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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
FAGAN ASSOCIATES, INC.
$719M
Top holdings
1
ALPHABET INC
$68.4M
2
J P MORGAN EXCHANGE TRADED F
$60.8M
3
ISHARES TR
$45.9M
FIRST HAWAIIAN BANK
$715M
Top holdings
1
ISHARES TR
$454M
2
VANGUARD INDEX FDS
$66.1M
3
VANGUARD WHITEHALL FDS
$52.4M
FAITHWARD ADVISORS, LLC
$701M
Top holdings
1
NORTHERN LTS FD TR IV
$84.3M
2
ETF OPPORTUNITIES TRUST
$31.7M
3
ISHARES TR
$23.9M
FOURPATH CAPITAL MANAGEMENT, LLC
$697M
Top holdings
1
WALMART INC
$64.4M
2
WISDOMTREE TR
$58.6M
3
PROSHARES TR
$35.4M
FIRST NATIONAL ADVISERS, LLC
$683M
Top holdings
1
DIMENSIONAL ETF TRUST
$57.2M
2
APPLE INC
$38.7M
3
NVIDIA CORPORATION
$32.4M
FULCRUM ASSET MANAGEMENT LLP
$662M
Top holdings
1
NVIDIA CORPORATION
$49.1M
2
ALPHABET INC
$31.1M
3
MICROSOFT CORP
$25.2M
FREEMONT MANAGEMENT S.A.
$661M
Top holdings
1
ARISTA NETWORKS INC
$35.1M
2
NVIDIA CORPORATION
$32.9M
3
ALPHABET INC
$24.9M
FINANCIAL MANAGEMENT NETWORK INC
$653M
Top holdings
1
ISHARES TR
$153M
2
AMERICAN CENTY ETF TR
$91.7M
3
VANECK ETF TRUST
$74.6M
FORMIDABLE ASSET MANAGEMENT, LLC
$648M
Top holdings
1
APPLE INC
$49.1M
2
ETF OPPORTUNITIES TRUST
$37.3M
3
PROCTER & GAMBLE CO
$36.6M
FARMERS TRUST CO
$637M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$34.4M
2
APPLE INC
$27.6M
3
SELECT SECTOR SPDR TR
$25.4M
FIRST COMMONWEALTH FINANCIAL CORP
$629M
Top holdings
1
ISHARES TR
$230M
2
INNOVATOR ETFS TRUST
$76.6M
3
PIMCO ETF TR
$22.1M
FIRST BANK & TRUST
$621M
Top holdings
1
VANGUARD INDEX FDS
$93.4M
2
ISHARES TR
$82.4M
3
VANGUARD TAX-MANAGED FDS
$49.8M
FRG FAMILY WEALTH ADVISORS LLC
$611M
Top holdings
1
MICROSOFT CORP
$52.8M
2
VANGUARD INDEX FDS
$46.2M
3
AMAZON COM INC
$34.7M
FOURTH SAIL CAPITAL LP
$608M
Top holdings
1
NCR ATLEOS CORPORATION
$88.4M
2
MERCADOLIBRE INC
$57M
3
BRINKS CO
$43.1M
FOUNDERS CAPITAL MANAGEMENT, LLC
$608M
Top holdings
1
ALPHABET INC
$159M
2
BERKSHIRE HATHAWAY INC DEL
$68M
3
META PLATFORMS INC
$52.9M
FORTIS GROUP ADVISORS, LLC
$605M
Top holdings
1
SPDR SERIES TRUST
$67.5M
2
ISHARES TR
$55.2M
3
INVESCO EXCH TRADED FD TR II
$42.9M
FINANCIAL STRATEGIES GROUP, INC.
$598M
Top holdings
1
SPDR SERIES TRUST
$175M
2
FIDELITY COVINGTON TRUST
$47M
3
ISHARES TR
$40.5M
FOURTHSTONE LLC
$590M
Top holdings
1
COLONY BANKCORP INC
$41.2M
2
CARTER BANKSHARES INC
$35M
3
COMMUNITY WEST BANCSHARES NE
$31.7M
FREC MARKETS, INC.
$587M
Top holdings
1
NVIDIA CORPORATION
$40.9M
2
APPLE INC
$38.7M
3
ALPHABET INC
$24.3M
FOX RUN MANAGEMENT, L.L.C.
$572M
Top holdings
1
SELECT SECTOR SPDR TR
$10.6M
2
CUMMINS INC
$2.64M
3
SMUCKER J M CO
$2.63M
