Entity type
Company
Filer Snapshot
FELL CAPITAL MANAGEMENT /ADV
CIK 0000850601. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
2
Latest filing
04 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$104.78M
91 holdings for Q1 2026
Open portfolioLargest parsed holding
AAPL
$5.42M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 04 May 2026 for CIK 0000850601.
- Ownership evidence
-
- Filing families stay separate so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions are not blended into one misleading total.
- Use the linked research paths below to verify each signal against its original SEC filing.
Latest 13F value
$104.78M
Reported market value from the latest parsed Form 13F portfolio.
Leading 13F symbols
AAPL, SPY, IWN, IWO
Largest visible symbols from the latest parsed Form 13F information table.
13F holdings
Top symbols from the latest parsed Form 13F information table.
AAPL SPY IWN IWO GOOG SDY VAW MSFT+12 more
SLYV GLD VO SPYV AMZN VWO PFF XOM SLYG JPM HYG CVX - Address
- 4425 Jamboree Rd #125, Newport Beach, CA, 92660
- Incorporated in
- CA
- Fiscal year-end
- 31 December
SEC ownership signals
1 fact
Identity
1 fact
SEC filing record
2 facts
Filer intelligence
What SEC filings say about FELL CAPITAL MANAGEMENT /ADV
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $104.78M across 91 reported holdings for Q1 2026.
- Largest parsed 13F holding: AAPL at $5.42M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
23%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$24.28M
Compared with $104.78M total 13F value.
Top 5 net change
+$755.6K
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IWN ยท Largest trim: SPY
AAPL
SPY
IWN
IWO
GOOG
Other holdings
Latest update
What changed recently for FELL CAPITAL MANAGEMENT /ADV
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
04 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.
Benchmark Context
Benchmark context for this company
FELL CAPITAL MANAGEMENT /ADV has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0000850601 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
2
First seen
27 Mar 2026
Latest filing
04 May 2026
Entity
Company
Observed form types
13F-HR
Latest Filings
Showing the latest 2 of 2 SEC filings for FELL CAPITAL MANAGEMENT /ADV.
13F-HR
13F-HR filing
- Filing date
- 04 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 27 Mar 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing