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Institutional Holdings Dashboard

Last Updated: 2 days, 7 hours ago

We scrape SEC 13-F filings to find newly disclosed portfolio position changes by institutional investors, along with their most recently reported holdings.

Recent Holdings Disclosures - All Funds

Fund File Date
First Long Island Investors, LLC June 6, 2025
HAHN CAPITAL MANAGEMENT LLC June 6, 2025
eCIO, Inc. June 6, 2025
Blue Oak Capital, LLC June 6, 2025
Militia Capital Partners, LP June 5, 2025
BONTEMPO OHLY CAPITAL MGMT LLC June 5, 2025
Fruth Investment Management June 5, 2025
CIM, LLC June 5, 2025
PVG ASSET MANAGEMENT CORP June 4, 2025
Harold Davidson & Associates Inc. June 4, 2025
Drummond Knight Asset Management Pty Ltd June 4, 2025
Inspire Investing, LLC June 3, 2025
Invst, LLC June 2, 2025
Kawa Capital Management, Inc June 2, 2025
CIM INVESTMENT MANAGEMENT INC June 2, 2025
INTEGRITY WEALTH ADVISORS, INC. June 2, 2025
Porter White Investment Advisors, Inc. May 30, 2025
Parkshore Wealth Management, Inc. May 29, 2025
Plum Street Advisors, LLC May 29, 2025
Quaker Wealth Management, LLC May 29, 2025
Apeiron RIA LLC May 29, 2025
BIRMINGHAM CAPITAL MANAGEMENT CO INC|AL May 28, 2025
Silicon Valley Capital Partners May 28, 2025
Anderson Financial Strategies, LLC May 28, 2025
EnCap Energy Capital Fund VIII, L.P. May 28, 2025
EnCap Energy Capital Fund XI, L.P. May 28, 2025
EnCap Energy Capital Fund X, L.P. May 28, 2025
GK Wealth Management LLC May 28, 2025
EnCap Partners GP, LLC May 28, 2025
Ellsworth Advisors, LLC May 28, 2025
EnCap Energy Capital Fund IX, L.P. May 28, 2025
Intrua Financial, LLC May 28, 2025
Addison Capital Co May 28, 2025
Turn8 Private Wealth Inc. May 27, 2025
Jacobi Capital Management LLC May 27, 2025
CARDEROCK CAPITAL MANAGEMENT INC May 27, 2025
Villanova Investment Management Co LLC May 27, 2025
Advisors Capital Management, LLC May 27, 2025
SWAN Capital LLC May 23, 2025
Triune Financial Partners, LLC May 23, 2025
Strategic Financial Services, Inc. May 23, 2025
Twin Lakes Capital Management, LLC May 22, 2025
Mattson Financial Services, LLC May 22, 2025
BOS Asset Management, LLC May 22, 2025
WBI INVESTMENTS, LLC May 22, 2025
DIKER MANAGEMENT LLC May 22, 2025
Kilter Group LLC May 22, 2025
SPINNAKER CAPITAL LTD May 22, 2025
CHELSEA COUNSEL CO May 21, 2025
WESTBOURNE INVESTMENTS, INC. May 21, 2025
Main Line Retirement Advisors, LLC May 21, 2025
Indiana Trust & Investment Management Co May 21, 2025
Impala Asset Management LLC May 21, 2025
MBL Wealth, LLC May 21, 2025
Reliant Investment Partners, LLC May 21, 2025
Beacon Capital Management, Inc. May 21, 2025
SCHMIDT P J INVESTMENT MANAGEMENT INC May 21, 2025
McAdam, LLC May 21, 2025
ACADIAN ASSET MANAGEMENT LLC May 21, 2025
CBM Financial, LLC May 21, 2025
BLUEFIN CAPITAL MANAGEMENT, LLC May 20, 2025
MENDON CAPITAL ADVISORS CORP May 20, 2025
Belpointe Asset Management LLC May 20, 2025
Acorns Advisers, LLC May 20, 2025
Blue Rock Wealth Management LLC May 20, 2025
Tenret Co LLC May 20, 2025
Fortis Capital Advisors, LLC May 20, 2025
Jupiter Wealth Management LLC May 20, 2025
Capital Impact Advisors, LLC May 20, 2025
Flaharty Asset Management, LLC May 20, 2025
INTECH INVESTMENT MANAGEMENT LLC May 20, 2025
Ransom Advisory, Ltd May 20, 2025
Anchor Investment Management, LLC May 20, 2025
INTEGRITY ALLIANCE, LLC. May 20, 2025
Chokshi & Queen Wealth Advisors, Inc May 20, 2025
Aspen Investment Management Inc May 20, 2025
Ilmarinen Mutual Pension Insurance Co May 20, 2025
Japan Science & Technology Agency May 20, 2025
Plato Investment Management Ltd May 19, 2025
SECURITY NATIONAL BANK OF SIOUX CITY IOWA |IA| May 19, 2025
Mudita Advisors LLP May 19, 2025
SageView Advisory Group, LLC May 19, 2025
Game Plan Financial Advisors, LLC May 19, 2025
CLIENT 1ST ADVISORY GROUP, LLC May 19, 2025
Alaethes Wealth LLC May 19, 2025
Decas Capital LLC May 19, 2025
Hatteras Investment Partners, LP May 19, 2025
Oriental Harbor Investment Fund May 19, 2025
Smith Asset Management Co., LLC May 19, 2025
Alpha DNA Investment Management LLC May 19, 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC May 19, 2025
DCM Advisors, LLC May 19, 2025
Legacy Advisory Services, LLC May 19, 2025
SWS Partners May 19, 2025
First Beijing Investment Ltd May 19, 2025
1060 Capital, LLC May 16, 2025
BC Partners PE LP May 16, 2025
Prostatis Group LLC May 16, 2025
Stuart Chaussee & Associates, Inc. May 16, 2025
American Trust May 16, 2025

Trends by Sector

Cumulative change in holdings across all institutions

Estimated Fund Performance - Quarter Starting Mar 31, 2025

Rank
Fund
Est. % Return
# of Holdings
Est. Stock AUM (USD)

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Fund returns are estimated using the fund's stock positions disclosed in 13F filings. Funds that had less than 3 unique stock holdings were excluded. The estimated returns may be significantly different from each fund's actual returns, due to limitations of information available through 13F holdings, changes made by funds between disclosures, and data errors.

Largest Recent Changes

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