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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.

SOUTHERNSUN ASSET MANAGEMENT, LLC

Next filing ≈ Aug 14, 2026

Darling Ingredients Inc.$48M

Murphy USA Inc.$42M

Boot Barn Holdings Inc$40M

Louisiana-Pacific Corp$35M

Extreme Networks$35M

B & T Capital Management DBA Alpha Capital Management

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$85M

INVESCO QQQ TR$53M

VANGUARD WHITEHALL FDS$27M

VANGUARD INDEX FDS$21M

SCHWAB STRATEGIC TR$20M

Boston Standard Wealth Management, LLC

Next filing ≈ Nov 14, 2026

VANGUARD INDEX FDS$247M

SPDR INDEX SHS FDS$47M

VANGUARD BD INDEX FDS$41M

VANGUARD MALVERN FDS$32M

PLATINUM PARAMOUNT INVESTMENT LTD.

Next filing ≈ Aug 14, 2026

ON HOLDING AG$385M

RESTAURANT BRANDS INTERN$304M

BUFFALO BUSINESS & ESTATE SERVICES LTD

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$135M

NVIDIA CORPORATION$90M

VANGUARD INDEX FDS$66M

Warwick Investment Management, Inc.

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$112M

DIMENSIONAL ETF TRUST$101M

VANGUARD INDEX FDS$69M

VANGUARD SCOTTSDALE FDS$38M

VANGUARD INDEX FDS$32M

KPP Advisory Services LLC

Next filing ≈ Aug 14, 2026

INVESCO EXCH TRADED FD TR II$34M

INVESCO QQQ TR$20M

INVESCO EXCHANGE TRADED FD T$19M

JOHN HANCOCK EXCHANGE TRADED$18M

Strategic Point Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$98M

Alpine Bank Wealth Management

Next filing ≈ Aug 14, 2026

US Treasury 6 Month Bill ETF$8M

Colgate Palmolive Co$5M

Berkshire Hathaway Inc Class A$4M

iShares SP 500 ETF$4M

J P Morgan CORE Plus Bond ETF$4M

Maridea Wealth Management LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$21M

ABSOLUTE SHS TR$16M

ABSOLUTE SHS TR$16M

ABSOLUTE SHS TR$14M

ABSOLUTE SHS TR$14M

UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO

Next filing ≈ Aug 14, 2026

JPM BETABLDRS MSCI US REIT$249M

NVIDIA CORP$36M

ALPHABET INC$24M

MICROSOFT CORP$23M

AMAZON.COM INC$16M

Encompass More Asset Management

Next filing ≈ Nov 14, 2026

WISDOMTREE TR$74M

SPDR SERIES TRUST$46M

INVESCO QQQ TR$35M

SPDR SERIES TRUST$23M

SELECT SECTOR SPDR TR$21M

Human Investing LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$13M

BROADCOM INC$8M

VANGUARD TAX-MANAGED FDS$5M

VANGUARD BD INDEX FDS$3M

MOODY NATIONAL BANK TRUST DIVISION

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$38M

VANGUARD INDEX FDS$34M

NVIDIA CORPORATION$25M

MICROSOFT CORP$17M

Camelot Capital Partners, LLC

Next filing ≈ Nov 14, 2025

CARVANA CO$686M

HUDSON EDGE INVESTMENT PARTNERS INC.

Next filing ≈ Aug 14, 2026

Taiwan Semiconductor Manufacturing$82M

Infosys Ltd$60M

RYANAIR HOLDINGS PLC-SP ADR$56M

HDFC Bank Ltd.$51M

Hexagon Capital Partners LLC

Next filing ≈ Aug 14, 2026

WALMART INC COM$274M

HUNT J B TRANS SVCS INC COM$79M

META PLATFORMS INC CL A$30M

DILLARDS INC CL A$28M

APPLE INC COM$19M

Sendero Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$187M

2023 ETF SERIES TRUST$83M

AMERICAN BEACON SELECT FUNDS$75M

TOUCHSTONE ETF TRUST$25M

Horizon Wealth Management, LLC

Next filing ≈ Aug 14, 2026

HARRIS OAKMARK ETF TRUST$37M

SELECT SECTOR SPDR TR$34M

INVESCO EXCH TRADED FD TR II$28M

SPDR GOLD TR$28M

Drexel Morgan & Co.

Next filing ≈ Aug 14, 2026

UNITED PARCEL SVCS INC$80M

JOHNSON & JOHNSON$53M

JPMORGAN CHASE & CO$48M

COCA COLA CO$35M

TORRAY INVESTMENT PARTNERS LLC

Next filing ≈ Aug 14, 2026

Royalty Pharma Plc$31M

Chevron Corp$28M

Constellation Energy$26M

Burton Enright Welch

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$145M

AMERICAN CENTY ETF TR$56M

AMERICAN CENTY ETF TR$54M

VANGUARD CHARLOTTE FDS$49M

DIMENSIONAL ETF TRUST$41M

WILSEY ASSET MANAGEMENT INC

Next filing ≈ Nov 14, 2026

STANLEY BLACK & DECKER INC$51M

JPMORGAN CHASE & CO$50M

GENERAL MTRS CO$48M

ALLSTATE CORP$45M

PIEDMONT REALTY TRUST INC$45M

Night Squared LP

Next filing ≈ Aug 14, 2026

ANALOG DEVICES INC$23M

TAIWAN SEMICONDUCTOR MANUFAC$22M

SHERWIN WILLIAMS CO$21M

AMAZON COM INC$19M

NVIDIA CORPORATION$18M

Covington Investment Advisors Inc.

Next filing ≈ Aug 14, 2026

ALPHABET INC$51M

BROADCOM INC$35M

MICROSOFT CORP$30M

LAM RESEARCH CORP$30M

NVIDIA CORPORATION$28M

CLEARLAKE CAPITAL GROUP, L.P.

Next filing ≈ Aug 14, 2026

BLACKBAUD INC$377M

BLACKLINE INC$211M

FORWARD AIR CORP$64M

GRAB HOLDINGS LIMITED$20M

Next filing ≈ Aug 14, 2026

BERKSHIRE HATHAWAY INC DEL$80M

AMERICAN CENTY ETF TR$26M

BERKSHIRE HATHAWAY INC DEL$24M

Next filing ≈ Aug 14, 2026

VANGUARD SCOTTSDALE FDS$40M

DIMENSIONAL ETF TRUST$35M

2717–2744 of 7980 funds

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