Managers

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

REILLY FINANCIAL ADVISORS, LLC $1.35B

1164 positions · as of December 31, 2021 · Apple Inc · Ishares Tr · Alphabet Inc

Limestone Investment Advisors LP $1.35B

558 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Apple Inc · Alphabet Inc

Austin Private Wealth, LLC $1.35B

298 positions · as of December 31, 2025 · Ishares Tr · SPDR Series Trust · Blackrock ETF Trust

Ashler Capital LLC $1.34B

31 positions · as of December 31, 2018 · L3 Technologies Inc · Barrick Gold Corp · Caterpillar Inc Del

Applied Finance Capital Management, LLC $1.34B

218 positions · as of June 30, 2026 · Apple Inc. · Applied Materials, Inc. · Kla Corp

Sovran Advisors, LLC $1.34B

615 positions · as of June 30, 2026 · Ishares Tr · Innovator Etfs Trust · Blackrock ETF Trust

Tortoise Investment Management, LLC $1.34B

255 positions · as of June 30, 2026 · Ishares Tr · Dimensional ETF Trust · American Centy ETF Tr

Central Securities Corp $1.34B

29 positions · as of June 30, 2026 · Alphabet Inc · Analog Devices Inc · Progressive Corp

BloombergSen Inc. $1.34B

31 positions · as of June 30, 2026 · The Cigna Group · Alphabet Inc · Progressive Corp

JANA PARTNERS LLC $1.34B

9 positions · as of June 30, 2023 · Freshpet Inc · Treehouse Foods Inc · New Relic Inc

EDGAR LOMAX CO/VA $1.34B

58 positions · as of June 30, 2026 · Target Corp Com · Unitedhealth Group Inc · Cvs Health Corp Com

Vigilant Capital Management, LLC $1.34B

454 positions · as of June 30, 2023 · Apple Inc · Microsoft Corp · Jpmorgan Chase & Co

Corient Capital Partners, LLC $1.34B

672 positions · as of September 30, 2022 · Vanguard Admiral Fds Inc · Microsoft Corp · Ishares Tr

TRUST POINT INC. $1.33B

513 positions · as of September 30, 2026 · Vanguard · Wisdomtree · Ishares

Greenbrier Partners Capital Management, LLC $1.33B

11 positions · as of June 30, 2026 · Apple Inc · Alphabet Inc · Meta Platforms Inc

CONDOR CAPITAL MANAGEMENT $1.33B

173 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard Scottsdale Fds

Graticule Asia Macro Advisors LLC $1.33B

208 positions · as of June 30, 2026 · Bloom Energy Corp · Nvidia Corporation · Dxp Enterprises Inc

Ovata Capital Management Ltd $1.33B

43 positions · as of June 30, 2026 · Seagate Hdd Cayman · Wec Energy Group Inc · Ppl Capital Funding Inc

Arlington Trust Co LLC $1.33B

969 positions · as of September 30, 2026 · Aqe Core ETF · Vanguard Short-term Government Bond Index Fund ETF · Vanguard Total Stock Market (etf)

GERMAN AMERICAN BANCORP, INC. $1.33B

156 positions · as of June 30, 2026 · Ishares Tr · Micron Technology Inc · Alphabet Inc

GYL Financial Synergies, LLC $1.33B

361 positions · as of September 30, 2024 · Ishares Tr · Microsoft Corp · Invesco Exchange Traded Fd T

Anchor Investment Management, LLC $1.33B

1207 positions · as of June 30, 2026 · Microsoft Corp Com · Apple Inc Com · Visa Inc Com Cl A

Galvin, Gaustad & Stein, LLC $1.33B

257 positions · as of September 30, 2026 · Ishares Tr · Select Sector SPDR Tr · Schwab Strategic Tr

FORBES J M & CO LLP $1.33B

157 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · Microsoft Corp

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