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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
POST RESCH TALLON GROUP INC.
$124M
Top holdings
1
ISHARES TR
$41.9M
2
INVESCO QQQ TR
$6.45M
3
PACER FDS TR
$5.58M
EDMP, INC.
$124M
Top holdings
1
BROADCOM INC
$9.53M
2
AMGEN INC
$5.46M
3
ABBVIE INC
$5.34M
INTREPID FAMILY OFFICE LLC
$124M
Top holdings
1
SPDR GOLD TR
$17.2M
2
ISHARES TR
$13.6M
3
VANGUARD INDEX FDS
$12.8M
R.H. DINEL INVESTMENT COUNSEL, INC.
$124M
Top holdings
1
MICROSOFT CORP
$16.9M
2
META PLATFORMS INC
$9.05M
3
THERMO FISHER SCIENTIFIC INC
$8.81M
FARLEY CAPITAL L.P.
$123M
Top holdings
1
ALPHABET INC
$40.2M
2
MASTERCARD INCORPORATED
$31.1M
3
MICROSOFT CORP
$19.5M
CADIA PRIVATE CLIENT LLC
$123M
Top holdings
1
ISHARES TR
$44.2M
2
VANGUARD INDEX FDS
$17.1M
3
SCHWAB STRATEGIC TR
$16.3M
PITTI GROUP WEALTH MANAGEMENT, LLC
$123M
Top holdings
1
ISHARES TR
$24.3M
2
FIRST TR EXCHNG TRADED FD VI
$18.5M
3
INNOVATOR ETFS TRUST
$16.4M
DRH INVESTMENTS, INC.
$123M
Top holdings
1
CATERPILLAR INC
$21.5M
2
ALPHABET INC
$16.6M
3
CSX CORP
$12.4M
BARINGTON CAPITAL GROUP, L.P.
$123M
Top holdings
1
MACYS INC
$26.2M
2
MATTHEWS INTL CORP
$23.9M
3
CHEMED CORP NEW
$21.6M
GUMSHOE CAPITAL MANAGEMENT LLC
$123M
Top holdings
1
TELEFLEX INCORPORATED
$51M
2
COMPASS MINERALS INTL INC
$29.5M
3
SITE CTRS CORP
$14.4M
SOUND PORTFOLIO ADVISORS, LLC
$123M
Top holdings
1
VANGUARD INDEX FDS
$23.3M
2
SPDR SERIES TRUST
$22.3M
3
SCHWAB STRATEGIC TR
$19M
KROPOG FINANCIAL GROUP, LLC
$123M
Top holdings
1
VANGUARD ADMIRAL FDS INC
$28.1M
2
VANGUARD BD INDEX FDS
$24.5M
3
INVESCO QQQ TR
$17.8M
CANNON CAPITAL MANAGEMENT, INC.
$123M
Top holdings
1
SCHWAB STRATEGIC TR
$27.4M
2
INVESCO QQQ TR
$18.5M
3
VANGUARD INDEX FDS
$17.5M
MISHPACHA HOLDINGS CORP
$123M
Top holdings
1
NVIDIA CORPORATION
$62.7M
2
MICRON TECHNOLOGY INC
$45.7M
3
ISHARES INC
$14.7M
ARISTOTLE PACIFIC CAPITAL, LLC
$123M
Top holdings
1
SSGA ACTIVE ETF TR
$40M
2
INVESCO EXCH TRADED FD TR II
$36.8M
3
SPDR SERIES TRUST
$26.8M
BOREAL CAPITAL MANAGEMENT LLC
$123M
Top holdings
1
ISHARES TR
$14.4M
2
NVIDIA CORPORATION
$7.51M
3
AMAZON COM INC
$5.34M
ADELPHI TRUST CO
$123M
Top holdings
1
VANGUARD INDEX FDS
$10.9M
2
ISHARES TR
$8.52M
3
ALPHABET INC
$7.12M
KRAEMATON INVESTMENT ADVISORS, INC
$123M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$7.97M
2
RTX CORPORATION
$7.58M
3
FIRST TR EXCHNG TRADED FD VI
$6.21M
SCHUBERT & CO
$123M
Top holdings
1
DIMENSIONAL ETF TRUST
$60.9M
2
FISERV INC
$15.4M
3
APPLE INC
$9.19M
GEREMIA FINANCIAL SERVICES, LLC
$123M
Top holdings
1
NVIDIA CORPORATION
$40.3M
2
GOLDMAN SACHS GROUP INC
$12.8M
3
ISHARES TR
$10.8M
