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.

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68

Recent 13F signals

Latest portfolio disclosures to inspect

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

13F portfolio

Hudock, Inc.

CIK 0001543536

13F-HR Q1 2026
CIK
0001543536
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
200 holdings / $679,698,077
Filed
13 May 2026, 12:09:09 UTC
Period
2026 Q1

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

13F portfolio

XPONANCE LLC

CIK 0001637541

13F-HR Q1 2026
CIK
0001637541
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
1,686 holdings / $14,070,105,150
Filed
13 May 2026, 12:08:55 UTC
Period
2026 Q1

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

13F portfolio

Proem Advisors LLC

CIK 0001842526

13F-HR Q1 2026
CIK
0001842526
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
29 holdings / $302,761,515
Filed
13 May 2026, 12:08:12 UTC
Period
2026 Q1

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

13F portfolio

D L CARLSON INVESTMENT GROUP INC

CIK 0001021117

13F-HR Q1 2026
CIK
0001021117
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
135 holdings / $581,796,640
Filed
13 May 2026, 12:03:17 UTC
Period
2026 Q1

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

13F portfolio

Richard W. Paul & Associates, LLC

CIK 0001964203

13F-HR Q1 2026
CIK
0001964203
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
299 holdings / $297,116,842
Filed
13 May 2026, 12:03:14 UTC
Period
2026 Q1

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

13F portfolio

Park Square Financial Group, LLC

CIK 0002058285

13F-HR Q1 2026
CIK
0002058285
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
245 holdings / $13,169,570
Filed
13 May 2026, 12:00:30 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
13 May 2026, 12:09:09 UTC 13F-HR Hudock, Inc. CIK 0001543536 2026 Q1 Open parsed portfolio 200 $679,698,077 Open SEC source
13 May 2026, 12:08:55 UTC 13F-HR XPONANCE LLC CIK 0001637541 2026 Q1 Open parsed portfolio 1,686 $14,070,105,150 Open SEC source
13 May 2026, 12:08:12 UTC 13F-HR Proem Advisors LLC CIK 0001842526 2026 Q1 Open parsed portfolio 29 $302,761,515 Open SEC source
13 May 2026, 12:03:17 UTC 13F-HR D L CARLSON INVESTMENT GROUP INC CIK 0001021117 2026 Q1 Open parsed portfolio 135 $581,796,640 Open SEC source
13 May 2026, 12:03:14 UTC 13F-HR Richard W. Paul & Associates, LLC CIK 0001964203 2026 Q1 Open parsed portfolio 299 $297,116,842 Open SEC source
13 May 2026, 12:00:30 UTC 13F-HR Park Square Financial Group, LLC CIK 0002058285 2026 Q1 Open parsed portfolio 245 $13,169,570 Open SEC source
13 May 2026, 11:56:57 UTC 13F-HR WESTCO ADVISORY SERVICES INC /ADV CIK 0000946310 2025 Q4 Open parsed portfolio 93 $162,747,080 Open SEC source
13 May 2026, 11:56:30 UTC 13F-HR Abbot Financial Management, Inc. CIK 0001714341 2026 Q1 Open parsed portfolio 132 $235,333,708 Open SEC source
13 May 2026, 11:56:14 UTC 13F-HR Pacifica Capital Investments, LLC CIK 0001486713 2026 Q1 Open parsed portfolio 15 $293,752,402 Open SEC source
13 May 2026, 11:55:32 UTC 13F-HR Findlay Park Partners LLP CIK 0001351950 2026 Q1 Open parsed portfolio 56 $7,173,988,916 Open SEC source
13 May 2026, 11:55:02 UTC 13F-HR CASCADE INVESTMENT GROUP, INC. CIK 0000919447 2026 Q1 Open parsed portfolio 147 $151,899,709 Open SEC source
13 May 2026, 11:54:10 UTC 13F-HR Robert E. Robotti CIK 0001105838 2026 Q1 Open parsed portfolio 59 $641,239,830 Open SEC source
13 May 2026, 11:54:00 UTC 13F-HR Cercano Management LLC CIK 0001936416 2026 Q1 Open parsed portfolio 139 $2,315,476,853 Open SEC source
13 May 2026, 11:53:49 UTC 13F-HR Inlet Private Wealth, LLC CIK 0001759751 2026 Q1 Open parsed portfolio 128 $389,500,303 Open SEC source
13 May 2026, 11:53:11 UTC 13F-HR Cornerstone Select Advisors, LLC CIK 0002055366 2026 Q1 Open parsed portfolio 124 $159,715,212 Open SEC source
13 May 2026, 11:51:15 UTC 13F-HR Gordian Capital Singapore Pte Ltd CIK 0001869164 2026 Q1 Open parsed portfolio 124 $58,235,191 Open SEC source
13 May 2026, 11:49:37 UTC 13F-HR Capital CS Group, LLC CIK 0001830008 2026 Q1 Open parsed portfolio 56 $48,447,806 Open SEC source
13 May 2026, 11:49:36 UTC 13F-HR PHILADELPHIA TRUST CO CIK 0001110806 2026 Q1 Open parsed portfolio 265 $1,416,213,000 Open SEC source
13 May 2026, 11:48:37 UTC 13F-HR FRANKLIN RESOURCES INC CIK 0000038777 2026 Q1 Open parsed portfolio 3,148 $408,232,397,360 Open SEC source
13 May 2026, 11:47:54 UTC 13F-HR Capital International Investors CIK 0001562230 2026 Q1 Open parsed portfolio 438 $426,517,500,633 Open SEC source
13 May 2026, 11:46:01 UTC 13F-HR Capital International, Inc./CA/ CIK 0000895213 2026 Q1 Open parsed portfolio 303 $12,971,169,269 Open SEC source
13 May 2026, 11:45:55 UTC 13F-HR Havemeyer Place LP CIK 0002026128 2026 Q1 Open parsed portfolio 498 $866,653,026 Open SEC source
13 May 2026, 11:45:48 UTC 13F-HR New Mountain Capital, L.L.C. CIK 0001407718 2026 Q1 Open parsed portfolio 1 $109,760,000 Open SEC source
13 May 2026, 11:45:32 UTC 13F-HR Capital Group Private Client Services, Inc. CIK 0001857666 2026 Q1 Open parsed portfolio 240 $5,931,151,691 Open SEC source
13 May 2026, 11:44:55 UTC 13F-HR Capital Group Investment Management Pte. Ltd. CIK 0001939970 2026 Q1 Open parsed portfolio 140 $584,976,705 Open SEC source
13 May 2026, 11:44:21 UTC 13F-HR Capital World Investors CIK 0001422849 2026 Q1 Open parsed portfolio 620 $732,939,702,989 Open SEC source
13 May 2026, 11:43:56 UTC 13F-HR Applied Fundamental Research, LLC CIK 0001849776 2026 Q1 Open parsed portfolio 10 $75,781,857 Open SEC source
13 May 2026, 11:43:56 UTC 13F-HR Capital International Sarl CIK 0001065349 2026 Q1 Open parsed portfolio 287 $6,107,855,360 Open SEC source
13 May 2026, 11:43:26 UTC 13F-HR Capital Research Global Investors CIK 0001422848 2026 Q1 Open parsed portfolio 459 $644,560,214,942 Open SEC source
13 May 2026, 11:43:22 UTC 13F-HR RHL GROUP, LLC CIK 0002066311 2026 Q1 Open parsed portfolio 235 $117,077,422 Open SEC source
13 May 2026, 11:42:09 UTC 13F-HR Clearbridge Investments, LLC CIK 0001348883 2026 Q1 Open parsed portfolio 690 $114,552,653,857 Open SEC source
13 May 2026, 11:41:56 UTC 13F-HR CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 2026 Q1 Open parsed portfolio 146 $2,698,199,428 Open SEC source
13 May 2026, 11:41:48 UTC 13F-HR TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 2026 Q1 Open parsed portfolio 718 $1,245,398,854 Open SEC source
13 May 2026, 11:39:42 UTC 13F-HR O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 2026 Q1 Open parsed portfolio 2,624 $19,930,677,488 Open SEC source
13 May 2026, 11:38:26 UTC 13F-HR 1620 INVESTMENT ADVISORS, INC. CIK 0001907281 2026 Q1 Open parsed portfolio 657 $146,841,217 Open SEC source
13 May 2026, 11:36:53 UTC 13F-HR Valued Retirements, Inc. CIK 0002044874 2026 Q1 Open parsed portfolio 90 $102,316,566 Open SEC source
13 May 2026, 11:36:31 UTC 13F-HR/A JPMORGAN CHASE & CO CIK 0000019617 2026 Q1 - Restatement Open parsed portfolio 6,504 $1,473,777,446,019 Open SEC source
13 May 2026, 11:35:06 UTC 13F-HR Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 2026 Q1 Open parsed portfolio 226 $2,748,644,823 Open SEC source
13 May 2026, 11:35:03 UTC 13F-HR Bank OZK CIK 0001569650 2026 Q1 Open parsed portfolio 149 $283,467,940 Open SEC source
13 May 2026, 11:34:50 UTC 13F-HR INGALLS & SNYDER LLC CIK 0001041885 2026 Q1 Open parsed portfolio 456 $2,817,089,000 Open SEC source
13 May 2026, 11:33:11 UTC 13F-HR INVICTUS PRIVATE WEALTH, LLC CIK 0001939208 2026 Q1 Open parsed portfolio 84 $1,616,695,475 Open SEC source
13 May 2026, 11:32:58 UTC 13F-HR Holowesko Partners Ltd. CIK 0001428569 2026 Q1 Open parsed portfolio 31 $356,677,375 Open SEC source
13 May 2026, 11:31:41 UTC 13F-HR NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 2026 Q1 Open parsed portfolio 86 $325,850,827 Open SEC source
13 May 2026, 11:29:16 UTC 13F-HR AltraVue Capital, LLC CIK 0001740837 2026 Q1 Open parsed portfolio 27 $1,161,036,548 Open SEC source
13 May 2026, 11:28:47 UTC 13F-HR Pitcairn Wealth Advisors LLC CIK 0002089089 2026 Q1 Open parsed portfolio 271 $1,083,425,659 Open SEC source
13 May 2026, 11:27:47 UTC 13F-HR Vesey Street Capital Partners, L.L.C. CIK 0001910342 2026 Q1 Open parsed portfolio 1 $85,817,429 Open SEC source
13 May 2026, 11:27:28 UTC 13F-HR BNB Wealth Management, LLC CIK 0002111175 2026 Q1 Open parsed portfolio 90 $155,755,047 Open SEC source
13 May 2026, 11:26:48 UTC 13F-HR OPUS INVESTMENT MANAGEMENT INC CIK 0001097833 2026 Q1 Open parsed portfolio 30 $167,606,355 Open SEC source
13 May 2026, 11:26:30 UTC 13F-HR BRIGHT VALLEY CAPITAL Ltd CIK 0001965546 2026 Q1 Open parsed portfolio 11 $96,744,179 Open SEC source
13 May 2026, 11:25:51 UTC 13F-HR Nicollet Investment Management, Inc. CIK 0001729048 2026 Q1 Open parsed portfolio 76 $291,959,000 Open SEC source
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