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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
AMERICAN NATIONAL BANK & TRUST
$1.05B
Top holdings
1
GOLDMAN SACHS ETF TR
$89.7M
2
ALPHABET INC
$72.3M
3
APPLE INC
$49.3M
ARTAL GROUP S.A.
$1.01B
Top holdings
1
CAVA GROUP INC
$769M
2
LEXICON PHARMACEUTICALS INC
$241M
ALLEN HOLDING INC
$1.01B
Top holdings
1
COCA COLA CO
$456M
2
PALANTIR TECHNOLOGIES INC
$219M
3
BERKSHIRE HATHAWAY INC DEL
$213M
ARROW FINANCIAL CORP
$994M
Top holdings
1
ISHARES TR
$350M
2
VANGUARD INDEX FDS
$152M
3
INVESCO QQQ TR
$80.5M
AZZAD ASSET MANAGEMENT INC
$989M
Top holdings
1
APPLE INC
$44.2M
2
NVIDIA CORPORATION
$43.9M
3
MICROSOFT CORP
$26.2M
ARMSTRONG HENRY H ASSOCIATES INC
$981M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$373M
2
MICROSOFT CORP
$233M
3
JOHNSON & JOHNSON
$78.2M
ABU DHABI INVESTMENT COUNCIL CO P.J.S.C
$975M
Top holdings
1
NU HLDGS LTD
$316M
2
ISHARES BITCOIN TRUST ETF
$316M
3
VISTA ENERGY S.A.B. DE C.V.
$184M
ALTFEST L J & CO INC
$935M
Top holdings
1
ISHARES TR
$88M
2
SPDR SERIES TRUST
$56.2M
3
VANGUARD MALVERN FDS
$50.2M
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
$919M
Top holdings
1
ISHARES TR
$75.8M
2
FIDELITY COVINGTON TRUST
$63.2M
3
SPDR SERIES TRUST
$55.5M
AMANAH HOLDINGS TRUST
$908M
Top holdings
1
SANDISK CORP
$159M
2
SEAGATE TECHNOLOGY HLDNGS PL
$114M
3
LUMENTUM HLDGS INC
$94.9M
ABNER HERRMAN & BROCK LLC
$905M
Top holdings
1
NVIDIA CORPORATION
$69.5M
2
ALPHABET INC
$39.7M
3
JPMORGAN CHASE & CO
$35.7M
ASSET ONE WEALTH MANAGEMENT LLC
$904M
Top holdings
1
SPDR SERIES TRUST
$60M
2
ISHARES TR
$51.9M
3
MICROSOFT CORP
$39.7M
AWM INVESTMENT COMPANY, INC.
$903M
Top holdings
1
AEHR TEST SYS
$59.1M
2
NLIGHT INC
$58.4M
3
VICOR CORP
$46.4M
ADAMS ASSET ADVISORS, LLC
$891M
Top holdings
1
OCCIDENTAL PETE CORP
$129M
2
CALUMET INC
$115M
3
J P MORGAN EXCHANGE TRADED F
$60.4M
AMERICAN EXPRESS CO
$880M
Top holdings
1
GLOBAL BUSINESS TRAVEL GROUP
$880M
ABSOLUTE GESTAO DE INVESTIMENTOS LTDA.
$877M
Top holdings
1
ISHARES TR
$219M
2
ISHARES INC
$99.6M
3
HOLOGIC INC
$91.2M
ATLAS CAPITAL ADVISORS INC.
$875M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$76.8M
2
ISHARES TR
$60.7M
3
SELECT SECTOR SPDR TR
$57.1M
ARCHFORD CAPITAL STRATEGIES, LLC
$873M
Top holdings
1
ISHARES TR
$102M
2
HARBOR ETF TRUST
$62.2M
3
DIMENSIONAL ETF TRUST
$50M
ADAMS NATURAL RESOURCES FUND, INC.
$863M
Top holdings
1
EXXON MOBIL CORP
$226M
2
CHEVRON CORPORATION
$127M
3
CONOCOPHILLIPS
$49.8M
ASCENT WEALTH PARTNERS, LLC
$860M
Top holdings
1
ISHARES TR
$105M
2
INVESCO QQQ TR
$55.7M
3
APPLE INC
$39.8M
