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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.

Leeward Investments, LLC - MA

Next filing ≈ Aug 14, 2026

VIAVI SOLUTIONS INC$47M

PERMIAN RESOURCES CORP$41M

REGAL REXNORD CORPORATION$41M

CLEAN HARBORS INC$40M

ENCOMPASS HEALTH CORP$33M

DAVIDSON INVESTMENT ADVISORS

Next filing ≈ Aug 14, 2026

ISHARES TR$107M

MICROSOFT CORP$81M

AMAZON COM INC$79M

ALPHABET INC$74M

Klingman & Associates, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$344M

VANGUARD MALVERN FDS$121M

ISHARES TR$105M

VANGUARD TAX-MANAGED FDS$78M

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

Next filing ≈ Aug 14, 2026

TARGA RES CORP$164M

ENERGY TRANSFER L P$154M

WILLIAMS COS INC$124M

DT MIDSTREAM INC$98M

ALERUS FINANCIAL NA

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$453M

DIMENSIONAL ETF TRUST$286M

VANGUARD MALVERN FDS$73M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$250M

AMAZON COM INC$246M

AIRBNB INC$227M

LOWE BROCKENBROUGH & CO INC

Next filing ≈ Aug 14, 2026

ISHARES TR$169M

VANGUARD TAX-MANAGED FDS$59M

Logos Global Management LP

Next filing ≈ Aug 14, 2026

REVOLUTION MEDICINES INC$195M

ERASCA INC$180M

IDEAYA BIOSCIENCES INC$115M

PRAXIS PRECISION MEDICINES I$92M

CENTESSA PHARMACEUTICALS PLC$84M

Cornerstone Wealth Management, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$79M

SPDR SERIES TRUST$66M

SPDR SERIES TRUST$48M

Cormorant Asset Management, LP

Next filing ≈ Aug 14, 2026

PRAXIS PRECISION MEDICINES I$285M

BRIDGEBIO ONCOLOGY THERAPEUT$160M

EYEPOINT INC$107M

EDGEWISE THERAPEUTICS INC$103M

Smith Salley Wealth Management

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$135M

MICROSOFT CORP$89M

ALPHABET INC$80M

AMAZON COM INC$59M

SYON CAPITAL LLC

Next filing ≈ Aug 14, 2026

ISHARES CALIFORNIA MUNI BOND ETF$77M

ALPHABET INC CAP STK CL A$71M

APPLE INC COM$57M

NVIDIA CORPORATION COM$57M

META PLATFORMS INC CL A$48M

Reynders McVeigh Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA Corp.$167M

Apple Inc.$118M

Analog Devices Inc.$78M

Microsoft Corp.$74M

Rockwell Automation, Inc.$71M

First Western Trust Bank

Next filing ≈ Aug 14, 2026

Vanguard S&P 500$134M

iShares Russell Mid Cap$98M

Invesco S&P 500 Equal Weight$65M

SPDR S&P 500$62M

Vanguard FTSE Developed Markets$49M

HEARTLAND ADVISORS INC

Next filing ≈ Aug 14, 2026

CENTERRA GOLD INC$39M

TEXAS CAP BANCSHARES INC$32M

SILICON MOTION TECHNOLOGY CO$28M

ENCORE CAP GROUP INC$27M

CENTURY COMMUNITIES INC$26M

Smith Group Asset Management, LLC

Next filing ≈ Aug 14, 2026

COMFORT SYS USA INC$82M

BROADCOM INC$78M

ALPHABET INC$76M

Checchi Capital Advisers, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TCall$201M

STATE STR SPDR S&P 500 ETF TPut$150M

INVESCO QQQ TRPut$146M

NEEDHAM INVESTMENT MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

LINCOLN EDL SVCS CORP$52M

ARTERIS INC$51M

OIL DRI CORP AMER$44M

UNIVERSAL TECHNICAL INST INC$37M

THERMON GROUP HLDGS INC$32M

Finepoint Capital LP

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TRPut$686M

ISHARES TRPut$483M

INVESCO QQQ TRPut$366M

Global X Japan Co., Ltd.

Next filing ≈ Aug 14, 2026

GLOBAL X FDS$271M

GLOBAL X FDS$123M

NVIDIA CORPORATION$96M

BROADCOM INC$81M

WATERS PARKERSON & CO., LLC

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$100M

COHERENT CORP$98M

EXXON MOBIL CORP$92M

META PLATFORMS INC$88M

BLACKHILL CAPITAL INC

Next filing ≈ Aug 14, 2026

WILLIAMS SONOMA INC COM$1.4B

LILLY ELI & CO COM$134M

APPLE INC COM$63M

ABBVIE INC COM$57M

CATERPILLAR INC COM$42M

FAIRFAX FINANCIAL HOLDINGS LTD/ CAN

Next filing ≈ Aug 14, 2026

ORLA MINING LTD$502M

UNDER ARMOUR INC$254M

CVS HEALTH CORP$195M

KENNEDY-WILSON HOLDINGS INC$144M

UNDER ARMOUR INC$127M

MIDLAND WEALTH ADVISORS, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$358M

ISHARES TR$235M

JANUS DETROIT STR TR$180M

ISHARES TR$167M

VANGUARD WORLD FD$94M

Affinity Asset Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$130M

APOGEE THERAPEUTICS INC$108M

XENON PHARMACEUTICALS INC$97M

Kensington Asset Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$436M

INVESCO QQQ TR$232M

ISHARES TR$143M

VANGUARD WORLD FD$109M

VANGUARD INDEX FDS$109M

Heard Capital LLC

Next filing ≈ Aug 14, 2026

LAM RESEARCH CORP$229M

TRANSDIGM GROUP INC$207M

PALANTIR TECHNOLOGIES INC$193M

AMERICAN TOWER CORP$192M

FAIR ISAAC CORP$190M

FOSTER & MOTLEY INC

Next filing ≈ Aug 14, 2026

Schwab Fundamental Intl Lg Co ETF$120M

Janus Henderson Mortgage-Backed ETF$88M

Schwab International Equity ETF$77M

Apple Computer Inc$62M

Schwab Fundamental Emerg Mkts Lg Co ETF$48M

1429–1456 of 7980 funds

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