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 |
|---|---|---|---|---|---|---|---|---|
| 4601 | First Heartland Consultants, Inc. CIK 1428793 | $175.30M | +5.3% | 146 | NVDA AAPL AMZN | Technology 41% | 6.1% | Q3 2026 |
| 4602 | PFW Advisors LLC CIK 1989744 | $175.18M | -0.4% | 95 | KO VMC AAPL | Consumer Staples 27% | 1.8% | Q3 2026 |
| 4603 | Klein Pavlis & Peasley Financial, Inc. CIK 1907480 | $175.13M | +0.5% | 86 | AEM PM WPM | Financial Services 22% | 13.6% | Q3 2026 |
| 4604 | OMC Financial Services LTD CIK 2026391 | $175.12M | -38.7% | 31 | NVDA AAPL AMD | Technology 62% | 2.5% | Q3 2026 |
| 4605 | BML Capital Management, LLC CIK 1616824 | $175.10M | +16.7% | 15 | ACRS AVIR ENGN | Healthcare 81% | 14.5% | Q2 2026 |
| 4606 | Rydar Equities, Inc. CIK 2065487 | $175.06M | +6.8% | 290 | AAPL AMZN GOOGL | Technology 36% | 6.5% | Q3 2026 |
| 4607 | Miramontes Capital, LLC CIK 2134516 | $174.99M | +6.6% | 80 | AAPL TSLA AMZN | Technology 53% | 1.6% | Q3 2026 |
| 4608 | Athos Capital Ltd CIK 1681662 | $174.96M | -9.2% | 24 | MOMO BEKE NSC | Technology 31% | 18.8% | Q2 2026 |
| 4609 | Boussard & Gavaudan Investment Management LLP CIK 1614986 | $174.92M | -53.5% | 30 | NSC WTM Q | Financial Services 37% | 31.5% | Q1 2026 |
| 4610 | Garden State Investment Advisory Services LLC CIK 1965351 | $174.87M | +26.3% | 138 | NVDA AMZN AAPL | Technology 63% | 5.7% | Q2 2026 |
| 4611 | Southland Equity Partners LLC CIK 2006517 | $174.48M | +4.7% | 125 | AAPL ABBV MSFT | Technology 40% | 2.9% | Q3 2026 |
| 4612 | Arbiter Partners Capital Management LLC CIK 1513193 | $174.46M | +24.8% | 34 | GRAL GEF-B CRBG | Healthcare 50% | 5.1% | Q2 2026 |
| 4613 | Boyar Asset Management Inc. CIK 1218254 | $174.38M | -0.8% | 77 | MSFT JPM AMP | Financial Services 27% | 3.2% | Q2 2026 |
| 4614 | Insight Inv LLC CIK 1909322 | $173.84M | -0.6% | 63 | MRVL AAPL AMAT | Technology 35% | 1.4% | Q3 2026 |
| 4615 | Massachusetts Wealth Management CIK 1966011 | $173.79M | -8.6% | 75 | XOM AAPL C | Industrials 24% | 1% | Q3 2026 |
| 4616 | Brooks, Moore & Associates, Inc. CIK 1767040 | $173.74M | +12.1% | 90 | JPM JNJ KO | Technology 22% | 2% | Q2 2026 |
| 4617 | Income Insurance Ltd CIK 2022801 | $173.54M | +3.4% | 180 | NVDA AAPL MSFT | Technology 54% | 1.8% | Q3 2026 |
| 4618 | Knott David M Jr CIK 1892770 | $173.52M | +19.1% | 71 | GOOG APO SNDX | Healthcare 56% | 3.3% | Q2 2026 |
| 4619 | Mitsubishi UFJ Asset Management (UK) Ltd. CIK 1694895 | $173.47M | +2.2% | 99 | NVDA GOOGL AAPL | Technology 46% | 16.1% | Q3 2026 |
| 4620 | Sterling Investment Counsel, LLC CIK 1925853 | $173.44M | +5.0% | 111 | AAPL NVDA GOOGL | Technology 48% | 3% | Q3 2026 |
| 4621 | McIlrath & Eck, LLC CIK 1701714 | $173.29M | -0.2% | 617 | MSFT SIVR AAPL | Technology 47% | 4.3% | Q1 2026 |
| 4622 | Wildcat Capital Management, LLC CIK 1582384 | $173.24M | -24.2% | 4 | ULCC ALLO FIGR | Industrials 97% | 0.2% | Q3 2026 |
| 4623 | Nadler Financial Group, Inc. CIK 1541787 | $173.23M | +10.8% | 95 | AAPL MSFT NVDA | Technology 50% | 2.7% | Q3 2026 |
| 4624 | Evelyn Partners Investment Management (Europe) Ltd CIK 2065055 | $173.12M | -6.6% | 137 | GLD CRH BRK-B | Financial Services 36% | 2.5% | Q1 2026 |
| 4625 | Ewa, LLC CIK 1835252 | $173.09M | +28.4% | 218 | AAPL NVDA AMZN | Technology 55% | 5% | Q2 2026 |
| 4626 | Cypress Point Wealth Management, LLC CIK 1825611 | $173.02M | 0.0% | 81 | PLTR AAPL NVDA | Technology 84% | 0% | Q3 2026 |
| 4627 | Alpine Fox Capital LLC CIK 2096493 | $172.87M | +62.7% | 17 | CIFR IREN OPEN | Technology 73% | 8.3% | Q2 2026 |
| 4628 | Equinox Partners Investment Management LLC CIK 938552 | $172.84M | -13.3% | 7 | KOS GTE YPF | Energy 80% | 0% | Q2 2026 |
| 4629 | Sierra Capital LLC CIK 1787274 | $172.83M | +12.7% | 56 | AAPL BRK-B AMZN | Technology 51% | 2.3% | Q2 2026 |
| 4630 | Sunpointe, LLC CIK 2012181 | $172.78M | -11.0% | 151 | NVDA AAPL MSFT | Technology 51% | 6.6% | Q3 2026 |
| 4631 | Charter Oak Advisors LP CIK 2022905 | $172.47M | +4.5% | 13 | TLN MOD SON | Industrials 43% | 12.1% | Q2 2026 |
| 4632 | Walser Wealth Management Company, A Ltd Liability Co CIK 2112280 | $172.42M | +4.2% | 146 | GLD SLV PHYS | Others 24% | 11.9% | Q3 2026 |
| 4633 | Joseph Group Capital Management CIK 1910383 | $172.34M | +14.7% | 325 | AAPL ETN PH | Technology 24% | 2.8% | Q2 2026 |
| 4634 | American State Bank (Iowa) CIK 2122473 | $172.25M | +1.8% | 93 | NVDA INTC AAPL | Technology 48% | 1.3% | Q3 2026 |
| 4635 | Gerald Baker Financial Group LLC CIK 2133489 | $172.17M | -0.3% | 72 | XOM GBCI NNN | Technology 19% | 0.7% | Q3 2026 |
| 4636 | Prentiss Smith & Co Inc CIK 1134687 | $171.96M | -3.6% | 64 | GOOG GRC MSFT | Industrials 27% | 4.2% | Q3 2026 |
| 4637 | Summit Asset Management, LLC CIK 1509974 | $171.90M | +6.6% | 104 | BRK-B AAPL NVDA | Technology 25% | 0.9% | Q2 2026 |
| 4638 | CoreCommodity Management, LLC CIK 1301743 | $171.88M | -10.4% | 114 | CNH CTVA NTR | Energy 47% | 27.4% | Q2 2026 |
| 4639 | HHM Wealth Advisors, LLC CIK 1750086 | $171.88M | +16.9% | 593 | AAPL MSFT AMZN | Technology 40% | 2.7% | Q2 2026 |
| 4640 | RIHO Partners, LLC CIK 2112884 | $171.78M | +9.3% | 12 | PGR MUSA ORLY | Consumer Discretionary 27% | 5.5% | Q2 2026 |
| 4641 | Autumn Glory Partners, LLC CIK 1911621 | $171.78M | -5.1% | 118 | MSFT OKE NVDA | Technology 26% | 2.4% | Q3 2026 |
| 4642 | AA Financial Advisors, LLC CIK 2016899 | $171.73M | +2.5% | 138 | GLDM MSFT AAPL | Technology 36% | 4.1% | Q3 2026 |
| 4643 | Gouws Capital LLC CIK 1908828 | $171.65M | -0.9% | 42 | LLY GOOG CAT | Technology 28% | 1.1% | Q3 2026 |
| 4644 | Pullen Investment Management, LLC CIK 2011668 | $171.45M | -3.8% | 89 | MSGS KEX MSFT | Industrials 28% | 8.3% | Q3 2026 |
| 4645 | Center for Financial Planning, Inc. CIK 1803557 | $171.42M | -1.4% | 622 | MSFT AAPL BRK-B | Technology 30% | 10% | Q3 2026 |
| 4646 | Teton Advisors, LLC CIK 2086025 | $171.33M | +27.4% | 156 | MYE PKOH UCTT | Industrials 49% | 4.4% | Q2 2026 |
| 4647 | Legend Capital Advisors LLC CIK 2111719 | $171.21M | +17.5% | 50 | SNOW NU META | Technology 72% | 2.7% | Q2 2026 |
| 4648 | Providence Wealth Advisors, LLC CIK 1744955 | $171.21M | +2.7% | 85 | AAPL LLY MSFT | Technology 33% | 1% | Q3 2026 |
| 4649 | JRM Investment Counsel, LLC CIK 1631084 | $171.17M | +7.1% | 9 | BRK-B RGR EPD | Financial Services 69% | 0.3% | Q2 2026 |
| 4650 | Wimmer Associates 1, LLC CIK 1667019 | $170.85M | +8.2% | 91 | AAPL NVDA GOOGL | Technology 43% | 1.5% | 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.