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 |
|---|---|---|---|---|---|---|---|---|
| 4001 | ShawSpring Partners LLC CIK 1766908 | $232.08M | -13.3% | 11 | BABA AMZN OKTA | Technology 59% | 21.1% | Q2 2026 |
| 4002 | Resolute Capital Asset Partners LLC CIK 1834913 | $232.05M | +22.1% | 47 | ASND ANDE AMZN | Healthcare 28% | 34.1% | Q2 2026 |
| 4003 | Fox Hill Wealth Management CIK 2016110 | $232.02M | +20.6% | 89 | MSFT NVDA AAPL | Technology 44% | 7.2% | Q2 2026 |
| 4004 | Ravenstone Capital Management Inc. CIK 2086041 | $232.00M | +22.4% | 43 | V APH GOOG | Financial Services 32% | 3.3% | Q2 2026 |
| 4005 | J.H. Whitney Equity Partners VII, LLC CIK 1567459 | $231.92M | -0.6% | 1 | AVAH | Healthcare 100% | 0% | Q2 2026 |
| 4006 | Wishbone Management, LP CIK 1777734 | $231.71M | +70.9% | 5 | CPA AVT ROP | Technology 57% | 5.3% | Q2 2026 |
| 4007 | HF Advisory Group, LLC CIK 1963169 | $231.58M | +5.1% | 112 | MSFT GOOG VZ | Technology 24% | 5.5% | Q3 2026 |
| 4008 | Panoramic Capital, LLC CIK 1950490 | $231.43M | +63.9% | 41 | STX ATEX NVDA | Technology 48% | 32.2% | Q2 2026 |
| 4009 | Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) CIK 2139779 | $231.32M | +13.4% | 1 | JBTM | Industrials 100% | 0% | Q2 2026 |
| 4010 | Charles Schwab Trust Co CIK 1789219 | $231.01M | +17.3% | 98 | NVDA XOM AAPL | Technology 43% | 0.5% | Q3 2026 |
| 4011 | Atlanta Consulting Group Advisors, LLC CIK 2019038 | $230.86M | +49.7% | 118 | ARLP JPM XOM | Financial Services 27% | 2.5% | Q2 2026 |
| 4012 | FCG Investment Co CIK 2011697 | $230.53M | +10.3% | 86 | NVDA AAPL MSFT | Technology 52% | 3.8% | Q3 2026 |
| 4013 | Peachtree Investment Partners, LLC CIK 1743863 | $230.29M | +8.1% | 86 | AAPL LLY MSFT | Technology 40% | 4.6% | Q2 2026 |
| 4014 | Matauro, LLC CIK 2052964 | $230.11M | +2.8% | 81 | PHYS USCI CEF | Others 59% | 3.4% | Q2 2026 |
| 4015 | Mendel Money Management CIK 1600585 | $229.88M | +11.9% | 106 | PANW MSFT AMZN | Technology 36% | 8.8% | Q2 2026 |
| 4016 | Vectors Research Management, LLC CIK 1750557 | $229.68M | +14.1% | 106 | AAPL MSFT RTX | Technology 34% | 4% | Q2 2026 |
| 4017 | Spear Advisors LLC CIK 2119894 | $229.56M | -21.2% | 30 | ALAB ARM NET | Technology 87% | 20.5% | Q3 2026 |
| 4018 | 2Xideas AG CIK 1843587 | $229.56M | -8.7% | 47 | FTNT EW ICE | Technology 29% | 10.8% | Q2 2026 |
| 4019 | Ping Capital Management, Inc. CIK 1804352 | $229.37M | -0.6% | 55 | YPF GGAL PAM | Energy 49% | 7.8% | Q3 2026 |
| 4020 | Onyx Bridge Wealth Group LLC CIK 1819476 | $229.16M | +11.7% | 157 | AAPL NVDA AMZN | Technology 54% | 1.9% | Q3 2026 |
| 4021 | SmartHarvest Portfolios, LLC CIK 2066604 | $228.80M | -16.3% | 325 | NVDA AAPL MSFT | Technology 48% | 3.4% | Q3 2026 |
| 4022 | CNB Bank CIK 1732074 | $228.57M | +7.6% | 357 | NVDA AAPL MSFT | Technology 41% | 3.6% | Q2 2026 |
| 4023 | Fairvoy Private Wealth, LLC CIK 2046607 | $228.35M | +1.8% | 122 | AAPL MSFT SO | Technology 44% | 15.6% | Q3 2026 |
| 4024 | Ovata Capital Management Ltd CIK 1724517 | $228.31M | -24.9% | 16 | HDB RYAAY IBIT | Others 28% | 21% | Q2 2026 |
| 4025 | Game Creek Capital, LP CIK 1731132 | $228.31M | -8.1% | 64 | MU GOOGL AMZN | Technology 38% | 6.5% | Q2 2026 |
| 4026 | BigSur Wealth Management LLC CIK 1659171 | $228.18M | +5.3% | 79 | BRK-A NVDA IBIT | Technology 37% | 3.7% | Q3 2026 |
| 4027 | Shoker Investment Counsel, Inc. CIK 1599623 | $228.08M | +20.8% | 86 | PG KLAC AMAT | Technology 36% | 3.6% | Q2 2026 |
| 4028 | Starr Indemnity & Liability Co CIK 1640521 | $228.03M | -12.8% | 1 | GLD | Others 100% | 0% | Q2 2026 |
| 4029 | Financial Avengers, Inc. CIK 1844393 | $227.91M | +9.6% | 129 | NVDA GOOG AMZN | Technology 44% | 1.3% | Q2 2026 |
| 4030 | Zeno Equity Partners LLP CIK 2013334 | $227.83M | +5.5% | 13 | DHR LIN AMZN | Healthcare 21% | 36% | Q2 2026 |
| 4031 | Grey Ledge Advisors, LLC CIK 1660694 | $227.64M | +15.9% | 146 | AMD AAPL GOOG | Technology 36% | 6.7% | Q2 2026 |
| 4032 | JPL Wealth Management, LLC CIK 2010710 | $227.56M | +3.4% | 1,651 | UNH AVGO AAPL | Technology 31% | 1.6% | Q2 2026 |
| 4033 | Twin Focus Capital Partners, LLC CIK 1387761 | $227.53M | +2.5% | 41 | IAU DELL GLD | Others 52% | 1.4% | Q2 2026 |
| 4034 | Sender Co & Partners, Inc. CIK 1659380 | $227.51M | +85.3% | 55 | BA KVUE ASTS | Technology 37% | 19.5% | Q2 2026 |
| 4035 | United Bank CIK 1697791 | $227.48M | +7.4% | 94 | GOOGL AAPL NVDA | Technology 41% | 3.1% | Q2 2026 |
| 4036 | Richards, Merrill & Peterson, Inc. CIK 90108 | $227.30M | +2.4% | 140 | MSFT AAPL AMZN | Technology 45% | 2.8% | Q3 2026 |
| 4037 | Brick & Kyle, Associates CIK 1632253 | $227.30M | 0.0% | 61 | AAPL NVDA MSFT | Technology 50% | 0% | Q2 2026 |
| 4038 | Beaconlight Capital, LLC CIK 1569537 | $227.19M | +28.9% | 31 | SXT CSTM NTRA | Industrials 34% | 46.6% | Q2 2026 |
| 4039 | Agp Franklin, LLC CIK 2056566 | $227.10M | +14.9% | 87 | NVDA AMZN GOOGL | Technology 39% | 10.2% | Q2 2026 |
| 4040 | Oxler Private Wealth LLC CIK 1846002 | $227.09M | +12.6% | 57 | IBIT AMZN NVDA | Technology 47% | 0.5% | Q3 2026 |
| 4041 | Finer Wealth Management, Inc. CIK 1929071 | $227.03M | +6.3% | 75 | AAPL NVDA MSFT | Technology 51% | 2% | Q3 2026 |
| 4042 | Yiheng Capital Management, L.P. CIK 1447228 | $226.97M | -1.6% | 24 | NOAH BILI JD | Financial Services 30% | 11.8% | Q2 2026 |
| 4043 | Register Financial Advisors LLC CIK 1962636 | $226.68M | -3.6% | 194 | AAPL MU MSFT | Technology 34% | 5% | Q3 2026 |
| 4044 | Channel Wealth LLC CIK 1975550 | $226.65M | +5.3% | 111 | AAPL GOOG NVDA | Technology 49% | 11.1% | Q2 2026 |
| 4045 | Fort Point Capital Partners LLC CIK 1589282 | $226.47M | — | 130 | AAPL FRPT GOOG | Technology 46% | – | Q2 2026 |
| 4046 | TRB Wealth Management, LLC CIK 2130988 | $226.38M | +1.0% | 217 | AAPL NVDA GOOGL | Technology 50% | 7.2% | Q2 2026 |
| 4047 | Silver Lake Advisory, LLC CIK 1596055 | $226.16M | -3.2% | 88 | ABBV CSCO BRK-B | Technology 27% | 2.3% | Q3 2026 |
| 4048 | Fogel Capital Management, Inc. CIK 2011427 | $226.05M | +13.3% | 42 | GOOGL MSFT CB | Technology 44% | 0.7% | Q2 2026 |
| 4049 | Permanens Capital L.P. CIK 1599637 | $226.03M | -24.7% | 65 | IAU MSFT GOOGL | Others 38% | 22.3% | Q2 2026 |
| 4050 | Investment Research & Advisory Group, Inc. CIK 1802136 | $225.97M | +4.0% | 242 | AAPL NVDA GOOGL | Technology 47% | 0.5% | 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.