Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.
100 positions · as of September 30, 2026 · Oreilly Automotive Incorporate · Johnson & Johnson Com · Fastenal Co Com
4 positions · as of September 30, 2016 · Credit Accep Corp Mich · Cimpress N V · World Accep Corp Del
68 positions · as of September 30, 2026 · Micron Technology Inc · Nvidia · Microsoft Corp
1 positions · as of September 30, 2024 · Stagwell Inc
2 positions · as of September 30, 2025 · Liveone Inc · Podcastone
9 positions · as of December 31, 2022 · Mercadolibre Inc · Vale S A · Embraer S.a.
8 positions · as of September 30, 2023 · Ishares Tr · Macys Inc · Conx Corp
1 positions · as of September 30, 2017 · Resolute Energy Corp
10 positions · as of December 31, 2023 · Booking Holdings Inc · Apple Inc · Berkshire Hathaway Inc Del
2 positions · as of September 30, 2019 · Wideopenwest Inc · Hi-crush Inc
304 positions · as of September 30, 2026 · Goldman Sachs ETF Tr Activebeta U S Large Cap Equity ETF · Apple · Microsoft Corp Com
79 positions · as of September 30, 2026 · Nvidia Corp · Apple Inc · Alphabet Inc Cl A
2 positions · as of September 30, 2024 · Pinterest Inc · Airbnb Inc
90 positions · as of September 30, 2026 · Microsoft · Alphabet, Inc. Class C · Thermo Fisher Scientific
180 positions · as of September 30, 2026 · Ishares Tr Msci Eafe ETF · Vanguard Intl Equity Index F Ftse Emr Mkt ETF · Berkshire Hathaway Inc Del Cl B New
2 positions · as of December 31, 2020 · Ishares Tr 1 3 Yr Treas Bd · Ishares Us Technology
16 positions · as of December 31, 2021 · Alexandria Real Estate · Mid Amer Apt Cmntys Inc 8.5 Pfd Ser I · Rpt Realty 7.25 Pfd D
114 positions · as of March 31, 2026 · Coherent Corp · Regal Rexnord Corporation · Openlane Inc
464 positions · as of September 30, 2026 · Omada Health, Inc. Common Stock · Nvidia Corp · Apple Inc
3 positions · as of March 31, 2018 · Ishares Inc · Ishares Tr
48 positions · as of September 30, 2026 · Lumentum · Applied Materials · Jabil
1 positions · as of September 30, 2020 · Amyris, Inc.
2 positions · as of June 30, 2026 · Berkshire Hathaway Inc Del · Markel Group Inc
30 positions · as of December 31, 2018 · Alibaba Group Hldg Ltd · Baidu Inc · Hdfc Bank Ltd
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