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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.

Boulay Financial Advisors, LLC

Next filing ≈ Aug 14, 2026

Schwab Strategic TR$266M

VanEck ETF Trust$215M

Ishares TR$152M

Schwab Strategic TR$133M

Columbia ETF TR II$105M

TWIN FOCUS CAPITAL PARTNERS, LLC

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$102M

VANGUARD INDEX FDS$69M

DELL TECHNOLOGIES INC$37M

STATE STR SPDR S&P 500 ETF T$31M

Wallace Capital Management Inc.

Next filing ≈ Aug 14, 2026

WHITE MTNS INS GROUP LTD$173M

GRAHAM HLDGS CO$164M

BERKSHIRE HATHAWAY INC DEL$116M

SEABOARD CORP DEL$42M

Pacific Life Fund Advisors LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$172M

Philip James Wealth Mangement, LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$209M

EXXON MOBIL CORP$75M

OCCIDENTAL PETE CORP$50M

CHUBB LTD SWITZ$30M

OCCIDENTAL PETE CORP$28M

CABOT WEALTH MANAGEMENT INC

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$32M

ALPHABET INC$32M

Oak Harvest Investment Services

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$72M

VANGUARD INDEX FDS$43M

BROADCOM INC$33M

VANGUARD WHITEHALL FDS$25M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$94M

RENAISSANCERE HLDGS LTD$92M

SELECT SECTOR SPDR TR$79M

SAFETY INS GROUP INC$56M

IDG China Capital Fund III Associates L.P.

Next filing ≈ Aug 14, 2026

CIRCLE INTERNET GROUP INC$859M

WATERDROP INC$9M

8 KNOTS MANAGEMENT, LLC

Next filing ≈ May 15, 2026

MOLINA HEALTHCARE INC$199M

CENTENE CORP DEL$194M

ELEVANCE HEALTH INC$179M

BRIGHTSPRING HEALTH SVCS INC$78M

ENHABIT INC$47M

Blue Grotto Capital, LLC

Next filing ≈ Aug 14, 2026

CACI INTL INC$80M

SHARKNINJA INC$71M

TALEN ENERGY CORP$70M

AKAMAI TECHNOLOGIES INC$69M

L. Roy Papp & Associates, LLP

Next filing ≈ Aug 14, 2026

ALPHABET INC$45M

MICROSOFT CORP$43M

BLACKROCK INC$35M

OREILLY AUTOMOTIVE INC$31M

Havemeyer Place LP

Next filing ≈ Aug 14, 2026

ARM HOLDINGS PLC$10M

CUMMINS INC$10M

AUTODESK INC$9M

NVIDIA CORPORATION$8M

BLACKSTONE INC$8M

Hanson & Doremus Investment Management

Next filing ≈ Aug 14, 2026

Schwab U.S. Broad Market ETF$177M

Vanguard Intermediate Treasury ETF$70M

Vanguard Developed Market ETF$52M

Vanguard Intermediate Corporate ETF$51M

Vanguard Emerging Market ETF$27M

Informed Momentum Co LLC

Next filing ≈ Aug 14, 2026

Advanced Energy Industries Inc$14M

TTM Technologies Inc$9M

Viavi Solutions Inc$9M

MAKENA CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$265M

ISHARES INC$48M

AMAZON COM INC$31M

GUIDEWIRE SOFTWARE INC$30M

One Madison Group LLC

Next filing ≈ Aug 14, 2026

CRANE COMPANY$61M

AMAZON COM INC$56M

MARTIN MARIETTA MATLS INC$54M

GE VERNOVA INC$52M

LexAurum Advisors, LLC

Next filing ≈ Nov 14, 2026

GOLDMAN SACHS ETF TR$51M

J P MORGAN EXCHANGE TRADED F$31M

GOLDMAN SACHS ETF TR$27M

AMERICAN CENTY ETF TR$26M

Capital Advisors, Ltd. LLC

Next filing ≈ Aug 14, 2026

1,549 positions

STATE STR SPDR S&P 500 ETF T$77M

VANGUARD SPECIALIZED FUNDS$31M

VANGUARD INDEX FDS$30M

Rodgers Brothers Inc.

Next filing ≈ Aug 14, 2026

COHERENT CORP$89M

ELI LILLY & CO$52M

WILLIAMS SONOMA INC$26M

EMERSON ELEC CO$18M

Gallagher Fiduciary Advisors, LLC

Next filing ≈ Aug 14, 2026

DELTA AIR LINES INC$255M

CBRE GROUP INC$120M

AMERICAN CENTY ETF TR$33M

AMERICAN CENTY ETF TR$19M

ADAMS NATURAL RESOURCES FUND, INC.

Next filing ≈ Aug 14, 2026

Exxon Mobil Corporation$226M

Chevron Corporation$127M

ConocoPhillips$50M

Williams Companies, Inc.$33M

Archford Capital Strategies, LLC

Next filing ≈ Aug 14, 2026

ISHARES INC$38M

NVIDIA CORPORATION$28M

MICROSOFT CORP$25M

Ascent Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$56M

SPDR S&P MIDCAP 400 ETF TR$26M

ALPHABET INC$23M

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$257M

Vanguard Russell 1000 Growth ETF$179M

Vanguard FTSE Developed Markets ETF$141M

Invesco S&P 500 Equal Weight ETF$103M

SPDR S&P 500 ETF TR$93M

Benchstone Capital Management LP

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$49M

BROADCOM INC$46M

ECHOSTAR CORP$46M

LIBERTY MEDIA CORP DEL$38M

SPOTIFY TECHNOLOGY S A$36M

Ophir Asset Management Pty Ltd

Next filing ≈ Aug 14, 2026

MAREX GROUP PLC$56M

STANDEX INTERNATIONAL CORP$50M

Night Owl Capital Management, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC CAP STK CL C$94M

MICROSOFT CORP COM$64M

AMAZON COM INC COM$55M

TAIWAN SEMICONDUCTOR MFG CO SP$54M

2353–2380 of 7980 funds

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