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, 15:07:51 UTC | 13F-HR | Shaker Financial Services, LLC CIK 0001511794 | 2026 Q1 Open parsed portfolio | 145 | $286,903,774 | Open SEC source |
| 12 May 2026, 15:06:50 UTC | 13F-HR | Versor Investments LP CIK 0001650301 | 2026 Q1 Open parsed portfolio | 31 | $40,842,987 | Open SEC source |
| 12 May 2026, 15:04:39 UTC | 13F-HR | BECK MACK & OLIVER LLC CIK 0000010742 | 2026 Q1 Open parsed portfolio | 193 | $4,849,379,119 | Open SEC source |
| 12 May 2026, 15:04:30 UTC | 13F-HR | ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 | 2026 Q1 Open parsed portfolio | 146 | $301,044,977 | Open SEC source |
| 12 May 2026, 15:02:09 UTC | 13F-HR | Palmer Knight Co CIK 0001767735 | 2026 Q1 Open parsed portfolio | 32 | $204,927,824 | Open SEC source |
| 12 May 2026, 15:00:19 UTC | 13F-HR | Shade Tree Advisors LLC CIK 0001804785 | 2026 Q1 Open parsed portfolio | 27 | $139,592,605 | Open SEC source |
| 12 May 2026, 14:59:55 UTC | 13F-HR | PCG ASSET MANAGEMENT, LLC CIK 0002054906 | 2026 Q1 Open parsed portfolio | 78 | $125,082,966 | Open SEC source |
| 12 May 2026, 14:57:30 UTC | 13F-HR | Omega Financial Group, LLC CIK 0001767982 | 2026 Q1 Open parsed portfolio | 92 | $303,343,284 | Open SEC source |
| 12 May 2026, 14:48:33 UTC | 13F-HR | Harbor Island Capital LLC CIK 0001730580 | 2026 Q1 Open parsed portfolio | 16 | $269,176,024 | Open SEC source |
| 12 May 2026, 14:48:15 UTC | 13F-HR | WestBridge Capital Management, LLC CIK 0001846644 | 2026 Q1 Open parsed portfolio | 1 | $107,435,458 | Open SEC source |
| 12 May 2026, 14:46:48 UTC | 13F-HR | VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 | 2026 Q1 Open parsed portfolio | 234 | $4,730,288,000 | Open SEC source |
| 12 May 2026, 14:45:57 UTC | 13F-HR | Dynamic Financial Group CIK 0002061178 | 2026 Q1 Open parsed portfolio | 69 | $122,285,270 | Open SEC source |
| 12 May 2026, 14:45:50 UTC | 13F-HR | Colonial Trust Co / SC CIK 0001954093 | 2026 Q1 Open parsed portfolio | 1,134 | $735,157,585 | Open SEC source |
| 12 May 2026, 14:43:54 UTC | 13F-HR | Vickerman Investment Advisors, Inc. CIK 0001898296 | 2026 Q1 Open parsed portfolio | 94 | $475,773,970 | Open SEC source |
| 12 May 2026, 14:43:18 UTC | 13F-HR | Crusonia Wealth Advisors LLC CIK 0002112003 | 2026 Q1 Open parsed portfolio | 192 | $484,279,894 | Open SEC source |
| 12 May 2026, 14:42:53 UTC | 13F-HR | Hill Investment Group Partners, LLC CIK 0001979028 | 2026 Q1 Open parsed portfolio | 50 | $905,586,173 | Open SEC source |
| 12 May 2026, 14:42:19 UTC | 13F-HR | Colonial Trust Advisors CIK 0001567993 | 2026 Q1 Open parsed portfolio | 721 | $1,286,731,442 | Open SEC source |
| 12 May 2026, 14:41:28 UTC | 13F-HR | WEIK CAPITAL MANAGEMENT CIK 0001278793 | 2026 Q1 Open parsed portfolio | 90 | $251,270,225 | Open SEC source |
| 12 May 2026, 14:39:54 UTC | 13F-HR | Luken Investment Analytics, LLC CIK 0001730546 | 2026 Q1 Open parsed portfolio | 160 | $261,214,821 | Open SEC source |
| 12 May 2026, 14:39:53 UTC | 13F-HR | Wood Tarver Financial Group, LLC CIK 0002059344 | 2026 Q1 Open parsed portfolio | 155 | $361,858,000 | Open SEC source |
| 12 May 2026, 14:37:53 UTC | 13F-HR/A | Lepercq De Neuflize Asset Management LLC CIK 0001854423 | 2026 Q1 - Restatement Open parsed portfolio | 26 | $137,977,850 | Open SEC source |
| 12 May 2026, 14:35:27 UTC | 13F-HR | LeConte Wealth Management, LLC CIK 0002060443 | 2026 Q1 Open parsed portfolio | 152 | $154,702,896 | Open SEC source |
| 12 May 2026, 14:34:49 UTC | 13F-HR/A | OAKMONT Corp CIK 0000924171 | 2026 Q1 - Restatement Open parsed portfolio | 31 | $526,496,071 | Open SEC source |
| 12 May 2026, 14:32:35 UTC | 13F-HR | Covenant Partners, LLC CIK 0001302739 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 12 May 2026, 14:28:12 UTC | 13F-HR | Baker Avenue Asset Management, LP CIK 0001432529 | 2026 Q1 Open parsed portfolio | 747 | $4,389,275,194 | Open SEC source |
| 12 May 2026, 14:27:39 UTC | 13F-HR | TIFF ADVISORY SERVICES, LLC CIK 0001271347 | 2026 Q1 Open parsed portfolio | 25 | $436,614,833 | Open SEC source |
| 12 May 2026, 14:26:13 UTC | 13F-HR | Bey-Douglas LLC CIK 0002011271 | 2026 Q1 Open parsed portfolio | 56 | $114,636,152 | Open SEC source |
| 12 May 2026, 14:25:31 UTC | 13F-HR | Vines Capital Management, LLC CIK 0002110678 | 2026 Q1 Open parsed portfolio | 77 | $100,912,609 | Open SEC source |
| 12 May 2026, 14:24:52 UTC | 13F-HR | Wayfinding Financial, LLC CIK 0001898131 | 2026 Q1 Open parsed portfolio | 157 | $230,306,000 | Open SEC source |
| 12 May 2026, 14:24:47 UTC | 13F-HR | Baldwin Investment Management, LLC CIK 0001346378 | 2026 Q1 Open parsed portfolio | 210 | $855,660,969 | Open SEC source |
| 12 May 2026, 14:23:06 UTC | 13F-HR | CBIZ Investment Advisory Services, LLC CIK 0001795934 | 2026 Q1 Open parsed portfolio | 413 | $2,735,301,133 | Open SEC source |
| 12 May 2026, 14:22:48 UTC | 13F-HR | Alliance Wealth Advisors, LLC /UT CIK 0001893261 | 2026 Q1 Open parsed portfolio | 228 | $462,308,486 | Open SEC source |
| 12 May 2026, 14:20:16 UTC | 13F-HR | Benson Wealth Management INC CIK 0002109863 | 2026 Q1 Open parsed portfolio | 351 | $73,099,429 | Open SEC source |
| 12 May 2026, 14:20:01 UTC | 13F-HR | von Borstel & Associates, Inc. CIK 0002041065 | 2026 Q1 Open parsed portfolio | 42 | $437,016,000 | Open SEC source |
| 12 May 2026, 14:16:02 UTC | 13F-HR | FAIRFIELD, BUSH & CO. CIK 0001116247 | 2026 Q1 Open parsed portfolio | 119 | $180,109,204 | Open SEC source |
| 12 May 2026, 14:13:51 UTC | 13F-HR | Parsonex Advisory Services, Inc. CIK 0002107398 | 2026 Q1 Open parsed portfolio | 56 | $102,283,230 | Open SEC source |
| 12 May 2026, 14:12:36 UTC | 13F-HR | Meiji Yasuda Life Insurance Co CIK 0001144492 | 2026 Q1 Open parsed portfolio | 224 | $2,925,824,482 | Open SEC source |
| 12 May 2026, 14:09:52 UTC | 13F-HR/A | CYPRESS FUNDS LLC CIK 0001081198 | 2025 Q1 - Restatement Open parsed portfolio | 14 | $325,872,335 | Open SEC source |
| 12 May 2026, 14:09:26 UTC | 13F-HR | Hartree Partners, LP CIK 0001597857 | 2026 Q1 Open parsed portfolio | 110 | $461,303,884 | Open SEC source |
| 12 May 2026, 14:09:20 UTC | 13F-HR | Adventist Health System/ West CIK 0001802516 | 2026 Q1 Open parsed portfolio | 13 | $563,915,429 | Open SEC source |
| 12 May 2026, 14:07:48 UTC | 13F-HR | Vestcor Inc CIK 0001536925 | 2026 Q1 Open parsed portfolio | 1,180 | $3,631,918,000 | Open SEC source |
| 12 May 2026, 14:06:49 UTC | 13F-HR | Cascade Financial Partners, LLC CIK 0002021208 | 2026 Q1 Open parsed portfolio | 263 | $970,165,698 | Open SEC source |
| 12 May 2026, 14:05:22 UTC | 13F-HR | Kuhn & Co Investment Counsel CIK 0002011958 | 2026 Q1 Open parsed portfolio | 142 | $155,251,376 | Open SEC source |
| 12 May 2026, 14:03:11 UTC | 13F-HR | First Western Trust Bank CIK 0001513189 | 2026 Q1 Open parsed portfolio | 205 | $1,980,355,618 | Open SEC source |
| 12 May 2026, 14:02:24 UTC | 13F-HR | LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 | 2026 Q1 Open parsed portfolio | 266 | $800,422,162 | Open SEC source |
| 12 May 2026, 13:57:58 UTC | 13F-HR | Canada Post Corp Registered Pension Plan CIK 0001991835 | 2026 Q1 Open parsed portfolio | 493 | $2,512,973,589 | Open SEC source |
| 12 May 2026, 13:57:47 UTC | 13F-HR | Cornerstone Wealth Partners, LLC CIK 0002109292 | 2026 Q1 Open parsed portfolio | 19 | $176,284,465 | Open SEC source |
| 12 May 2026, 13:56:03 UTC | 13F-HR | Americana Partners, LLC CIK 0001797678 | 2026 Q1 Open parsed portfolio | 510 | $3,850,858,822 | Open SEC source |
| 12 May 2026, 13:53:05 UTC | 13F-HR | Family Legacy, Inc. CIK 0001706016 | 2026 Q1 Open parsed portfolio | 124 | $332,851,542 | Open SEC source |
| 12 May 2026, 13:52:37 UTC | 13F-HR | Index Fund Advisors, Inc. CIK 0001665097 | 2026 Q1 Open parsed portfolio | 127 | $2,222,139,462 | Open SEC source |