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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.

MOGY JOEL R INVESTMENT COUNSEL INC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$223M

MICROSOFT CORP$106M

COSTCO WHOLESALE CORPORATION$97M

ALPHABET INC$94M

Governors Lane LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFACCall$150M

ISHARES TRPut$131M

META PLATFORMS INCCall$92M

FEDEX CORPPut$76M

NORFOLK SOUTHN CORP$66M

Koshinski Asset Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$70M

SCHWAB STRATEGIC TR$62M

FIRST TR EXCHANGE TRADED FD$39M

FIDELITY MERRIMACK STR TR$27M

YHB Investment Advisors, Inc.

Next filing ≈ Nov 14, 2026

ALPHABET INC$51M

MICROSOFT CORP$48M

AMAZON COM INC$45M

FERNBRIDGE CAPITAL MANAGEMENT LP

Next filing ≈ Aug 14, 2026

SALESFORCE INC$360M

WORKDAY INC$143M

1900 WEALTH MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$461M

JANUS DETROIT STR TR$124M

VICTORY PORTFOLIOS II$95M

J P MORGAN EXCHANGE TRADED F$70M

DIMENSIONAL ETF TRUST$56M

TRUSTMARK BANK TRUST DEPARTMENT

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$96M

VANGUARD SCOTTSDALE FDS$90M

VANGUARD INDEX FDS$85M

J P MORGAN EXCHANGE TRADED F$71M

Cornerstone Wealth Group, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$87M

NVIDIA CORPORATION$51M

MICROSOFT CORP$50M

BEESE FULMER INVESTMENT MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$53M

BROADCOM INC$52M

ALPHABET INC$44M

AMAZON COM INC$39M

Avestar Capital, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$148M

ALPHABET INC$141M

META PLATFORMS INC$45M

AMAZON COM INC$39M

Boston Common Asset Management, LLC

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Manufacturing Co., Ltd.$97M

NVIDIA Corp.$70M

Microsoft Corp.$53M

Alphabet Inc.$40M

Bristol Gate Capital Partners Inc.

Next filing ≈ Aug 14, 2026

TARGA RES CORP$98M

MCKESSON CORP$81M

WALMART INC$81M

TRANE TECHNOLOGIES PLC$80M

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

Next filing ≈ Aug 14, 2026

1,550 positions

iShares Russell Mid-Cap Value$138M

Vanguard Total Stock Market ET$101M

iShares Russell Mid-Cap Growth$65M

Nvidia Corp$45M

Amazon.Com Inc$20M

SPINNAKER TRUST

Next filing ≈ Aug 14, 2026

State Street SPDR Portfolio S&P$174M

Technology Select Sector SPDR$105M

iShares ESG MSCI EAFE ETF$100M

iShares MSCI USA ESG Select ETF$76M

iShares Core 1-5 Year USD Bond$67M

ALBION FINANCIAL GROUP /UT

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$203M

ALPHABET INC$53M

AMAZON COM INC$51M

Bank of Finland

Next filing ≈ Nov 14, 2026

DBX ETF TR$476M

ISHARES TR$393M

ISHARES TR$380M

ISHARES TR$294M

Icon Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

ISHARES CORE S&P 500 ETF$134M

ISHARES S&P 500 GROWTH ETF$64M

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF$63M

ISHARES S&P 500 VALUE ETF$61M

ISHARES CORE MSCI EMERGING MARKETS ETF$54M

SAGE FINANCIAL GROUP INC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$593M

INVESCO EXCHANGE TRADED FD T$71M

VANGUARD INDEX FDS$69M

Great Hill Capital LLC

Next filing ≈ Aug 14, 2026

PAYPAL HLDGS INCCall$851M

STANLEY BLACK & DECKER INCCall$294M

V F CORPCall$75M

PFIZER INCCall$24M

ISHARES TRCall$23M

Cinctive Capital Management LP

Next filing ≈ Aug 14, 2026

VISTRA CORP$36M

VALERO ENERGY CORP$33M

FORGENT POWER SOLUTIONS INC$31M

HOME DEPOT INC$27M

LIFEZONE METALS LIMITED$26M

Meridiem Capital Partners LP

Next filing ≈ Aug 14, 2026

AMAZON COM INC$87M

STRYKER CORPORATION$76M

CHARLES RIV LABS INTL INC$62M

WATERS CORP$62M

FULTON BREAKEFIELD BROENNIMAN LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$151M

VANGUARD TAX-MANAGED FDS$76M

MICROSOFT CORP$66M

ALPHABET INC$64M

Next filing ≈ Aug 14, 2026

NVIDIA CORP$117M

MICROSOFT CORP$84M

BROADCOM INC$37M

UNICOM Systems, Inc.

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$151M

SANDISK CORP$133M

BROADCOM INC$123M

PALANTIR TECHNOLOGIES INC$98M

HOWE & RUSLING INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$62M

JPMORGAN CHASE & CO$55M

VANGUARD SCOTTSDALE FDS$52M

Cryder Capital Partners LLP

Next filing ≈ Aug 14, 2026

HCA HEALTHCARE INC$215M

ALPHABET INC$207M

THERMO FISHER SCIENTIFIC INC$185M

MICROSOFT CORP$177M

BLACKSTONE INC$160M

FUKOKU MUTUAL LIFE INSURANCE CO

Next filing ≈ Aug 14, 2026

BROADCOM INC$195M

MERCK & CO INC$54M

COCA COLA CO$52M

CISCO SYS INC$47M

Next filing ≈ Aug 14, 2026

SYLVAMO CORP$267M

PACKAGING CORP AMER$117M

INTERNATIONAL PAPER CO$98M

HORMEL FOODS CORP$50M

APTARGROUP INC$44M

1653–1680 of 7980 funds

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