Every manager with more than $100 million in US equities files a 13F each quarter, listing what it owns. Open any institution to see its holdings, what it bought and sold, and how its portfolio has changed since 2014.
| # | Institution | Portfolio Value | QoQ | Positions | Top Holdings | Top Sector | Turnover | Latest |
|---|---|---|---|---|---|---|---|---|
| 6251 | Gibbs Wealth Management CIK 2081110 | $550.20M | +17.3% | 393 | NVDA AAPL MSFT | Technology 38% | 4% | Q3 2026 |
| 6252 | Ithaka Group LLC CIK 1484043 | $550.27M | +14.3% | 39 | AMD NVDA AMZN | Technology 68% | 13.4% | Q2 2026 |
| 6253 | Lead Edge Capital Management, LLC CIK 1802797 | $550.38M | +34.9% | 12 | TOST WDAY APPN | Technology 89% | 12.5% | Q2 2026 |
| 6254 | Morse Asset Management, Inc CIK 1705711 | $550.79M | +26.4% | 311 | NVDA MU KLAC | Technology 51% | 6.3% | Q2 2026 |
| 6255 | Twinbeech Capital LP CIK 1769646 | $551.37M | -42.5% | 350 | CME HLT BSX | Industrials 23% | 58.9% | Q2 2026 |
| 6256 | Cypress Point Investment Management LP CIK 2058475 | $551.73M | +36.8% | 33 | BAND SRAD QTWO | Technology 91% | 28.6% | Q2 2026 |
| 6257 | Aljian Capital Management, LLC CIK 1731260 | $551.82M | +2.6% | 124 | AAPL GOOGL NVDA | Technology 60% | 1.1% | Q3 2026 |
| 6258 | Cascade Financial Partners, LLC CIK 2021208 | $551.99M | +20.1% | 121 | LLY AAPL NVDA | Healthcare 56% | 1.4% | Q2 2026 |
| 6259 | Prosight Management, LP CIK 1617201 | $552.02M | — | 34 | LKFT JANX NKTR | Healthcare 96% | – | Q2 2026 |
| 6260 | Rice Partnership, LLC CIK 1736736 | $552.86M | +10.2% | 86 | GLD AAPL MU | Technology 43% | 6.4% | Q2 2026 |
| 6261 | Cadinha & Co LLC CIK 923469 | $553.27M | -6.2% | 80 | IAU BRK-B GOOGL | Technology 23% | 2.8% | Q3 2026 |
| 6262 | Milestones Administradora de Recursos Ltda. CIK 1912095 | $553.50M | +7.8% | 16 | MSFT AMZN GOOGL | Technology 46% | 7.4% | Q3 2026 |
| 6263 | Hunter Associates Investment Management LLC CIK 1380137 | $553.74M | -2.6% | 229 | AAPL MSFT AMGN | Technology 37% | 1.6% | Q3 2026 |
| 6264 | Foresight Group Ltd Liability Partnership CIK 1943441 | $553.85M | -0.4% | 61 | ECL XYL AWK | Industrials 37% | 13.9% | Q2 2026 |
| 6265 | Opal Capital LLC CIK 2100122 | $553.97M | +13.5% | 134 | UNH PM BTI | Technology 22% | 14.9% | Q2 2026 |
| 6266 | Ellsworth Advisors, LLC CIK 1843553 | $554.56M | +1.2% | 163 | NVDA GLD MSFT | Technology 24% | 17.6% | Q3 2026 |
| 6267 | Princeton Global Asset Management LLC CIK 1767349 | $554.58M | -0.4% | 526 | TSM MSFT AVGO | Technology 41% | 1.7% | Q3 2026 |
| 6268 | John G Ullman & Associates Inc CIK 919530 | $554.71M | +17.9% | 103 | GLW TSM EMR | Industrials 25% | 8.8% | Q2 2026 |
| 6269 | Sargent Investment Group, LLC CIK 1766157 | $554.96M | -4.8% | 201 | PLTR AAPL MSFT | Technology 41% | 1.7% | Q1 2026 |
| 6270 | Arcadia Investment Management Corp CIK 1016972 | $555.40M | -4.6% | 307 | AVGO NVDA AAPL | Technology 48% | 3.1% | Q1 2026 |
| 6271 | Twin Tree Management, LP CIK 1535588 | $556.86M | +30.2% | 381 | MSFT IAU NFLX | Technology 41% | 60% | Q2 2026 |
| 6272 | SevenBridge Financial Group, LLC CIK 1673954 | $558.13M | -1.3% | 164 | AAPL MSFT GOOGL | Technology 34% | 7.1% | Q3 2026 |
| 6273 | Palidye Holdings (Caymans) Ltd CIK 2043694 | $558.59M | +3.6% | 11 | NVDA META MSFT | Technology 100% | 0.5% | Q2 2026 |
| 6274 | Hollencrest Capital Management CIK 1161722 | $558.77M | -58.8% | 699 | UPS PPLT PSLV | Technology 26% | 7.1% | Q2 2026 |
| 6275 | Cambient Family Office, LLC CIK 2105684 | $559.19M | +11.7% | 228 | NVDA MSFT LLY | Technology 45% | 5.5% | Q2 2026 |
| 6276 | Anderson Hoagland & Co CIK 791191 | $559.38M | -0.2% | 65 | NVDA IAU MSFT | Technology 30% | 4.4% | Q3 2026 |
| 6277 | North Point Portfolio Managers Corp CIK 1105344 | $562.22M | +3.7% | 215 | APH ASML GOOGL | Technology 32% | 5.6% | Q3 2026 |
| 6278 | Oxford Financial Group, LTD. LLC CIK 1245862 | $562.97M | +0.4% | 149 | LLY ISRG AAPL | Healthcare 54% | 0.8% | Q2 2026 |
| 6279 | Aprio Wealth Management, LLC CIK 1803519 | $563.00M | +6.6% | 383 | AAPL MSFT NVDA | Technology 40% | 2.5% | Q3 2026 |
| 6280 | Verbena Value LP CIK 2082932 | $563.47M | -2.9% | 23 | CTRI OR GLNG | Industrials 34% | 20.4% | Q2 2026 |
| 6281 | Moneco Advisors, LLC CIK 1765690 | $563.64M | +41.2% | 287 | AAPL NVDA MSFT | Technology 41% | 3.9% | Q2 2026 |
| 6282 | IDG China Capital Fund III Associates L.P. CIK 1649614 | $564.01M | -35.0% | 2 | CRCL WDH | Financial Services 100% | 0% | Q2 2026 |
| 6283 | Coerente Capital Management CIK 1860790 | $564.10M | +5.4% | 41 | MSFT GOOGL JNJ | Technology 33% | 0.7% | Q3 2026 |
| 6284 | Affinity Partners GP LP CIK 2059583 | $565.02M | -11.0% | 1 | QXO | Industrials 100% | 0% | Q2 2026 |
| 6285 | Meiji Yasuda Life Insurance Co CIK 1144492 | $565.14M | +11.0% | 218 | NVDA AAPL GOOGL | Technology 47% | 6% | Q2 2026 |
| 6286 | Trust Point Inc. CIK 1635633 | $565.69M | +42.0% | 390 | PWR AAPL NVDA | Technology 38% | 3.8% | Q3 2026 |
| 6287 | Stablepoint Partners, LLC CIK 2011237 | $566.73M | +7.4% | 188 | AAPL AVGO JPM | Technology 26% | 0.9% | Q2 2026 |
| 6288 | Providence Capital Advisors, LLC CIK 1730814 | $567.50M | +6.8% | 239 | AAPL NVDA GOOG | Technology 29% | 19.1% | Q2 2026 |
| 6289 | SeaCrest Wealth Management, LLC CIK 1728121 | $567.62M | -5.6% | 265 | AAPL GOOGL GOOG | Technology 61% | 2.2% | Q3 2026 |
| 6290 | Fund 1 Investments, LLC CIK 1959730 | $567.81M | -26.1% | 44 | CTRN JMIA TLYS | Consumer Discretionary 57% | 27.4% | Q2 2026 |
| 6291 | Rit Capital Partners PLC CIK 939334 | $567.84M | +98.7% | 12 | SPCX BKNG MA | Industrials 53% | 8.8% | Q2 2026 |
| 6292 | Sio Capital Management, LLC CIK 1482416 | $568.13M | -13.5% | 50 | AVR COR MMS | Healthcare 88% | 33.6% | Q2 2026 |
| 6293 | Symphony Financial, Ltd. Co. CIK 1800687 | $568.44M | +28.5% | 233 | NVDA MSFT AAPL | Technology 46% | 3.2% | Q3 2026 |
| 6294 | OCO Capital Partners, L.P. CIK 1764525 | $568.98M | +49.7% | 5 | VSAT RKT OWL | Communication Services 62% | 15.6% | Q2 2026 |
| 6295 | Deltec Asset Management LLC CIK 1269950 | $569.15M | +193.0% | 185 | GOOGL NVDA AMZN | Technology 50% | 4.2% | Q3 2026 |
| 6296 | Broderick Brian C CIK 1314376 | $569.22M | +20.3% | 80 | AMD GOOGL NVDA | Technology 52% | 2.7% | Q2 2026 |
| 6297 | Means Investment Co., Inc. CIK 701516 | $569.52M | +11.7% | 136 | AAPL NVDA AMZN | Technology 55% | 2.6% | Q2 2026 |
| 6298 | Occidental Asset Management, LLC CIK 1770994 | $569.80M | +29.1% | 176 | NVDA AAPL MSFT | Technology 51% | 2.5% | Q2 2026 |
| 6299 | Ursa Fund Management, LLC CIK 1693838 | $570.75M | +2,135.3% | 15 | MSFT MU TSLA | Technology 65% | 4.4% | Q2 2026 |
| 6300 | Sanders Morris Harris LLC CIK 1053994 | $570.81M | +231.1% | 276 | NVDA AAPL MSIF | Technology 36% | 2.8% | Q3 2026 |
Form 13F-HR is a quarterly report the SEC requires from institutional investment managers with at least $100 million in qualifying US securities. It lists each long equity and option position at quarter end, with shares held and market value.
Within 45 days after each calendar quarter ends: by mid-February, mid-May, mid-August and mid-November. The holdings shown are as of the quarter end, not the filing date.
Short positions, cash, most bonds, non-US listed shares and positions below the reporting threshold. A 13F shows what a manager owned in US equities, not everything it manages.
An institution that filed for one of the two most recent quarters. Tick “Include inactive filers” to see managers that have stopped filing, whose last portfolio is still on record.