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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
MORK CAPITAL MANAGEMENT, LLC
$141M
Top holdings
1
ABERCROMBIE & FITCH CO
$4.11M
2
CORE NATURAL RESOURCES INC
$3.65M
3
FEDEX CORP
$3.56M
ORCAM FINANCIAL GROUP
$141M
Top holdings
1
EA SERIES TRUST
$57.3M
2
SCHWAB STRATEGIC TR
$21.9M
3
VANGUARD INTL EQUITY INDEX F
$16.2M
ASSET PLANNING,INC
$141M
Top holdings
1
AMAZON COM INC
$13.2M
2
ELI LILLY & CO
$12.4M
3
TRANSDIGM GROUP INC
$10.5M
MOREY & QUINN WEALTH PARTNERS, LLC
$141M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$21.6M
2
BERKSHIRE HATHAWAY INC DEL
$13.9M
3
FIRST TR EXCHANGE TRADED FD
$9.18M
ORCA WEALTH MANAGEMENT, LLC
$141M
Top holdings
1
APPLE INC
$14.9M
2
ASTRAZENECA PLC
$6.83M
3
OLD REP INTL CORP
$6.77M
SOAPSTONE MANAGEMENT L.P.
$140M
Top holdings
1
ALAMOS GOLD INC
$33.3M
2
PUBLIC STORAGE OPER CO
$20.3M
3
CONSTELLIUM SE
$19.7M
VANN EQUITY MANAGEMENT LLC
$140M
Top holdings
1
NVIDIA CORPORATION
$11M
2
ISHARES TR
$8.23M
3
ALPHABET INC
$7.23M
MASCAGNI WEALTH MANAGEMENT, INC.
$140M
Top holdings
1
ISHARES TR
$21.9M
2
INVESCO EXCHANGE TRADED FD T
$10.4M
3
VANGUARD INDEX FDS
$7.18M
PETROS FAMILY WEALTH, LLC
$140M
Top holdings
1
ISHARES TR
$17.4M
2
AMERICAN CENTY ETF TR
$13.2M
3
STATE STR SPDR S&P 500 ETF T
$8.07M
REXFORD CAPITAL INC
$140M
Top holdings
1
VANGUARD INDEX FDS
$5.8M
2
BERKSHIRE HATHAWAY INC DEL
$4.74M
3
KLA CORP
$4.24M
CFC PLANNING CO LLC
$140M
Top holdings
1
APPLE INC
$13M
2
SELECT SECTOR SPDR TR
$11.1M
3
CISCO SYS INC
$8.54M
J DIGITAL 6 LLC
$140M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$105M
2
FORWARD INDS INC N Y
$35.2M
WEALTHTRAK CAPITAL MANAGEMENT LLC
$140M
Top holdings
1
SPDR SERIES TRUST
$29.5M
2
ISHARES TR
$17.6M
3
GOLDMAN SACHS ETF TR
$16.3M
NORTHWEST WEALTH ADVISORS, LLC
$140M
Top holdings
1
ISHARES TR
$46.3M
2
SPDR SERIES TRUST
$28.6M
3
FIDELITY COVINGTON TRUST
$12.5M
SUPERSTRING CAPITAL MANAGEMENT LP
$140M
Top holdings
1
SUMMIT THERAPEUTICS INC
$16.9M
2
IMMUNOVANT INC
$8.88M
3
COGENT BIOSCIENCES INC
$8.67M
HAMILTON LANE ADVISORS LLC
$140M
Top holdings
1
GRANITE RIDGE RESOURCES INC
$43.4M
2
BLUE OWL CAPITAL CORPORATION
$37.7M
3
NU HLDGS LTD
$19M
GUILD INVESTMENT MANAGEMENT, INC.
$140M
Top holdings
1
VANGUARD MALVERN FDS
$16.6M
2
GLOBAL X FDS
$15.8M
3
SPDR SERIES TRUST
$14.8M
STONE LOFT WEALTH MANAGEMENT LLC
$140M
Top holdings
1
VANGUARD INDEX FDS
$61.5M
2
VANGUARD STAR FDS
$21.1M
3
VANGUARD BD INDEX FDS
$16.9M
CROCODILE CAPITAL PARTNERS GMBH
$140M
Top holdings
1
UBS GROUP AG
$49.6M
2
ALPHA METALLURGICAL RESOUR I
$41M
3
INTERACTIVE BROKERS GROUP IN
$12M
CHAPMAN FINANCIAL GROUP, LLC
$140M
Top holdings
1
SCHWAB STRATEGIC TR
$17.1M
2
ISHARES TR
$6.92M
3
BERKSHIRE HATHAWAY INC DEL
$6.77M
