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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.

Nellore Capital Management LLC

Next filing ≈ Aug 14, 2026

AMAZON COM INC$225M

MERCADOLIBRE INC$124M

APPFOLIO INC$100M

VEEVA SYS INC$79M

ALPHABET INC$73M

Summit Financial Wealth Advisors, LLC

Next filing ≈ Nov 14, 2026

VANGUARD WHITEHALL FDS$66M

SCHWAB STRATEGIC TR$61M

VANGUARD INDEX FDS$59M

SPDR SERIES TRUST$35M

PIMCO ETF TR$32M

McMillan Office, Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$94M

ALPHABET INC$52M

INVESCO QQQ TR$44M

MICROSOFT CORP$43M

Titan Investment Solutions Ltd

Next filing ≈ Aug 14, 2026

TAIWAN SEMICONDUCTOR MANUFAC$40M

ELI LILLY & CO$38M

NVIDIA Corp$38M

MICROSOFT CORP$35M

Amazon.com Inc$31M

Quantum Capital Management, LLC / NJ

Next filing ≈ Aug 14, 2026

Old Dominion Freight Line In$73M

Primerica Inc$63M

Veeva Sys Inc$56M

Technology Crossover Management X, Ltd.

Next filing ≈ Aug 14, 2026

Nu Holdings Limited$612M

Rocket Companies Inc.$63M

Klarna Group PLC$50M

Gitlab, Inc.$42M

Peloton Interactive, Inc.$11M

RH Tailwind Management, LLC

Next filing ≈ Aug 14, 2026

STATE STREET SPDR S&P 500 ETF TRUSTPut$52M

GE VERNOVA LLCPut$35M

EXXON MOBIL CORPPut$32M

TAIWAN SEMICONDUCTOR MFG COPut$31M

CHEVRON CORPPut$31M

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$397M

ISHARES BITCOIN TRUST ETF$125M

Bordeaux Wealth Advisors LLC

Next filing ≈ Nov 14, 2025

NVIDIA CORPORATION$318M

VANGUARD INDEX FDS$45M

ALPHABET INC$32M

MICROSOFT CORP$30M

Next filing ≈ Aug 14, 2026

HUBBELL INC$131M

Biondo Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

INTUITIVE SURGICAL INC$55M

NVIDIA CORPORATION$52M

ALPHABET INC$46M

MASTERCARD INCORPORATED$32M

Coho Partners, Ltd.

Next filing ≈ Feb 14, 2026

Ross Stores Inc$44M

Cencora Inc$38M

U.S. Bancorp.$36M

Sysco Corporation$36M

Lowes Companies, Inc.$34M

TCP Asset Management, LLC

Next filing ≈ Aug 14, 2026

ISHARES TR$114M

STATE STR SPDR DOW JONES IND$50M

NORTHERN LIGHTS FD TR$45M

INVESCO QQQ TR$44M

DIMENSIONAL ETF TRUST$43M

AXQ CAPITAL, LP

Next filing ≈ Aug 14, 2026

BOSTON SCIENTIFIC CORP$6M

CLEVELAND-CLIFFS INC NEW$6M

OTIS WORLDWIDE CORP$5M

BERKSHIRE HATHAWAY INC DEL$5M

BLACKROCK INC$5M

BlueSky Wealth Advisors, LLC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$125M

VANGUARD SCOTTSDALE FDS$47M

SCHWAB STRATEGIC TR$40M

SCHWAB STRATEGIC TR$39M

VANGUARD INDEX FDS$37M

First Pacific Financial

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$94M

TCW ETF TRUST$90M

DIMENSIONAL ETF TRUST$64M

VANGUARD INDEX FDS$41M

Permanens Capital L.P.

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$166M

VANGUARD INDEX FDS$118M

SPDR SERIES TRUST$91M

VANGUARD INDEX FDS$50M

BLACKROCK ETF TRUST II$41M

OLD NATIONAL BANCORP /IN/

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$31M

VANGUARD INDEX FDS$31M

INVESCO QQQ TR$29M

INVESCO EXCHANGE TRADED FD T$26M

STATE STR SPDR S&P 500 ETF T$25M

Cardinal Capital Management

Next filing ≈ Aug 14, 2026

JOHNSON & JOHNSON$28M

ELI LILLY & CO$25M

COSTCO WHOLESALE CORPORATION$21M

EXXON MOBIL CORP$20M

Onyx Bridge Wealth Group LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TR$29M

CAPITAL GROUP DIVIDEND VALUE$26M

VANGUARD INDEX FDS$24M

WISDOMTREE TR$19M

PLANNING ALTERNATIVES LTD /ADV

Next filing ≈ Aug 14, 2026

ISHARES TR$271M

INVESCO EXCH TRADED FD TR II$83M

VANGUARD TAX-MANAGED FDS$79M

NOTTINGHAM ADVISORS, INC.

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$49M

J P MORGAN EXCHANGE TRADED F$46M

SPDR SERIES TRUST$42M

Gilbert & Cook, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TR$181M

VANGUARD TAX-MANAGED FDS$80M

JOHN HANCOCK EXCHANGE TRADED$67M

VANGUARD BD INDEX FDS$59M

SYLEBRA CAPITAL LLC

Next filing ≈ Aug 14, 2026

AEVA TECHNOLOGIES INC$214M

PURECYCLE TECHNOLOGIES INC$177M

IMPINJ INC$116M

PAYCOM SOFTWARE INC$84M

ELASTIC N V$70M

EFG Asset Management (North America) Corp.

Next filing ≈ Feb 14, 2026

NVIDIA CORPORATION$26M

AMAZON COM INC$20M

ALPHABET INC$19M

BROADCOM INC$18M

META PLATFORMS INC$18M

VALLEY NATIONAL ADVISERS INC

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$52M

SCHWAB STRATEGIC TR$31M

VANGUARD INDEX FDS$30M

FIDELITY MERRIMACK STR TR$29M

FIDELITY COVINGTON TRUST$29M

Pilgrim Global Advisors LLC

Next filing ≈ Aug 14, 2026

NAVIOS MARITIME PARTNERS L P$313M

SABLE OFFSHORE CORP$301M

TRANSOCEAN LTD$159M

CANYON CAPITAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

CBL & ASSOC PPTYS INC$325M

SEADRILL LTD$57M

ELECTRONIC ARTS INC$56M

FIRST FNDTN INC$48M

2521–2548 of 7980 funds

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