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 |
|---|---|---|---|---|---|---|
| 12 May 2026, 20:46:06 UTC | 13F-HR | Lunt Capital Management, Inc. CIK 0001608034 | 2026 Q1 Open parsed portfolio | 97 | $260,463,922 | Open SEC source |
| 12 May 2026, 20:09:25 UTC | 13F-HR | Concord Investment Counsel Inc. CIK 0002022154 | 2026 Q1 Open parsed portfolio | 41 | $296,967,485 | Open SEC source |
| 12 May 2026, 20:03:50 UTC | 13F-HR | Korea Investment CORP CIK 0001441689 | 2026 Q1 Open parsed portfolio | 688 | $48,269,700,182 | Open SEC source |
| 12 May 2026, 20:01:56 UTC | 13F-HR | Connective Capital Management, LLC CIK 0001543568 | 2026 Q1 Open parsed portfolio | 66 | $121,130,772 | Open SEC source |
| 12 May 2026, 19:40:34 UTC | 13F-HR | MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 | 2026 Q1 Open parsed portfolio | 35 | $999,737,330 | Open SEC source |
| 12 May 2026, 19:34:02 UTC | 13F-HR | GARRISON POINT ADVISORS, LLC CIK 0001767107 | 2026 Q1 Open parsed portfolio | 168 | $219,189,676 | Open SEC source |
| 12 May 2026, 19:19:01 UTC | 13F-HR | Harfst & Associates, Inc. CIK 0001649147 | 2026 Q1 Open parsed portfolio | 121 | $560,198,468 | Open SEC source |
| 12 May 2026, 19:12:48 UTC | 13F-HR | RK Capital Management, LLC/FL CIK 0001905218 | 2026 Q1 Open parsed portfolio | 23 | $43,508,677 | Open SEC source |
| 12 May 2026, 19:09:07 UTC | 13F-HR | CHOREO, LLC CIK 0001679031 | 2026 Q1 Open parsed portfolio | 1,613 | $8,050,656,467 | Open SEC source |
| 12 May 2026, 18:50:12 UTC | 13F-HR | Porter White Investment Advisors, Inc. CIK 0001612457 | 2026 Q1 Open parsed portfolio | 40 | $249,718,840 | Open SEC source |
| 12 May 2026, 18:48:53 UTC | 13F-HR | Spruce Point Capital Management, LLC CIK 0001731579 | 2026 Q1 Open parsed portfolio | 19 | $74,812,493 | Open SEC source |
| 12 May 2026, 18:46:48 UTC | 13F-HR | DG Capital Management, LLC CIK 0001512716 | 2026 Q1 Open parsed portfolio | 19 | $231,239,499 | Open SEC source |
| 12 May 2026, 18:26:17 UTC | 13F-HR | Laurel Wealth Advisors LLC CIK 0001757128 | 2026 Q1 Open parsed portfolio | 192 | $998,411,275 | Open SEC source |
| 12 May 2026, 18:18:43 UTC | 13F-HR | KLINGENSTEIN FIELDS & CO LP CIK 0000859872 | 2026 Q1 Open parsed portfolio | 186 | $2,537,088,539 | Open SEC source |
| 12 May 2026, 18:16:56 UTC | 13F-HR | One Capital Management, LLC CIK 0001606588 | 2026 Q1 Open parsed portfolio | 524 | $3,647,659,641 | Open SEC source |
| 12 May 2026, 18:06:43 UTC | 13F-HR | KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 | 2026 Q1 Open parsed portfolio | 156 | $307,235,145 | Open SEC source |
| 12 May 2026, 18:02:41 UTC | 13F-HR | BALLAST ADVISORS LLC CIK 0001803415 | 2026 Q1 Open parsed portfolio | 392 | $343,655,000 | Open SEC source |
| 12 May 2026, 17:59:19 UTC | 13F-HR | SVRN Asset Management, LLC CIK 0002094004 | 2026 Q1 Open parsed portfolio | 37 | $103,273,110 | Open SEC source |
| 12 May 2026, 17:55:30 UTC | 13F-HR | MONETTA FINANCIAL SERVICES INC CIK 0000869179 | 2026 Q1 Open parsed portfolio | 58 | $128,976,317 | Open SEC source |
| 12 May 2026, 17:48:28 UTC | 13F-HR | Wheels Up Wealth, Inc. CIK 0002107618 | 2026 Q1 Open parsed portfolio | 24 | $106,380,952 | Open SEC source |
| 12 May 2026, 17:47:59 UTC | 13F-HR | Asset One Wealth Management LLC CIK 0002110759 | 2026 Q1 Open parsed portfolio | 336 | $897,707,872 | Open SEC source |
| 12 May 2026, 17:47:35 UTC | 13F-HR | CROBAN CIK 0001694663 | 2026 Q1 Open parsed portfolio | 73 | $212,587,220 | Open SEC source |
| 12 May 2026, 17:47:14 UTC | 13F-HR | Kovack Advisors, Inc. CIK 0001728321 | 2026 Q1 Open parsed portfolio | 1,011 | $1,873,662,979 | Open SEC source |
| 12 May 2026, 17:43:02 UTC | 13F-HR | Goodwin Investment Advisory CIK 0001803294 | 2026 Q1 Open parsed portfolio | 29 | $83,992,477 | Open SEC source |
| 12 May 2026, 17:42:53 UTC | 13F-HR | NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 | 2026 Q1 Open parsed portfolio | 51 | $2,086,972,487 | Open SEC source |
| 12 May 2026, 17:42:10 UTC | 13F-HR | Denver PWM, LLC CIK 0001657980 | 2026 Q1 Open parsed portfolio | 87 | $288,364,644 | Open SEC source |
| 12 May 2026, 17:39:50 UTC | 13F-HR | Causey Wealth LLC CIK 0002132639 | 2026 Q1 Open parsed portfolio | 81 | $235,566,418 | Open SEC source |
| 12 May 2026, 17:38:52 UTC | 13F-HR | D.B. Root & Company, LLC CIK 0001731717 | 2026 Q1 Open parsed portfolio | 191 | $418,590,291 | Open SEC source |
| 12 May 2026, 17:38:29 UTC | 13F-HR | Banco BTG Pactual S.A. CIK 0001536080 | 2026 Q1 Open parsed portfolio | 102 | $512,642,477 | Open SEC source |
| 12 May 2026, 17:37:48 UTC | 13F-HR | Taylor Hoffman Capital Management LLC CIK 0002042493 | 2026 Q1 Open parsed portfolio | 116 | $324,588,882 | Open SEC source |
| 12 May 2026, 17:37:20 UTC | 13F-HR | Resurgent Financial Advisors LLC CIK 0001912339 | 2026 Q1 Open parsed portfolio | 256 | $274,402,049 | Open SEC source |
| 12 May 2026, 17:36:28 UTC | 13F-HR | Sivia Capital Partners, LLC CIK 0002012032 | 2026 Q1 Open parsed portfolio | 455 | $515,645,838 | Open SEC source |
| 12 May 2026, 17:33:40 UTC | 13F-HR | NINE MASTS CAPITAL Ltd CIK 0001569356 | 2026 Q1 Open parsed portfolio | 164 | $462,057,863 | Open SEC source |
| 12 May 2026, 17:33:29 UTC | 13F-HR | CAHILL FINANCIAL ADVISORS INC CIK 0001600327 | 2026 Q1 Open parsed portfolio | 285 | $923,893,105 | Open SEC source |
| 12 May 2026, 17:31:57 UTC | 13F-HR | Vista Cima Wealth Management LLC CIK 0002055907 | 2026 Q1 Open parsed portfolio | 48 | $101,229,838 | Open SEC source |
| 12 May 2026, 17:27:53 UTC | 13F-HR/A | Causey Wealth LLC CIK 0002132639 | 2025 Q4 - New Holdings Open parsed portfolio | 6 | $15,295,740 | Open SEC source |
| 12 May 2026, 17:27:34 UTC | 13F-HR | Explore Capital Management, LLC CIK 0002026286 | 2026 Q1 Open parsed portfolio | 11 | $106,754,793 | Open SEC source |
| 12 May 2026, 17:27:30 UTC | 13F-HR | Strategic Wealth Partners, Ltd. CIK 0001720777 | 2025 Q4 Open parsed portfolio | 1,440 | $1,459,453,939 | Open SEC source |
| 12 May 2026, 17:24:19 UTC | 13F-HR | CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 | 2026 Q1 Open parsed portfolio | 265 | $139,753,944 | Open SEC source |
| 12 May 2026, 17:23:58 UTC | 13F-HR | Saiph Capital, LLC CIK 0002052658 | 2026 Q1 Open parsed portfolio | 76 | $262,265,066 | Open SEC source |
| 12 May 2026, 17:20:50 UTC | 13F-HR | Strategic Wealth Partners, Ltd. CIK 0001720777 | 2026 Q1 Open parsed portfolio | 1,451 | $1,442,225,980 | Open SEC source |
| 12 May 2026, 17:19:00 UTC | 13F-HR | EDGAR LOMAX CO/VA CIK 0001013538 | 2026 Q1 Open parsed portfolio | 56 | $1,401,877,760 | Open SEC source |
| 12 May 2026, 17:18:59 UTC | 13F-HR | Creative Planning CIK 0001540235 | 2026 Q1 Open parsed portfolio | 4,076 | $147,423,547,666 | Open SEC source |
| 12 May 2026, 17:18:23 UTC | 13F-HR | Turning Point Benefit Group, Inc. CIK 0002008513 | 2026 Q1 Open parsed portfolio | 95 | $157,013,411 | Open SEC source |
| 12 May 2026, 17:18:00 UTC | 13F-HR | Finer Wealth Management, Inc. CIK 0001929071 | 2026 Q1 Open parsed portfolio | 86 | $198,159,009 | Open SEC source |
| 12 May 2026, 17:15:46 UTC | 13F-HR | TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 | 2026 Q1 Open parsed portfolio | 540 | $6,742,172,854 | Open SEC source |
| 12 May 2026, 17:15:09 UTC | 13F-HR | Professional Financial Management, Inc. CIK 0002130270 | 2026 Q1 Open parsed portfolio | 23 | $96,057,665 | Open SEC source |
| 12 May 2026, 17:15:04 UTC | 13F-HR | Fielder Capital Group LLC CIK 0002010765 | 2026 Q1 Open parsed portfolio | 290 | $459,095,495 | Open SEC source |
| 12 May 2026, 17:12:20 UTC | 13F-HR | Integras Partners LLC CIK 0002055384 | 2026 Q1 Open parsed portfolio | 69 | $152,237,831 | Open SEC source |
| 12 May 2026, 17:11:13 UTC | 13F-HR | Axos Invest Inc. CIK 0002042928 | 2026 Q1 Open parsed portfolio | 19 | $132,311,074 | Open SEC source |