Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
60 positions · as of September 30, 2026 · American Centy ETF Tr · Vanguard Index Fds · Vanguard Tax-managed Fds
59 positions · as of September 30, 2026 · Chatham Lodging Tr · Hurco Co · Clearwater Paper Corp
15 positions · as of September 30, 2026 · Alphabet Inc · Visa Inc · Berkshire Hathaway Inc Del
29 positions · as of June 30, 2026 · Ishares Core S&P 500 ETF · Ishares Core U.s. Aggregate Bond ETF · Hartford Total Return Bond ETF
29 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Tax-managed Fds · Ishares Tr
2 positions · as of June 30, 2026 · Karman Hldgs Inc · N-able Inc
601 positions · as of December 31, 2024 · Fs Kkr · First Trust · Alps Alerian
60 positions · as of March 31, 2026 · Ishares Tr · Vanguard Index Fds · Vanguard Scottsdale Fds
146 positions · as of June 30, 2026 · J P Morgan Exchange Traded F · Ishares Tr · Alphabet Inc
110 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Vanguard World Fd
2 positions · as of June 30, 2026 · Space Exploration Techn Corp · Alight Inc
84 positions · as of March 31, 2022 · Vanguard World Fds · Invesco Exch Trd Slf Idx Fd · SPDR Gold Tr
65 positions · as of June 30, 2026 · Victory Portfolios Ii · Ishares Silver Tr · J P Morgan Exchange Traded F
416 positions · as of September 30, 2026 · Schwab Us Large-cap Growth ETF · Vanguard Index Funds Vanguard Morningstar Total Stock Market ETF · Vanguard Index Funds Vanguard Morningstar Value ETF
61 positions · as of September 30, 2026 · Invesco Exchange Traded Fd T · Ishares Tr · Janus Detroit Str Tr
141 positions · as of September 30, 2026 · Schwab Strategic Tr · Ishares Tr · J P Morgan Exchange Traded F
33 positions · as of June 30, 2026 · Vanguard Index Fds · Capital Group Dividend Value · First Tr Exchange-traded Fd
48 positions · as of June 30, 2026 · Dimensional ETF Trust · Ishares Tr · American Centy ETF Tr
26 positions · as of December 31, 2024 · Encore Cap Group Inc · Mercury Genl Corp New · Kemper Corp
17 positions · as of September 30, 2017 · Disney Walt Co · Goldman Sachs Group Inc · Johnson & Johnson
19 positions · as of June 30, 2019 · Vanguard Index Fds Total Stk Mkt · Vanguard Intl Equity Index F Allwrld Ex Us · Vanguard Index Fds Real Estate
38 positions · as of December 31, 2021 · Vanguard · Ishares · SPDR
39 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Lilly Eli & Co · Microsoft Corp
79 positions · as of June 30, 2026 · Natera Inc · Eli Lilly & Co · Advanced Micro Devices Inc Del
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