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 |
|---|---|---|---|---|---|---|
| 07 May 2026, 15:49:45 UTC | 13F-HR | 360 Financial, Inc. CIK 0001802324 | 2026 Q1 Open parsed portfolio | 80 | $331,819,618 | Open SEC source |
| 07 May 2026, 15:49:11 UTC | 13F-HR | Wharton Business Group, LLC CIK 0001513126 | 2026 Q1 Open parsed portfolio | 141 | $2,647,117,367 | Open SEC source |
| 07 May 2026, 15:48:44 UTC | 13F-HR | Grandview Asset Management LLC CIK 0001766791 | 2026 Q1 Open parsed portfolio | 137 | $341,665,205 | Open SEC source |
| 07 May 2026, 15:48:08 UTC | 13F-HR | Flavin Financial Services, Inc. CIK 0002052798 | 2026 Q1 Open parsed portfolio | 72 | $148,610,087 | Open SEC source |
| 07 May 2026, 15:47:47 UTC | 13F-HR | Winthrop Partners - WNY, LLC CIK 0001734109 | 2026 Q1 Open parsed portfolio | 87 | $187,680,837 | Open SEC source |
| 07 May 2026, 15:47:31 UTC | 13F-HR | BANTA ASSET MANAGEMENT LP CIK 0001426960 | 2026 Q1 Open parsed portfolio | 20 | $99,470,802 | Open SEC source |
| 07 May 2026, 15:47:18 UTC | 13F-HR | Royal Palms Capital LLC CIK 0002107886 | 2026 Q1 Open parsed portfolio | 50 | $100,958,437 | Open SEC source |
| 07 May 2026, 15:47:16 UTC | 13F-HR | Hemenway Trust Co LLC CIK 0001494234 | 2026 Q1 Open parsed portfolio | 135 | $1,242,907,117 | Open SEC source |
| 07 May 2026, 15:47:01 UTC | 13F-HR | Permit Capital, LLC CIK 0001313978 | 2026 Q1 Open parsed portfolio | 19 | $294,394,143 | Open SEC source |
| 07 May 2026, 15:46:56 UTC | 13F-HR | Francis Financial, Inc. CIK 0001727514 | 2026 Q1 Open parsed portfolio | 112 | $538,447,913 | Open SEC source |
| 07 May 2026, 15:45:09 UTC | 13F-HR | AMARA FINANCIAL, LLC. CIK 0001934965 | 2026 Q1 Open parsed portfolio | 45 | $145,069,790 | Open SEC source |
| 07 May 2026, 15:44:26 UTC | 13F-HR | OEP CAPITAL ADVISORS, L.P. CIK 0001817681 | 2026 Q1 Open parsed portfolio | 1 | $194,121,106 | Open SEC source |
| 07 May 2026, 15:44:23 UTC | 13F-HR | Advisor Resource Council CIK 0001820879 | 2026 Q1 Open parsed portfolio | 228 | $252,941,486 | Open SEC source |
| 07 May 2026, 15:43:09 UTC | 13F-HR | MISHPACHA HOLDINGS CORP CIK 0002111655 | 2026 Q1 Open parsed portfolio | 3 | $123,054,057 | Open SEC source |
| 07 May 2026, 15:43:04 UTC | 13F-HR | NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 | 2026 Q1 Open parsed portfolio | 781 | $11,818,514,851 | Open SEC source |
| 07 May 2026, 15:42:56 UTC | 13F-HR | TCTC Holdings, LLC CIK 0001483870 | 2026 Q1 Open parsed portfolio | 220 | $3,513,767,524 | Open SEC source |
| 07 May 2026, 15:42:06 UTC | 13F-HR | Arsenal Capital Advisors LLC CIK 0002109474 | 2026 Q1 Open parsed portfolio | 98 | $137,718,101 | Open SEC source |
| 07 May 2026, 15:41:12 UTC | 13F-HR | GRANDFIELD & DODD, LLC CIK 0001308016 | 2026 Q1 Open parsed portfolio | 209 | $1,771,143,291 | Open SEC source |
| 07 May 2026, 15:40:32 UTC | 13F-HR | J.H. Whitney Equity Partners VII, LLC CIK 0001567459 | 2026 Q1 Open parsed portfolio | 1 | $233,402,544 | Open SEC source |
| 07 May 2026, 15:39:20 UTC | 13F-HR | HALLSTATT ADVISORS L.P. CIK 0002040638 | 2026 Q1 Open parsed portfolio | 15 | $126,406,781 | Open SEC source |
| 07 May 2026, 15:39:16 UTC | 13F-HR | One Charles Private Wealth Services, LLC CIK 0001800938 | 2026 Q1 Open parsed portfolio | 158 | $399,181,254 | Open SEC source |
| 07 May 2026, 15:39:10 UTC | 13F-HR | Madison Asset Management, LLC CIK 0001299351 | 2026 Q1 Open parsed portfolio | 349 | $8,063,597,901 | Open SEC source |
| 07 May 2026, 15:37:31 UTC | 13F-HR | Resolute Advisors LLC CIK 0001800217 | 2026 Q1 Open parsed portfolio | 87 | $241,806,546 | Open SEC source |
| 07 May 2026, 15:33:08 UTC | 13F-HR | Michael J. Puzo CIK 0001053914 | 2026 Q1 Open parsed portfolio | 67 | $343,430,259 | Open SEC source |
| 07 May 2026, 15:32:26 UTC | 13F-HR | Summit Global Investments CIK 0001697953 | 2026 Q1 Open parsed portfolio | 483 | $1,694,932,000 | Open SEC source |
| 07 May 2026, 15:30:06 UTC | 13F-HR | WAYCROSS PARTNERS, LLC CIK 0001844873 | 2026 Q1 Open parsed portfolio | 76 | $1,046,894,825 | Open SEC source |
| 07 May 2026, 15:26:37 UTC | 13F-HR | Human Investing LLC CIK 0001767513 | 2026 Q1 Open parsed portfolio | 96 | $686,572,285 | Open SEC source |
| 07 May 2026, 15:26:25 UTC | 13F-HR | VCU Investment Management Co CIK 0001673588 | 2026 Q1 Open parsed portfolio | 1 | $67,160,112 | Open SEC source |
| 07 May 2026, 15:25:28 UTC | 13F-HR | NWK Group, Inc. CIK 0001803054 | 2026 Q1 Open parsed portfolio | 66 | $260,586,843 | Open SEC source |
| 07 May 2026, 15:23:27 UTC | 13F-HR | Context Capital Management, LLC CIK 0001301396 | 2026 Q1 Open parsed portfolio | 392 | $4,326,799,400 | Open SEC source |
| 07 May 2026, 15:22:23 UTC | 13F-HR | SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 | 2026 Q1 Open parsed portfolio | 40 | $2,984,059,912 | Open SEC source |
| 07 May 2026, 15:21:50 UTC | 13F-HR | Scarborough Advisors, LLC CIK 0001815355 | 2026 Q1 Open parsed portfolio | 758 | $913,568,028 | Open SEC source |
| 07 May 2026, 15:20:33 UTC | 13F-HR | Liberty Street Advisors, Inc. CIK 0001489178 | 2026 Q1 Open parsed portfolio | 4 | $41,430,523 | Open SEC source |
| 07 May 2026, 15:18:06 UTC | 13F-HR/A | Boston Common Asset Management, LLC CIK 0001409427 | 2025 Q4 - Restatement Open parsed portfolio | 195 | $1,659,446,773 | Open SEC source |
| 07 May 2026, 15:14:11 UTC | 13F-HR | Balefire, LLC CIK 0001750924 | 2026 Q1 Open parsed portfolio | 439 | $530,390,489 | Open SEC source |
| 07 May 2026, 15:14:08 UTC | 13F-HR | Parallel Advisors, LLC CIK 0001690010 | 2026 Q1 Open parsed portfolio | 3,797 | $5,551,045,684 | Open SEC source |
| 07 May 2026, 15:10:07 UTC | 13F-HR | CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 | 2026 Q1 Open parsed portfolio | 38 | $15,050,978,966 | Open SEC source |
| 07 May 2026, 15:08:13 UTC | 13F-HR | Resolute Wealth Strategies, LLC CIK 0001973981 | 2026 Q1 Open parsed portfolio | 114 | $231,755,454 | Open SEC source |
| 07 May 2026, 15:06:48 UTC | 13F-HR | Ironwood Investment Counsel, LLC CIK 0001330463 | 2026 Q1 Open parsed portfolio | 264 | $693,905,618 | Open SEC source |
| 07 May 2026, 15:06:44 UTC | 13F-HR | Boston Common Asset Management, LLC CIK 0001409427 | 2026 Q1 Open parsed portfolio | 186 | $1,552,814,018 | Open SEC source |
| 07 May 2026, 15:06:25 UTC | 13F-HR | SENTINEL TRUST CO LBA CIK 0001114739 | 2026 Q1 Open parsed portfolio | 135 | $1,006,674,000 | Open SEC source |
| 07 May 2026, 15:06:22 UTC | 13F-HR | AlphaCentric Advisors LLC CIK 0001913464 | 2026 Q1 Open parsed portfolio | 252 | $100,111,293 | Open SEC source |
| 07 May 2026, 15:04:47 UTC | 13F-HR | HAHN CAPITAL MANAGEMENT LLC CIK 0001171592 | 2026 Q1 Open parsed portfolio | 31 | $159,158,946 | Open SEC source |
| 07 May 2026, 15:04:31 UTC | 13F-HR | Pacific Wealth Strategies Group, Inc. CIK 0001766571 | 2026 Q1 Open parsed portfolio | 62 | $160,230,469 | Open SEC source |
| 07 May 2026, 15:04:07 UTC | 13F-HR | PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 | 2026 Q1 Open parsed portfolio | 111 | $774,751,355 | Open SEC source |
| 07 May 2026, 15:03:18 UTC | 13F-HR | Brian C. Broderick CIK 0001314376 | 2026 Q1 Open parsed portfolio | 95 | $542,346,545 | Open SEC source |
| 07 May 2026, 14:58:47 UTC | 13F-HR | UNIVERSITY OF CHICAGO CIK 0000314957 | 2026 Q1 Open parsed portfolio | 13 | $323,405,870 | Open SEC source |
| 07 May 2026, 14:58:19 UTC | 13F-HR | Truffle Hound Capital, LLC CIK 0001595862 | 2026 Q1 Open parsed portfolio | 43 | $163,202,123 | Open SEC source |
| 07 May 2026, 14:57:36 UTC | 13F-HR | Rachor Investment Advisory Services, LLC CIK 0002008792 | 2026 Q1 Open parsed portfolio | 464 | $190,315,334 | Open SEC source |
| 07 May 2026, 14:53:57 UTC | 13F-HR | Facet Wealth, Inc. CIK 0001748271 | 2026 Q1 Open parsed portfolio | 349 | $5,772,385,206 | Open SEC source |