13F portfolio feed
Showing filings accepted since 01 Apr 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 |
|---|---|---|---|---|---|---|
| 16 Apr 2026, 15:48:43 UTC | 13F-HR | MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 | 2026 Q1 Open parsed portfolio | 141 | $583,719,061 | Open SEC source |
| 16 Apr 2026, 15:45:37 UTC | 13F-HR | CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 | 2026 Q1 Open parsed portfolio | 103 | $1,232,588,654 | Open SEC source |
| 16 Apr 2026, 15:43:51 UTC | 13F-HR | Capstone Wealth Management, LLC CIK 0002019411 | 2026 Q1 Open parsed portfolio | 50 | $143,420,801 | Open SEC source |
| 16 Apr 2026, 15:40:38 UTC | 13F-HR | Everstar Asset Management, LLC CIK 0002023744 | 2026 Q1 Open parsed portfolio | 186 | $187,881,181 | Open SEC source |
| 16 Apr 2026, 15:40:02 UTC | 13F-HR | Roble, Belko & Company, Inc CIK 0001642305 | 2026 Q1 Open parsed portfolio | 442 | $786,515,000 | Open SEC source |
| 16 Apr 2026, 15:37:01 UTC | 13F-HR | OxenFree Capital LLC CIK 0002009781 | 2026 Q1 Open parsed portfolio | 56 | $206,205,857 | Open SEC source |
| 16 Apr 2026, 15:36:05 UTC | 13F-HR | Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 | 2026 Q1 Open parsed portfolio | 146 | $296,031,085 | Open SEC source |
| 16 Apr 2026, 15:19:37 UTC | 13F-HR | FORTEM FINANCIAL GROUP, LLC CIK 0001766509 | 2026 Q1 Open parsed portfolio | 173 | $398,518,651 | Open SEC source |
| 16 Apr 2026, 15:11:00 UTC | 13F-HR | KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 | 2026 Q1 Open parsed portfolio | 213 | $798,420,097 | Open SEC source |
| 16 Apr 2026, 15:05:31 UTC | 13F-HR | Aurora Private Wealth, Inc. CIK 0001802132 | 2026 Q1 Open parsed portfolio | 167 | $140,045,000 | Open SEC source |
| 16 Apr 2026, 15:03:34 UTC | 13F-HR | Freedom Financial Partners LLC CIK 0002054598 | 2026 Q1 Open parsed portfolio | 88 | $280,756,449 | Open SEC source |
| 16 Apr 2026, 14:57:53 UTC | 13F-HR | VVR Holdings LLC CIK 0002070884 | 2026 Q1 Open parsed portfolio | 39 | $193,574,662 | Open SEC source |
| 16 Apr 2026, 14:52:24 UTC | 13F-HR | Triad Wealth Partners, LLC CIK 0002012717 | 2026 Q1 Open parsed portfolio | 478 | $1,261,749,224 | Open SEC source |
| 16 Apr 2026, 14:42:25 UTC | 13F-HR | Davis Capital Management CIK 0001811806 | 2026 Q1 Open parsed portfolio | 589 | $147,549,172 | Open SEC source |
| 16 Apr 2026, 14:36:31 UTC | 13F-HR | BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 | 2026 Q1 Open parsed portfolio | 59 | $62,369,554 | Open SEC source |
| 16 Apr 2026, 14:32:59 UTC | 13F-HR | Quotient Wealth Partners, LLC CIK 0002004904 | 2026 Q1 Open parsed portfolio | 377 | $3,799,698,680 | Open SEC source |
| 16 Apr 2026, 14:32:27 UTC | 13F-HR | Westhampton Capital, LLC CIK 0001639997 | 2026 Q1 Open parsed portfolio | 129 | $214,161,270 | Open SEC source |
| 16 Apr 2026, 14:25:05 UTC | 13F-HR | Prairiewood Capital, LLC CIK 0001839695 | 2026 Q1 Open parsed portfolio | 77 | $345,844,270 | Open SEC source |
| 16 Apr 2026, 14:23:52 UTC | 13F-HR | JDH Wealth Management, LLC CIK 0002022512 | 2026 Q1 Open parsed portfolio | 54 | $148,302,631 | Open SEC source |
| 16 Apr 2026, 14:22:16 UTC | 13F-HR | FIRST COMMUNITY TRUST NA CIK 0001130344 | 2026 Q1 Open parsed portfolio | 359 | $135,521,083 | Open SEC source |
| 16 Apr 2026, 14:20:38 UTC | 13F-HR | Swisher Financial Concepts, Inc. CIK 0001947503 | 2026 Q1 Open parsed portfolio | 102 | $178,734,445 | Open SEC source |
| 16 Apr 2026, 14:15:04 UTC | 13F-HR | Asset Advisory Group, Inc. CIK 0002110402 | 2026 Q1 Open parsed portfolio | 116 | $199,277,421 | Open SEC source |
| 16 Apr 2026, 14:14:06 UTC | 13F-HR | Montecito Bank & Trust CIK 0001422508 | 2026 Q1 Open parsed portfolio | 266 | $607,349,331 | Open SEC source |
| 16 Apr 2026, 14:03:57 UTC | 13F-HR | SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 | 2026 Q1 Open parsed portfolio | 393 | $888,477,786 | Open SEC source |
| 16 Apr 2026, 14:02:49 UTC | 13F-HR | IVC Wealth Advisors LLC CIK 0001842811 | 2026 Q1 Open parsed portfolio | 173 | $230,320,841 | Open SEC source |
| 16 Apr 2026, 14:02:46 UTC | 13F-HR | MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 | 2026 Q1 Open parsed portfolio | 127 | $408,599,962 | Open SEC source |
| 16 Apr 2026, 13:59:09 UTC | 13F-HR | Farmers & Merchants Trust Co of Long Beach CIK 0001737090 | 2026 Q1 Open parsed portfolio | 187 | $425,720,501 | Open SEC source |
| 16 Apr 2026, 13:57:02 UTC | 13F-HR | SWEENEY & MICHEL, LLC CIK 0001979556 | 2026 Q1 Open parsed portfolio | 145 | $340,122,195 | Open SEC source |
| 16 Apr 2026, 13:45:27 UTC | 13F-HR | Capital Advisors, Ltd. LLC CIK 0001597878 | 2026 Q1 Open parsed portfolio | 1,326 | $879,804,000 | Open SEC source |
| 16 Apr 2026, 13:43:15 UTC | 13F-HR | Sprinkle Financial Consultants LLC CIK 0002011593 | 2026 Q1 Open parsed portfolio | 99 | $216,826,735 | Open SEC source |
| 16 Apr 2026, 13:42:16 UTC | 13F-HR | GUARDIAN INVESTMENT MANAGEMENT CIK 0001365474 | 2026 Q1 Open parsed portfolio | 60 | $121,758,839 | Open SEC source |
| 16 Apr 2026, 13:41:23 UTC | 13F-HR | Ballast Rock Private Wealth LLC CIK 0002106928 | 2026 Q1 Open parsed portfolio | 177 | $180,795,578 | Open SEC source |
| 16 Apr 2026, 13:40:00 UTC | 13F-HR | LINCOLN CAPITAL CORP CIK 0000872359 | 2026 Q1 Open parsed portfolio | 99 | $271,696,907 | Open SEC source |
| 16 Apr 2026, 13:39:13 UTC | 13F-HR | Baugh & Associates, LLC CIK 0001730818 | 2026 Q1 Open parsed portfolio | 44 | $231,542,707 | Open SEC source |
| 16 Apr 2026, 13:37:45 UTC | 13F-HR | Strong Tower Advisory Services CIK 0001889322 | 2026 Q1 Open parsed portfolio | 92 | $531,406,902 | Open SEC source |
| 16 Apr 2026, 13:36:51 UTC | 13F-HR | Terra Nova Asset Management LLC CIK 0001658652 | 2026 Q1 Open parsed portfolio | 83 | $135,160,754 | Open SEC source |
| 16 Apr 2026, 13:35:26 UTC | 13F-HR | Scott & Selber, Inc. CIK 0001315269 | 2026 Q1 Open parsed portfolio | 91 | $387,317,253 | Open SEC source |
| 16 Apr 2026, 13:33:11 UTC | 13F-HR | Focused Investors LLC CIK 0001426398 | 2026 Q1 Open parsed portfolio | 22 | $3,075,018,112 | Open SEC source |
| 16 Apr 2026, 13:32:58 UTC | 13F-HR | FORBES J M & CO LLP CIK 0001067532 | 2026 Q1 Open parsed portfolio | 150 | $1,182,317,248 | Open SEC source |
| 16 Apr 2026, 13:31:11 UTC | 13F-HR | Sky Investment Group LLC CIK 0001333792 | 2026 Q1 Open parsed portfolio | 140 | $583,397,872 | Open SEC source |
| 16 Apr 2026, 13:30:40 UTC | 13F-HR/A | Ocean Park Asset Management, LLC CIK 0001538052 | 2026 Q1 - Restatement Open parsed portfolio | 56 | $1,731,141,222 | Open SEC source |
| 16 Apr 2026, 13:27:43 UTC | 13F-HR | XML Financial, LLC CIK 0001800465 | 2026 Q1 Open parsed portfolio | 421 | $1,239,487,241 | Open SEC source |
| 16 Apr 2026, 13:27:36 UTC | 13F-HR | Clark Asset Management, LLC CIK 0002062026 | 2026 Q1 Open parsed portfolio | 267 | $1,064,987,527 | Open SEC source |
| 16 Apr 2026, 13:09:08 UTC | 13F-HR | Citadel Investment Advisory, Inc. CIK 0001811907 | 2026 Q1 Open parsed portfolio | 78 | $208,377,000 | Open SEC source |
| 16 Apr 2026, 13:06:30 UTC | 13F-HR | PMV Capital Advisers, LLC CIK 0001980695 | 2026 Q1 Open parsed portfolio | 119 | $59,280,473 | Open SEC source |
| 16 Apr 2026, 13:02:19 UTC | 13F-HR | WEYBOSSET RESEARCH & MANAGEMENT LLC CIK 0001280604 | 2026 Q1 Open parsed portfolio | 33 | $346,799,953 | Open SEC source |
| 16 Apr 2026, 13:02:08 UTC | 13F-HR | FLYWHEEL PRIVATE WEALTH LLC CIK 0002029680 | 2026 Q1 Open parsed portfolio | 104 | $175,557,951 | Open SEC source |
| 16 Apr 2026, 12:41:46 UTC | 13F-HR | SANDER CAPITAL ADVISORS INC CIK 0001173889 | 2026 Q1 Open parsed portfolio | 12 | $172,666,000 | Open SEC source |
| 16 Apr 2026, 12:37:15 UTC | 13F-HR | Intergy Private Wealth, LLC CIK 0001911342 | 2026 Q1 Open parsed portfolio | 123 | $340,963,110 | Open SEC source |
| 16 Apr 2026, 12:32:25 UTC | 13F-HR | Generate Investment Management Ltd CIK 0002025905 | 2026 Q1 Open parsed portfolio | 70 | $2,029,951,807 | Open SEC source |