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 |
|---|---|---|---|---|---|---|---|---|
| 2101 | Fort Sheridan Advisors LLC CIK 1606666 | $794.89M | +11.7% | 205 | AAPL MSFT GOOG | Technology 43% | 1.2% | Q2 2026 |
| 2102 | Intrinsic Edge Capital Management LLC CIK 1671754 | $794.87M | +53.0% | 95 | ARM HUT CRS | Technology 36% | 22.5% | Q2 2026 |
| 2103 | Bornite Capital Management LP CIK 1800641 | $794.57M | +33.9% | 20 | TLN AMZN CRS | Basic Materials 27% | 56% | Q2 2026 |
| 2104 | Cardinal Point Capital Management ULC CIK 1950841 | $793.58M | +1.9% | 173 | AAPL RY GOOG | Technology 32% | 2.1% | Q3 2026 |
| 2105 | Spartan Wealth Advisory Services LLC CIK 2075193 | $791.65M | +5.1% | 192 | GOOGL AAPL NVDA | Technology 56% | 4.9% | Q2 2026 |
| 2106 | Sfmg, LLC CIK 1512026 | $790.63M | +9.6% | 231 | ATO AAPL BRK-B | Technology 37% | 2.3% | Q2 2026 |
| 2107 | Villere ST Denis J & Co LLC CIK 1113629 | $789.40M | -10.2% | 62 | LGND JPM V | Healthcare 23% | 0.2% | Q2 2026 |
| 2108 | Institute for Wealth Management, LLC. CIK 1533954 | $789.38M | +23.5% | 1,068 | NVDA AAPL LRCX | Technology 56% | 4% | Q2 2026 |
| 2109 | Harbor Advisors LLC CIK 1687156 | $788.91M | +15.4% | 185 | EQIX MU GOOGL | Technology 63% | 0.7% | Q2 2026 |
| 2110 | Mattern Capital Management, LLC CIK 1803227 | $788.27M | +1.7% | 126 | AAPL GWW MSFT | Technology 20% | 6.3% | Q2 2026 |
| 2111 | KMG Fiduciary Partners, LLC CIK 1773205 | $788.24M | +0.8% | 123 | AAPL NVDA MSFT | Technology 51% | 1.2% | Q3 2026 |
| 2112 | Fund Resources Investment Holding Group Co Ltd CIK 1652026 | $787.47M | +864.3% | 6 | MU INTC MRVL | Technology 100% | 18.8% | Q2 2026 |
| 2113 | McMillan Office, Inc. CIK 2109205 | $786.74M | +11.0% | 408 | GOOGL AAPL GOOG | Technology 53% | 0.3% | Q2 2026 |
| 2114 | Stackstone Wealth, LLC CIK 2153379 | $786.02M | — | 235 | MSFT NVDA GLD | Technology 30% | – | Q3 2026 |
| 2115 | WestEnd Advisors, LLC CIK 1351731 | $785.58M | +8.1% | 349 | NVDA MSFT CRM | Technology 48% | 12.5% | Q3 2026 |
| 2116 | Slow Capital, Inc. CIK 1716984 | $784.34M | +5.3% | 80 | AVGO NVDA GOOGL | Technology 58% | 0.9% | Q3 2026 |
| 2117 | JB Capital LLC CIK 1879371 | $784.21M | +0.2% | 167 | AAPL QCOM TSM | Technology 39% | 4.9% | Q3 2026 |
| 2118 | 8VC Opportunities GP II, LLC CIK 1866724 | $784.03M | — | 3 | SPCX SKYH BLND | Industrials 97% | – | Q2 2026 |
| 2119 | Elyxium Wealth, LLC CIK 2043538 | $783.47M | +3.0% | 1,349 | NVDA AAPL GOOG | Technology 59% | 4.3% | Q3 2026 |
| 2120 | Tritonpoint Wealth, LLC CIK 2008171 | $783.35M | -1.2% | 206 | AAPL GOOG GOOGL | Technology 40% | 0.9% | Q3 2026 |
| 2121 | LaFleur & Godfrey LLC CIK 1387458 | $782.44M | -1.7% | 112 | AAPL MSFT JPM | Technology 29% | 5% | Q3 2026 |
| 2122 | ARS Wealth Advisors Group, LLC CIK 1886707 | $781.22M | +7.4% | 124 | AAPL AVGO MSFT | Technology 34% | 1.2% | Q3 2026 |
| 2123 | Governors Lane LP CIK 1644187 | $778.64M | +38.6% | 113 | NSC TXNM SHW | Financial Services 53% | 11.3% | Q2 2026 |
| 2124 | Schwerin Boyle Capital Management Inc CIK 937522 | $777.12M | +3.2% | 46 | BRK-B GOOG WFC | Financial Services 37% | 2% | Q2 2026 |
| 2125 | Intrust Bank NA CIK 1034771 | $776.42M | +9.9% | 371 | NVDA AAPL HCA | Technology 39% | 2.4% | Q2 2026 |
| 2126 | TT International Asset Management LTD CIK 1809187 | $775.99M | -14.8% | 45 | BAP TSM ONTO | Financial Services 45% | 44.1% | Q2 2026 |
| 2127 | Great Lakes Retirement, Inc. CIK 1801667 | $773.49M | +3.4% | 159 | NVDA AMD GOOGL | Technology 45% | 4.3% | Q3 2026 |
| 2128 | Waterloo Capital, L.P. CIK 1730942 | $773.09M | +26.0% | 354 | WMT AAPL NVDA | Technology 36% | 7.1% | Q2 2026 |
| 2129 | Resources Management Corp CIK 749044 | $772.40M | +5.7% | 162 | AAPL APH JPM | Technology 30% | 1.3% | Q2 2026 |
| 2130 | Townsend & Associates, Inc CIK 1729359 | $772.03M | +1.3% | 91 | BHP NTR GLD | Industrials 30% | 1.1% | Q3 2026 |
| 2131 | Seilern Investment Management Ltd CIK 1817797 | $771.28M | -2.8% | 24 | MA ISRG TYL | Technology 41% | 2.3% | Q3 2026 |
| 2132 | Qsemble Capital Management, LP CIK 1766159 | $771.08M | -40.1% | 365 | CTSH AIG CME | Industrials 18% | 41.4% | Q2 2026 |
| 2133 | Glendon Capital Management LP CIK 1604350 | $770.45M | -4.2% | 23 | EXE NRG ALLY | Financial Services 33% | 3.3% | Q2 2026 |
| 2134 | Loftus Peak Pty Ltd CIK 2035834 | $770.31M | +7.0% | 25 | NVDA TSM LLY | Technology 83% | 10.4% | Q3 2026 |
| 2135 | Two Sigma Securities, LLC CIK 1450144 | $768.86M | +51.5% | 1,084 | AMAT LRCX ORCL | Technology 30% | 56.5% | Q2 2026 |
| 2136 | Artemis Wealth Advisors, LLC CIK 1767435 | $768.86M | +533.1% | 45 | MCHP MU MSFT | Technology 91% | 38.1% | Q2 2026 |
| 2137 | South Street Advisors LLC CIK 1399706 | $768.48M | +11.4% | 83 | NVDA APH GOOGL | Technology 32% | 8.7% | Q2 2026 |
| 2138 | Globeflex Capital L P CIK 921531 | $768.38M | +19.9% | 388 | IFS BLBD EXEL | Technology 27% | 11.3% | Q2 2026 |
| 2139 | German American Bancorp, Inc. CIK 714395 | $767.11M | +15.5% | 102 | MU GOOGL NVDA | Technology 47% | 3.3% | Q2 2026 |
| 2140 | Eubel Brady & Suttman Asset Management Inc CIK 1080382 | $766.24M | -0.6% | 93 | BN BRK-B PYPL | Technology 19% | 3.3% | Q2 2026 |
| 2141 | NetEase, Inc. CIK 1110646 | $765.38M | -18.1% | 2 | PDD DAO | Technology 100% | 0% | Q2 2026 |
| 2142 | Meiji Yasuda America Inc CIK 2072353 | $763.99M | +27.8% | 57 | NVDA AAPL MSFT | Technology 51% | 1.2% | Q3 2026 |
| 2143 | Albar Capital Partners LLP CIK 2034565 | $763.98M | +23.6% | 37 | FCX TSM DOV | Industrials 43% | 45.3% | Q2 2026 |
| 2144 | Golden Unicorn (BVI) Ltd CIK 2078724 | $763.77M | +9.6% | 6 | NVDA AAPL GOOGL | Technology 100% | 4.7% | Q2 2026 |
| 2145 | Longbow Finance SA CIK 1965552 | $762.84M | +39.6% | 57 | NVDA AAPL GOOG | Technology 42% | 19.4% | Q2 2026 |
| 2146 | Canyon Capital Advisors LLC CIK 1074034 | $762.81M | +28.6% | 17 | CBL FSUN AMBP | Real Estate 57% | 23% | Q2 2026 |
| 2147 | Prosperity Consulting Group, LLC CIK 1910398 | $762.36M | +21.4% | 393 | AAPL NVDA GOOGL | Technology 43% | 1.9% | Q2 2026 |
| 2148 | Inscription Capital, LLC CIK 1767868 | $762.25M | +21.2% | 659 | AAPL NVDA GOOG | Technology 35% | 6.4% | Q2 2026 |
| 2149 | Meteora Capital, LLC CIK 1905106 | $761.94M | -13.3% | 223 | CEPO RDAG DYNC | Financial Services 98% | 20.6% | Q2 2026 |
| 2150 | Johnson & Johnson CIK 200406 | $761.69M | -4.6% | 15 | PTGX NBTX MGTX | Healthcare 97% | 0% | 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.