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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
WILLIAM B. WALKUP & ASSOCIATES, INC.
$167M
Top holdings
1
AUTOZONE INC
$23.8M
2
VALERO ENERGY CORP
$9.98M
3
JPMORGAN CHASE & CO
$7.5M
KESTREL INVESTMENT MANAGEMENT CORP
$167M
Top holdings
1
PHINIA INC
$11.2M
2
TRI POINTE HOMES INC
$10.3M
3
PHOTRONICS INC
$8.1M
MEMBERS WEALTH LLC
$167M
Top holdings
1
ISHARES TR
$60.6M
2
SPDR SERIES TRUST
$18.6M
3
FIDELITY MERRIMACK STR TR
$12.2M
FARRELL FINANCIAL LLC
$167M
Top holdings
1
VANGUARD INDEX FDS
$32.3M
2
VANGUARD WORLD FD
$20.9M
3
ISHARES TR
$16.8M
PURSUE WEALTH PARTNERS LLC
$167M
Top holdings
1
VANECK ETF TRUST
$13.4M
2
NVIDIA CORPORATION
$12M
3
ISHARES TR
$9.38M
TRIAVERA CAPITAL LLC
$167M
Top holdings
1
AMAZON COM INC
$21M
2
TAIWAN SEMICONDUCTOR MANUFAC
$17.9M
3
ALPHABET INC
$12.5M
GRAFTON STREET PARTNERS MANAGEMENT COMPANY, LLC
$167M
Top holdings
1
ALPHABET INC
$29.3M
2
TAIWAN SEMICONDUCTOR MANUFAC
$25.4M
3
TPG INC
$23.6M
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
$167M
Top holdings
1
DIMENSIONAL ETF TRUST
$156M
2
AMERICAN CENTY ETF TR
$5.21M
3
ISHARES TR
$3.12M
MONTAKA GLOBAL PTY LTD
$167M
Top holdings
1
AMAZON COM INC
$20.4M
2
MICROSOFT CORP
$18.1M
3
META PLATFORMS INC
$15.1M
LUMMIS ASSET MANAGEMENT, LP
$167M
Top holdings
1
MATADOR RES CO
$21.1M
2
APPLE INC
$13.7M
3
MICROSOFT CORP
$12.5M
INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC.
$167M
Top holdings
1
INVESCO QQQ TR
$116M
2
VANGUARD INDEX FDS
$28.6M
3
STATE STR SPDR S&P 500 ETF T
$9.58M
ROI FINANCIAL ADVISORS, LLC
$167M
Top holdings
1
NVIDIA CORPORATION
$10.6M
2
ALPHABET INC
$10.2M
3
APPLE INC
$9.71M
ARISTON SERVICES GROUP
$167M
Top holdings
1
VANGUARD WHITEHALL FDS
$39.5M
2
VANGUARD SPECIALIZED FUNDS
$25.2M
3
TESLA INC
$21.9M
DEL-SETTE CAPITAL MANAGEMENT, LLC
$167M
Top holdings
1
ALPS ETF TR
$51.6M
2
FIRST TR EXCHANGE-TRADED FD
$14.8M
3
ISHARES TR
$12.8M
JACOBS ASSET MANAGEMENT, LLC
$167M
Top holdings
1
SPROTT INC
$22.9M
2
QUINSTREET INC
$13.6M
3
SERVISFIRST BANCSHARES INC
$10.9M
HILLTOP WEALTH ADVISORS, LLC
$167M
Top holdings
1
ISHARES TR
$92M
2
VANGUARD TAX-MANAGED FDS
$16.4M
3
SELECT SECTOR SPDR TR
$14.1M
MUSTARD SEED FINANCIAL, LLC
$167M
Top holdings
1
VANGUARD INDEX FDS
$37M
2
VANGUARD BD INDEX FDS
$30.7M
3
DIMENSIONAL ETF TRUST
$29.8M
STILWELL VALUE LLC
$167M
Top holdings
1
WHEELER REAL ESTATE INVT TR
$75.9M
2
KINGSWAY FINL SVCS INC
$35.1M
3
SOUND FINL BANCORP INC
$17.9M
STERLING INVESTMENT MANAGEMENT, LLC
$167M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$17.4M
2
VANGUARD SCOTTSDALE FDS
$15.4M
3
SPDR GOLD TR
$14.2M
CAITLIN JOHN, LLC
$167M
Top holdings
1
SPDR SERIES TRUST
$52.8M
2
VANGUARD INDEX FDS
$10.9M
3
ISHARES TR
$9.34M
