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.

CHECK CAPITAL MANAGEMENT INC/CA

Next filing ≈ Aug 14, 2026

Berkshire Hathaway$531M

Brookfield Corp.$177M

AerCap Holdings$112M

INVICTUS PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$248M

INVESCO QQQ TR$210M

VANGUARD INDEX FDS$186M

VANGUARD INDEX FDS$125M

VANGUARD INDEX FDS$113M

Kynam Capital Management, LP

Next filing ≈ Aug 14, 2026

SYNDAX PHARMACEUTICALS INC$188M

CELLDEX THERAPEUTICS INC NEW$185M

VAXCYTE INC$170M

COGENT BIOSCIENCES INC$155M

VERA THERAPEUTICS INC$137M

True Link Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTERMEDIATE-TERM BOND ETF$414M

VANGUARD SHORT-TERM BOND ETF$195M

ISHARES CORE S&P 500 ETF$184M

DIMENSIONAL CORE FIXED INCOME ETF$180M

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$106M

BROWNING WEST LP

Next filing ≈ Aug 14, 2026

COOPER COS INC$499M

SOMNIGROUP INTERNATIONAL INC$436M

GILDAN ACTIVEWEAR INC$233M

DICKS SPORTING GOODS INC$121M

Ameritas Investment Partners, Inc.

Next filing ≈ Aug 14, 2026

3,106 positions

SPDR SERIES TRUST$48M

VANGUARD TAX-MANAGED FDS$20M

VANGUARD SCOTTSDALE FDS$19M

PRINCIPAL EXCHANGE TRADED FD$17M

Thomasville National Bank

Next filing ≈ May 15, 2026

AMAZON COM INC COM$88M

BERKSHIRE HATHAWAY INC DEL CL B NEW$62M

BOOKING HLDGS INC$57M

ASML HOLDING N V$45M

Parcion Private Wealth LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$160M

DIMENSIONAL ETF TRUST$93M

WORLD GOLD TR$58M

FIRST TR EXCHANGE TRADED FD$57M

Next filing ≈ Aug 14, 2026

EXXON MOBIL CORP$89M

BERKSHIRE HATHAWAY INC CL B$79M

MICROSOFT CORP$70M

CATERPILLAR INC COM$70M

CHURCH & DWIGHT CO INC$61M

Aristotle Capital Boston, LLC

Next filing ≈ Aug 14, 2026

ADVANCED ENERGY INDS$49M

MACOM TECH SOLUTIONS HLDGS I$46M

HA SUSTAINABLE INFRA CAP INC$38M

AERCAP HOLDINGS NV$35M

ALAMOS GOLD INC$34M

GSA CAPITAL PARTNERS LLP

Next filing ≈ Aug 14, 2026

1,663 positions

VANGUARD SCOTTSDALE FDS$44M

VANGUARD SCOTTSDALE FDS$32M

Roundview Capital LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$72M

BERKSHIRE HATHAWAY INC DEL$63M

VANGUARD INDEX FDS$59M

MICROSOFT CORP$57M

Quintet Private Bank (Europe) S.A.

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$230M

ALPHABET INC$179M

MICROSOFT CORP$164M

JPMORGAN CHASE & CO$85M

FAS Wealth Partners, Inc.

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$92M

J P MORGAN EXCHANGE TRADED F$87M

AMERICAN CENTY ETF TR$55M

SPDR SERIES TRUST$53M

Good Life Advisors, LLC

Next filing ≈ Nov 14, 2025

SPDR SERIES TRUST$120M

SPDR SERIES TRUST$73M

SPDR SERIES TRUST$67M

NVIDIA CORPORATION$59M

SPDR SERIES TRUST$46M

SHAPIRO CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

LIONSGATE STUDIOS CORP$89M

CALLAWAY GOLF CO$72M

FACTSET RESH SYS INC$72M

ELANCO ANIMAL HEALTH INC$71M

TENABLE HLDGS INC$70M

LEE DANNER & BASS INC

Next filing ≈ Aug 14, 2026

HCA HEALTHCARE INC$183M

BERKSHIRE HATHAWAY INC. CLASS B$127M

ALPHABET INC. CLASS C$58M

AGNICO EAGLE MINES LIMITED$43M

Janney Capital Management LLC

Next filing ≈ May 15, 2026

ISHS CORE MSCI EAFE ETF$75M

ST STR TECH SEL SPDR ETF$39M

ST STR COMMN SVC SEL ETF$36M

MICROSOFT CORP$34M

CITIGROUP INC NEW$33M

Vanguard National Trust Co

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$422M

VANGUARD INDEX FDS$207M

VANGUARD STAR FDS$183M

STATE STR SPDR S&P 500 ETF T$57M

VANGUARD INDEX FDS$47M

WOODMONT INVESTMENT COUNSEL LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$181M

VANGUARD INDEX FDS$145M

VANGUARD TAX-MANAGED FDS$99M

GUARDIAN WEALTH ADVISORS, LLC / NC

Next filing ≈ Aug 14, 2026

ETF SER SOLUTIONS$188M

ETF SER SOLUTIONS$123M

SCHWAB STRATEGIC TR$71M

ETF SER SOLUTIONS$61M

VANGUARD INDEX FDS$59M

WealthPlan Investment Management, LLC

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$52M

VANGUARD INDEX FDS$48M

WISDOMTREE TR$31M

Nishkama Capital, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF TPut$258M

INVESCO QQQ TRPut$136M

VANECK ETF TRUSTPut$132M

EQUINIX INC$129M

EQUINIX INCCall$124M

LAKEWOOD CAPITAL MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

THE CIGNA GROUP$114M

AXALTA COATING SYS LTD$80M

GROUP 1 AUTOMOTIVE INC$70M

ALLY FINL INC$65M

B. Riley Wealth Advisors, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$82M

META PLATFORMS INC$32M

AMAZON COM INC$30M

STEPHENS GROUP ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$225M

VANGUARD INDEX FDS$193M

VANGUARD INDEX FDS$179M

VANGUARD INDEX FDS$170M

ISHARES TR$104M

AMI ASSET MANAGEMENT CORP

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS CLASS A$111M

TAIWAN SEMICONDUCTOR M F SPONS$95M

QUANTA SVCS INC$78M

BROADCOM INC$78M

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$470M

VANGUARD BD INDEX FDS$139M

VANGUARD TAX-MANAGED FDS$88M

VANGUARD SCOTTSDALE FDS$69M

VANGUARD INTL EQUITY INDEX F$59M

1625–1652 of 7980 funds

← Previous59 / 285Next →

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