13F portfolio feed
Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 04 Aug 2026, 09:37:31 UTC | 13F-HR | Blue Fin Capital, Inc. CIK 0001576102 | 2026 Q2 Open parsed portfolio | 164 | $691,763,786 | Open SEC source |
| 04 Aug 2026, 09:37:30 UTC | 13F-HR | DAVIS-REA LTD. CIK 0001482171 | 2026 Q2 Open parsed portfolio | 45 | $350,684,069 | Open SEC source |
| 04 Aug 2026, 09:37:16 UTC | 13F-HR | PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 | 2026 Q2 Open parsed portfolio | 853 | $1,900,287,000 | Open SEC source |
| 04 Aug 2026, 09:33:43 UTC | 13F-HR | RPG Investment Advisory, LLC CIK 0001666664 | 2026 Q2 Open parsed portfolio | 93 | $972,850,249 | Open SEC source |
| 04 Aug 2026, 09:33:41 UTC | 13F-HR | FDx Advisors, Inc. CIK 0001566601 | 2026 Q2 Open parsed portfolio | 179 | $331,675,000 | Open SEC source |
| 04 Aug 2026, 09:31:37 UTC | 13F-HR | Indivisible Partners CIK 0002098400 | 2026 Q2 Open parsed portfolio | 637 | $1,769,004,485 | Open SEC source |
| 04 Aug 2026, 09:31:04 UTC | 13F-HR | C WorldWide Group Holding A/S CIK 0001625244 | 2026 Q2 Open parsed portfolio | 97 | $4,146,911,000 | Open SEC source |
| 04 Aug 2026, 09:29:30 UTC | 13F-HR | Paulson Wealth Management Inc. CIK 0001731878 | 2026 Q2 Open parsed portfolio | 146 | $471,427,056 | Open SEC source |
| 04 Aug 2026, 09:27:59 UTC | 13F-HR | Park Avenue Institutional Advisers LLC CIK 0001640801 | 2026 Q2 Open parsed portfolio | 2 | $198,701,875 | Open SEC source |
| 04 Aug 2026, 09:27:46 UTC | 13F-HR | Svenska Handelsbanken AB (publ) CIK 0001643792 | 2026 Q2 Open parsed portfolio | 0 | $0 | Open SEC source |
| 04 Aug 2026, 09:21:57 UTC | 13F-HR | WealthTrak Capital Management LLC CIK 0002052710 | 2026 Q2 Open parsed portfolio | 77 | $152,032,508 | Open SEC source |
| 04 Aug 2026, 09:15:39 UTC | 13F-HR/A | Ascentis Independent Advisors CIK 0001845003 | 2026 Q2 - Restatement Open parsed portfolio | 355 | $37,141,506 | Open SEC source |
| 04 Aug 2026, 09:13:47 UTC | 13F-HR | nVerses Capital, LLC CIK 0002011399 | 2026 Q2 Open parsed portfolio | 281 | $65,038,566 | Open SEC source |
| 04 Aug 2026, 09:11:21 UTC | 13F-HR | Bauman Advisory Group, LLC CIK 0002111802 | 2026 Q2 Open parsed portfolio | 81 | $188,877,215 | Open SEC source |
| 04 Aug 2026, 09:09:09 UTC | 13F-HR | State of New Jersey Common Pension Fund D CIK 0001483066 | 2026 Q2 Open parsed portfolio | 1,718 | $29,298,557,991 | Open SEC source |
| 04 Aug 2026, 09:05:55 UTC | 13F-HR | Private Harbour Investment Management & Counsel, LLC CIK 0001453526 | 2026 Q2 Open parsed portfolio | 36 | $84,294,701 | Open SEC source |
| 04 Aug 2026, 09:04:43 UTC | 13F-HR | Sendero Wealth Management, LLC CIK 0001639375 | 2026 Q2 Open parsed portfolio | 209 | $1,004,392,539 | Open SEC source |
| 04 Aug 2026, 08:54:22 UTC | 13F-HR | ADE, LLC CIK 0001845950 | 2026 Q2 Open parsed portfolio | 93 | $236,656,302 | Open SEC source |
| 04 Aug 2026, 08:53:24 UTC | 13F-HR/A | Values First Advisors, Inc. CIK 0001913608 | 2026 Q2 - Restatement Open parsed portfolio | 186 | $218,959,203 | Open SEC source |
| 04 Aug 2026, 08:49:26 UTC | 13F-HR | HFM Investment Advisors, LLC CIK 0002067972 | 2026 Q2 Open parsed portfolio | 1,293 | $285,179,556 | Open SEC source |
| 04 Aug 2026, 08:48:11 UTC | 13F-HR | M&T BANK CORP CIK 0000036270 | 2026 Q2 Open parsed portfolio | 1,811 | $34,104,817,195 | Open SEC source |
| 04 Aug 2026, 08:20:59 UTC | 13F-HR | Compound Planning, Inc. CIK 0001978879 | 2026 Q2 Open parsed portfolio | 1,248 | $3,822,910,809 | Open SEC source |
| 04 Aug 2026, 08:19:55 UTC | 13F-HR | Van Diest Capital, LLC CIK 0002111825 | 2026 Q2 Open parsed portfolio | 176 | $111,596,884 | Open SEC source |
| 04 Aug 2026, 08:01:01 UTC | 13F-HR | Partners Group Holding AG CIK 0001534259 | 2026 Q2 Open parsed portfolio | 52 | $1,466,928,836 | Open SEC source |
| 04 Aug 2026, 07:32:41 UTC | 13F-HR | Summit Rock Advisors, LP CIK 0001540951 | 2026 Q2 Open parsed portfolio | 3 | $76,145,030 | Open SEC source |
| 04 Aug 2026, 07:31:27 UTC | 13F-HR | S-Bank Fund Management Ltd CIK 0002036461 | 2026 Q2 Open parsed portfolio | 249 | $735,756,633 | Open SEC source |
| 04 Aug 2026, 07:29:23 UTC | 13F-HR | Shade Tree Advisors LLC CIK 0001804785 | 2026 Q2 Open parsed portfolio | 29 | $171,708,907 | Open SEC source |
| 04 Aug 2026, 07:20:01 UTC | 13F-HR | MEMBERS CAPITAL ADVISORS INC CIK 0001025421 | 2026 Q2 Open parsed portfolio | 7 | $116,420,478 | Open SEC source |
| 04 Aug 2026, 06:59:53 UTC | 13F-HR | Essex Woodlands Management, Inc. CIK 0001542339 | 2026 Q2 Open parsed portfolio | 5 | $254,232,337 | Open SEC source |
| 04 Aug 2026, 06:28:16 UTC | 13F-HR | Overlook Investments LP CIK 0001350706 | 2026 Q2 Open parsed portfolio | 1 | $158,519,806 | Open SEC source |
| 04 Aug 2026, 06:26:11 UTC | 13F-HR | Overlook Investments LP CIK 0001350706 | 2026 Q1 Open parsed portfolio | 2 | $219,368,912 | Open SEC source |
| 04 Aug 2026, 06:15:04 UTC | 13F-HR | TOYOTA MOTOR CORP/ CIK 0001094517 | 2026 Q2 Open parsed portfolio | 2 | $1,986,169,175 | Open SEC source |
| 04 Aug 2026, 06:11:40 UTC | 13F-HR | GUARDCAP ASSET MANAGEMENT Ltd CIK 0001732008 | 2026 Q2 Open parsed portfolio | 18 | $1,406,504,868 | Open SEC source |
| 04 Aug 2026, 06:00:56 UTC | 13F-HR | CHOREO, LLC CIK 0001679031 | 2026 Q2 Open parsed portfolio | 1,690 | $9,002,618,299 | Open SEC source |
| 03 Aug 2026, 21:41:08 UTC | 13F-HR | ASO GROUP Ltd CIK 0002108771 | 2026 Q2 Open parsed portfolio | 56 | $235,879,000 | Open SEC source |
| 03 Aug 2026, 21:39:07 UTC | 13F-HR | IvyRock Asset Management (HK) Ltd CIK 0001809525 | 2026 Q2 Open parsed portfolio | 25 | $176,907,229 | Open SEC source |
| 03 Aug 2026, 20:52:57 UTC | 13F-HR | Symphony Financial, Ltd. Co. CIK 0001800687 | 2026 Q2 Open parsed portfolio | 371 | $914,261,406 | Open SEC source |
| 03 Aug 2026, 20:30:28 UTC | 13F-HR | LightSquare Wealth Management, LLC CIK 0002118318 | 2026 Q2 Open parsed portfolio | 104 | $145,049,963 | Open SEC source |
| 03 Aug 2026, 19:09:01 UTC | 13F-HR | St. Johns Investment Management Company, LLC CIK 0001605522 | 2026 Q2 Open parsed portfolio | 201 | $264,420,185 | Open SEC source |
| 03 Aug 2026, 17:41:26 UTC | 13F-HR | RHL GROUP, LLC CIK 0002066311 | 2026 Q2 Open parsed portfolio | 267 | $120,217,445 | Open SEC source |
| 03 Aug 2026, 17:41:01 UTC | 13F-HR | HALLSTATT ADVISORS L.P. CIK 0002040638 | 2026 Q2 Open parsed portfolio | 13 | $141,931,398 | Open SEC source |
| 03 Aug 2026, 17:36:14 UTC | 13F-HR | Virtus Family Office LLC CIK 0001913482 | 2026 Q2 Open parsed portfolio | 62 | $126,490,503 | Open SEC source |
| 03 Aug 2026, 17:30:19 UTC | 13F-HR | KEYNOTE FINANCIAL SERVICES LLC CIK 0002026127 | 2026 Q2 Open parsed portfolio | 185 | $213,585,350 | Open SEC source |
| 03 Aug 2026, 17:27:00 UTC | 13F-HR | SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 | 2026 Q2 Open parsed portfolio | 161 | $267,882,004 | Open SEC source |
| 03 Aug 2026, 17:25:49 UTC | 13F-HR | VAUGHAN & Co SECURITIES, INC. CIK 0000805870 | 2026 Q2 Open parsed portfolio | 61 | $214,444,686 | Open SEC source |
| 03 Aug 2026, 17:19:47 UTC | 13F-HR | CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 | 2026 Q2 Open parsed portfolio | 52 | $1,768,288,353 | Open SEC source |
| 03 Aug 2026, 17:16:04 UTC | 13F-HR | CROBAN CIK 0001694663 | 2026 Q2 Open parsed portfolio | 81 | $226,868,776 | Open SEC source |
| 03 Aug 2026, 17:12:28 UTC | 13F-HR/A | Beacon Bank & Trust CIK 0001831984 | 2026 Q2 - Restatement Open parsed portfolio | 160 | $524,473,925 | Open SEC source |
| 03 Aug 2026, 17:11:57 UTC | 13F-HR | Sterling Group Wealth Management, LLC CIK 0001852307 | 2026 Q2 Open parsed portfolio | 62 | $243,737,329 | Open SEC source |
| 03 Aug 2026, 17:09:57 UTC | 13F-HR | ProVise Management Group, LLC CIK 0001305707 | 2026 Q2 Open parsed portfolio | 282 | $1,491,756,735 | Open SEC source |