Managers

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

EQUITEC SPECIALISTS, LLC $708K

2 positions · as of June 30, 2021 · Tattooed Chef Inc

Cedar Brook Financial Partners, LLC $698K

3 positions · as of September 30, 2024 · Automatic Data Processing In · Microsoft Corp · Meta Platforms Inc

Matrix Trust Co $688K

102 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · Vanguard Tax Managed Intl Fd

FSC Wealth Advisors, LLC $624K

1 positions · as of September 30, 2026 · Invesco Actvely Mngd Etc Fd

First PREMIER Bank $621K

388 positions · as of September 30, 2026 · Vanguard Morningstar Total Stock Market ETF · Vanguard Total Bond Market ETF · Vanguard Ftse Developed Markets ETF

CINCINNATI LIFE INSURANCE CO $619K

1 positions · as of September 30, 2025 · Kingstone Companies Ord

Community Bank & Trust, Waco, Texas $612K

173 positions · as of September 30, 2026 · Apple Inc. · Microsoft Corp · Nvidia Corp

STEGINSKY CAPITAL LLC $610K

8 positions · as of September 30, 2026 · Alphabet Inc Cap Stkcl C · Costco Wholesale Corp · Fastenal Co

Price Capital Management, Inc. $607K

1 positions · as of June 30, 2026 · Pacer Aristotle Pacific Floating Rate High Income ETF

Atlas Merchant Capital LLC $585K

1 positions · as of June 30, 2026 · Evolution Metals & Tech Corp

Tufton Capital Management $583K

131 positions · as of September 30, 2026 · Microsoft Corp Com · Apple Inc Com · Alphabet Inc Cap Stk Cl C

Alcentra Ltd (BNY Mellon) $566K

1 positions · as of September 30, 2023 · Skillsoft Corp

F&V Capital Management, LLC $561K

60 positions · as of September 30, 2026 · Phillips 66 · United Rentals Inc · Rtx Corporation

Nimble Partners, LLC $556K

4 positions · as of September 30, 2022 · Coursera Inc · Robinhood Mkts Inc · Coinbase Global Inc

Maxi Investments CY Ltd $545K

65 positions · as of September 30, 2026 · Invesco Qqq Tr · Ishares Tr · Taiwan Semiconductor Mfg Ltd

RIVERSTONE GROUP, LLC $539K

1 positions · as of December 31, 2021 · Honest Co Inc

VALICENTI ADVISORY SERVICES INC $531K

81 positions · as of September 30, 2026 · Schwab Us Large-cap · Apple Inc · Advanced Micro Devices

First Fiduciary Investment Counsel, Inc. $521K

77 positions · as of September 30, 2026 · Microsoft Corp · Jp Morgan · Blackrock

Tipp Hill Capital Management LLC $513K

1 positions · as of September 30, 2016 · Fusion Telecomm Intl Inc

Symetra Life Insurance co $512K

1 positions · as of December 31, 2019 · Ishares Tr

Giralda Advisors, LLC $497K

1 positions · as of September 30, 2016 · Proshares Tr

Polunin Capital Partners Ltd $497K

24 positions · as of September 30, 2026 · Stoneco Ltd · Pagseguro Digital Ltd · Acm Resh Inc

White Pine Investment CO $480K

68 positions · as of September 30, 2026 · Berkshire Hathaway Inc · Alphabet Inc · Schwab Fundamental U.s. Large

SYQUANT CAPITAL SAS $453K

60 positions · as of September 30, 2026 · Warner Bros. Discovery · Clear Ch Outdoor Common Stock · Roku Inc

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