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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.

MBB PUBLIC MARKETS I LLC

Next filing ≈ Aug 14, 2026

PROGRESSIVE CORP$177M

AERCAP HOLDINGS NV$155M

AMAZON COM INC$142M

FERGUSON ENTERPRISES INC$123M

MEDLINE INC$109M

Evelyn Partners Investment Management Services Ltd

Next filing ≈ Aug 14, 2026

ASTRAZENECA PLC$97M

ALPHABET INC$46M

MICROSOFT CORP$44M

AMAZON COM INC$40M

Seilern Investment Management Ltd

Next filing ≈ Aug 14, 2026

MASTERCARD INCORPORATED$89M

UNITEDHEALTH GROUP INC$76M

TYLER TECHNOLOGIES INC$62M

WEST PHARMACEUTICAL SVSC INC$57M

VEEVA SYS INC$56M

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$121M

BERKSHIRE HATHAWAY INC DEL$83M

DOLLAR GEN CORP$77M

DECKERS OUTDOOR CORP$66M

ALASKA AIR GROUP INC$62M

Claret Asset Management Corp

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$46M

ALPHABET INC$41M

META PLATFORMS INC$28M

Eagle Strategies LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$72M

SCHWAB STRATEGIC TR$29M

WISDOMTREE TR$28M

SPDR SERIES TRUST$27M

INVESCO EXCH TRADED FD TR II$26M

De Lisle Partners LLP

Next filing ≈ Aug 14, 2026

CAMECO CORP$62M

EVERUS CONSTRUCTION GROUP INC$43M

BUILD A BEAR WORKSHOP INC$29M

ROCKET COS INC$19M

CLIMB GLOBAL SOLUTIONS INC$18M

Financial Partners Group, Inc

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$43M

STATE STR SPDR S&P 500 ETF T$39M

FIRST TR EXCHANGE TRADED FD$37M

PROFESSIONAL ADVISORY SERVICES INC

Next filing ≈ Nov 14, 2026

ALPHABET, INC. CLASS C$40M

THERMO FISHER SCIENTIFIC$32M

BERKSHIRE HATHAWAY INC-B$32M

MATTERN CAPITAL MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

PHILLIPS 66$16M

MICROSOFT CORP$15M

COSTCO WHOLESALE CORPORATION$14M

CENCORA INC$13M

MANAGED ASSET PORTFOLIOS, LLC

Next filing ≈ Aug 14, 2026

Chevron Corporation$48M

Sprott Physical Gold & Silver$46M

Applied Materials$37M

National Fuel Gas Company$36M

Takeda Pharmaceutical Company$33M

Family Manage LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$45M

DOUBLELINE ETF TRUST$42M

STATE STR SPDR S&P 500 ETF T$38M

TCW ETF TRUST$31M

Suncoast Equity Management

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$76M

MICROSOFT CORP$61M

ALPHABET INC$49M

MCKESSON CORP$42M

NICOLA WEALTH MANAGEMENT LTD.

Next filing ≈ Aug 14, 2026

WASTE CONNECTIONS INC$34M

PEMBINA PIPELINE CORP$30M

SUN LIFE FINANCIAL INC.$25M

TOTALENERGIES SE$24M

Alaska Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$186M

VANGUARD BD INDEX FDS$88M

FLEXSHARES TR$52M

Ramirez Asset Management, Inc.

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MFG ADR$52M

JBS N.V. COM SHS CL A$30M

KB Financial Group Inc ADR$24M

ITAU UNIBANCO HLDG PREF ADR$20M

Engie SA ADR$20M

New England Private Wealth Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$47M

VANGUARD INDEX FDS$42M

FIRST TR EXCHANGE-TRADED FD$36M

JANUS DETROIT STR TR$32M

BROADSTONE NET LEASE INC$29M

ICICI Prudential Asset Management Co Ltd

Next filing ≈ Aug 14, 2026

COGNIZANT TECHNOLOGY SOLUTIO$56M

NVIDIA CORPORATION$25M

MICROSOFT CORP$25M

AMAZON COM INC$24M

RPG Investment Advisory, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$55M

ALPHABET INC$41M

QUANTA SVCS INC$30M

AMAZON COM INC$29M

Engine Capital Management, LP

Next filing ≈ Aug 14, 2026

AVANTOR INC$155M

NCR ATLEOS CORPORATION$113M

SUNOCOCORP LLC$63M

Claro Advisors Inc.

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$45M

VANGUARD TAX-MANAGED FDS$27M

Fort Sheridan Advisors LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$56M

ENTERPRISE PRODS PARTNERS L$40M

ALPHABET INC$33M

CME GROUP INC$32M

Fort Point Capital Partners LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$65M

VANGUARD INDEX FDS$47M

VANGUARD MUN BD FDS$37M

SIRIOS CAPITAL MANAGEMENT L P

Next filing ≈ Aug 14, 2026

GE VERNOVA INC$107M

TAIWAN SEMICONDUCTOR MANUFAC$38M

AMAZON COM INC$35M

ONTO INNOVATION INC$32M

GLOBUS MED INC$31M

MJP ASSOCIATES INC /ADV

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$82M

VANGUARD SPECIALIZED FUNDS$58M

JANUS DETROIT STR TR$58M

PIMCO ETF TR$57M

BLACKROCK ETF TRUST II$46M

Volterra Technologies LP

Next filing ≈ Aug 14, 2026

SELECT SECTOR SPDR TRPut$36M

ISHARES TRPut$35M

SELECT SECTOR SPDR TRCall$31M

ISHARES TRCall$30M

SELECT SECTOR SPDR TRCall$27M

Parkside Investments, LLC

Next filing ≈ Aug 14, 2026

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$93M

ISHARES RUSSELL 2000 ETF$63M

ISHARES CORE S&P 500 ETF$61M

ISHARES CORE MSCI EMERGING MARKETS ETF$57M

ISHARES CORE MSCI EAFE ETF$54M

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$32M

MICROSOFT CORP$24M

CATERPILLAR INC$23M

JOHNSON & JOHNSON$22M

2409–2436 of 7980 funds

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