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.

Insider activity 13D/G stakes 10-Q/K updates Investors
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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

BAILLIE GIFFORD & CO

CIK 0001088875

13F-HR Q2 2026
CIK
0001088875
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
273 holdings / $110,225,053,010
Filed
06 Aug 2026, 11:09:59 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

denkapparat Operations GmbH

CIK 0001999514

13F-HR Q2 2026
CIK
0001999514
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
383 holdings / $305,945,961
Filed
06 Aug 2026, 11:09:54 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

CINCINNATI INSURANCE CO

CIK 0001279885

13F-HR Q2 2026
CIK
0001279885
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
64 holdings / $6,941,256,395
Filed
06 Aug 2026, 11:08:00 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Euro Pacific Asset Management, LLC

CIK 0001796651

13F-HR Q2 2026
CIK
0001796651
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
96 holdings / $800,554,000
Filed
06 Aug 2026, 11:04:31 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

CINCINNATI CASUALTY CO

CIK 0001279888

13F-HR Q2 2026
CIK
0001279888
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
24 holdings / $188,475,652
Filed
06 Aug 2026, 11:02:45 UTC
Period
2026 Q2

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

View details Open source
13F portfolio

Joseph Group Capital Management

CIK 0001910383

13F-HR Q2 2026
CIK
0001910383
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
387 holdings / $476,044,253
Filed
06 Aug 2026, 11:01:40 UTC
Period
2026 Q2

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

View details Open source
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
06 Aug 2026, 11:09:59 UTC 13F-HR BAILLIE GIFFORD & CO CIK 0001088875 2026 Q2 Open parsed portfolio 273 $110,225,053,010 Open SEC source
06 Aug 2026, 11:09:54 UTC 13F-HR denkapparat Operations GmbH CIK 0001999514 2026 Q2 Open parsed portfolio 383 $305,945,961 Open SEC source
06 Aug 2026, 11:08:00 UTC 13F-HR CINCINNATI INSURANCE CO CIK 0001279885 2026 Q2 Open parsed portfolio 64 $6,941,256,395 Open SEC source
06 Aug 2026, 11:04:31 UTC 13F-HR Euro Pacific Asset Management, LLC CIK 0001796651 2026 Q2 Open parsed portfolio 96 $800,554,000 Open SEC source
06 Aug 2026, 11:02:45 UTC 13F-HR CINCINNATI CASUALTY CO CIK 0001279888 2026 Q2 Open parsed portfolio 24 $188,475,652 Open SEC source
06 Aug 2026, 11:01:40 UTC 13F-HR Joseph Group Capital Management CIK 0001910383 2026 Q2 Open parsed portfolio 387 $476,044,253 Open SEC source
06 Aug 2026, 10:56:20 UTC 13F-HR Avalon Trust Co CIK 0001798150 2026 Q2 Open parsed portfolio 460 $1,625,411,812 Open SEC source
06 Aug 2026, 10:56:15 UTC 13F-HR Pacific Sage Partners, LLC CIK 0001936845 2026 Q2 Open parsed portfolio 126 $702,255,213 Open SEC source
06 Aug 2026, 10:55:28 UTC 13F-HR TFR Capital, LLC. CIK 0002059325 2026 Q2 Open parsed portfolio 165 $355,251,807 Open SEC source
06 Aug 2026, 10:52:40 UTC 13F-HR One Wealth Advisors, LLC CIK 0001725297 2026 Q2 Open parsed portfolio 326 $905,738,194 Open SEC source
06 Aug 2026, 10:50:30 UTC 13F-HR OakTrust Wealth Advisors, LLC CIK 0002113908 2026 Q2 Open parsed portfolio 69 $116,027,254 Open SEC source
06 Aug 2026, 10:48:12 UTC 13F-HR Family Legacy, Inc. CIK 0001706016 2026 Q2 Open parsed portfolio 124 $374,933,793 Open SEC source
06 Aug 2026, 10:47:47 UTC 13F-HR Clearstead Trust, LLC CIK 0001708001 2026 Q2 Open parsed portfolio 970 $765,016,855 Open SEC source
06 Aug 2026, 10:47:25 UTC 13F-HR Maridea Wealth Management LLC CIK 0002056245 2026 Q2 Open parsed portfolio 538 $919,737,488 Open SEC source
06 Aug 2026, 10:45:31 UTC 13F-HR JOHNSON & JOHNSON CIK 0000200406 2026 Q2 Open parsed portfolio 15 $798,650,757 Open SEC source
06 Aug 2026, 10:41:54 UTC 13F-HR LIBRA WEALTH LLC CIK 0001925385 2026 Q2 Open parsed portfolio 70 $391,229,378 Open SEC source
06 Aug 2026, 10:39:08 UTC 13F-HR Leading Edge Financial Planning LLC CIK 0001967205 2026 Q2 Open parsed portfolio 78 $561,559,123 Open SEC source
06 Aug 2026, 10:35:57 UTC 13F-HR Investment Advisory Group, LLC CIK 0001910273 2026 Q2 Open parsed portfolio 220 $461,009,142 Open SEC source
06 Aug 2026, 10:33:56 UTC 13F-HR Hamilton Wealth, LLC CIK 0001760263 2026 Q2 Open parsed portfolio 117 $545,623,452 Open SEC source
06 Aug 2026, 10:33:19 UTC 13F-HR Greenhouse Wealth Management, LLC CIK 0001843566 2026 Q2 Open parsed portfolio 52 $142,269,344 Open SEC source
06 Aug 2026, 10:31:22 UTC 13F-HR Genesee Capital Advisors, LLC CIK 0001652348 2026 Q2 Open parsed portfolio 172 $317,336,400 Open SEC source
06 Aug 2026, 10:30:32 UTC 13F-HR Ameraudi Asset Management, Inc. CIK 0001772954 2026 Q2 Open parsed portfolio 45 $220,775,483 Open SEC source
06 Aug 2026, 10:28:48 UTC 13F-HR FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 2026 Q2 Open parsed portfolio 92 $7,309,064 Open SEC source
06 Aug 2026, 10:28:45 UTC 13F-HR M&G Plc CIK 0001802539 2026 Q2 Open parsed portfolio 369 $20,095,509,337 Open SEC source
06 Aug 2026, 10:28:22 UTC 13F-HR Lumbard & Kellner, LLC CIK 0001602476 2026 Q2 Open parsed portfolio 108 $329,874,200 Open SEC source
06 Aug 2026, 10:27:26 UTC 13F-HR WealthPoint Financial, LLC CIK 0002040860 2026 Q2 Open parsed portfolio 126 $137,163,640 Open SEC source
06 Aug 2026, 10:26:41 UTC 13F-HR Axiom Financial Strategies, LLC CIK 0001831985 2026 Q2 Open parsed portfolio 34 $319,103,421 Open SEC source
06 Aug 2026, 10:26:23 UTC 13F-HR Clearstead Advisors, LLC CIK 0000842775 2026 Q2 Open parsed portfolio 3,643 $10,589,246,531 Open SEC source
06 Aug 2026, 10:23:21 UTC 13F-HR FinDec Wealth Services, Inc. CIK 0001916066 2026 Q2 Open parsed portfolio 32 $84,649,172 Open SEC source
06 Aug 2026, 10:21:53 UTC 13F-HR Breakwater Investment Management CIK 0002025925 2026 Q2 Open parsed portfolio 600 $293,733,544 Open SEC source
06 Aug 2026, 10:17:42 UTC 13F-HR Syverson Strege & Co CIK 0001682057 2026 Q2 Open parsed portfolio 186 $458,879,937 Open SEC source
06 Aug 2026, 10:16:50 UTC 13F-HR Archon Partners LLC CIK 0001454424 2026 Q2 Open parsed portfolio 37 $936,829,112 Open SEC source
06 Aug 2026, 10:16:27 UTC 13F-HR Dorsey Wright & Associates CIK 0001376772 2026 Q2 Open parsed portfolio 131 $589,777,608 Open SEC source
06 Aug 2026, 10:16:17 UTC 13F-HR Pinion Investment Advisors, LLC CIK 0001738738 2026 Q2 Open parsed portfolio 204 $526,769,879 Open SEC source
06 Aug 2026, 10:12:28 UTC 13F-HR Vines Capital Management, LLC CIK 0002110678 2026 Q2 Open parsed portfolio 90 $121,894,218 Open SEC source
06 Aug 2026, 10:12:01 UTC 13F-HR Lazard Freres Gestion S.A.S. CIK 0001426748 2026 Q2 Open parsed portfolio 115 $5,771,449,000 Open SEC source
06 Aug 2026, 10:09:48 UTC 13F-HR West Wealth Group, LLC CIK 0001923591 2026 Q2 Open parsed portfolio 143 $611,266,337 Open SEC source
06 Aug 2026, 10:07:41 UTC 13F-HR Joel Adams & Associates, Inc. CIK 0002020459 2026 Q2 Open parsed portfolio 68 $155,712,152 Open SEC source
06 Aug 2026, 10:05:29 UTC 13F-HR ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 2026 Q2 Open parsed portfolio 96 $248,020,182 Open SEC source
06 Aug 2026, 10:03:25 UTC 13F-HR TFB Advisors LLC CIK 0001965201 2026 Q2 Open parsed portfolio 190 $227,046,439 Open SEC source
06 Aug 2026, 10:03:01 UTC 13F-HR Tyche Wealth Partners LLC CIK 0002004818 2026 Q2 Open parsed portfolio 339 $712,352,711 Open SEC source
06 Aug 2026, 09:57:45 UTC 13F-HR Summa Corp. CIK 0001954929 2026 Q2 Open parsed portfolio 83 $318,622,626 Open SEC source
06 Aug 2026, 09:56:57 UTC 13F-HR AUCTUS ADVISORS LLC CIK 0002042516 2026 Q2 Open parsed portfolio 34 $118,876,594 Open SEC source
06 Aug 2026, 09:56:00 UTC 13F-HR Aquire Wealth Advisors, LLC CIK 0001745945 2026 Q2 Open parsed portfolio 53 $435,956,937 Open SEC source
06 Aug 2026, 09:54:43 UTC 13F-HR Darden Wealth Group Inc CIK 0002011221 2026 Q2 Open parsed portfolio 155 $252,330,181 Open SEC source
06 Aug 2026, 09:53:56 UTC 13F-HR Regents Gate Capital LLP CIK 0002020935 2026 Q2 Open parsed portfolio 37 $75,147,901 Open SEC source
06 Aug 2026, 09:50:00 UTC 13F-HR Great Mountain Partners LLC CIK 0001815467 2026 Q2 Open parsed portfolio 1 $9,280,780 Open SEC source
06 Aug 2026, 09:48:56 UTC 13F-HR BEACON FINANCIAL PLANNING, INC CIK 0001966066 2026 Q2 Open parsed portfolio 85 $294,568,485 Open SEC source
06 Aug 2026, 09:46:13 UTC 13F-HR Birchcreek Wealth Management, LLC CIK 0001840341 2026 Q2 Open parsed portfolio 134 $256,680,781 Open SEC source
06 Aug 2026, 09:45:56 UTC 13F-HR FIFTH LANE CAPITAL, LP CIK 0001858558 2026 Q2 Open parsed portfolio 5 $1,630,758 Open SEC source
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