Managers

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

KIRR MARBACH & CO LLC /IN/ $530M

57 positions · as of September 30, 2026 · Invesco Exch Trd Slf Idx Fd · Emcor Group Inc · Broadcom Inc

Cranbrook Wealth Management, LLC $529M

374 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Bd Index Fds

GREAT POINT PARTNERS LLC $529M

42 positions · as of June 30, 2026 · Abivax Sa · Vor Biopharma Inc · Immunitybio Inc

BRIGHT ROCK CAPITAL MANAGEMENT, LLC $529M

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

Sugarloaf Wealth Management, LLC $529M

686 positions · as of December 31, 2024 · Aptus Defined Risk ETF · Aptus Collared Investment Opportunity ETF · SPDR Portfolio S&P 500 ETF

CLEARLAKE CAPITAL GROUP, L.P. $529M

6 positions · as of June 30, 2026 · Blackbaud Inc · Blackline Inc · Forward Air Corp

Beacon Financial Advisory LLC $529M

421 positions · as of September 30, 2026 · Ishares Tr · J P Morgan Exchange Traded F · Innovator Etfs Trust

Webs Creek Capital Management LP $528M

13 positions · as of June 30, 2026 · Patterson-uti Energy Inc · Sm Energy Company · Baytex Energy Corp

Waterway Wealth Management, LLC $528M

109 positions · as of September 30, 2026 · Wisdomtree Large Cap Dividend · Ishares Core S&P 500 ETF · Ishares Russell 1000 Growth ETF

Auxano Advisors, LLC $528M

207 positions · as of June 30, 2026 · Apple Inc · Microsoft Corp · Ishares Tr

EMERSON INVESTMENT MANAGEMENT, LLC $528M

133 positions · as of March 31, 2016 · Ishares Tr · Wisdomtree Tr · Vanguard Intl Equity Index F

Winslow, Evans & Crocker, Inc. $528M

1342 positions · as of December 31, 2020 · Apple Inc · Microsoft Corp · Amazon Com Inc

FIRST NATIONAL CORP /MA/ /ADV $527M

174 positions · as of September 30, 2025 · Schwab Strategic Tr · Ishares Tr · Vanguard Index Fds

MPS Loria Financial Planners, LLC $527M

87 positions · as of September 30, 2026 · Ishares Tr · Apple Inc · Ishares Inc

BROWN CAPITAL MANAGEMENT LLC $527M

55 positions · as of September 30, 2026 · Camtek Ltd · Global E Online Ltd · Datadog Inc

Pinion Investment Advisors, LLC $527M

205 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Ea Series Trust

HIGHLINE WEALTH PARTNERS LLC $527M

1461 positions · as of September 30, 2026 · Pgim Aaa Clo ETF · Nvidia Corporation Com · Vanguard S&P 500 ETF

Altrius Capital Management Inc $526M

89 positions · as of June 30, 2026 · Royal Bank Of Canada · Banco Bilbao Vizcaya Argentari · Ambev Sa

INVESTMENT MANAGEMENT OF VIRGINIA LLC $526M

180 positions · as of March 31, 2023 · Vanguard Information Technolog · Proshares S&P Midcap 400 Div A · Microsoft Corp.

Wendel SE $526M

1 positions · as of September 30, 2026 · Ihs Holding Limited

Merck & Co., Inc. $526M

13 positions · as of June 30, 2026 · Personalis Inc · Moderna Inc · Kymera Therapeutics Inc

H/2 CREDIT MANAGER LP $526M

16 positions · as of June 30, 2026 · Diversified Healthcare Tr · Rlj Lodging Tr · Summit Hotel Properties Inc

UNIO CAPITAL LLC $526M

19 positions · as of June 30, 2026 · Chubb Limited · Alphabet Inc · Apple Inc

GGC Opportunity Fund Management, L.P. $526M

13 positions · as of September 30, 2013 · Us Silica Hldgs Inc. · Atrium Innovations · Dollar Financial

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