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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.

Running Oak Capital LLC

Next filing ≈ Aug 14, 2026

ROPER TECHNOLOGIES INC$9M

FTI CONSULTING INC$9M

TJX COS INC NEW$8M

AIR PRODUCTS AND CHEMICALS I$8M

Canal Capital Management, LLC

Next filing ≈ Aug 14, 2026

OLD DOMINION FREIGHT LINE IN$73M

INVESCO QQQ TR$31M

MICROSOFT CORP$22M

U S GLOBAL INVESTORS INC

Next filing ≈ Aug 14, 2026

DELTA AIR LI$78M

UNITED AIRLINES$72M

AMERICAN AIRLINE$69M

SOUTHWEST AIR$63M

JETBLUE AIRWAYS$24M

Qtron Investments LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$45M

MICROSOFT CORP$27M

AMAZON COM INC$22M

James J. Burns & Company, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$147M

STATE STR SPDR S&P 500 ETF T$46M

VANGUARD STAR FDS$44M

VANGUARD INDEX FDS$42M

Sharkey, Howes & Javer

Next filing ≈ Aug 14, 2026

BLACKROCK ETF TRUST$44M

Glassman Wealth Services

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$172M

SCHWAB STRATEGIC TR$130M

VANGUARD INTL EQUITY INDEX F$87M

WISDOMTREE TR$71M

DIMENSIONAL ETF TRUST$68M

Cohen Capital Management, Inc.

Next filing ≈ Nov 14, 2026

APPLIED MATLS INC COM$81M

THERMO FISHER SCIENTIFIC INC COM$29M

MICROSOFT CORP COM$28M

JPMORGAN CHASE & CO COM$27M

STRYKER CORPORATION COM$26M

TFO Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$275M

DIMENSIONAL ETF TRUST$181M

DIMENSIONAL ETF TRUST$27M

DIMENSIONAL ETF TRUST$25M

SEEDS INVESTOR LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$48M

VANGUARD INDEX FDS$36M

VANGUARD WELLINGTON FD$20M

SPDR INDEX SHS FDS$18M

ARVEST INVESTMENTS, INC.

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$58M

INVESCO EXCHANGE TRADED FD T$50M

GOLDMAN SACHS ETF TR$34M

JANUS DETROIT STR TR$27M

MidWestOne Financial Group, Inc.

Next filing ≈ May 15, 2026

MIDWESTONE FINL GROUP INC NE$156M

SCHWAB STRATEGIC TR$35M

VANGUARD SCOTTSDALE FDS$32M

SPDR SERIES TRUST$25M

Berman McAleer LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCHANGE TRADED FD T$75M

DIMENSIONAL ETF TRUST$71M

STARBOARD INVT TR$60M

VANGUARD INDEX FDS$56M

Rice Partnership, LLC

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$71M

SPDR GOLD TR$61M

WISDOMTREE TR$31M

ALPHABET INC$27M

Intellus Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRUST$72M

ISHARES GOLD TR ISHARES NEW$51M

VANGUARD DIVIDEND APPRECIATION ETF$48M

AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF$47M

HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF$41M

GFI Investment Counsel Ltd.

Next filing ≈ Aug 14, 2026

HILTON WORLDWIDE HLDGS INC$76M

FERGUSON ENTERPRISES INC$61M

AMERICAN EXPRESS CO$57M

Gilman Hill Asset Management, LLC

Next filing ≈ Nov 14, 2026

STANLEY BLACK & DECKER INC$14M

RYMAN HOSPITALITY PPTYS INC$14M

BRISTOL-MYERS SQUIBB CO$13M

REALTY INCOME CORP$12M

LAMAR ADVERTISING CO$12M

Golden State Equity Partners

Next filing ≈ Aug 14, 2026

2,053 positions

NVIDIA CORPORATION$38M

MICROSOFT CORP$18M

ALPHABET INC$16M

AMAZON COM INC$15M

Third View Private Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$46M

AMAZON COM INC$26M

META PLATFORMS INC$26M

MICROSOFT CORP$26M

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$49M

ISHARES GOLD TR$43M

VANGUARD INDEX FDS$42M

PIMCO ETF TR$39M

Horst & Graben Wealth Management LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$45M

BLACKROCK ETF TRUST$40M

SCHWAB STRATEGIC TR$33M

Meridian Wealth Partners, LLC

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$93M

SCHWAB STRATEGIC TR$90M

DIMENSIONAL ETF TRUST$50M

SKBA CAPITAL MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

MEDTRONIC PLC$28M

KONTOOR BRANDS INC$24M

RTX CORPORATION$23M

KINDER MORGAN INC DEL$22M

CONOCOPHILLIPS$22M

Sloy Dahl & Holst, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$39M

DIREXION SHARES ETF TRUST$29M

GRAYSCALE BITCOIN MINI TR ET$26M

Breakwater Capital Group

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$27M

VANGUARD WORLD FD$23M

INVESCO EXCHANGE TRADED FD T$21M

DILLON & ASSOCIATES INC

Next filing ≈ Aug 14, 2026

NVIDIA Corp$149M

Alphabet Inc CL A$56M

Stryker Corp$29M

TORNO CAPITAL, LLC

Next filing ≈ Aug 14, 2026

ALPHABET INCPut$187M

VANECK ETF TRUSTPut$133M

ALPHABET INC$115M

ALPHABET INC$72M

DIREXION SHARES ETF TRUSTPut$44M

Next filing ≈ Aug 14, 2026

AXALTA COATING SYS LTD$111M

TE CONNECTIVITY PLC$107M

BLACKBERRY LTD$86M

TAIWAN SEMICONDUCTOR MANUFAC$74M

OTIS WORLDWIDE CORP$71M

2605–2632 of 7980 funds

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