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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
TRAPHAGEN INVESTMENT ADVISORS LLC
$1.23B
Top holdings
1
ISHARES TR
$370M
2
VICTORY PORTFOLIOS II
$121M
3
AMERICAN CENTY ETF TR
$119M
CAMPBELL NEWMAN ASSET MANAGEMENT INC
$1.23B
Top holdings
1
APPLE INC
$78.7M
2
KLA CORP
$61.9M
3
BROADCOM INC
$60.7M
FIRST LONG ISLAND INVESTORS, LLC
$1.23B
Top holdings
1
ALPHABET INC
$66.6M
2
NVIDIA CORPORATION
$60.4M
3
MICROSOFT CORP
$59.2M
MAGNUS FINANCIAL GROUP LLC
$1.23B
Top holdings
1
ISHARES TR
$206M
2
SPDR SERIES TRUST
$120M
3
J P MORGAN EXCHANGE TRADED F
$95.9M
IKARIAN CAPITAL, LLC
$1.23B
Top holdings
1
TERNS PHARMACEUTICALS INC
$140M
2
SPDR SERIES TRUST
$102M
3
CYTOKINETICS INC
$81.9M
WINDWARD CAPITAL MANAGEMENT CO
$1.23B
Top holdings
1
APPLE INC
$194M
2
ALPHABET INC
$156M
3
AMAZON COM INC
$77.1M
INSPIRE ADVISORS, LLC
$1.23B
Top holdings
1
NORTHERN LTS FD TR IV
$505M
2
SPDR SERIES TRUST
$46M
3
ISHARES TR
$43M
INTRUST BANK NA
$1.23B
Top holdings
1
VANGUARD INDEX FDS
$269M
2
ISHARES TR
$164M
3
NVIDIA CORPORATION
$35M
WINTHROP ADVISORY GROUP LLC
$1.22B
Top holdings
1
ISHARES TR
$613M
2
VANGUARD INDEX FDS
$103M
3
SCHWAB STRATEGIC TR
$77.2M
PETREDIS INVESTMENT ADVISORS LLC
$1.22B
Top holdings
1
SELECT SECTOR SPDR TR
$181M
2
VANGUARD WORLD FD
$155M
3
NVIDIA CORPORATION
$76.1M
STRATEGY CAPITAL LLC
$1.22B
Top holdings
1
CLOUDFLARE INC
$235M
2
SHOPIFY INC
$196M
3
AXON ENTERPRISE INC
$169M
POLARIS CAPITAL MANAGEMENT, LLC
$1.22B
Top holdings
1
POPULAR INC
$87M
2
JAZZ PHARMACEUTICALS PLC
$78.5M
3
LINDE PLC
$61.8M
DELTA GLOBAL MANAGEMENT LP
$1.22B
Top holdings
1
WALMART INC
$69.5M
2
CITIGROUP INC
$58.1M
3
INTERCONTINENTAL EXCHANGE IN
$51.2M
BASKIN FINANCIAL SERVICES INC.
$1.22B
Top holdings
1
ALPHABET INC
$85.6M
2
APPLE INC
$74.2M
3
COSTCO WHOLESALE CORPORATION
$64M
COLISEUM CAPITAL MANAGEMENT, LLC
$1.22B
Top holdings
1
SONOS INC
$242M
2
BUILDERS FIRSTSOURCE INC
$172M
3
HERC HLDGS INC
$165M
ATAIROS GROUP, INC.
$1.22B
Top holdings
1
TRINET GROUP INC
$659M
2
LUCKY STRIKE ENTERTAINMENT C
$528M
3
CLARIVATE PLC
$31M
DIVERSIFIED PORTFOLIOS, INC.
$1.22B
Top holdings
1
ISHARES TR
$214M
2
DIMENSIONAL ETF TRUST
$194M
3
VANGUARD INDEX FDS
$183M
STONEBRIDGE FINANCIAL GROUP, LLC
$1.22B
Top holdings
1
PIMCO ETF TR
$123M
2
ISHARES TR
$119M
3
SELECT SECTOR SPDR TR
$110M
KIMELMAN & BAIRD, LLC
$1.22B
Top holdings
1
APPLE INC
$70.6M
2
COSTCO WHOLESALE CORPORATION
$62.5M
3
JPMORGAN CHASE & CO
$61.2M
NEUMEIER POMA INVESTMENT COUNSEL LLC
$1.21B
Top holdings
1
HA SUSTAINABLE INFRA CAP INC
$56.3M
2
OSI SYSTEMS INC
$50.8M
3
FABRINET
$50M
