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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.

NICHOLS & PRATT ADVISERS LLP /MA

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$109M

MASTERCARD INC$68M

MICROSOFT CORP$63M

AUTOMATIC DATA PROCESSING INC$59M

Verity & Verity, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$57M

RTX CORPORATION$41M

GILEAD SCIENCES INC$38M

SHP Wealth Management

Next filing ≈ Aug 14, 2026

1,812 positions

VANGUARD INDEX FDS$331M

INVESCO EXCH TRADED FD TR II$110M

VANGUARD SCOTTSDALE FDS$82M

Triodos Investment Management BV

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$74M

ADVANCED DRAIN SYS INC DEL$74M

NVIDIA CORPORATION$69M

DARLING INGREDIENTS INC$58M

China Universal Asset Management Co., Ltd.

Next filing ≈ Aug 14, 2026

NVIDIA CORP$81M

MICROSOFT CORP$50M

ALPHABET INC-CL A$49M

AMAZON.COM INC$42M

Casdin Capital, LLC

Next filing ≈ Aug 14, 2026

REVOLUTION MEDICINES INC$251M

GENEDX HOLDINGS CORP$193M

RELAY THERAPEUTICS INC$143M

BIOLIFE SOLUTIONS INC$114M

STANDARD BIOTOOLS INC$82M

Next filing ≈ Aug 14, 2026

SCHEIN HENRY INC$94M

WILLIAMS COS INC$85M

CLEAN HARBORS INC$72M

RBB FUND TRUST$67M

LEVIN CAPITAL STRATEGIES, L.P.

Next filing ≈ Aug 14, 2026

JPMORGAN CHASE & CO$52M

JOHNSON & JOHNSON$51M

MICROSOFT CORP$50M

ALPHABET INC$50M

BANK NEW YORK MELLON CORP$49M

Unison Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD MUN BD FDS$237M

VANGUARD INDEX FDS$157M

AMERICAN CENTY ETF TR$147M

ISHARES TR$116M

AMERICAN CENTY ETF TR$83M

IQ EQ FUND MANAGEMENT (IRELAND) Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG LTD$41M

ADVANCED MICRO DEVICES INC$34M

MICROSOFT CORP$29M

ALPHABET INC$26M

Next filing ≈ Aug 14, 2026

Mill Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$95M

MICROSOFT CORP$75M

BERKSHIRE HATHAWAY INC DEL$73M

EXXON MOBIL CORP$62M

Value Partners Investments Inc.

Next filing ≈ Aug 14, 2026

SALESFORCE INC$72M

MICROSOFT CORP$71M

SUN LIFE FINANCIAL INC.$70M

ROGERS COMMUNICATIONS INC$62M

CANADIAN NATL RY CO$62M

Clarkston Capital Partners, LLC

Next filing ≈ Aug 14, 2026

POST HLDGS INC$118M

CLARIVATE PLC$108M

AFFILIATED MANAGERS GROUP$87M

AVANTOR INC$68M

CCC INTELLIGENT SOLUTIONS HL$57M

Qsemble Capital Management, LP

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$15M

BOSTON SCIENTIFIC CORP$14M

META PLATFORMS INC$13M

CITIGROUP INC$13M

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

Next filing ≈ Aug 14, 2026

Cisco Systems$40M

Hilton Capital Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$157M

VANGUARD SCOTTSDALE FDS$88M

VANGUARD SCOTTSDALE FDS$83M

J P MORGAN EXCHANGE TRADED F$60M

J P MORGAN EXCHANGE TRADED F$45M

Van Hulzen Asset Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$49M

MICROSOFT CORP$43M

ARCHER DANIELS MIDLAND CO$38M

BROADCOM INC$32M

EASTERLY INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$444M

JPMORGAN CHASE & CO$24M

RANGE RES CORP$22M

JACKSON FINANCIAL INC$22M

COMMERCIAL METALS CO$21M

Clear Creek Financial Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$40M

WISDOMTREE TR$39M

SPDR SERIES TRUST$32M

SHERMAN PORFOLIOS, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$230M

ISHARES TR$228M

ISHARES TR$227M

SPDR GOLD TR$94M

VANGUARD BD INDEX FDS$39M

HIMENSION CAPITAL (SINGAPORE) PTE. LTD.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$385M

NVIDIA CORPORATION$184M

Silver Point Capital L.P.

Next filing ≈ Aug 14, 2026

GULFPORT ENERGY CORP$551M

ECHOSTAR CORP$205M

GRUPO AEROMEXICO SAB DE CV$194M

DIVERSIFIED HEALTHCARE TR$103M

ECHOSTAR CORP$83M

NBC SECURITIES, INC.

Next filing ≈ Aug 14, 2026

2,521 positions

STATE STREET SPDR S&P 500 ETF$32M

SPDR SERIES TRUST$28M

VANGUARD S&P 500 ETF$23M

MICROSOFT CORP$21M

Greenbrier Partners Capital Management, LLC

Next filing ≈ Aug 14, 2026

META PLATFORMS INC$226M

COSTCO WHOLESALE CORPORATION$222M

ALPHABET INC$133M

AMAZON COM INC$129M

First Heartland Consultants, Inc.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$46M

ETF SER SOLUTIONS$46M

INVESCO QQQ TR$35M

SPDR INDEX SHS FDS$33M

FIRST TR EXCHANGE TRADED FD$33M

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

Next filing ≈ Aug 14, 2026

ISHARES SILVER TR$133M

ISHARES GOLD TR$131M

WISDOMTREE TR$125M

ADVISORS INNER CIRCLE FD III$115M

EA SERIES TRUST$100M

MPM BioImpact LLC

Next filing ≈ Aug 14, 2026

DBV Technologies S A$109M

Cullinan Therapeutics, Inc.$109M

Aktis Oncology, Inc.$87M

Liquidia Corporation$53M

1849–1876 of 7980 funds

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