Managers

Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.

SWF LLC $1.49B

14 positions · as of June 30, 2026 · Vanguard Index Fds · Berkshire Hathaway Inc Del · Ishares Tr

MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV $1.49B

910 positions · as of September 30, 2021 · Ishares Tr · Vanguard Index Fds · Apple Inc

Tandem Investment Advisors, Inc. $1.49B

68 positions · as of June 30, 2026 · Amphenol Corp New Cl A · Nextera Energy Inc Com · Intercontinental Exchange Inc

ProVise Management Group, LLC $1.49B

282 positions · as of June 30, 2026 · Ishares Tr · Alphabet Inc · SPDR Index Shs Fds

MOSAIC FAMILY WEALTH PARTNERS, LLC $1.49B

431 positions · as of June 30, 2026 · Vanguard Index Fds · Dimensional ETF Trust · Dbx ETF Tr

LEVIN CAPITAL STRATEGIES, L.P. $1.49B

262 positions · as of June 30, 2026 · Alphabet Inc · Caterpillar Inc · Bank Of Ny Mellon Corp

Aristotle Capital Boston, LLC $1.49B

119 positions · as of June 30, 2026 · Macom Tech Solutions Hldgs I · Ha Sustainable Infra Cap Inc · Littelfuse Inc

FAIRHOLME CAPITAL MANAGEMENT LLC $1.49B

13 positions · as of June 30, 2026 · St Joe Co · Enterprise Prods Partners L · Berkshire Hathaway Inc Del

Redmile Group, LLC $1.49B

39 positions · as of June 30, 2026 · Scholar Rock Hldg Corp · Krystal Biotech Inc · Stoke Therapeutics Inc

Main Management LLC $1.49B

95 positions · as of June 30, 2026 · Technology · Large Cap Core · Main Buywrite

WBH ADVISORY INC $1.49B

363 positions · as of June 30, 2026 · Schwab Strategic Tr · Select Sector SPDR Tr · Ishares Tr

Hosking & Co Ltd $1.49B

137 positions · as of June 30, 2015 · Delta Air Lines, Inc. · American Airlines Group, Inc. · American International Group, Inc.

MARK ASSET MANAGEMENT LP $1.49B

42 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Nvidia Corporation · Taiwan Semiconductor Manufac

NICOLET ADVISORY SERVICES, LLC $1.48B

421 positions · as of December 31, 2025 · SPDR Series Trust · Ishares Tr · Vanguard Index Fds

Parametric Risk Advisors LLC $1.48B

109 positions · as of September 30, 2016 · Facebook Inc-a · United Parcel Service-cl B · Comcast Corp-cl A

TRANSCEND CAPITAL ADVISORS, LLC $1.48B

815 positions · as of June 30, 2026 · Apple Inc Com · Berkshire Hathaway Inc Del Cl B New · State Street SPDR Portfolio S&P 500 Growth ETF

AMERICAN EXPRESS CO $1.48B

1 positions · as of June 30, 2026 · Global Business Travel Group, Inc.

Hackensack Meridian Health, Inc. $1.48B

7 positions · as of June 30, 2026 · Ishares Tr · SPDR S&P 500 ETF Tr · SPDR Index Shs Fds

Symmetry Investments LP $1.48B

152 positions · as of June 30, 2026 · Warner Bros Discovery Inc · Norfolk Southn Corp · Boeing Co

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC $1.47B

339 positions · as of June 30, 2026 · Wisdomtree Tr · SPDR Index Shs Fds · Simplify Exchange Traded Fun

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1.47B

85 positions · as of September 30, 2026 · Taiwan Fund · Ishares Msci Korea · Ishares Msci Taiwan

Private Wealth Partners, LLC $1.47B

177 positions · as of September 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

HARBOR INVESTMENT ADVISORY, LLC $1.47B

1437 positions · as of September 30, 2026 · Marriott Intl Inc New Cl A · Apple Inc Com · Amazon Com Inc Com

Hilton Capital Management, LLC $1.47B

135 positions · as of June 30, 2026 · Vanguard Scottsdale Fds · J P Morgan Exchange Traded F · Ishares Tr

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