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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
PINE HAVEN INVESTMENT COUNSEL, INC
$136M
Top holdings
1
ISHARES TR
$15M
2
MICROSOFT CORP
$11.1M
3
APPLE INC
$10.3M
PEKAO TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.
$134M
Top holdings
1
CHEVRON CORPORATION
$11.1M
2
EXXON MOBIL CORP
$10.8M
3
EOG RES INC
$8.51M
PW ADVISORS, LLC FL
$133M
Top holdings
1
ISHARES TR
$32.5M
2
DIMENSIONAL ETF TRUST
$31.3M
3
AMERICAN CENTY ETF TR
$30.8M
PHILLIPS WEALTH PLANNERS LLC
$133M
Top holdings
1
ISHARES TR
$8.46M
2
SELECT SECTOR SPDR TR
$7.62M
3
VANGUARD INDEX FDS
$6.76M
PENBROOK MANAGEMENT LLC
$132M
Top holdings
1
ALPHABET INC
$13.1M
2
NOVO-NORDISK A S
$11.6M
3
AMAZON COM INC
$10.8M
PHILLIP JAMES CONSULTING CO.
$132M
Top holdings
1
VANGUARD BD INDEX FDS
$12.6M
2
SCHWAB SHORT-TERM US TREASURY ETF
$10.7M
3
SPDR SERIES TRUST
$8.42M
PLANVEST FINANCIAL, INC
$131M
Top holdings
1
ISHARES TR
$24.2M
2
INNOVATOR ETFS TRUST
$10.4M
3
INVESCO EXCH TRADED FD TR II
$9.05M
PALADIN ADVISORY GROUP, LLC
$131M
Top holdings
1
ISHARES TR
$31.2M
2
J P MORGAN EXCHANGE TRADED F
$14.3M
3
AMERICAN CENTY ETF TR
$12.7M
PARTNERSHIP WEALTH MANAGEMENT, LLC
$131M
Top holdings
1
ISHARES TR
$25.4M
2
INVESCO EXCHANGE TRADED FD T
$22.1M
3
ELI LILLY & CO
$19.5M
PLATT INVESTMENT COUNSEL, LLC
$130M
Top holdings
1
VANGUARD WORLD FD
$39M
2
ISHARES TR
$27.6M
3
VANGUARD BD INDEX FDS
$22.6M
PALLISER CAPITAL UK LTD
$129M
Top holdings
1
RIO TINTO PLC
$96.8M
2
BARRICK MNG CORP
$21.4M
3
COGENT COMM HOLDINGS INC
$6.3M
PRAKASH INVESTMENT ADVISORS LLC
$128M
Top holdings
1
NVIDIA CORPORATION
$10.3M
2
META PLATFORMS INC
$7.58M
3
NETFLIX INC.
$7.02M
PELHAM CAPITAL LTD.
$128M
Top holdings
1
HILTON WORLDWIDE HLDGS INC
$24.3M
2
TAIWAN SEMICONDUCTOR MANUFAC
$18.2M
3
LINDE PLC
$15.6M
PEREGRINE INVESTMENT MANAGEMENT INC
$127M
Top holdings
1
AMAZON COM INC
$8.9M
2
XOMETRY INC
$8.78M
3
NETFLIX INC.
$8.65M
PB INVESTMENT PARTNERS, L.P.
$127M
Top holdings
1
HILTON GRAND VACATIONS INC
$28M
2
CAPITAL ONE FINL CORP
$24.3M
3
APOLLO GLOBAL MGMT INC
$21.1M
PERSIUM ADVISORS, LLC
$127M
Top holdings
1
SCHWAB STRATEGIC TR
$82.9M
2
HOME DEPOT INC
$2.04M
3
APPLE INC
$1.57M
POINCIANA ADVISORS GROUP, LLC
$127M
Top holdings
1
DIMENSIONAL ETF TRUST
$33.2M
2
AMERICAN CENTY ETF TR
$31.1M
3
VANGUARD SCOTTSDALE FDS
$8.86M
PCG ASSET MANAGEMENT, LLC
$125M
Top holdings
1
SELECT SECTOR SPDR TR
$22.1M
2
STATE STR SPDR S&P 500 ETF T
$20M
3
VANGUARD BD INDEX FDS
$15.3M
PROSPERITY BANCSHARES INC
$125M
Top holdings
1
DIMENSIONAL ETF TRUST
$11.5M
2
ISHARES TR
$7.81M
3
LAZARD ACTIVE ETF TR
$7.54M
PONTA WEALTH PARTNERS, LLC
$124M
Top holdings
1
DIMENSIONAL ETF TRUST
$19.3M
2
APPLE INC
$9.9M
3
NVIDIA CORPORATION
$8.7M
