Managers

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

Graham Holdings Co $1.08B

6 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Alphabet Inc · Markel Group Inc

RPg Family Wealth Advisory, LLC $1.08B

141 positions · as of June 30, 2026 · Taiwan Semiconductor Manufacturing Co Ltd · Allegheny Technologies Inc · Intel

NTV Asset Management LLC $1.08B

331 positions · as of September 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF Tr · Invesco Qqq Trust

DOCK STREET ASSET MANAGEMENT INC $1.08B

64 positions · as of June 30, 2026 · Nvidia Corporation · Amazon Com Inc · Palantir Technologies Inc

Boulay Financial Advisors, LLC $1.08B

6 positions · as of June 30, 2026 · Schwab Strategic Tr · Vaneck ETF Trust · Ishares Tr

Alexandria Capital, LLC $1.08B

254 positions · as of September 30, 2021 · SPDR Ser Tr · Adobe Systems Incorporated · Ishares Tr

Hook Mill Capital Partners, LP $1.08B

37 positions · as of June 30, 2026 · Wayfair Inc · Floor & Decor Hldgs Inc · Five Below Inc

Lourd Capital, LLC $1.08B

127 positions · as of June 30, 2019 · Berkshire Hathaway Inc Del · Vanguard Index Fds · Bank Amer Corp

Schneider Downs Wealth Management Advisors, LP $1.08B

181 positions · as of September 30, 2026 · Federated Hermes Inc · Ishares Tr · Schwab Strategic Tr

Laurel Wealth Advisors LLC $1.08B

737 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Ishares Tr · Amazon Com Inc

Center for Financial Planning, Inc. $1.08B

836 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · SPDR Index Shs Fds

WATER ISLAND CAPITAL LLC $1.08B

85 positions · as of June 30, 2026 · Warner Bros Discovery Inc · Taylor Morrison Home Corp · Electronic Arts Inc

NWF Advisory Services Inc. $1.07B

439 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Micron Technology Inc

TriCert Investment Counsel Inc. $1.07B

88 positions · as of June 30, 2026 · Select Sector SPDR Tr · Ishares Tr · Johnson & Johnson

Ironvine Capital Partners, LLC $1.07B

57 positions · as of June 30, 2026 · Amazon Com Inc · Heico Corp New · Microsoft Corp

Coastline Trust Co $1.07B

347 positions · as of September 30, 2026 · Ishares Tr · Nvidia Corporation · Apple Inc

Third Rock Ventures, LLC $1.07B

5 positions · as of September 30, 2015 · Global Blood Therapeutics In · Sage Therapeutics Inc · Blueprint Medicines Corp

Cypress Capital Group $1.07B

314 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · Eli Lilly & Co

Tamar Securities, LLC $1.07B

98 positions · as of June 30, 2026 · Select Sector SPDR Tr · Alphabet Inc · International Bancshares Cor

Morgan Stanley Institutional Investment Advisors LLC $1.07B

5 positions · as of June 30, 2026 · Enbridge Inc · Waste Management, Inc · National Health Care

Broad Bay Capital Management, LP $1.07B

24 positions · as of June 30, 2026 · Aar Corp · Atlanta Braves Hldgs Inc · Rocket Cos Inc

Intrua Financial, LLC $1.07B

475 positions · as of September 30, 2026 · SPDR Series Trust · Select Sector SPDR Tr · Ishares Tr

JAG CAPITAL MANAGEMENT, LLC $1.07B

152 positions · as of June 30, 2026 · Apple Inc · Nvidia Corporation · Alphabet Inc Class A

Graves Light Lenhart Wealth, Inc. $1.07B

196 positions · as of September 30, 2026 · Ishares Tr · Dimensional ETF Trust · Vanguard Admiral Fds Inc

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