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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.

CADIAN CAPITAL MANAGEMENT, LP

Next filing ≈ Aug 14, 2026

IQVIA HLDGS INC$139M

DRAFTKINGS INC NEW$79M

FLYWIRE CORPORATION$77M

GUARDANT HEALTH INC$72M

HEALTHEQUITY INC$70M

Alley Investment Management Company, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INC$32M

JPMORGAN CHASE & CO$32M

PHILIP MORRIS INTL INC$27M

CHEVRON CORPORATION$26M

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$90M

MARKEL GROUP INC$88M

AMAZON COM INC$78M

AMERICAN TOWER CORP NEW$72M

OREILLY AUTOMOTIVE INC$69M

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$631M

SCHWAB STRATEGIC TR$170M

ZTO EXPRESS CAYMAN INC$2M

KASPI KZ JSC$2M

MayTech Global Investments, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$163M

ALPHABET INC$83M

META PLATFORMS INC$69M

AMAZON COM INC$62M

ASML HLDG NV$49M

Capital Advantage, Inc.

Next filing ≈ Nov 14, 2026

CAPITAL GRP FIXED INCM ETF T$104M

SCHWAB STRATEGIC TR$58M

VANGUARD WHITEHALL FDS$41M

VANGUARD WHITEHALL FDS$40M

Nelson Capital Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$284M

VANGUARD TAX-MANAGED FDS$44M

SELECT SECTOR SPDR TR$26M

MICROSOFT CORP$26M

Arvin Capital Management LP

Next filing ≈ Aug 14, 2026

MICROSOFT CORPCall$76M

TRANSALTA CORP$59M

THERMO FISHER SCIENTIFIC INC$55M

AMENTUM HOLDINGS INC$54M

ISHARES TRPut$47M

Brio Consultants, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$85M

VANGUARD BD INDEX FDS$68M

SCHWAB STRATEGIC TR$62M

INVESCO ACTIVELY MANAGED EXC$56M

SPDR INDEX SHS FDS$48M

Capital Investment Counsel, Inc

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$100M

COSTCO WHOLESALE CORPORATION$63M

WALMART INC$35M

ALPHABET INC$31M

Ayalon Insurance Comp Ltd.

Next filing ≈ Nov 14, 2026

Vanguard S&P 500 ETF$71M

State Street SPDR S&P 500 ETF Trust$71M

State Street Technology Select Sector SPDR ETF$65M

iShares MSCI Emerging Markets ex China ETF$55M

iShares Core MSCI Emerging Markets ETF$37M

Cypress Wealth Services, LLC

Next filing ≈ Nov 14, 2026

SPDR SERIES TRUST$47M

BLACKROCK ETF TRUST$29M

Stanley-Laman Group, Ltd.

Next filing ≈ Aug 14, 2026

ALPHABET INC CLASS CLASS A$22M

AMAZON.COM INC$16M

CAMECO CORP F$14M

LAM RESH CORP$14M

Kera Capital Partners, Inc.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$69M

STATE STR SPDR S&P 500 ETF T$44M

INVESCO EXCHANGE TRADED FD T$29M

SPDR SERIES TRUST$26M

CORNING INC$19M

VICTORY FINANCIAL GROUP, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$115M

SCHWAB STRATEGIC TR$47M

FIDELITY COVINGTON TRUST$30M

VANGUARD INDEX FDS$27M

Baer Investment Advisory LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$115M

SCHWAB STRATEGIC TR$47M

FIDELITY COVINGTON TRUST$30M

VANGUARD INDEX FDS$27M

TFC Financial Management, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$218M

ISHARES TR$115M

ISHARES INC$53M

J P MORGAN EXCHANGE TRADED F$46M

United Advisor Group, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$25M

EA SERIES TRUST$16M

AMAZON COM INC$15M

ETF SER SOLUTIONS$15M

Portfolio Strategies, Inc.

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$87M

VANECK ETF TRUST$63M

BAXTER BROS INC

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$65M

MICROSOFT CORP$48M

EXXON MOBIL CORP$46M

ALPHABET INC$34M

Brookwood Investment Group LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$50M

NVIDIA CORPORATION$39M

VANGUARD INDEX FDS$31M

BROADCOM INC$17M

Buck Wealth Strategies, LLC

Next filing ≈ Aug 14, 2026

PIMCO ETF TR$58M

SPDR SERIES TRUST$24M

VANGUARD TAX-MANAGED FDS$24M

ASHFORD CAPITAL MANAGEMENT INC

Next filing ≈ Aug 14, 2026

GLOBALSTAR INC.$60M

LIGAND PHARMACEUTICALS - CL B$41M

STONEX GROUP, INC.$38M

SUPERNUS PHARMACEUTICALS INC.$33M

VANGUARD TOTAL STOCK MARKET ETF$31M

B&D White Capital Company, LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$154M

AMERICAN CENTY ETF TR$81M

AMERICAN CENTY ETF TR$66M

DIMENSIONAL ETF TRUST$33M

Impact Partnership Wealth, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$68M

INVESCO QQQ TR$66M

SPDR SERIES TRUST$38M

SPDR INDEX SHS FDS$37M

VANGUARD INDEX FDS$32M

Capital Investment Counsel, LLC

Next filing ≈ Nov 14, 2026

BONDBLOXX ETF TRUST$22M

INVESCO EXCH TRD SLF IDX FD$22M

INVESCO EXCH TRD SLF IDX FD$21M

EAGLE ROCK INVESTMENT COMPANY, LLC

Next filing ≈ Nov 14, 2026

VANGUARD BD INDEX FDS$58M

ALPHABET INC$44M

BROADCOM INC$41M

TAIWAN SEMICONDUCTOR MANUFAC$29M

Emerald Advisors, LLC

Next filing ≈ Aug 14, 2026

COSTCO WHOLESALE CORPORATION$620M

VANGUARD INDEX FDS$13M

ISHARES INC$12M

FIDELITY COVINGTON TRUST$9M

2437–2464 of 7980 funds

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