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 |
|---|---|---|---|---|---|---|---|---|
| 2701 | Polunin Capital Partners Ltd CIK 1629869 | $496.03M | +22.0% | 23 | STNE PAGS ACMR | Technology 46% | 1.1% | Q3 2026 |
| 2702 | Soros Capital Management LLC CIK 1748240 | $495.52M | +116.2% | 54 | MU TSM CAT | Technology 58% | 25.4% | Q2 2026 |
| 2703 | New World Advisors LLC CIK 1767724 | $495.03M | -0.8% | 104 | TJX AAPL NVDA | Consumer Discretionary 86% | 0.9% | Q2 2026 |
| 2704 | Cypress Asset Management Inc CIK 1030618 | $494.73M | -1.4% | 97 | NVDA AAPL LLY | Technology 49% | 1.6% | Q3 2026 |
| 2705 | Grace & White Inc CIK 903064 | $494.55M | -4.3% | 89 | AIT UNM NUE | Industrials 31% | 1% | Q3 2026 |
| 2706 | Lightrock Netherlands B.V. CIK 2041485 | $494.48M | +8.2% | 35 | SPSC CBT WTFC | Technology 31% | 11.8% | Q2 2026 |
| 2707 | Sigma Investment Counselors Inc CIK 1085163 | $494.28M | +10.0% | 112 | AAPL NVDA MSFT | Technology 37% | 2.2% | Q3 2026 |
| 2708 | Siemens AG CIK 940418 | $493.72M | +81.8% | 2 | FLNC XMTR | Industrials 79% | 0% | Q2 2026 |
| 2709 | America First Investment Advisors, LLC CIK 1308778 | $493.69M | +0.5% | 42 | GOOGL JNJ AMZN | Financial Services 45% | 5.7% | Q2 2026 |
| 2710 | CSS LLC CIK 1103646 | $493.43M | +19.8% | 466 | WDC IAU KIMPN | Financial Services 33% | 23.6% | Q2 2026 |
| 2711 | Headwater Capital Co Ltd CIK 2036346 | $493.39M | -20.7% | 14 | TSM META GOOG | Technology 69% | 20.5% | Q2 2026 |
| 2712 | NWF Advisory Services Inc. CIK 2045735 | $491.60M | -1.7% | 129 | MU BRK-B AAPL | Technology 41% | 2% | Q3 2026 |
| 2713 | Fourpath Capital Management, LLC CIK 1894484 | $491.14M | -1.0% | 170 | WMT XOM IAU | Technology 19% | 1.9% | Q3 2026 |
| 2714 | Summit Partners L P CIK 830588 | $490.89M | -19.4% | 5 | KVYO LFST AKA | Technology 46% | 0% | Q3 2026 |
| 2715 | Cutler Investment Counsel LLC CIK 1285973 | $490.15M | -1.4% | 74 | MSFT CAT WMT | Industrials 19% | 1.5% | Q3 2026 |
| 2716 | Advisory Alpha, LLC CIK 1576762 | $489.97M | +24.9% | 312 | AAPL NVDA MSFT | Technology 42% | 4.4% | Q2 2026 |
| 2717 | Naria Inc. CIK 2012185 | $488.70M | -4.7% | 1 | GLNG | Energy 100% | 0% | Q3 2026 |
| 2718 | Clare Market Investments LLC CIK 2054098 | $488.42M | +13.5% | 122 | AAPL AMZN MSFT | Technology 64% | 6.4% | Q2 2026 |
| 2719 | Everest Financial Group LLC CIK 2056391 | $488.40M | +26.7% | 97 | GOOGL AMZN NVDA | Technology 69% | 2.1% | Q2 2026 |
| 2720 | KCM Capital Inc CIK 2026745 | $487.50M | +18.3% | 26 | MU NVDA LLY | Technology 44% | 6.6% | Q2 2026 |
| 2721 | one8zero8, LLC CIK 2053138 | $487.41M | +12.1% | 202 | AAPL FTNT BRK-B | Technology 33% | 4.2% | Q2 2026 |
| 2722 | Vodafone Ventures Ltd CIK 1855428 | $486.22M | +7.2% | 1 | ASTS | Communication Services 100% | 0% | Q2 2026 |
| 2723 | Halter Ferguson Financial Inc. CIK 1842665 | $486.20M | -6.2% | 26 | TSLA SPCX MU | Consumer Discretionary 39% | 23.7% | Q3 2026 |
| 2724 | Main Street Financial Solutions, LLC CIK 1763350 | $486.13M | +9.7% | 246 | NMM AAPL NVDA | Technology 30% | 7.8% | Q2 2026 |
| 2725 | Kavar Capital Partners Group, LLC CIK 1841766 | $486.03M | +8.2% | 139 | AAPL GOOGL NVDA | Technology 35% | 3.4% | Q2 2026 |
| 2726 | Duncker Streett & Co Inc CIK 1020585 | $485.67M | +1.2% | 311 | AAPL AVGO MSFT | Technology 35% | 1.3% | Q3 2026 |
| 2727 | Sheets Smith Wealth Management CIK 1157436 | $485.62M | -7.0% | 218 | GOOG KO AMZN | Technology 25% | 1.7% | Q3 2026 |
| 2728 | Patriot Financial Group Insurance Agency, LLC CIK 1694883 | $485.43M | +5.6% | 220 | AAPL MSFT NVDA | Technology 46% | 7.5% | Q3 2026 |
| 2729 | Jacobson & Schmitt Advisors, LLC CIK 1632096 | $484.96M | +14.0% | 58 | APH ASML AMZN | Technology 33% | 8.6% | Q2 2026 |
| 2730 | Crestview Partners IV GP, L.P. CIK 1818687 | $484.92M | +46.2% | 2 | PRSU PLGO | Consumer Discretionary 77% | 0% | Q2 2026 |
| 2731 | Wedgewood Partners Inc CIK 859804 | $484.43M | +0.1% | 18 | TSM GOOGL META | Technology 48% | 6.7% | Q2 2026 |
| 2732 | Arini Capital Management Ltd CIK 2056819 | $483.56M | -23.7% | 27 | AMBP SABR CTEV | Technology 51% | 46.9% | Q2 2026 |
| 2733 | Kahn Brothers Group Inc CIK 1039565 | $483.39M | 0.0% | 39 | C FLG DIS | Others 20% | 0% | Q2 2026 |
| 2734 | Jackson Hole Capital Partners, LLC CIK 1767049 | $483.32M | +4.4% | 160 | ARLP GOOG AAPL | Energy 32% | 2.2% | Q1 2026 |
| 2735 | Intesa Sanpaolo Wealth Management CIK 2110902 | $483.27M | +10.0% | 223 | PHYS MSFT NVDA | Technology 44% | 7.7% | Q3 2026 |
| 2736 | Pettyjohn, Wood & White, Inc CIK 1128213 | $482.65M | +7.0% | 140 | AAPL GOOGL MSFT | Technology 35% | 0.8% | Q2 2026 |
| 2737 | Goodman Financial Corp CIK 1382303 | $482.60M | +11.5% | 44 | UCTT NXT MSFT | Technology 29% | 14.1% | Q2 2026 |
| 2738 | Panview Capital Ltd CIK 2035224 | $482.60M | +26.2% | 12 | APP CRWV NOK | Technology 66% | 30.5% | Q2 2026 |
| 2739 | Strategic Wealth Investment Group, LLC CIK 1802365 | $482.56M | -1.4% | 56 | AAPL AMZN MSFT | Technology 39% | 0.3% | Q3 2026 |
| 2740 | Continuum Advisory, LLC CIK 1846532 | $482.46M | +19.7% | 1,185 | AAPL WMT MU | Technology 44% | 14.9% | Q2 2026 |
| 2741 | Proem Advisors LLC CIK 1842526 | $482.35M | +60.6% | 32 | NVDA MU MSFT | Technology 95% | 20.6% | Q2 2026 |
| 2742 | Arvin Capital Management LP CIK 1961738 | $482.22M | +34.2% | 31 | VST GXO RKT | Industrials 33% | 52.7% | Q2 2026 |
| 2743 | DGS Capital Management, LLC CIK 1900110 | $482.16M | +3.4% | 531 | COIN AAPL NVDA | Technology 44% | 8.2% | Q1 2026 |
| 2744 | Burling Wealth Partners, LLC CIK 2054946 | $481.82M | +8.0% | 124 | AAPL AMZN NVDA | Technology 38% | 3.2% | Q2 2026 |
| 2745 | Asset One Wealth Management LLC CIK 2110759 | $481.61M | +4.1% | 172 | MSFT AAPL OUNZ | Technology 45% | 5.7% | Q2 2026 |
| 2746 | Crewe Advisors LLC CIK 1730033 | $481.52M | +26.0% | 811 | PACS BRK-A MSFT | Technology 32% | 2.6% | Q2 2026 |
| 2747 | Archford Capital Strategies, LLC CIK 1606609 | $480.70M | +6.7% | 201 | NVDA MSFT AAPL | Technology 51% | 7.3% | Q3 2026 |
| 2748 | Buck Wealth Strategies, LLC CIK 1973259 | $480.52M | +13.3% | 666 | MSFT AAPL AMZN | Technology 32% | 6.6% | Q3 2026 |
| 2749 | Standard General L.P. CIK 1409888 | $480.24M | +42.7% | 2 | BALY MDIA | Consumer Discretionary 93% | 0% | Q2 2026 |
| 2750 | Bleichroeder LP CIK 1781002 | $480.17M | -5.3% | 53 | GLD GPGI RHLD | Others 37% | 2.5% | 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.