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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.
$69.9T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
JACOBS & CO
$1.01B
Top holdings
1
APPLE INC
$61M
2
NVIDIA CORPORATION
$52.2M
3
ALPHABET INC
$49.6M
JACKSON WEALTH MANAGEMENT, LLC
$972M
Top holdings
1
UNITED STATES TREAS BILLS
$101M
2
ISHARES TR
$82.6M
3
APPLE INC
$51.6M
JGP WEALTH MANAGEMENT, LLC
$961M
Top holdings
1
ISHARES TR
$287M
2
APPLE INC
$58.7M
3
KLA CORP
$56.1M
JAMES INVESTMENT RESEARCH, INC.
$891M
Top holdings
1
ISHARES TR
$131M
2
NVIDIA CORPORATION
$32.5M
3
ALPHABET INC
$31.1M
JAG CAPITAL MANAGEMENT, LLC
$889M
Top holdings
1
APPLE INC
$71.5M
2
NVIDIA CORPORATION
$70.3M
3
ALPHABET INC
$57.8M
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
$822M
Top holdings
1
APPLE INC
$34M
2
NVIDIA CORPORATION
$32.2M
3
MICROSOFT CORP
$23.9M
JOHNSON BIXBY & ASSOCIATES, LLC
$806M
Top holdings
1
ISHARES TR
$194M
2
SCHWAB STRATEGIC TR
$96.6M
3
CAPITAL GROUP DIVIDEND VALUE
$89.7M
JT STRATFORD LLC
$786M
Top holdings
1
ISHARES TR
$173M
2
SPDR SERIES TRUST
$33.6M
3
BLACKROCK ETF TRUST
$26M
JOHN G ULLMAN & ASSOCIATES INC
$754M
Top holdings
1
CORNING INC
$43.5M
2
TAIWAN SEMICONDUCTOR MANUFAC
$40.8M
3
EMERSON ELEC CO
$32.8M
JAMES J. BURNS & COMPANY, LLC
$737M
Top holdings
1
VANGUARD INDEX FDS
$224M
2
ISHARES TR
$114M
3
SCHWAB STRATEGIC TR
$89M
J.P. MARVEL INVESTMENT ADVISORS, LLC
$705M
Top holdings
1
NVIDIA CORPORATION
$96.3M
2
ALPHABET INC
$52.9M
3
ELI LILLY & CO
$51.1M
JLB & ASSOCIATES INC
$696M
Top holdings
1
CASEYS GEN STORES INC
$37.4M
2
APPLE INC
$35.4M
3
TJX COS INC NEW
$35.1M
JBF CAPITAL, INC.
$676M
Top holdings
1
VANGUARD INDEX FDS
$305M
2
MICROSOFT CORP
$62.8M
3
AMAZON COM INC
$56.6M
JOHNSON & JOHNSON
$652M
Top holdings
1
PROTAGONIST THERAPEUTICS INC
$258M
2
NANOBIOTIX
$174M
3
MEIRAGTX HLDGS PLC
$57.5M
JACKSON HOLE CAPITAL PARTNERS, LLC
$605M
Top holdings
1
ALLIANCE RESOURCE PARTNERS L
$58.6M
2
ISHARES TR
$56.1M
3
ALPHABET INC
$29.7M
JB CAPITAL PARTNERS LP
$581M
Top holdings
1
RADNET INC
$79.6M
2
RYERSON HLDG CORP
$63.8M
3
CORE NATURAL RESOURCES INC
$48.9M
JACOBSON & SCHMITT ADVISORS, LLC
$551M
Top holdings
1
ISHARES TR
$89.3M
2
AMPHENOL CORP
$30.3M
3
AMAZON COM INC
$27.5M
JMAC ENTERPRISES LLC
$522M
Top holdings
1
ISHARES TR
$202M
2
SELECT SECTOR SPDR TR
$51.3M
3
AMGEN INC
$31.9M
JSF FINANCIAL, LLC
$510M
Top holdings
1
ISHARES TR
$179M
2
AMERICAN CENTY ETF TR
$61.5M
3
CAPITAL GROUP GROWTH ETF
$42.8M
JACKSON SQUARE CAPITAL, LLC
$477M
Top holdings
1
NVIDIA CORPORATION
$36.2M
2
MICRON TECHNOLOGY INC
$35M
3
APPLE INC
$29.6M
