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Institutional Holdings

← SEC Filings

Funds 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.

Palouse Capital Management, Inc.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$6M

BAKER HUGHES COMPANY$5M

TYSON FOODS INC$5M

PIMCO ETF TR$4M

SPDR SERIES TRUST$4M

Hartmann Taylor Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$21M

CAPITAL GROUP GROWTH ETF$17M

CAPITAL GROUP DIVIDEND VALUE$14M

CAPITAL GROUP CORE BALANCED$11M

CAPITAL GRP FIXED INCM ETF T$9M

Hudson Executive Capital LP

Next filing ≈ Aug 14, 2026

CANTALOUPE INC$100M

TALKSPACE INC$51M

Crew Capital Management, Ltd

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$17M

PROCTER & GAMBLE CO$7M

BERKSHIRE HATHAWAY INC DEL$6M

SELECT SECTOR SPDR TR$6M

CHARTER RESEARCH & INVESTMENT GROUP, INC.

Next filing ≈ Aug 14, 2026

ALPHABET INC CL A$12M

JOHNSON & JOHNSON$7M

EXXON MOBIL CORP$5M

Lakeside Advisors, INC.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$31M

BERKSHIRE HATHAWAY INC DEL$14M

COSTCO WHOLESALE CORPORATION$13M

VANGUARD INDEX FDS$6M

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF TRUST$38M

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$14M

JPMORGAN BETABUILDERS JAPAN ETF$3M

EXXON MOBIL CORP$3M

RAINIER FAMILY WEALTH INC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$11M

NVIDIA CORPORATION$9M

MICROSOFT CORP$8M

SPDR SERIES TRUST$6M

Graphene Investments SAS

Next filing ≈ Aug 14, 2026

Alphabet cl. A$9M

NORTHEAST PLANNING ASSOCIATES, INC. / NH /

Next filing ≈ Aug 14, 2026

ISHARES SILVER TR$31M

VICTORY PORTFOLIOS II$20M

VICTORY PORTFOLIOS II$13M

J P MORGAN EXCHANGE TRADED F$12M

VANECK ETF TRUST$10M

CogentBlue Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$26M

VANGUARD SCOTTSDALE FDS$10M

DIMENSIONAL ETF TRUST$9M

DIMENSIONAL ETF TRUST$7M

Mitsubishi UFJ Asset Management Co., Ltd.

Next filing ≈ Aug 14, 2026

1,617 positions

NVIDIA CORPORATION$10M

MICROSOFT CORP$7M

AMAZON COM INC$5M

ALPHABET INC$5M

MAGNOLIA CAPITAL MANAGEMENT LTD

Next filing ≈ Aug 14, 2026

Invesco Qqq Tr Unit Ser 1$23M

State Street Spdr S&P 500 Etf$22M

iShares Core S&P Mid-Cap$9M

State Str Spdr Dow Jones Indl$8M

COREPATH WEALTH PARTNERS LLC

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$11M

Jacksonville Wealth Management, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$19M

INVESCO QQQ TR$13M

INVESCO EXCHANGE TRADED FD T$13M

STATE STR SPDR DOW JONES IND$12M

NVIDIA CORPORATION$11M

S. R. Schill & Associates

Next filing ≈ Aug 14, 2026

ISHARES CORE MSCI EAFE ETF$22M

VANGUARD RUSSELL 2000 ETF$19M

ISHARES CORE U.S. REIT ETF$18M

STATE STREET SPDR PORTFOLIO S&P 500 ETF$17M

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF$15M

Cannon Wealth Management Services, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$13M

J P MORGAN EXCHANGE TRADED F$10M

SPDR SERIES TRUST$8M

CAPITAL GROUP CORE EQUITY ET$7M

CAPITAL GRP FIXED INCM ETF T$7M

SLT Holdings LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$16M

SPDR SERIES TRUST$9M

GRAYSCALE BITCOIN TRUST ETF$7M

PAYPAL HLDGS INCCall$5M

Processus Wealth & Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$18M

AMAZON COM INC$8M

Pinnacle West Asset Management, Inc.

Next filing ≈ Aug 14, 2026

Microsoft Corporation$9M

J P Morgan Chase & Company$4M

Eli Lilly & Company$4M

Tide Cove Capital Partners LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$41M

VANGUARD BD INDEX FDS$18M

VANGUARD INDEX FDS$9M

Old Peak Finance LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$40M

DIMENSIONAL ETF TRUST$31M

DIMENSIONAL ETF TRUST$24M

VANGUARD INDEX FDS$5M

VANGUARD TAX-MANAGED FDS$4M

Lesa Sroufe & Co

Next filing ≈ Aug 14, 2026

MICROSOFT CORP COM$9M

NEWMONT CORP COM$9M

ANGLOGOLD ASHANTI PLC COM SHS$8M

PAN AMERN SILVER CORP COM$8M

ISHARES SILVER TRUST ETF$7M

Next filing ≈ Aug 14, 2026

SEMRUSH HLDGS INC$107M

UBER TECHNOLOGIES INC$3M

Nalls Sherbakoff Group, LLC

Next filing ≈ Feb 14, 2026

SCHWAB U.S. BROAD MARKET ETF$22M

SCHWAB INTERNATIONAL EQUITY ETF$12M

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$7M

SCHWAB US AGGREGATE BOND ETF$6M

VANGUARD REAL ESTATE ETF$6M

J2 Capital Management Inc

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$17M

J P MORGAN EXCHANGE TRADED F$4M

SCOPIA CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

CORTEVA INC$12M

CHEMOURS CO$12M

VISTANCE NETWORKS INC$12M

LIVANOVA PLC$12M

AMAZON COM INC$9M

Crestwood Capital Management, L.P.

Next filing ≈ Aug 14, 2026

VIKING HOLDINGS LTD$23M

ICICI BANK LIMITED$18M

DUTCH BROS INC$16M

THE REALREAL INC$13M

1625–1652 of 2162 funds

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