13F portfolio feed

Latest 13F Portfolio Filings

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

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Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

BECKER CAPITAL MANAGEMENT INC

CIK 0000799004

13F-HR Q2 2026
CIK
0000799004
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
303 holdings / $3,719,858,676
Filed
31 Jul 2026, 15:09:11 UTC
Period
2026 Q2

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

13F portfolio

JMG Financial Group, Ltd.

CIK 0001314404

13F-HR Q2 2026
CIK
0001314404
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
137 holdings / $4,139,560,581
Filed
31 Jul 2026, 15:01:59 UTC
Period
2026 Q2

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

13F portfolio

Evolution Advisers, Inc.

CIK 0001906967

13F-HR Q2 2026
CIK
0001906967
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
203 holdings / $271,837,000
Filed
31 Jul 2026, 15:01:51 UTC
Period
2026 Q2

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

13F portfolio

Long Path Partners LP

CIK 0001905112

13F-HR Q2 2026
CIK
0001905112
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
10 holdings / $234,638,038
Filed
31 Jul 2026, 14:55:33 UTC
Period
2026 Q2

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

13F portfolio

SAYBROOK CAPITAL /NC

CIK 0001044924

13F-HR Q2 2026
CIK
0001044924
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
41 holdings / $399,512,732
Filed
31 Jul 2026, 14:54:53 UTC
Period
2026 Q2

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

13F portfolio

KDT Advisors, LLC

CIK 0002054458

13F-HR Q2 2026
CIK
0002054458
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
73 holdings / $72,261,431
Filed
31 Jul 2026, 14:54:21 UTC
Period
2026 Q2

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
31 Jul 2026, 15:09:11 UTC 13F-HR BECKER CAPITAL MANAGEMENT INC CIK 0000799004 2026 Q2 Open parsed portfolio 303 $3,719,858,676 Open SEC source
31 Jul 2026, 15:01:59 UTC 13F-HR JMG Financial Group, Ltd. CIK 0001314404 2026 Q2 Open parsed portfolio 137 $4,139,560,581 Open SEC source
31 Jul 2026, 15:01:51 UTC 13F-HR Evolution Advisers, Inc. CIK 0001906967 2026 Q2 Open parsed portfolio 203 $271,837,000 Open SEC source
31 Jul 2026, 14:55:33 UTC 13F-HR Long Path Partners LP CIK 0001905112 2026 Q2 Open parsed portfolio 10 $234,638,038 Open SEC source
31 Jul 2026, 14:54:53 UTC 13F-HR SAYBROOK CAPITAL /NC CIK 0001044924 2026 Q2 Open parsed portfolio 41 $399,512,732 Open SEC source
31 Jul 2026, 14:54:21 UTC 13F-HR KDT Advisors, LLC CIK 0002054458 2026 Q2 Open parsed portfolio 73 $72,261,431 Open SEC source
31 Jul 2026, 14:48:50 UTC 13F-HR ELLERSON GROUP INC /ADV CIK 0000935570 2026 Q2 Open parsed portfolio 64 $169,293,569 Open SEC source
31 Jul 2026, 14:43:02 UTC 13F-HR BCR Wealth Strategies, LLC CIK 0001908380 2026 Q2 Open parsed portfolio 32 $355,941,000 Open SEC source
31 Jul 2026, 14:37:48 UTC 13F-HR Integrity Financial Corp /WA CIK 0001917704 2026 Q2 Open parsed portfolio 291 $209,085,489 Open SEC source
31 Jul 2026, 14:33:22 UTC 13F-HR MTC Wealth Management LLC CIK 0001821455 2026 Q2 Open parsed portfolio 14 $222,919,978 Open SEC source
31 Jul 2026, 14:33:06 UTC 13F-HR LOUNTZIS ASSET MANAGEMENT, LLC CIK 0001821168 2026 Q2 Open parsed portfolio 55 $316,084,684 Open SEC source
31 Jul 2026, 14:27:40 UTC 13F-HR AIA Group Ltd CIK 0001522877 2026 Q2 Open parsed portfolio 322 $7,948,848,187 Open SEC source
31 Jul 2026, 14:25:01 UTC 13F-HR Members Trust Co CIK 0001677560 2026 Q2 Open parsed portfolio 170 $3,212,042,621 Open SEC source
31 Jul 2026, 14:15:05 UTC 13F-HR Ball & Co Wealth Management Inc. CIK 0002057075 2026 Q2 Open parsed portfolio 67 $141,019,000 Open SEC source
31 Jul 2026, 14:14:58 UTC 13F-HR Golden Bell Financial Planning LLC CIK 0002044309 2026 Q2 Open parsed portfolio 41 $136,005,023 Open SEC source
31 Jul 2026, 14:14:28 UTC 13F-HR LJI Wealth Management, LLC CIK 0001988563 2026 Q2 Open parsed portfolio 201 $713,927,331 Open SEC source
31 Jul 2026, 14:14:16 UTC 13F-HR Bruce G. Allen Investments, LLC CIK 0002005409 2026 Q2 Open parsed portfolio 1,036 $156,920,718 Open SEC source
31 Jul 2026, 14:13:49 UTC 13F-HR Capitol Family Office, Inc. CIK 0001863768 2026 Q2 Open parsed portfolio 46 $94,684,311 Open SEC source
31 Jul 2026, 14:13:28 UTC 13F-HR DELPHI MANAGEMENT INC /MA/ CIK 0000767684 2026 Q2 Open parsed portfolio 83 $102,283,000 Open SEC source
31 Jul 2026, 14:06:29 UTC 13F-HR Wernau Asset Management Inc. CIK 0002053236 2026 Q2 Open parsed portfolio 48 $105,453,370 Open SEC source
31 Jul 2026, 14:03:58 UTC 13F-HR TSP Capital Management Group, LLC CIK 0001317208 2026 Q2 Open parsed portfolio 43 $418,006,178 Open SEC source
31 Jul 2026, 14:03:16 UTC 13F-HR North Horizon Holdings Inc. CIK 0001891936 2026 Q2 Open parsed portfolio 1 $126,782,877 Open SEC source
31 Jul 2026, 14:02:29 UTC 13F-HR PL Capital Advisors, LLC CIK 0001569147 2026 Q2 Open parsed portfolio 31 $359,750,583 Open SEC source
31 Jul 2026, 13:59:54 UTC 13F-HR Solidarity Wealth, LLC CIK 0001906613 2026 Q2 Open parsed portfolio 92 $574,206,358 Open SEC source
31 Jul 2026, 13:54:57 UTC 13F-HR MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 2026 Q2 Open parsed portfolio 663 $1,037,163,452 Open SEC source
31 Jul 2026, 13:51:23 UTC 13F-HR Madison International Realty Holdings, LLC CIK 0001640680 2026 Q2 Open parsed portfolio 0 $0 Open SEC source
31 Jul 2026, 13:51:21 UTC 13F-HR/A True Link Financial Advisors, LLC CIK 0001846236 2026 Q2 - Restatement Open parsed portfolio 104 $1,729,351,315 Open SEC source
31 Jul 2026, 13:49:45 UTC 13F-HR DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 2026 Q2 Open parsed portfolio 810 $4,098,282,752 Open SEC source
31 Jul 2026, 13:48:05 UTC 13F-HR Power Alpha Investment Ltd CIK 0002014593 2026 Q2 Open parsed portfolio 4 $993,582,323 Open SEC source
31 Jul 2026, 13:47:51 UTC 13F-HR J.P. Marvel Investment Advisors, LLC CIK 0001426755 2026 Q2 Open parsed portfolio 64 $871,210,005 Open SEC source
31 Jul 2026, 13:44:49 UTC 13F-HR MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 2026 Q2 Open parsed portfolio 152 $3,768,918,355 Open SEC source
31 Jul 2026, 13:43:03 UTC 13F-HR INTEGRITY ALLIANCE, LLC. CIK 0001352260 2026 Q2 Open parsed portfolio 823 $3,179,149,989 Open SEC source
31 Jul 2026, 13:40:13 UTC 13F-HR WorthPointe, LLC CIK 0001921448 2026 Q2 Open parsed portfolio 123 $397,465,954 Open SEC source
31 Jul 2026, 13:39:42 UTC 13F-HR Avion Wealth CIK 0001792704 2026 Q2 Open parsed portfolio 1,395 $537,404,000 Open SEC source
31 Jul 2026, 13:38:45 UTC 13F-HR Integrity Advisory Solutions, LLC CIK 0002057931 2026 Q2 Open parsed portfolio 336 $971,711,287 Open SEC source
31 Jul 2026, 13:35:22 UTC 13F-HR HUB Investment Partners, LLC CIK 0001841815 2026 Q2 Open parsed portfolio 1,223 $5,445,500,267 Open SEC source
31 Jul 2026, 13:32:11 UTC 13F-HR Guidance Point Advisors, LLC CIK 0001767710 2026 Q2 Open parsed portfolio 102 $473,601,315 Open SEC source
31 Jul 2026, 13:27:11 UTC 13F-HR Fourth Dimension Wealth, LLC CIK 0002056691 2026 Q2 Open parsed portfolio 678 $316,300,753 Open SEC source
31 Jul 2026, 13:26:01 UTC 13F-HR Kuhn & Co Investment Counsel CIK 0002011958 2026 Q2 Open parsed portfolio 149 $173,043,976 Open SEC source
31 Jul 2026, 13:24:42 UTC 13F-HR Belpointe Asset Management LLC CIK 0001721242 2026 Q2 Open parsed portfolio 1,121 $3,060,516,627 Open SEC source
31 Jul 2026, 13:21:11 UTC 13F-HR ARGUS INVESTORS' COUNSEL, INC. CIK 0000007195 2026 Q2 Open parsed portfolio 106 $129,869,206 Open SEC source
31 Jul 2026, 13:16:50 UTC 13F-HR Fortis Capital Advisors, LLC CIK 0001959790 2026 Q2 Open parsed portfolio 408 $889,398,391 Open SEC source
31 Jul 2026, 13:16:19 UTC 13F-HR Lakeside Advisors, INC. CIK 0001913467 2026 Q2 Open parsed portfolio 65 $158,839,567 Open SEC source
31 Jul 2026, 13:15:37 UTC 13F-HR PRIVATE MANAGEMENT GROUP INC CIK 0001142031 2026 Q2 Open parsed portfolio 320 $3,796,585,153 Open SEC source
31 Jul 2026, 13:15:36 UTC 13F-HR True Link Financial Advisors, LLC CIK 0001846236 2026 Q2 Open parsed portfolio 104 $309,730,000 Open SEC source
31 Jul 2026, 13:13:51 UTC 13F-HR BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 2026 Q2 Open parsed portfolio 140 $790,592,069 Open SEC source
31 Jul 2026, 13:13:21 UTC 13F-HR Stirlingshire Investments, Inc. CIK 0001829271 2026 Q2 Open parsed portfolio 221 $134,854,762 Open SEC source
31 Jul 2026, 13:12:00 UTC 13F-HR VestGen Investment Management CIK 0001511739 2026 Q2 Open parsed portfolio 218 $188,529,944 Open SEC source
31 Jul 2026, 13:03:41 UTC 13F-HR W ADVISORS, LLC CIK 0001929907 2026 Q2 Open parsed portfolio 153 $219,920,636 Open SEC source
31 Jul 2026, 13:02:20 UTC 13F-HR Soltis Investment Advisors LLC CIK 0001802530 2026 Q2 Open parsed portfolio 613 $1,733,277,698 Open SEC source
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