13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Rows shown
7,601-7,650 of 9,551
Per page
50
Current page
153

Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

Summerhill Capital Management lnc.

CIK 0002017598

13F-HR Q1 2026
CIK
0002017598
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
35 holdings / $114,601,701
Filed
22 Apr 2026, 09:00:46 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Towne Trust Company, N.A

CIK 0001102256

13F-HR Q1 2026
CIK
0001102256
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
316 holdings / $311,364,584
Filed
22 Apr 2026, 08:46:32 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Pictet Asset Management Holding SA

CIK 0001993888

13F-HR Q1 2026
CIK
0001993888
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
2,095 holdings / $94,736,512,726
Filed
22 Apr 2026, 08:29:33 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST

CIK 0001026720

13F-HR Q1 2026
CIK
0001026720
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
21 holdings / $8,094,248,900
Filed
22 Apr 2026, 08:28:13 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Yoder Wealth Management, Inc.

CIK 0001973967

13F-HR Q1 2026
CIK
0001973967
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
124 holdings / $219,354,113
Filed
22 Apr 2026, 08:26:50 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

13F portfolio

Border to Coast Pensions Partnership Ltd

CIK 0001876496

13F-HR Q1 2026
CIK
0001876496
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
92 holdings / $5,919,866,000
Filed
22 Apr 2026, 07:32:57 UTC
Period
2026 Q1

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
22 Apr 2026, 09:00:46 UTC 13F-HR Summerhill Capital Management lnc. CIK 0002017598 2026 Q1 Open parsed portfolio 35 $114,601,701 Open SEC source
22 Apr 2026, 08:46:32 UTC 13F-HR Towne Trust Company, N.A CIK 0001102256 2026 Q1 Open parsed portfolio 316 $311,364,584 Open SEC source
22 Apr 2026, 08:29:33 UTC 13F-HR Pictet Asset Management Holding SA CIK 0001993888 2026 Q1 Open parsed portfolio 2,095 $94,736,512,726 Open SEC source
22 Apr 2026, 08:28:13 UTC 13F-HR WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 0001026720 2026 Q1 Open parsed portfolio 21 $8,094,248,900 Open SEC source
22 Apr 2026, 08:26:50 UTC 13F-HR Yoder Wealth Management, Inc. CIK 0001973967 2026 Q1 Open parsed portfolio 124 $219,354,113 Open SEC source
22 Apr 2026, 07:32:57 UTC 13F-HR Border to Coast Pensions Partnership Ltd CIK 0001876496 2026 Q1 Open parsed portfolio 92 $5,919,866,000 Open SEC source
22 Apr 2026, 07:28:43 UTC 13F-HR FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 2026 Q1 Open parsed portfolio 418 $18,083,229,736 Open SEC source
22 Apr 2026, 07:20:47 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2010 Q1 Open parsed portfolio 25 $779,258,937 Open SEC source
22 Apr 2026, 07:16:50 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2010 Q2 Open parsed portfolio 25 $799,134,542 Open SEC source
22 Apr 2026, 07:12:06 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2010 Q3 Open parsed portfolio 26 $979,628,336 Open SEC source
22 Apr 2026, 07:06:56 UTC 13F-HR Employees Provident Fund Board CIK 0001600177 2010 Q4 Open parsed portfolio 24 $1,074,306,485 Open SEC source
22 Apr 2026, 07:00:23 UTC 13F-HR Metropolis Capital Ltd CIK 0001765388 2026 Q1 Open parsed portfolio 16 $2,947,212,722 Open SEC source
22 Apr 2026, 06:48:14 UTC 13F-HR APEIRON CAPITAL Ltd CIK 0001843111 2026 Q1 Open parsed portfolio 12 $106,918,997 Open SEC source
22 Apr 2026, 06:10:04 UTC 13F-HR CALEDONIA INVESTMENTS PLC CIK 0001037766 2026 Q1 Open parsed portfolio 15 $855,934,891 Open SEC source
21 Apr 2026, 21:56:13 UTC 13F-HR BWM Planning, LLC CIK 0002039698 2026 Q1 Open parsed portfolio 87 $379,116,477 Open SEC source
21 Apr 2026, 21:46:10 UTC 13F-HR ROMANO BROTHERS AND COMPANY CIK 0000200648 2026 Q1 Open parsed portfolio 319 $880,194,853 Open SEC source
21 Apr 2026, 21:29:04 UTC 13F-HR Mason & Associates, LLC CIK 0001895045 2026 Q1 Open parsed portfolio 44 $436,700,651 Open SEC source
21 Apr 2026, 21:22:44 UTC 13F-HR Fearless Solutions, LLC dba Best Invest CIK 0002094159 2026 Q1 Open parsed portfolio 127 $165,712,661 Open SEC source
21 Apr 2026, 21:18:56 UTC 13F-HR Shotwell Rutter Baer Inc CIK 0002008310 2026 Q1 Open parsed portfolio 38 $170,197,922 Open SEC source
21 Apr 2026, 21:18:54 UTC 13F-HR ASO GROUP Ltd CIK 0002108771 2026 Q1 Open parsed portfolio 56 $237,122,000 Open SEC source
21 Apr 2026, 21:15:10 UTC 13F-HR Foundation Wealth Management, LLC\PA CIK 0002011000 2026 Q1 Open parsed portfolio 91 $283,523,740 Open SEC source
21 Apr 2026, 21:10:47 UTC 13F-HR Foundry Financial LLC CIK 0002085325 2026 Q1 Open parsed portfolio 71 $236,058,007 Open SEC source
21 Apr 2026, 21:06:07 UTC 13F-HR Citrine Capital LLC CIK 0002053242 2026 Q1 Open parsed portfolio 58 $230,653,067 Open SEC source
21 Apr 2026, 21:02:10 UTC 13F-HR MFA Wealth Services CIK 0001989379 2026 Q1 Open parsed portfolio 122 $151,046,462 Open SEC source
21 Apr 2026, 20:58:23 UTC 13F-HR Benchmark Financial, LLC CIK 0002107260 2026 Q1 Open parsed portfolio 52 $111,438,399 Open SEC source
21 Apr 2026, 20:57:14 UTC 13F-HR Fund Resources Investment Holding Group Co Ltd CIK 0001652026 2026 Q1 Open parsed portfolio 1 $81,659,616 Open SEC source
21 Apr 2026, 20:52:44 UTC 13F-HR Hofer & Associates. Inc CIK 0001958491 2026 Q1 Open parsed portfolio 64 $186,078,076 Open SEC source
21 Apr 2026, 20:48:02 UTC 13F-HR SEMITAM BONAM LLC CIK 0001922963 2026 Q1 Open parsed portfolio 44 $122,381,358 Open SEC source
21 Apr 2026, 20:43:46 UTC 13F-HR My Personal CFO, LLC CIK 0001916366 2026 Q1 Open parsed portfolio 88 $228,358,873 Open SEC source
21 Apr 2026, 20:37:10 UTC 13F-HR Larry Mathis Financial Planning, LLC CIK 0002118274 2026 Q1 Open parsed portfolio 156 $111,545,722 Open SEC source
21 Apr 2026, 19:57:26 UTC 13F-HR MONTGOMERY INVESTMENT MANAGEMENT INC CIK 0001272544 2026 Q1 Open parsed portfolio 103 $293,093,901 Open SEC source
21 Apr 2026, 19:46:15 UTC 13F-HR Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 2026 Q1 Open parsed portfolio 107 $314,776,665 Open SEC source
21 Apr 2026, 19:05:05 UTC 13F-HR Trilogy Capital Inc. CIK 0001722512 2026 Q1 Open parsed portfolio 385 $2,245,382,865 Open SEC source
21 Apr 2026, 18:53:23 UTC 13F-HR DECISION INVESTMENTS, INC CIK 0002111652 2026 Q1 Open parsed portfolio 140 $87,934,619 Open SEC source
21 Apr 2026, 18:25:12 UTC 13F-HR/A Madrid Wealth Management, LLC CIK 0002106678 2026 Q1 - Restatement Open parsed portfolio 70 $130,454,332 Open SEC source
21 Apr 2026, 18:23:20 UTC 13F-HR LYNWOOD PRICE CAPITAL MANAGEMENT LP CIK 0002046605 2026 Q1 Open parsed portfolio 14 $186,141,379 Open SEC source
21 Apr 2026, 18:18:50 UTC 13F-HR Creekside Partners CIK 0002035951 2026 Q1 Open parsed portfolio 183 $242,862,105 Open SEC source
21 Apr 2026, 18:15:34 UTC 13F-HR Morey & Quinn Wealth Partners, LLC CIK 0002055521 2026 Q1 Open parsed portfolio 136 $140,597,833 Open SEC source
21 Apr 2026, 18:15:16 UTC 13F-HR Sitrin Capital Management LLC CIK 0001664771 2026 Q1 Open parsed portfolio 39 $199,541,108 Open SEC source
21 Apr 2026, 18:14:58 UTC 13F-HR Navigation Wealth Management, Inc. CIK 0001839930 2026 Q1 Open parsed portfolio 32 $27,745,268 Open SEC source
21 Apr 2026, 18:14:23 UTC 13F-HR Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 2026 Q1 Open parsed portfolio 15 $169,303,049 Open SEC source
21 Apr 2026, 18:13:36 UTC 13F-HR Biltmore Wealth Management, LLC CIK 0001598102 2026 Q1 Open parsed portfolio 60 $281,197,886 Open SEC source
21 Apr 2026, 18:13:09 UTC 13F-HR Financial Planning Navigators CORP CIK 0002102043 2026 Q1 Open parsed portfolio 51 $228,135,477 Open SEC source
21 Apr 2026, 18:12:49 UTC 13F-HR STOLZ & ASSOCIATES, PS CIK 0002108989 2026 Q1 Open parsed portfolio 30 $143,300,724 Open SEC source
21 Apr 2026, 18:12:17 UTC 13F-HR PINNACLE ASSOCIATES LTD CIK 0000743127 2026 Q1 Open parsed portfolio 955 $7,781,151,702 Open SEC source
21 Apr 2026, 18:09:07 UTC 13F-HR Oak Wealth Advisors LLC CIK 0002056728 2026 Q1 Open parsed portfolio 57 $182,000,176 Open SEC source
21 Apr 2026, 18:04:47 UTC 13F-HR PDS Planning, Inc CIK 0000838618 2026 Q1 Open parsed portfolio 561 $1,516,071,973 Open SEC source
21 Apr 2026, 17:57:44 UTC 13F-HR FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 2026 Q1 Open parsed portfolio 71 $120,717,166 Open SEC source
21 Apr 2026, 17:47:20 UTC 13F-HR Gagnon Advisors, LLC CIK 0001599466 2026 Q1 Open parsed portfolio 22 $135,928,828 Open SEC source
21 Apr 2026, 17:44:22 UTC 13F-HR GAGNON SECURITIES LLC CIK 0001125725 2026 Q1 Open parsed portfolio 85 $433,208,476 Open SEC source
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