Institutions

8,751 institutional managers that file 13F holdings and Section-13 stakes.

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InstitutionPositions13F valueTop holdingPortfolio QoQAs of
Wayfinding Financial, LLC154$236.2KMicrosoft Corp9.82%Dec 31, 2025
Pfc Capital Group, Inc.89$242.6KApple Inc.10.34%Dec 31, 2025
Beaton Management Co. Inc.157$245.4KNVIDIA Corp4.85% 8.14%Jun 30, 2026
Peloton Wealth Strategists86$247.2KAlphabet Inc.4.59% 4.19%Mar 31, 2026
Athos Capital Ltd36$248.8KKenvue Inc.23.97%Dec 31, 2025
National Mutual Funds Management Ltd1$250.9K46438F101100.00%Dec 31, 2025
Asset Allocation & Management Company, LLC94$251.1K92290876927.92%Dec 31, 2025
ASO GROUP Ltd55$255.9K08467010818.58%Dec 31, 2025
AMS Capital Ltda14$258.5KAmazon.com Inc13.97%Dec 31, 2025
Beddow Capital Management Inc55$264.9K8826101087.40%Dec 31, 2025
Martin Capital Partners, LLC70$265.8KAmgen Inc3.74%Dec 31, 2025
Colorado Capital Management, Inc.105$266.4K2330511506.82%Dec 31, 2025
Corebridge Financial, Inc.1$268.5KNRG Energy Inc100.00%Dec 31, 2025
Hendley & Co Inc45$270.3KWarren E. Buffett9.12% 3.39%Mar 31, 2026
Mathes Company, Inc.126$273.7KGE Vernova Inc.5.55% 2.38%Mar 31, 2026
Eagle Capital Management, LLC49$275.0K78462F1039.54%Dec 31, 2025
Brick & Kyle, Associates60$282.1K67066g10410.82%Dec 31, 2025
Krensavage Asset Management, LLC18$283.1KUnited Therapeutics Corp15.71%Dec 31, 2025
Palisades Hudson Asset Management, L.P.108$285.8K46428787913.09% 11.38%Jun 30, 2026
SoundView Advisors Inc.30$286.6K92290836325.59%Dec 31, 2025
Warner Financial, Inc132$288.1K92290874411.16%Dec 31, 2025
Financial Connections Group, Inc.235$290.9K25434V10415.54%Dec 31, 2025
Arch Capital Group Ltd.4$292.3K47103U84568.22%Dec 31, 2025
Tieton Capital Management, LLC35$298.6KCustomers Bancorp, Inc.6.09% 2.13%Mar 31, 2026
BCR Wealth Strategies, LLC37$301.6K02507288525.24%Dec 31, 2025
USAdvisors Wealth Management, LLC136$303.5K8085244096.83%Dec 31, 2025
X-Square Capital, LLC161$305.2KHims & Hers Health, Inc.4.99%Dec 31, 2025
Cederberg Capital Ltd9$308.0KPDD27.83%Dec 31, 2025
Verde Servicos Internacionais S.A.32$311.8K46438F10121.13%Dec 31, 2025
Hazlett, Burt & Watson, Inc.918$313.0KApple Inc.5.60%Dec 31, 2025
Nicollet Investment Management, Inc.74$316.0KAmazon.com Inc7.23%Dec 31, 2025
Hayek Kallen Investment Management93$316.8K00282411811.55%Dec 31, 2025
Select Asset Management & Trust76$321.5K78462F10334.14%Dec 31, 2025
Centerpoint Advisors, LLC416$325.1K46428720027.00%Dec 31, 2025
Olde Wealth Management, LLC116$325.2K46435G51611.98%Dec 31, 2025
Yong Rong (HK) Asset Management Ltd17$328.6KCRCL23.99%Dec 31, 2025
Kanen Wealth Management LLC31$329.4KCompass, Inc.20.52%Dec 31, 2025
Aspen Investment Management Inc176$331.3K78462F1037.34%Dec 31, 2025
WealthBridge Investment Counsel Inc.42$333.3K9220428746.71%Dec 31, 2025
Jackson Creek Investment Advisors LLC291$338.5KEnova International, Inc.0.90%Dec 31, 2025
Stolper Co89$339.5KWarren E. Buffett5.61%Dec 31, 2025
Ceeto Capital Group, LLC186$342.6KApple Inc.21.98%Dec 31, 2025
SS&H Financial Advisors, Inc.125$342.7KJPMorgan Chase & Co9.90%Dec 31, 2025
Nkcfo LLC91$345.9K00847410815.30%Dec 31, 2025
Shikiar Asset Management Inc103$346.8KApple Inc.19.95% 13.65%Mar 31, 2026
Seascape Capital Management91$351.8K33738D7888.63%Dec 31, 2025
FNY Investment Advisers, LLC817$352.3K1717572069.12%Dec 31, 2025
NFC Investments, LLC43$354.2KMgic Investment Corp14.73%Dec 31, 2025
Wood Tarver Financial Group, LLC151$356.1K92290876915.25%Dec 31, 2025
Farmers & Merchants Trust Co of Chambersburg PA333$357.2K9219378199.95%Dec 31, 2025
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