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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
CAPCO ASSET MANAGEMENT, LLC
$367M
Top holdings
1
MARRIOTT INTL INC NEW
$57.3M
2
ROPER TECHNOLOGIES INC
$53.2M
3
MARKEL GROUP INC
$49.5M
PRINCETON CAPITAL MANAGEMENT LLC
$367M
Top holdings
1
NVIDIA CORPORATION
$63.8M
2
APPLE INC
$34.4M
3
ALPHABET INC
$28.5M
CENTRAL VALLEY ADVISORS, LLC
$366M
Top holdings
1
INNOVATOR ETFS TRUST
$77.7M
2
INVESCO EXCH TRD SLF IDX FD
$74.6M
3
VANGUARD INDEX FDS
$27.7M
CV ADVISORS LLC
$366M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$189M
2
ALPHABET INC
$26.5M
3
APPLE INC
$21.2M
LEXINGTON PARTNERS L.P.
$366M
Top holdings
1
KARMAN HLDGS INC
$355M
2
MEDLINE INC
$5.97M
3
N-ABLE INC
$5.79M
REDMOND ASSET MANAGEMENT, LLC
$366M
Top holdings
1
ALPHABET INC
$15.2M
2
JPMORGAN CHASE & CO
$12.1M
3
WATSCO INC
$11.1M
ARGENT ADVISORS, INC.
$366M
Top holdings
1
ISHARES TR
$101M
2
FIRST TR EXCHANGE-TRADED FD
$20.1M
3
EXXON MOBIL CORP
$14.1M
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
$366M
Top holdings
1
SELECT SECTOR SPDR TR
$78.4M
2
ISHARES TR
$32.2M
3
SPDR SERIES TRUST
$31.4M
TRIAGEN WEALTH MANAGEMENT LLC
$366M
Top holdings
1
ISHARES TR
$62.1M
2
VANGUARD INDEX FDS
$33.5M
3
APPLE INC
$30.1M
TERRIL BROTHERS, INC.
$366M
Top holdings
1
CITIGROUP INC
$46M
2
APPLE INC
$38.5M
3
VERIZON COMMUNICATIONS INC
$34.6M
CONTINENTAL GRAIN CO
$366M
Top holdings
1
INTERNATIONAL FLAVORS&FRAGRA
$176M
2
LAMB WESTON HLDGS INC
$111M
3
RESTAURANT BRANDS INTL INC
$41.3M
FIRST NATIONAL BANK SIOUX FALLS
$366M
Top holdings
1
AMERICAN CENTY ETF TR
$65.5M
2
VANGUARD INDEX FDS
$60.3M
3
DIMENSIONAL ETF TRUST
$34.7M
NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
$365M
Top holdings
1
HARTFORD FDS EXCHANGE TRADED
$88.4M
2
CAPITAL GROUP GROWTH ETF
$56M
3
VANGUARD MALVERN FDS
$45.7M
PHYSICIANS FINANCIAL SERVICES, INC.
$365M
Top holdings
1
APPLE INC
$52.3M
2
ALPHABET INC
$24.3M
3
NVIDIA CORPORATION
$23.8M
VESTWELL ADVISORS, LLC
$365M
Top holdings
1
ISHARES TR
$276M
2
SCHWAB STRATEGIC TR
$61.6M
3
VANGUARD INDEX FDS
$14.4M
OGOREK ANTHONY JOSEPH
$365M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$89.1M
2
VANGUARD INDEX FDS
$52.9M
3
BLACKROCK ETF TRUST II
$38.8M
PINNACLE FINANCIAL GROUP, LLC IL
$365M
Top holdings
1
DIMENSIONAL ETF TRUST
$97.8M
2
ISHARES TR
$37M
3
VANGUARD INDEX FDS
$36.8M
STRATA WEALTH ADVISORS, LLC
$365M
Top holdings
1
SCHWAB STRATEGIC TR
$75.6M
2
VANGUARD INDEX FDS
$52.5M
3
VANGUARD SCOTTSDALE FDS
$49.3M
DAVERN CAPITAL PARTNERS, LP
$365M
Top holdings
1
PFIZER INC
$44.8M
2
REGENERON PHARMACEUTICALS
$34.6M
3
INSMED INC
$29.9M
STERLING WEALTH MANAGEMENT, INC.
$364M
Top holdings
1
DIMENSIONAL ETF TRUST
$214M
2
VANGUARD INDEX FDS
$50.5M
3
VANGUARD TAX-MANAGED FDS
$18.3M
