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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.

Miller Investment Management, LP

Next filing ≈ Aug 14, 2026

SPDR S&P 500 ETF TR$190M

SPDR SER TR$125M

VANGUARD SCOTTSDALE FDS$98M

VANGUARD SCOTTSDALE FDS$79M

BERKSHIRE HATHAWAY INC DEL$74M

Pictet North America Advisors SA

Next filing ≈ Aug 14, 2026

SPDR GOLD TR$67M

TAIWAN SEMICONDUCTOR MANUFAC$61M

ASTRAZENECA PLC$42M

ALPHABET INC$38M

SONY GROUP CORP$33M

SENTINEL TRUST CO LBA

Next filing ≈ Aug 14, 2026

iShares Tr Core S&P TTL Stk$257M

Vanguard Star Fd Vg Tl Intl St$109M

iShares Russell 3000 ETF$90M

Palantir Technologies$42M

Vanguard Ftse All-World Etf$37M

Taikang Asset Management (Hong Kong) Co Ltd

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$50M

LUMENTUM HLDGS INC$39M

FUTU HLDGS LTD$38M

Private Capital Management, LLC

Next filing ≈ Aug 14, 2026

Harrow, Inc.$55M

QuinStreet, Inc.$53M

Perion Network, Ltd.$48M

Target Hospitality Corp.$43M

KKR & Co, Inc.$43M

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$47M

NATURES SUNSHINE PRODS INC$43M

AMERICAN PUB ED INC$39M

DIEBOLD NIXDORF INC$28M

STATE STR SPDR S&P 500 ETF T$26M

BEACON FINANCIAL GROUP

Next filing ≈ Aug 14, 2026

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND$50M

VANGUARD GROWTH INDEX FUND ETF SHARES$26M

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES$26M

ISHARES CORE S&P 500 ETF$26M

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND$24M

Spear Holdings RSC Ltd

Next filing ≈ Aug 14, 2026

Microsoft Corp$105M

NVIDIA Corp$99M

Amazon.com Inc$98M

Taiwan Semiconductor Manufacturing Co Ltd$81M

S&P Global Inc$75M

HOWARD FINANCIAL SERVICES, LTD.

Next filing ≈ Nov 14, 2026

ISHARES TR$113M

SCHWAB STRATEGIC TR$62M

VANGUARD SPECIALIZED FUNDS$47M

INVESCO EXCHANGE TRADED FD T$40M

Cornerstone Capital, Inc.

Next filing ≈ Aug 14, 2026

CORNING INC$56M

ALPHABET INC$49M

MICROSOFT CORP$43M

AMAZON COM INC$38M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$922M

ENTERPRISE PRODS PARTNERS LP$42M

US BANCORP DEL$37M

MAR VISTA INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$63M

MICROSOFT CORP$59M

AMAZON.COM INC$56M

ALPHABET INC-CL C$50M

Next filing ≈ Aug 14, 2026

AerCap Holdings NV$338M

Check Point Software Tech LT$180M

Flutter Entmt PLC$50M

Canadian Pacific Kansas City$35M

Embree Financial Group

Next filing ≈ Nov 14, 2026

INVESCO QQQ TR$70M

BLACKROCK ETF TRUST$52M

STATE STR SPDR S&P 500 ETF T$51M

180 WEALTH ADVISORS, LLC

Next filing ≈ Nov 14, 2026

MICROSOFT CORP$40M

NVIDIA CORPORATION$38M

AMAZON COM INC$24M

BROADCOM INC$22M

Next filing ≈ Aug 14, 2026

BANK OZK LITTLE ROCK ARK$7M

RAYMOND JAMES FINL INC$7M

COSTCO WHOLESALE CORPORATION$7M

COMMERCE BANCSHARES INC$7M

Gladstone Capital Management LLP

Next filing ≈ Aug 14, 2026

Alphabet Inc$180M

Quanta Services Inc$125M

Microsoft Corp$95M

Api Group Corp$75M

Palisade Asset Management, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$48M

CISCO SYS INC$28M

ORACLE CORP$26M

SHELL ASSET MANAGEMENT CO

Next filing ≈ Feb 14, 2026

1,191 positions

NVIDIA CORPORATION$66M

MICROSOFT CORP$51M

AMAZON COM INC$30M

BROADCOM INC$22M

Cheviot Value Management, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL CL B NEW$114M

ISHARES 0-3 MONTH TREASURY BOND ETF$108M

AGNICO EAGLE MINES LTD COM$83M

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF$55M

ALPHABET INC CAP STK CL A$48M

Strategies Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SPDR INDEX SHS FDS$164M

VANGUARD INDEX FDS$146M

VANGUARD INDEX FDS$119M

Stadion Money Management, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$252M

SPDR INDEX SHS FDS$180M

BNY MELLON ETF TRUST$76M

SPDR INDEX SHS FDS$46M

DIMENSIONAL ETF TRUST$43M

Relyea Zuckerberg Hanson LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$108M

VANGUARD INDEX FDS$91M

SPDR SERIES TRUST$46M

VISTA CAPITAL PARTNERS, INC.

Next filing ≈ Aug 14, 2026

Vanguard Total U.S. Stock Market Index Fund$359M

Vanguard Value Index Fund$150M

Vanguard REIT Index Fund$128M

Vanguard Growth Index Fund$84M

Vanguard Small Cap Index Fund$68M

Asset Advisors Investment Management, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$77M

SCHWAB STRATEGIC TR$69M

MICROSOFT CORP$61M

COSTCO WHOLESALE CORPORATION$49M

SELECT SECTOR SPDR TR$40M

Knollwood Investment Advisory, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$82M

AMAZON COM INC$43M

ALPHABET INC$36M

MICROSOFT CORP$36M

Cooper Financial Group

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$65M

INVESCO QQQ TR$43M

NVIDIA CORPORATION$41M

PIMCO ETF TR$37M

Lightspeed Management Company, L.L.C.

Next filing ≈ Aug 14, 2026

SERVICENOW INC$160M

PERSONALIS INC$52M

KODIAK AI INC.$51M

BLEND LABS INC$39M

2157–2184 of 7980 funds

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