEL$120M

CISCO SYS INC$96M

Virtu Financial LLC

Next filing ≈ Aug 14, 2026

1,568 positions

ALPHABET INC$765M

BERKSHIRE HATHAWAY INC DEL$168M

SANDISK CORP$98M

MICRON TECHNOLOGY INC$35M

GC Wealth Management RIA, LLC

Next filing ≈ Aug 14, 2026

TEMPUS AI INC$299M

META PLATFORMS INC$205M

ALPHABET INC$147M

NVIDIA CORPORATION$133M

ALPHABET INC$106M

RWC Asset Management LLP

Next filing ≈ Aug 14, 2026

COMCAST CORP NEW$174M

KRAFT HEINZ CO$109M

EXELON CORP$80M

TRUST CO OF VERMONT

Next filing ≈ May 15, 2026

1,398 positions

JP Morgan Chase & Co$10M

Vanguard Total Stock Mkt ETF$10M

Microsoft Corp$9M

Vanguard Information Technology ETF$5M

MEYER HANDELMAN CO

Next filing ≈ Aug 14, 2026

WALMART INC$93M

JPMORGAN CHASE & CO$92M

MCKESSON CORP$89M

ALPHABET INC$88M

TRANE TECHNOLOGIES PLC$87M

Divisadero Street Capital Management, LP

Next filing ≈ Aug 14, 2026

SUPER GROUP SGHC LTD$176M

SUPER GROUP SGHC LTDCall$157M

RUSH STREET INTERACTIVE$140M

CELSIUS HLDGS$90M

Greenwoods Asset Management Hong Kong Ltd.

Next filing ≈ Aug 14, 2026

ALPHABET INC$840M

META PLATFORMS INC$310M

INTEL CORP$306M

AMAZON COM INC$209M

FUTU HLDGS LTD$136M

RENAISSANCE GROUP LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$42M

BROADCOM INC$41M

COMFORT SYS USA INC$41M

Meeder Advisory Services, Inc.

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$213M

ISHARES TR$144M

NVIDIA CORPORATION$105M

ISHARES INC$104M

SAMLYN CAPITAL, LLC

Next filing ≈ Aug 14, 2026

LPL FINL HLDGS INC$270M

JPMORGAN CHASE & CO$166M

PRIMO BRANDS CORPORATION$125M

CAPITAL ONE FINL CORP$92M

MORGAN STANLEY$92M

Cornerstone Investment Partners, LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc. Class A$136M

KLA Corporation$122M

Applied Materials Inc.$115M

Taiwan Semiconductor$103M

Broadcom Limited$100M

HighPoint Advisor Group LLC

Next filing ≈ Aug 14, 2026

STATE STREET$159M

STATE STREET$71M

STATE STREET$65M

INVESCO QQQ$63M

STATE STREET$63M

BRIGHTON JONES LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$861M

MICROSOFT CORP$312M

NVIDIA CORPORATION$121M

VANGUARD INDEX FDS$93M

FIDUCIARY TRUST CO

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$462M

TJX COS INC NEW$418M

COUPANG INC$219M

STALEY CAPITAL ADVISERS INC

Next filing ≈ Aug 14, 2026

iSHARES RUSSELL 1000 GROWTH$175M

ALPHABET C$168M

MICROSOFT CORP$149M

J.P. MORGAN CHASE$123M

BERKSHIRE HATH B$96M

COOKSON PEIRCE & CO INC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$153M

CORNING INC$128M

ALPHABET INC$122M

AMPHENOL CORP$117M

FLEXTRONICS INTL LTD$78M

Next filing ≈ Aug 14, 2026

ISHARES TR$321M

VANGUARD INDEX FDS$319M

VANGUARD INDEX FDS$266M

INVESCO QQQ TR$207M

INVESCO EXCHANGE TRADED FD T$118M

EcoR1 Capital, LLC

Next filing ≈ Aug 14, 2026

ZYMEWORKS INC$575M

ANAPTYSBIO INC$437M

JAZZ PHARMACEUTICALS PLC$323M

CENTESSA PHARMACEUTICALS PLC$238M

CRINETICS PHARMACEUTICALS IN$156M

Harvest Fund Management Co., Ltd

Next filing ≈ Aug 14, 2026

NVIDIA Corp$195M

Microsoft Corp$116M

Alphabet Inc$90M

Broadcom Inc$87M

CAPITAL COUNSEL LLC/NY

Next filing ≈ Aug 14, 2026

ALPHABET INC CL C$297M

ARISTA NETWORKS, INC.$243M

COSTCO WHSL CORP NEW COM$238M

IDEXX LABS INC COM$236M

CME GROUP INC COM$236M

1289–1316 of 7980 funds

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