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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.

PATTEN & PATTEN INC/TN

Next filing ≈ Aug 14, 2026

ALPHABET INC$58M

MICROSOFT CORP$55M

VANGUARD SCOTTSDALE FDS$49M

BOK Financial Private Wealth, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$303M

VANGUARD TAX-MANAGED FDS$166M

VANGUARD INDEX FDS$156M

VANGUARD INDEX FDS$113M

VANGUARD MALVERN FDS$84M

COMPASS CAPITAL MANAGEMENT, INC

Next filing ≈ Aug 14, 2026

MERCK & CO INC$71M

AMPHENOL CORP$68M

MICROSOFT CORP$63M

WALMART INC$61M

INTERCONTINENTAL EXCHANGE IN$60M

FOUNDERS FINANCIAL SECURITIES LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$109M

SPDR SERIES TRUST$84M

VANGUARD SPECIALIZED FUNDS$50M

DIMENSIONAL ETF TRUST$50M

VANGUARD TAX-MANAGED FDS$45M

Anomaly Capital Management, LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$284M

GILDAN ACTIVEWEAR INC$201M

DANAHER CORP DEL$145M

SHAKE SHACK INC$90M

CORTEVA INC$88M

Next filing ≈ Aug 14, 2026

SCHWAB U.S. BROAD MARKET ETF$379M

VANGUARD TOTAL STOCK MARKET ETF$238M

SCHWAB INTERNATIONAL EQUITY ETF$171M

ISHARES CORE U.S. AGGREGATE BOND ETF$145M

VANGUARD FTSE DEVELOPED MARKETS ETF$102M

North Star Investment Management Corp.

Next filing ≈ Aug 14, 2026

1,694 positions

JPMORGAN CHASE & CO COM$78M

VANGUARD SHORT TERM CORP BOND FD ETF$59M

ISHARES S&P 500 GROWTH ETF$57M

VANGUARD TOTAL STK MKT$46M

CACTI ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SEAGATE TECHNOLOGIES$202M

GOLDMAN SACHS GROUP INC$175M

APPLE INC COM$128M

AMERICAN EXPRESS CO$118M

CORNING INC$93M

Empire Life Investments Inc.

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$96M

Alphabet Inc - CL C$82M

Amazon.Com Inc$72M

Microsoft Corp$71M

Traynor Capital Management, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$231M

AMAZON COM INC$129M

ALPHABET INC$125M

NETFLIX INC.$97M

TIAA TRUST, NATIONAL ASSOCIATION

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EAFE ETF$140M

VANGUARD S&P 500 ETF$79M

VANGUARD GROWTH ETF$59M

ISHARES MBS ETF$59M

ISHARES CORE MSCI EMERGING$57M

CREATIVE FINANCIAL DESIGNS INC /ADV

Next filing ≈ Aug 14, 2026

2,162 positions

VANGUARD VALUE ETF$91M

VANGUARD INTERMEDIATE-TERM TREASURY ETF$42M

BNY MELLON INTERNATIONAL EQUITY ETF$42M

INSPIRE 500 ETF$37M

APPLE INC COM$32M

Fiduciary Alliance LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$40M

JPMorgan Chase$37M

Greenspring Advisors, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$519M

DIMENSIONAL ETF TRUST$159M

DIMENSIONAL ETF TRUST$80M

DIMENSIONAL ETF TRUST$73M

ADELL HARRIMAN & CARPENTER INC

Next filing ≈ Aug 14, 2026

Broadcom Inc$136M

Nvidia Corp$132M

Quanta Services Inc$65M

Microsoft Corp$59M

140 Summer Partners LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$274M

UNITED AIRLS HLDGS INCCall$125M

MASTEC INC$106M

VIKING HOLDINGS LTD$84M

Troluce Capital Advisors LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$163M

APPLIED MATLS INCPut$103M

ATLANTA BRAVES HLDGS INC$85M

ECHOSTAR CORPPut$70M

ECHOSTAR CORP$70M

Monarch Alternative Capital LP

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$524M

INVESCO QQQ TRPut$519M

ECHOSTAR CORP$219M

VISTANCE NETWORKS INC$186M

ECHOSTAR CORP$97M

Philosophy Capital Management LLC

Next filing ≈ Aug 14, 2026

ISHARES TRPut$384M

STATE STR SPDR S&P 500 ETF TPut$228M

INVESCO QQQ TRPut$144M

GOLAR LNG LTD$54M

COMPASS INC$50M

THOROUGHBRED FINANCIAL SERVICES, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION COM$89M

APPLE INC COM$78M

MICROSOFT CORP COM$40M

AMAZON COM INC COM$36M

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS$33M

AE INDUSTRIAL PARTNERS, LP

Next filing ≈ Aug 14, 2026

Redwire Corporation$286M

FRANKLIN STREET ADVISORS INC /NC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$121M

APPLE INC COM$107M

MICROSOFT CORP$95M

ALPHABET INC CAP STK CL C$85M

BROADCOM INC$73M

Granite Investment Partners, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$52M

GE VERNOVA INC$49M

ALPHABET INC$47M

NVIDIA CORPORATION$41M

Cardinal Point Capital Management ULC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$196M

WISDOMTREE TR$74M

VANGUARD INTL EQUITY INDEX F$68M

VANGUARD SCOTTSDALE FDS$68M

DIMENSIONAL ETF TRUST$66M

Covalis Capital LLP

Next filing ≈ Aug 14, 2026

BLACK HILLS CORP$122M

UNITED RENTALS INC$79M

EATON CORP PLC$73M

WHIRLPOOL CORP$71M

Pine Ridge Advisers LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$533M

STATE STR SPDR S&P 500 ETF TCall$215M

VANGUARD INDEX FDS$88M

ISHARES BITCOIN TRUST ETF$86M

Kathmere Capital Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$65M

VANGUARD INDEX FDS$49M

Next filing ≈ Aug 14, 2026

FLUTTER ENTMT PLC$225M

PERMIAN RESOURCES CORP$87M

NEWS CORP NEW$71M

ITAU UNIBANCO HLDG S A$68M

PINNACLE WEST CAP CORP$59M

1597–1624 of 7980 funds

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