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 |
|---|---|---|---|---|---|---|---|---|
| 6701 | Stackstone Wealth, LLC CIK 2153379 | $786.02M | — | 235 | MSFT NVDA GLD | Technology 30% | – | Q3 2026 |
| 6702 | McMillan Office, Inc. CIK 2109205 | $786.74M | +11.0% | 408 | GOOGL AAPL GOOG | Technology 53% | 0.3% | Q2 2026 |
| 6703 | Fund Resources Investment Holding Group Co Ltd CIK 1652026 | $787.47M | +864.3% | 6 | MU INTC MRVL | Technology 100% | 18.8% | Q2 2026 |
| 6704 | KMG Fiduciary Partners, LLC CIK 1773205 | $788.24M | +0.8% | 123 | AAPL NVDA MSFT | Technology 51% | 1.2% | Q3 2026 |
| 6705 | Mattern Capital Management, LLC CIK 1803227 | $788.27M | +1.7% | 126 | AAPL GWW MSFT | Technology 20% | 6.3% | Q2 2026 |
| 6706 | Harbor Advisors LLC CIK 1687156 | $788.91M | +15.4% | 185 | EQIX MU GOOGL | Technology 63% | 0.7% | Q2 2026 |
| 6707 | Institute for Wealth Management, LLC. CIK 1533954 | $789.38M | +23.5% | 1,068 | NVDA AAPL LRCX | Technology 56% | 4% | Q2 2026 |
| 6708 | Villere ST Denis J & Co LLC CIK 1113629 | $789.40M | -10.2% | 62 | LGND JPM V | Healthcare 23% | 0.2% | Q2 2026 |
| 6709 | Sfmg, LLC CIK 1512026 | $790.63M | +9.6% | 231 | ATO AAPL BRK-B | Technology 37% | 2.3% | Q2 2026 |
| 6710 | Spartan Wealth Advisory Services LLC CIK 2075193 | $791.65M | +5.1% | 192 | GOOGL AAPL NVDA | Technology 56% | 4.9% | Q2 2026 |
| 6711 | Cardinal Point Capital Management ULC CIK 1950841 | $793.58M | +1.9% | 173 | AAPL RY GOOG | Technology 32% | 2.1% | Q3 2026 |
| 6712 | Bornite Capital Management LP CIK 1800641 | $794.57M | +33.9% | 20 | TLN AMZN CRS | Basic Materials 27% | 56% | Q2 2026 |
| 6713 | Intrinsic Edge Capital Management LLC CIK 1671754 | $794.87M | +53.0% | 95 | ARM HUT CRS | Technology 36% | 22.5% | Q2 2026 |
| 6714 | Fort Sheridan Advisors LLC CIK 1606666 | $794.89M | +11.7% | 205 | AAPL MSFT GOOG | Technology 43% | 1.2% | Q2 2026 |
| 6715 | Technology Crossover Management X, Ltd. CIK 1787727 | $795.17M | +1.8% | 6 | NU KLAR RKT | Financial Services 90% | 0% | Q2 2026 |
| 6716 | Barton Investment Management CIK 1387818 | $796.15M | +10.6% | 50 | SHOP NFLX AMZN | Technology 75% | 1.5% | Q3 2026 |
| 6717 | Atmos Capital Gestao DE Recursos Ltda. CIK 1832439 | $796.41M | +37.4% | 16 | NU MELI DLO | Financial Services 49% | 38.5% | Q2 2026 |
| 6718 | Benchstone Capital Management LP CIK 2016777 | $796.43M | -7.3% | 35 | SNOW FWONK TXN | Technology 61% | 47.6% | Q2 2026 |
| 6719 | Thompson Investment Management, Inc. CIK 1277279 | $796.87M | +0.3% | 330 | GOOGL MSFT XOM | Technology 36% | 2.8% | Q3 2026 |
| 6720 | Suncoast Equity Management CIK 1315059 | $797.32M | -3.1% | 61 | NVDA MSFT GOOG | Technology 53% | 7.2% | Q2 2026 |
| 6721 | Infrastructure Capital Advisors, LLC CIK 1621802 | $797.36M | +3.7% | 154 | ET SUN PAA | Energy 66% | 14.7% | Q2 2026 |
| 6722 | Garden Investment Management, L.P. CIK 2044217 | $797.93M | +36.3% | 2 | MIDD FBIN | Industrials 100% | 0% | Q2 2026 |
| 6723 | Ausdal Financial Partners, Inc. CIK 1667146 | $799.36M | +10.8% | 413 | CAT AAPL NVDA | Technology 39% | 9% | Q2 2026 |
| 6724 | Diameter Capital Partners LP CIK 1727012 | $799.75M | +89.8% | 29 | IAU TDS MBC | Others 32% | 36.1% | Q2 2026 |
| 6725 | Marathon Trading Investment Management LLC CIK 1572748 | $800.66M | +172.5% | 114 | NVDA TSLA GOOGL | Technology 67% | 26.5% | Q2 2026 |
| 6726 | Fiduciary Group, LLC CIK 1645890 | $801.53M | +9.3% | 213 | AAPL GOOG MSFT | Technology 36% | 1.3% | Q2 2026 |
| 6727 | Redwood Capital Management, LLC CIK 1316622 | $803.40M | +77.6% | 21 | VSAT SATS MBC | Communication Services 31% | 13.5% | Q2 2026 |
| 6728 | GM Advisory Group, LLC CIK 1598304 | $804.60M | +2.4% | 235 | IAU AAPL NVDA | Technology 37% | 4.9% | Q1 2026 |
| 6729 | ICICI Prudential Asset Management Co Ltd CIK 1697850 | $805.36M | +10.4% | 140 | CTSH NVDA AMZN | Technology 55% | 8% | Q2 2026 |
| 6730 | Hartline Investment Corp/ CIK 945625 | $805.89M | -17.9% | 83 | NVDA BRK-A GOOGL | Technology 55% | 4.1% | Q3 2026 |
| 6731 | Nexus Investment Management ULC CIK 1476329 | $807.66M | +5.4% | 65 | JPM GOOG MSFT | Technology 27% | 4.5% | Q3 2026 |
| 6732 | Nicola Wealth Management LTD. CIK 1734493 | $808.60M | +6.8% | 57 | WCN NVDA MSFT | Technology 31% | 13.8% | Q2 2026 |
| 6733 | Hikari Power Ltd CIK 1606152 | $808.94M | -26.3% | 38 | BRK-A V JNJ | Financial Services 73% | 0.1% | Q2 2026 |
| 6734 | Harbour Trust & Investment Management Co CIK 2003557 | $809.30M | +1.0% | 119 | NVDA AAPL GOOG | Technology 51% | 0.8% | Q3 2026 |
| 6735 | Think Investments LP CIK 1635999 | $811.36M | +11.5% | 21 | MRVL AMZN LRCX | Technology 59% | 36.7% | Q2 2026 |
| 6736 | MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 1058231 | $811.59M | -2.9% | 59 | RY TD BNS | Financial Services 37% | 1% | Q3 2026 |
| 6737 | Naviter Wealth, LLC CIK 1855567 | $812.08M | +31.9% | 245 | TSM NVDA AAPL | Technology 39% | 4% | Q2 2026 |
| 6738 | Deer Management Co. LLC CIK 1494127 | $812.16M | +30.5% | 9 | STUB XNDU HNGE | Technology 78% | 10.1% | Q2 2026 |
| 6739 | Aviance Capital Partners, LLC CIK 1542383 | $812.56M | +2.9% | 253 | AAPL GOOGL ABBV | Technology 41% | 1.7% | Q3 2026 |
| 6740 | Adams Asset Advisors, LLC CIK 1386929 | $813.04M | +6.5% | 80 | CLMT OXY SUN | Energy 38% | 4.2% | Q3 2026 |
| 6741 | Renesas Electronics America Inc. CIK 703361 | $813.13M | +195.6% | 1 | WOLF | Technology 100% | 0% | Q2 2026 |
| 6742 | Tri Locum Partners LP CIK 1826434 | $813.22M | +19.4% | 19 | JNJ VRTX LLY | Healthcare 100% | 21.4% | Q2 2026 |
| 6743 | Middleton & Co Inc CIK 919497 | $813.81M | +0.6% | 124 | AAPL GOOGL AMZN | Technology 45% | 0.6% | Q3 2026 |
| 6744 | Headlands Technologies LLC CIK 1570271 | $815.12M | +11.1% | 611 | AMZN MU AMD | Technology 31% | 68.4% | Q2 2026 |
| 6745 | Evelyn Partners Investment Management Services Ltd CIK 2065205 | $815.22M | +6.8% | 243 | AZN GOOGL MSFT | Technology 31% | 7.3% | Q1 2026 |
| 6746 | Hoey Investments, Inc CIK 1799544 | $815.32M | +9.6% | 346 | NVDA AMZN META | Technology 69% | 1.6% | Q3 2026 |
| 6747 | Parsifal Capital Management, LP CIK 1776090 | $816.53M | +5.4% | 14 | COMP HGV SN | Technology 27% | 13.8% | Q2 2026 |
| 6748 | Polymer Capital Management (HK) LTD CIK 1970465 | $817.36M | +36.3% | 126 | LLY NVDA AMAT | Technology 54% | 35.3% | Q2 2026 |
| 6749 | Anson Funds Management LP CIK 1491072 | $817.65M | +42.0% | 110 | SLS LION MTCH | Technology 38% | 25.8% | Q2 2026 |
| 6750 | Avenir Corp CIK 1033475 | $817.69M | -0.2% | 73 | MSFT MKL AMZN | Technology 30% | 0.9% | Q2 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.