Managers

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

Greylock XIV GP LLC $1.06B

1 positions · as of June 30, 2026 · Figma, Inc.

GIRARD PARTNERS LTD. $1.06B

259 positions · as of June 30, 2024 · SPDR Portfolio Sp 500 ETF · Vanguard Total International Stock ETF · Apple Inc Com

RED CEDAR INVESTMENT MANAGEMENT, LLC $1.06B

90 positions · as of June 30, 2026 · Ishares Tr · Vanguard Scottsdale Fds · Ishares Inc

CUTLER INVESTMENT COUNSEL LLC $1.06B

156 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · SPDR Series Trust

Minneapolis Portfolio Management Group, LLC $1.06B

34 positions · as of June 30, 2026 · Corning Inc · Newmont Corp · Popular Inc

Buck Wealth Strategies, LLC $1.05B

1155 positions · as of September 30, 2026 · Ishares Tr · Pimco ETF Tr · SPDR Series Trust

FengHe Fund Management Pte. Ltd. $1.05B

18 positions · as of June 30, 2026 · Mks Inc. · Texas Instrs Inc · Credo Technology Group Holdi

Financial Plan, Inc. $1.05B

95 positions · as of June 30, 2026 · American Centy ETF Tr · Dimensional ETF Trust · Vanguard Malvern Fds

Per Stirling Capital Management, LLC. $1.05B

334 positions · as of June 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Schwab Strategic Tr

Portland Global Advisors LLC $1.05B

154 positions · as of June 30, 2026 · State Street SPDR S&P 500 ETF · Ishares Core S&P Mid-cap ETF · Ishares Core S&P 500 ETF

Melqart Asset Management (UK) Ltd $1.05B

40 positions · as of June 30, 2026 · Warner Bros Discovery Inc · Txnm Energy Inc · Norfolk Southn Corp

Legacy Advisors, LLC $1.05B

318 positions · as of September 30, 2026 · Ishares Tr · Gmo ETF Trust · Vanguard Index Fds

New England Private Wealth Advisors LLC $1.05B

205 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Invesco Exchange Traded Fd T

MIRABELLA FINANCIAL SERVICES LLP $1.05B

666 positions · as of June 30, 2026 · Ads Tec Energy PLC · Txnm Energy Inc · Ishares Tr

SUMMIT SECURITIES GROUP LLC $1.05B

1135 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Invesco Qqq Tr · Microsoft Corp

Patriot Financial Group Insurance Agency, LLC $1.05B

499 positions · as of September 30, 2026 · Ishares Tr · Blackrock ETF Trust · Vanguard Index Fds

Beaumont Financial Partners, LLC $1.04B

302 positions · as of September 30, 2022 · Ishares Tr · Vanguard Index Fds · Apple Inc

Lomas Capital Management, LLC $1.04B

26 positions · as of December 31, 2020 · Amazon Com Inc · American Finl Group Inc Ohio · Facebook Inc

Pomelo Capital LLC $1.04B

74 positions · as of September 30, 2018 · Rh · Herbalife Ltd · Weight Watchers Intl Inc New

ISTHMUS PARTNERS, LLC $1.04B

228 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Microsoft Corp

CAHILL FINANCIAL ADVISORS INC $1.04B

296 positions · as of June 30, 2026 · Vanguard Growth Index Fund · Vanguard Value ETF · Dimensional U.s. Core Equity 2 ETF

QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC $1.04B

34 positions · as of September 30, 2014 · Ishares Tr · Vanguard Bd Index Fd Inc · SPDR S&P 500 ETF Tr

George Kaiser Family Foundation $1.04B

105 positions · as of June 30, 2026 · Bok Finl Corp · Excelerate Energy Inc · Ishares Tr

Kera Capital Partners, Inc. $1.04B

634 positions · as of June 30, 2026 · Nvidia Corporation · Ishares Tr · State Str SPDR S&P 500 ETF T

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