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 |
|---|---|---|---|---|---|---|---|---|
| 6651 | Noesis Capital Mangement Corp CIK 1262677 | $752.83M | +1.7% | 73 | GOOG AMD TSM | Technology 34% | 0.4% | Q3 2026 |
| 6652 | TriCert Investment Counsel Inc. CIK 2143895 | $753.24M | — | 62 | JNJ BRK-B MSFT | Financial Services 24% | – | Q2 2026 |
| 6653 | Pier Capital, LLC CIK 1310051 | $753.84M | +24.4% | 127 | HXL ALGM ONTO | Industrials 32% | 23.5% | Q2 2026 |
| 6654 | Quantum Capital Management, LLC / NJ CIK 1513125 | $753.88M | +0.2% | 21 | HEI-A NVR PRI | Industrials 34% | 10.5% | Q2 2026 |
| 6655 | Stanley Capital Management, LLC CIK 1518934 | $754.29M | +26.1% | 37 | AMAT VRT MRVL | Technology 36% | 10.4% | Q2 2026 |
| 6656 | Tompkins Financial Corp CIK 1005817 | $757.02M | -1.8% | 371 | TMP AAPL MSFT | Technology 31% | 1.8% | Q3 2026 |
| 6657 | Pinnacle Wealth Management Advisory Group, LLC CIK 1631864 | $757.04M | +3.0% | 375 | AAPL MSFT NVDA | Technology 46% | 2.7% | Q3 2026 |
| 6658 | StoneX Group Inc. CIK 913760 | $758.48M | +40.3% | 582 | NVDA AAPL KT | Technology 32% | 9% | Q2 2026 |
| 6659 | Radcliffe Capital Management, L.P. CIK 1218275 | $759.76M | +4.2% | 265 | DBCA EVAC MESH | Financial Services 100% | 9.5% | Q2 2026 |
| 6660 | Moody National Bank Trust Division CIK 1092903 | $759.97M | -0.3% | 458 | NVDA AAPL MSFT | Technology 37% | 8.1% | Q3 2026 |
| 6661 | Bronte Capital Management Pty Ltd. CIK 1471085 | $760.53M | -3.9% | 49 | GOOGL REGN IBKR | Financial Services 28% | 5% | Q2 2026 |
| 6662 | Condire Management, LP CIK 1847739 | $760.81M | -16.6% | 18 | CDE IAUX VAL | Basic Materials 66% | 3.5% | Q2 2026 |
| 6663 | Woodmont Investment Counsel LLC CIK 1133653 | $760.86M | +3.6% | 180 | AAPL MSFT AVGO | Technology 35% | 2.6% | Q3 2026 |
| 6664 | Philip James Wealth Mangement, LLC CIK 2002630 | $760.93M | +2.1% | 118 | BRK-B XOM CB | Financial Services 37% | 4.9% | Q3 2026 |
| 6665 | Johnson & Johnson CIK 200406 | $761.69M | -4.6% | 15 | PTGX NBTX MGTX | Healthcare 97% | 0% | Q3 2026 |
| 6666 | Meteora Capital, LLC CIK 1905106 | $761.94M | -13.3% | 223 | CEPO RDAG DYNC | Financial Services 98% | 20.6% | Q2 2026 |
| 6667 | Inscription Capital, LLC CIK 1767868 | $762.25M | +21.2% | 659 | AAPL NVDA GOOG | Technology 35% | 6.4% | Q2 2026 |
| 6668 | Prosperity Consulting Group, LLC CIK 1910398 | $762.36M | +21.4% | 393 | AAPL NVDA GOOGL | Technology 43% | 1.9% | Q2 2026 |
| 6669 | Canyon Capital Advisors LLC CIK 1074034 | $762.81M | +28.6% | 17 | CBL FSUN AMBP | Real Estate 57% | 23% | Q2 2026 |
| 6670 | Longbow Finance SA CIK 1965552 | $762.84M | +39.6% | 57 | NVDA AAPL GOOG | Technology 42% | 19.4% | Q2 2026 |
| 6671 | Golden Unicorn (BVI) Ltd CIK 2078724 | $763.77M | +9.6% | 6 | NVDA AAPL GOOGL | Technology 100% | 4.7% | Q2 2026 |
| 6672 | Albar Capital Partners LLP CIK 2034565 | $763.98M | +23.6% | 37 | FCX TSM DOV | Industrials 43% | 45.3% | Q2 2026 |
| 6673 | Meiji Yasuda America Inc CIK 2072353 | $763.99M | +27.8% | 57 | NVDA AAPL MSFT | Technology 51% | 1.2% | Q3 2026 |
| 6674 | NetEase, Inc. CIK 1110646 | $765.38M | -18.1% | 2 | PDD DAO | Technology 100% | 0% | Q2 2026 |
| 6675 | Eubel Brady & Suttman Asset Management Inc CIK 1080382 | $766.24M | -0.6% | 93 | BN BRK-B PYPL | Technology 19% | 3.3% | Q2 2026 |
| 6676 | German American Bancorp, Inc. CIK 714395 | $767.11M | +15.5% | 102 | MU GOOGL NVDA | Technology 47% | 3.3% | Q2 2026 |
| 6677 | Globeflex Capital L P CIK 921531 | $768.38M | +19.9% | 388 | IFS BLBD EXEL | Technology 27% | 11.3% | Q2 2026 |
| 6678 | South Street Advisors LLC CIK 1399706 | $768.48M | +11.4% | 83 | NVDA APH GOOGL | Technology 32% | 8.7% | Q2 2026 |
| 6679 | Artemis Wealth Advisors, LLC CIK 1767435 | $768.86M | +533.1% | 45 | MCHP MU MSFT | Technology 91% | 38.1% | Q2 2026 |
| 6680 | Two Sigma Securities, LLC CIK 1450144 | $768.86M | +51.5% | 1,084 | AMAT LRCX ORCL | Technology 30% | 56.5% | Q2 2026 |
| 6681 | Loftus Peak Pty Ltd CIK 2035834 | $770.31M | +7.0% | 25 | NVDA TSM LLY | Technology 83% | 10.4% | Q3 2026 |
| 6682 | Glendon Capital Management LP CIK 1604350 | $770.45M | -4.2% | 23 | EXE NRG ALLY | Financial Services 33% | 3.3% | Q2 2026 |
| 6683 | Qsemble Capital Management, LP CIK 1766159 | $771.08M | -40.1% | 365 | CTSH AIG CME | Industrials 18% | 41.4% | Q2 2026 |
| 6684 | Seilern Investment Management Ltd CIK 1817797 | $771.28M | -2.8% | 24 | MA ISRG TYL | Technology 41% | 2.3% | Q3 2026 |
| 6685 | Townsend & Associates, Inc CIK 1729359 | $772.03M | +1.3% | 91 | BHP NTR GLD | Industrials 30% | 1.1% | Q3 2026 |
| 6686 | Resources Management Corp CIK 749044 | $772.40M | +5.7% | 162 | AAPL APH JPM | Technology 30% | 1.3% | Q2 2026 |
| 6687 | Waterloo Capital, L.P. CIK 1730942 | $773.09M | +26.0% | 354 | WMT AAPL NVDA | Technology 36% | 7.1% | Q2 2026 |
| 6688 | Great Lakes Retirement, Inc. CIK 1801667 | $773.49M | +3.4% | 159 | NVDA AMD GOOGL | Technology 45% | 4.3% | Q3 2026 |
| 6689 | TT International Asset Management LTD CIK 1809187 | $775.99M | -14.8% | 45 | BAP TSM ONTO | Financial Services 45% | 44.1% | Q2 2026 |
| 6690 | Intrust Bank NA CIK 1034771 | $776.42M | +9.9% | 371 | NVDA AAPL HCA | Technology 39% | 2.4% | Q2 2026 |
| 6691 | Schwerin Boyle Capital Management Inc CIK 937522 | $777.12M | +3.2% | 46 | BRK-B GOOG WFC | Financial Services 37% | 2% | Q2 2026 |
| 6692 | Governors Lane LP CIK 1644187 | $778.64M | +38.6% | 113 | NSC TXNM SHW | Financial Services 53% | 11.3% | Q2 2026 |
| 6693 | ARS Wealth Advisors Group, LLC CIK 1886707 | $781.22M | +7.4% | 124 | AAPL AVGO MSFT | Technology 34% | 1.2% | Q3 2026 |
| 6694 | LaFleur & Godfrey LLC CIK 1387458 | $782.44M | -1.7% | 112 | AAPL MSFT JPM | Technology 29% | 5% | Q3 2026 |
| 6695 | Tritonpoint Wealth, LLC CIK 2008171 | $783.35M | -1.2% | 206 | AAPL GOOG GOOGL | Technology 40% | 0.9% | Q3 2026 |
| 6696 | Elyxium Wealth, LLC CIK 2043538 | $783.47M | +3.0% | 1,349 | NVDA AAPL GOOG | Technology 59% | 4.3% | Q3 2026 |
| 6697 | 8VC Opportunities GP II, LLC CIK 1866724 | $784.03M | — | 3 | SPCX SKYH BLND | Industrials 97% | – | Q2 2026 |
| 6698 | JB Capital LLC CIK 1879371 | $784.21M | +0.2% | 167 | AAPL QCOM TSM | Technology 39% | 4.9% | Q3 2026 |
| 6699 | Slow Capital, Inc. CIK 1716984 | $784.34M | +5.3% | 80 | AVGO NVDA GOOGL | Technology 58% | 0.9% | Q3 2026 |
| 6700 | WestEnd Advisors, LLC CIK 1351731 | $785.58M | +8.1% | 349 | NVDA MSFT CRM | Technology 48% | 12.5% | 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.