Managers

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

Parsonex Advisory Services, Inc. $115M

50 positions · as of June 30, 2026 · Alphabet Inc · Crowdstrike Hldgs Inc · Apple Inc

MORGAN JESS S & CO INC $115M

36 positions · as of September 30, 2022 · Proshares Tr · Ishares Tr · Select Sector SPDR Tr

GAINLINE FINANCIAL PARTNERS, LLC $115M

54 positions · as of September 30, 2026 · Ishares Tr · Fidelity Merrimack Str Tr · Vanguard Index Fds

Charles River XIII GP, LLC $115M

1 positions · as of June 30, 2015 · Zendesk, Inc.

MEMBERS CAPITAL ADVISORS INC $115M

7 positions · as of September 30, 2026 · Jpmorgan Ultra-short Income Et · Ishares 1-5 Year Investment Gr · Janus Henderson Aaa Clo ETF

Vavra Capital Management, LLC $115M

24 positions · as of September 30, 2026 · State Str SPDR S&P 500 ETF T · Vanguard Tax-managed Fds · Ishares Tr

Townsend Financial Planning, LLC $115M

30 positions · as of June 30, 2026 · Ishares Tr · Fidelity Covington Trust · Vanguard World Fd

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC $115M

36 positions · as of June 30, 2026 · Apple Inc · Abbvie Inc · Mastercard Incorporated

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV $115M

102 positions · as of September 30, 2026 · Vaneck Merk Gold ETF · Pfizer Inc · Chevron Corporation

RUTABAGA CAPITAL MANAGEMENT LLC/MA $115M

47 positions · as of September 30, 2022 · Hill International Inc. · Motorcar Parts Of America · Titan Machinery, Inc.

Bey-Douglas LLC $115M

56 positions · as of March 31, 2026 · Alphabet Inc · Nvidia Corporation · Microsoft Corp

BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT $115M

1 positions · as of September 30, 2026 · SPDR State Street Global Advisors

GGV Capital LLC $115M

8 positions · as of December 31, 2024 · Ibotta Inc · Kanzhun Limited · Hashicorp Inc

Cedrus Wealth Group LLC $115M

51 positions · as of June 30, 2026 · Sprott Asset Management LP · First Tr Exchange-traded Fd · Kimberly-clark Corp

MERCATO PARTNERS GROWTH III GP, LLC $114M

1 positions · as of December 31, 2025 · Mntn Inc

Premier Private Wealth Management LLC $114M

60 positions · as of June 30, 2026 · Ishares Tr · SPDR Series Trust · Wisdomtree Tr

VV Manager LLC $114M

4 positions · as of June 30, 2020 · Allogene Therapeutics Inc. · Oyster Point Pharma, Inc. · Homology Medicines Inc.

Explore Capital Management, LLC $114M

11 positions · as of June 30, 2026 · Taiwan Semiconductor Manufac · Amazon Com Inc · Mastercard Incorporated

TSG Consumer Partners LP $114M

1 positions · as of June 30, 2026 · Dutch Bros Inc.

Fremen Capital Management LP $114M

14 positions · as of June 30, 2026 · Alphabet Inc · Amazon Com Inc · Taiwan Semiconductor Manufac

Lane Generational LLC $114M

43 positions · as of June 30, 2026 · Spire Global Inc · Clearpoint Neuro Inc · Agnico Eagle Mines Ltd

Doman Group, LLC $114M

80 positions · as of December 31, 2021 · Ishares Tr · Apple Inc · Meta Platforms Inc

Unified Investment Management $114M

146 positions · as of September 30, 2026 · Ishares Tr · Genuine Parts Co · Pacer Fds Tr

Standard Family Office LLC $114M

31 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Intl Equity Index F · Invesco Exchange Traded Fd T

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