Managers

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

AFAM CAPITAL, INC. $718M

154 positions · as of September 30, 2018 · Apple · Aetna · Microsoft

Elgethun Capital Management $718M

174 positions · as of June 30, 2026 · Eli Lilly & Co · Berkshire Hathaway Inc Del · Schwab Strategic Tr

Gilman Hill Asset Management, LLC $718M

222 positions · as of September 30, 2026 · Vanguard Index Fds · Alphabet Inc · Bristol-myers Squibb Co

Cohen Capital Management, Inc. $717M

154 positions · as of September 30, 2026 · Applied Matls Inc Com · Thermo Fisher Scientific Inc Com · Microsoft Corp Com

Canvas Wealth Advisors, LLC $717M

251 positions · as of June 30, 2026 · Ishares Tr · Custom Truck One Source Inc · Alphabet Inc

Beacon Capital Management, LLC $716M

169 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Vanguard Index Fds · Blackrock ETF Trust

Arden Trust Co $716M

234 positions · as of June 30, 2024 · SPDR Doubleline Total Return · Wisdomtree Emerging Markets · Capital Group Growth ETF

Rather & Kittrell, Inc. $716M

108 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · Martin Marietta Matls Inc

Abu Dhabi Investment Council Co P.J.S.C $715M

26 positions · as of June 30, 2026 · Ishares Bitcoin Trust ETF · Vista Energy S.a.b. De C.v. · Stubhub Hldgs Inc

First Commonwealth Financial Corp /PA/ $715M

269 positions · as of June 30, 2026 · Ishares S&P 500 Index Fund ETF · Ishares Msci Eafe Index Fund E · Ishares Russell 2000 Index Fd

Teilinger Capital Ltd. $714M

11 positions · as of June 30, 2026 · Alibaba Group Hldg Ltd · Sandisk Corp · Bloom Energy Corp

Huntleigh Advisors, Inc. $714M

303 positions · as of June 30, 2026 · Nvidia Corporation · Apple Inc · Alphabet Inc

Convergence Financial, LLC $714M

262 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · J P Morgan Exchange Traded F

MAK CAPITAL ONE LLC $714M

17 positions · as of June 30, 2026 · Agilysys Inc · Grupo Financiero Galicia S.a · Acadia Healthcare Company In

Optas, LLC $714M

494 positions · as of June 30, 2026 · Vanguard Index Fds · Alphabet Inc · Nvidia Corporation

KMS FINANCIAL SERVICES, INC $713M

541 positions · as of September 30, 2014 · Vanguard Index Fds · Vanguard Bd Index Fd Inc · Apple Inc

ZEVIN ASSET MANAGEMENT LLC $713M

97 positions · as of June 30, 2026 · Apple · Alphabet Class C · Nvidia Corp

Summit Street Capital Management, LLC $713M

31 positions · as of June 30, 2026 · Lantheus Hldgs Inc · Molina Healthcare Inc · Humana Inc

LAUREL OAK WEALTH MANAGEMENT, LLC $713M

379 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Vanguard Index Fds

Alight Capital Management LP $712M

83 positions · as of June 30, 2026 · Amazon Com Inc · Micron Technology Inc · Nvidia Corporation

HMI Capital Management, L.P. $712M

14 positions · as of June 30, 2026 · Coupang Inc · Amazon Com Inc · Toast Inc

Tyche Wealth Partners LLC $712M

339 positions · as of June 30, 2026 · Ishares Tr · State Str SPDR S&P 500 ETF T · Apple Inc

LJI Wealth Management, LLC $712M

195 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Fidelity Comwlth Tr

Wealth Alliance Advisory Group, LLC $712M

204 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Fidelity Covington Trust

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