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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
GALVIN, GAUSTAD & STEIN, LLC
$1.25B
Top holdings
1
ISHARES TR
$219M
2
SELECT SECTOR SPDR TR
$180M
3
SCHWAB STRATEGIC TR
$53.8M
TRANSCEND CAPITAL ADVISORS, LLC
$1.25B
Top holdings
1
APPLE INC
$102M
2
ISHARES TR
$99M
3
BERKSHIRE HATHAWAY INC DEL
$51.2M
LIMESTONE INVESTMENT ADVISORS LP
$1.25B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$443M
2
MICROSOFT CORP
$58.4M
3
ALPHABET INC
$50.4M
LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC.
$1.25B
Top holdings
1
CRESCENT ENERGY COMPANY
$498M
2
ISHARES TR
$289M
3
VANGUARD INDEX FDS
$127M
ONE DAY IN JULY LLC
$1.25B
Top holdings
1
SPDR SERIES TRUST
$430M
2
VANGUARD INDEX FDS
$252M
3
ISHARES TR
$172M
FULLERTON FUND MANAGEMENT CO LTD.
$1.25B
Top holdings
1
ALPHABET INC
$238M
2
PARKER-HANNIFIN CORP
$101M
3
AMAZON COM INC
$90.4M
STONY POINT CAPITAL LLC
$1.24B
Top holdings
1
ALPHABET INC
$101M
2
TAIWAN SEMICONDUCTOR MANUFAC
$96.9M
3
NVIDIA CORPORATION
$85M
BLACKBARN CAPITAL PARTNERS LP
$1.24B
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$520M
2
ISHARES INC
$202M
3
RESMED INC
$89.8M
HEMENWAY TRUST CO LLC
$1.24B
Top holdings
1
ALPHABET INC
$77.2M
2
NVIDIA CORPORATION
$67.2M
3
APPLE INC
$64.7M
RETIREMENT INVESTMENT ADVISORS, INC.
$1.24B
Top holdings
1
VANGUARD INDEX FDS
$623M
2
ISHARES TR
$268M
3
VANGUARD BD INDEX FDS
$134M
FIRST FINANCIAL BANK - TRUST DIVISION
$1.24B
Top holdings
1
ISHARES TR
$403M
2
J P MORGAN EXCHANGE TRADED F
$76.4M
3
STATE STR SPDR S&P 500 ETF T
$59.3M
XML FINANCIAL, LLC
$1.24B
Top holdings
1
ISHARES TR
$270M
2
SCHWAB STRATEGIC TR
$98.7M
3
GOLDMAN SACHS ETF TR
$36.9M
CLEARWATER CAPITAL ADVISORS, LLC
$1.24B
Top holdings
1
ISHARES TR
$312M
2
ISHARES U S ETF TR
$158M
3
WISDOMTREE TR
$119M
WASHINGTON TRUST ADVISORS, INC.
$1.24B
Top holdings
1
ALPHABET INC
$105M
2
QUANTA SVCS INC
$86.7M
3
APPLE INC
$71.3M
WEATHERLY ASSET MANAGEMENT L. P.
$1.24B
Top holdings
1
ELI LILLY & CO
$251M
2
APPLE INC
$82.2M
3
J P MORGAN EXCHANGE TRADED F
$63.6M
CULLINAN ASSOCIATES INC
$1.24B
Top holdings
1
APPLE INC
$102M
2
COCA COLA CO
$99.9M
3
MICROSOFT CORP
$57.9M
QV INVESTORS INC.
$1.24B
Top holdings
1
SUNOCOCORP LLC
$72.2M
2
ROYAL BK CDA
$66.4M
3
CANADIAN NATL RY CO
$63.2M
MANGROVE PARTNERS IM, LLC
$1.24B
Top holdings
1
INDIVIOR PHARMACEUTICALS INC
$83.6M
2
ATMUS FILTRATION TECHNOLOGIE
$74.7M
3
GRAYSCALE ETHEREUM STAKING
$70.6M
GREYLOCK XIV GP LLC
$1.24B
Top holdings
1
FIGMA INC
$1.24B
NOVO HOLDINGS A/S
$1.23B
Top holdings
1
EDGEWISE THERAPEUTICS INC
$169M
2
BROOKFIELD CORP
$141M
3
ASML HLDG NV
$125M
