Managers

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

ASHFORD CAPITAL MANAGEMENT INC $933M

107 positions · as of June 30, 2026 · Ligand Pharmaceuticals - Cl B · Globalstar Inc. · Red Violet Inc

PLANNING ALTERNATIVES LTD /ADV $933M

129 positions · as of June 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · Vanguard Tax-managed Fds

KTF INVESTMENTS, LLC $932M

89 positions · as of September 30, 2026 · Dorman Prods Inc Com · Micron Technology Inc Com · Tesla Inc Com

Ashe Capital Management, LP $931M

7 positions · as of June 30, 2026 · Liberty Media Corp Del · Datadog Inc · Shopify Inc

GREATMARK INVESTMENT PARTNERS, INC. $931M

158 positions · as of September 30, 2026 · Aflac Inc Com · Marathon Pete Corp Com · Apple Inc Com

Artal Group S.A. $931M

2 positions · as of June 30, 2026 · Cava Group Inc · Lexicon Pharmaceuticals Inc

Bronte Capital Management Pty Ltd. $931M

57 positions · as of June 30, 2026 · Regeneron Pharmaceuticals · Alphabet Inc · Interactive Brokers Group

Sky Investment Group LLC $931M

265 positions · as of September 30, 2026 · Nvidia Corporation · Alphabet Inc · Microsoft Corp

Night Squared LP $930M

69 positions · as of June 30, 2026 · Republic Svcs Inc · Church & Dwight Co Inc · Philip Morris Intl Inc

FORTE CAPITAL LLC /ADV $930M

239 positions · as of June 30, 2025 · Schwab Us Large-cap Growth ETF · Apple Inc · Nvidia Corp

Desjardins Global Asset Management Inc. $930M

658 positions · as of December 31, 2023 · Vaneck Vectors Gold Miners ETF · Microsoft Corp · Ishares Russell 2000

XY Planning Network, Inc. $929M

380 positions · as of September 30, 2026 · Dimensional ETF Trust · Vanguard Index Fds · Ishares Tr

Claret Asset Management Corp $928M

498 positions · as of June 30, 2026 · Alphabet Inc · Berkshire Hathaway Inc Del · Cgi Inc

Ikarian Capital, LLC $928M

156 positions · as of June 30, 2026 · Abivax Sa · Ionis Pharmaceuticals Inc · Kodiak Sciences Inc

Fort Sheridan Advisors LLC $928M

299 positions · as of June 30, 2026 · Apple Inc · Microsoft Corp · Alphabet Inc

REDWOOD CAPITAL MANAGEMENT, LLC $927M

25 positions · as of June 30, 2026 · Viasat Inc · Echostar Corp · Global Business Travel Group

Violich Capital Management, Inc. $927M

113 positions · as of September 30, 2026 · Alphabet Inc Cl C · Alphabet Inc Cl A · Microsoft Corp

COMPASS FINANCIAL MANAGEMENT LLC $926M

1727 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · Microsoft Corp

Community Bank, N.A. $926M

530 positions · as of June 30, 2026 · Apple Inc · Ishares Core S&P 500 ETF · Ishares Core Msci Eafe ETF

MBB PUBLIC MARKETS I LLC $926M

26 positions · as of June 30, 2026 · Progressive Corp · Aercap Holdings Nv · Amazon Com Inc

Timberline Asset Management LLC $926M

126 positions · as of September 30, 2013 · Infoblox Inc · Aspen Technology Inc · Cavium Inc

Roble, Belko & Company, Inc $925M

486 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Star Fds · Vanguard Bd Index Fds

SILVERBACK ASSET MANAGEMENT LLC $925M

64 positions · as of June 30, 2026 · Ishares Tr · Semtech Corp · Wolfspeed Inc

Geometric Wealth Advisors $925M

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

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