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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.

Accurate Wealth Management, LLC

Next filing ≈ Nov 14, 2026

NVIDIA CORPORATION$52M

FIRST TR EXCHANGE-TRADED FD$34M

STATE STR SPDR S&P 500 ETF T$30M

PROCTER & GAMBLE CO$28M

AMERICAN NATIONAL BANK & TRUST

Next filing ≈ Aug 14, 2026

Alphabet Inc$67M

Apple Computer Inc$49M

Amazon Com Inc$41M

GS ActiveBeta US Small Cap$39M

Microsoft Corp Com$37M

Apriem Advisors

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$144M

VANGUARD BD INDEX FDS$69M

VANECK ETF TRUST$52M

VANGUARD WORLD FD$46M

Long Pond Capital, LP

Next filing ≈ Aug 14, 2026

INDEPENDENCE RLTY TR INC$85M

JANUS LIVING INC$78M

SBA COMMUNICATIONS CORPCall$69M

JBG SMITH PPTYS$64M

WYNDHAM HOTELS & RESORTS INC$57M

WAYCROSS PARTNERS, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$81M

ALPHABET INC$72M

MICROSOFT CORP$63M

AMAZON COM INC$58M

Hudson Way Capital Management LLC

Next filing ≈ Aug 14, 2026

KKR & CO INC$144M

SOMNIGROUP INTERNATIONAL INC$95M

HILTON WORLDWIDE HLDGS INC$80M

CHURCHILL DOWNS INC$78M

Octavia Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$154M

SPDR SERIES TRUST$136M

FIDELITY MERRIMACK STR TR$88M

ISHARES INC$53M

CCM INVESTMENT ADVISERS LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc. Class A$38M

NVIDIA Corp.$36M

Seagate Technology Holdings$36M

Caterpillar Inc Del$35M

Jabil Circuit, Inc.$33M

Telos Capital Management, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$39M

VANGUARD INTL EQUITY INDEX F$27M

ALPHABET INC$26M

QUALCOMM INC$25M

Continuum Advisory, LLC

Next filing ≈ Aug 14, 2026

WALMART INC$43M

CAPITAL GROUP DIVIDEND VALUE$41M

J P MORGAN EXCHANGE TRADED F$34M

PIMCO ETF TR$31M

CLOUGH CAPITAL PARTNERS L P

Next filing ≈ Aug 14, 2026

ALPHABET INC$61M

NVIDIA CORPORATION$40M

AMAZON COM INC$40M

CARNIVAL CORP$38M

NORDEN GROUP LLC

Next filing ≈ Aug 14, 2026

PGIM ETF TR$62M

NVIDIA CORPORATION$47M

MICROSOFT CORP$29M

AMAZON COM INC$21M

RDST Capital LLC

Next filing ≈ Aug 14, 2026

UNION PAC CORP$71M

DATADOG INC$70M

BLUE OWL CAPITAL INC$70M

COUPANG INC$69M

AMAZON COM INC$68M

Linden Thomas Advisory Services, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$31M

ALPHABET INC$17M

BROADCOM INC$15M

ARISTA NETWORKS INC$13M

Morgan Stanley Institutional Investment Advisors LLC

Next filing ≈ Aug 14, 2026

Enbridge Inc$403M

Waste Management, Inc$340M

National Health Care$166M

Oceaneering$122M

National Health Investors$6M

Marks Group Wealth Management, Inc

Next filing ≈ Aug 14, 2026

ALPHABET INC$22M

SPDR SERIES TRUST$21M

ISHARES INC$17M

E-L Financial Corp Ltd

Next filing ≈ Aug 14, 2026

Vanguard Index FDS$1.0B

TOWER BRIDGE ADVISORS

Next filing ≈ Aug 14, 2026

Alphabet Inc. Class C$52M

Broadcom Inc.$41M

Lam Research Corporation$22M

Oracle Corporation$22M

Vanguard S&P 500 ETF$19M

COMMON FUND FOR NONPROFIT ORGANIZATIONS

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$364M

FLEXSHARES TR$222M

ISHARES TR$122M

VANGUARD INDEX FDS$115M

Condire Management, LP

Next filing ≈ Aug 14, 2026

COEUR MNG INC$187M

I-80 GOLD CORP$125M

VALARIS LTD$114M

OSISKO DEVELOPMENT CORP$81M

CHORD ENERGY CORPORATION$79M

PrairieView Partners, LLC

Next filing ≈ Nov 14, 2025

VANGUARD INDEX FDS$174M

AMERICAN CENTY ETF TR$125M

AMERICAN CENTY ETF TR$84M

AMERICAN CENTY ETF TR$66M

DIMENSIONAL ETF TRUST$45M

RW Investment Management LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$150M

VANGUARD INDEX FDS$150M

VANGUARD BD INDEX FDS$105M

VANGUARD SCOTTSDALE FDS$101M

DIMENSIONAL ETF TRUST$95M

J. Stern & Co. LLP

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$108M

ALPHABET INC$91M

AMAZON COM INC$73M

AMPHENOL CORP$63M

HONEYWELL INTL INC$62M

Wolf Hill Capital Management, LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$223M

LIBERTY GLOBAL LTD$117M

NEXTNAV INC$113M

CHEMOURS CO$81M

GOLAR LNG LTD$81M

Journey Advisory Group, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$60M

VANGUARD TAX-MANAGED FDS$51M

MICROSOFT CORP$33M

Tributary Capital Management, LLC

Next filing ≈ Aug 14, 2026

ESCO TECHNOLOGIES INC COM$40M

VIAVI SOLUTIONS INC$27M

MOELIS & CO$27M

ADVANCED ENERGY INDS INC COM$26M

Cumberland Partners Ltd

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$48M

AMAZON COM INC$44M

ROYAL BK CDA$43M

WALMART INC$41M

ALPHABET INC$41M

Samsara BioCapital, LLC

Next filing ≈ Aug 14, 2026

SCHOLAR ROCK HLDG CORP$339M

MINERALYS THERAPEUTICS INC$159M

ALUMIS INC$140M

SEPTERNA INC$76M

KALARIS THERAPEUTICS INC$75M

2101–2128 of 7980 funds

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