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 |
|---|---|---|---|---|---|---|---|---|
| 4751 | White Mountains Insurance Group Ltd CIK 776867 | $224.46M | +35.2% | 1 | MAX | Technology 100% | 0% | Q2 2026 |
| 4752 | SJS Investment Consulting Inc. CIK 1894302 | $224.58M | +21.0% | 2,946 | LLY AAPL NVDA | Technology 35% | 2.4% | Q3 2026 |
| 4753 | Beartown Capital Management, LLC CIK 1877162 | $224.86M | +77.8% | 39 | WULF ECHO GLXY | Technology 53% | 32.2% | Q2 2026 |
| 4754 | Diligent Investors, LLC CIK 1549042 | $224.87M | -0.8% | 167 | AAPL MSFT NVDA | Technology 39% | 1.3% | Q3 2026 |
| 4755 | Trust Investment Advisors CIK 1597690 | $225.00M | +9.7% | 91 | LLY AAPL MSFT | Technology 46% | 2.5% | Q3 2026 |
| 4756 | Greenfield Savings Bank CIK 1940406 | $225.04M | +0.8% | 128 | AAPL MSFT GOOG | Technology 40% | 1.2% | Q3 2026 |
| 4757 | Pennant Select, LLC CIK 2011563 | $225.06M | +13.2% | 15 | ECHO AMZN MSFT | Industrials 37% | 0.7% | Q2 2026 |
| 4758 | LexAurum Advisors, LLC CIK 1729677 | $225.15M | -0.1% | 159 | AAPL BRK-A JNJ | Technology 34% | 2.7% | Q3 2026 |
| 4759 | Niatross Investments Ltd CIK 2093071 | $225.21M | +18.4% | 1 | KT | Communication Services 100% | 0% | Q3 2026 |
| 4760 | Amplius Wealth Advisors, LLC CIK 1900584 | $225.32M | +56.4% | 104 | SPCX CB AAPL | Industrials 33% | 2.2% | Q3 2026 |
| 4761 | Goodman Advisory Group, LLC CIK 1864123 | $225.42M | +15.6% | 106 | TSM RPRX CBOE | Technology 54% | 20.5% | Q3 2026 |
| 4762 | Intercapital, LLC CIK 2108411 | $225.43M | +27.7% | 60 | MSFT RDDT AMZN | Technology 65% | 39% | Q2 2026 |
| 4763 | Agp Franklin, LLC CIK 2056566 | $225.47M | -0.7% | 84 | NVDA AMZN PLTR | Technology 44% | 4.7% | Q3 2026 |
| 4764 | Peregrine Investment Management Inc CIK 2053303 | $225.48M | +77.3% | 25 | MU AMD XMTR | Technology 71% | 28.2% | Q2 2026 |
| 4765 | McCollum Christoferson Group LLC CIK 1727573 | $225.51M | -0.6% | 65 | AAPL MSFT COST | Technology 31% | 1.5% | Q3 2026 |
| 4766 | Sea Cliff Partners Management, LP CIK 2011655 | $225.52M | +24.6% | 14 | BTSG LTH WCC | Healthcare 31% | 22.2% | Q2 2026 |
| 4767 | CPC Advisors, LLC CIK 1805250 | $225.81M | +11.4% | 116 | AAPL FIX VZ | Technology 34% | 24% | Q3 2026 |
| 4768 | Convergence Financial, LLC CIK 2034001 | $225.95M | -39.5% | 153 | AAPL NVDA MSFT | Technology 41% | 9.4% | Q3 2026 |
| 4769 | Investment Research & Advisory Group, Inc. CIK 1802136 | $225.97M | +4.0% | 242 | AAPL NVDA GOOGL | Technology 47% | 0.5% | Q3 2026 |
| 4770 | Permanens Capital L.P. CIK 1599637 | $226.03M | -24.7% | 65 | IAU MSFT GOOGL | Others 38% | 22.3% | Q2 2026 |
| 4771 | Marathon Wealth Advisors LLC CIK 2153211 | $226.14M | +0.7% | 52 | NVDA MSFT AAPL | Technology 61% | 0.6% | Q3 2026 |
| 4772 | Silver Lake Advisory, LLC CIK 1596055 | $226.16M | -3.2% | 88 | ABBV CSCO BRK-B | Technology 27% | 2.3% | Q3 2026 |
| 4773 | TRB Wealth Management, LLC CIK 2130988 | $226.38M | +1.0% | 217 | AAPL NVDA GOOGL | Technology 50% | 7.2% | Q2 2026 |
| 4774 | Fort Point Capital Partners LLC CIK 1589282 | $226.47M | — | 130 | AAPL FRPT GOOG | Technology 46% | – | Q2 2026 |
| 4775 | Channel Wealth LLC CIK 1975550 | $226.65M | +5.3% | 111 | AAPL GOOG NVDA | Technology 49% | 11.1% | Q2 2026 |
| 4776 | Register Financial Advisors LLC CIK 1962636 | $226.68M | -3.6% | 194 | AAPL MU MSFT | Technology 34% | 5% | Q3 2026 |
| 4777 | Yiheng Capital Management, L.P. CIK 1447228 | $226.97M | -1.6% | 24 | NOAH BILI JD | Financial Services 30% | 11.8% | Q2 2026 |
| 4778 | Finer Wealth Management, Inc. CIK 1929071 | $227.03M | +6.3% | 75 | AAPL NVDA MSFT | Technology 51% | 2% | Q3 2026 |
| 4779 | Oxler Private Wealth LLC CIK 1846002 | $227.09M | +12.6% | 57 | IBIT AMZN NVDA | Technology 47% | 0.5% | Q3 2026 |
| 4780 | Beaconlight Capital, LLC CIK 1569537 | $227.19M | +28.9% | 31 | SXT CSTM NTRA | Industrials 34% | 46.6% | Q2 2026 |
| 4781 | Brick & Kyle, Associates CIK 1632253 | $227.30M | 0.0% | 61 | AAPL NVDA MSFT | Technology 50% | 0% | Q2 2026 |
| 4782 | Richards, Merrill & Peterson, Inc. CIK 90108 | $227.30M | +2.4% | 140 | MSFT AAPL AMZN | Technology 45% | 2.8% | Q3 2026 |
| 4783 | United Bank CIK 1697791 | $227.48M | +7.4% | 94 | GOOGL AAPL NVDA | Technology 41% | 3.1% | Q2 2026 |
| 4784 | Sender Co & Partners, Inc. CIK 1659380 | $227.51M | +85.3% | 55 | BA KVUE ASTS | Technology 37% | 19.5% | Q2 2026 |
| 4785 | Twin Focus Capital Partners, LLC CIK 1387761 | $227.53M | +2.5% | 41 | IAU DELL GLD | Others 41% | 1.4% | Q2 2026 |
| 4786 | JPL Wealth Management, LLC CIK 2010710 | $227.56M | +3.4% | 1,650 | UNH AVGO AAPL | Technology 31% | 1.6% | Q2 2026 |
| 4787 | Zeno Equity Partners LLP CIK 2013334 | $227.83M | +5.5% | 13 | DHR LIN AMZN | Healthcare 21% | 36% | Q2 2026 |
| 4788 | Financial Avengers, Inc. CIK 1844393 | $227.91M | +9.6% | 129 | NVDA GOOG AMZN | Technology 44% | 1.3% | Q2 2026 |
| 4789 | Grey Ledge Advisors, LLC CIK 1660694 | $228.01M | +0.2% | 149 | AAPL MSFT AMD | Technology 36% | 4.6% | Q3 2026 |
| 4790 | Starr Indemnity & Liability Co CIK 1640521 | $228.03M | -12.8% | 1 | GLD | Financial Services 100% | 0% | Q2 2026 |
| 4791 | BigSur Wealth Management LLC CIK 1659171 | $228.18M | +5.3% | 79 | BRK-A NVDA IBIT | Technology 37% | 3.7% | Q3 2026 |
| 4792 | Game Creek Capital, LP CIK 1731132 | $228.31M | -8.1% | 64 | MU GOOGL AMZN | Technology 38% | 6.5% | Q2 2026 |
| 4793 | Ovata Capital Management Ltd CIK 1724517 | $228.31M | -24.9% | 16 | HDB RYAAY IBIT | Others 28% | 21% | Q2 2026 |
| 4794 | Fairvoy Private Wealth, LLC CIK 2046607 | $228.35M | +1.8% | 122 | AAPL MSFT SO | Technology 44% | 15.6% | Q3 2026 |
| 4795 | Matthews International Capital Management LLC CIK 1028074 | $228.37M | -19.5% | 27 | NTES TSM LEGN | Technology 63% | 28.3% | Q3 2026 |
| 4796 | CNB Bank CIK 1732074 | $228.57M | +7.6% | 357 | NVDA AAPL MSFT | Technology 41% | 3.6% | Q2 2026 |
| 4797 | SmartHarvest Portfolios, LLC CIK 2066604 | $228.80M | -16.3% | 325 | NVDA AAPL MSFT | Technology 48% | 3.4% | Q3 2026 |
| 4798 | B&D White Capital Company, LLC CIK 1752523 | $229.09M | +37.6% | 24 | KTOS LHX MCD | Industrials 66% | 63.2% | Q3 2026 |
| 4799 | Onyx Bridge Wealth Group LLC CIK 1819476 | $229.16M | +11.7% | 157 | AAPL NVDA AMZN | Technology 54% | 1.9% | Q3 2026 |
| 4800 | Ballast Asset Management, LP CIK 1998389 | $229.26M | -7.2% | 52 | CLMB NRP AGM | Industrials 29% | 4.7% | 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.