Managers

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

UHLMANN PRICE SECURITIES, LLC $2.68B

291 positions · as of June 30, 2026 · Kla Corp · Wisdomtree Tr · Apple Inc

ASTER INVESTMENT MANAGEMENT CO INC $2.68B

149 positions · as of June 30, 2013 · Brown & Brown Inc. · Lkq Corporation · Affiliated Managers Group Inc

GHP Investment Advisors, Inc. $2.68B

1321 positions · as of September 30, 2026 · Ishares Tr · Schwab Strategic Tr · SPDR Series Trust

Allianz Investment Management U.S. LLC $2.68B

65 positions · as of September 30, 2025 · Janus Detroit Str Tr · Ishares Tr · Vanguard Scottsdale Fds

ROTHSCHILD INVESTMENT LLC $2.68B

3636 positions · as of June 30, 2026 · Apple Inc Com · Nvidia Corporation Com · Alphabet Inc Cap Stk Cl A

Baltimore-Washington Financial Advisors, Inc. $2.67B

206 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Invesco Exchange Traded Fd T

Portolan Capital Management, LLC $2.67B

148 positions · as of June 30, 2026 · Vishay Precision Group Inc · Virtu Finl Inc · Ttm Technologies Inc

INSIGNEO ADVISORY SERVICES, LLC $2.67B

884 positions · as of June 30, 2026 · Ishares Tr · Apple Inc · State Str SPDR S&P 500 ETF T

Mizuho Markets Cayman LP $2.67B

95 positions · as of June 30, 2026 · Marvell Technology Inc · Dell Technologies Inc · Ishares Tr

FOCUS FINANCIAL NETWORK INC /ADV $2.66B

710 positions · as of December 31, 2023 · Ishares Tr · Schwab Strategic Tr · Apple Inc

Skandinaviska Enskilda Banken AB (publ) $2.66B

166 positions · as of June 30, 2026 · Nvidia Corporation · Microsoft Corp · Amazon Com Inc

BEACON INVESTMENT ADVISORY SERVICES, INC. $2.66B

804 positions · as of September 30, 2026 · Ishares Tr · Vanguard Index Fds · Microsoft Corp

McAdam, LLC $2.66B

534 positions · as of September 30, 2026 · Schwab Strategic Tr · Vanguard Index Fds · Ishares Tr

HENNESSY ADVISORS INC $2.66B

287 positions · as of September 30, 2026 · Viasat Inc · Sanmina Corp · Td Synnex Corp

Trajan Wealth LLC $2.65B

152 positions · as of June 30, 2026 · Ishares Tr · Vanguard Index Fds · Alphabet Inc

CAMBRIDGE TRUST CO $2.64B

655 positions · as of March 31, 2024 · Ishares Etfs/usa · Microsoft Corp · Apple Inc

Motley Fool Asset Management LLC $2.64B

256 positions · as of September 30, 2026 · Nvidia Corp. · Alphabet Inc. · Apple Inc.

Prosperity Consulting Group, LLC $2.64B

636 positions · as of June 30, 2026 · Ishares Tr · Select Sector SPDR Tr · J P Morgan Exchange Traded F

FAIRFAX FINANCIAL HOLDINGS LTD/ CAN $2.64B

32 positions · as of June 30, 2026 · Orla Mining Ltd · Eldorado Gold Corp · Under Armour Inc

Mason Investment Advisory Services, Inc. $2.63B

84 positions · as of June 30, 2026 · Ishares Tr · American Centy ETF Tr · T Rowe Price Exchange-traded

Lindsell Train Ltd $2.63B

28 positions · as of June 30, 2026 · Alphabet Inc · Tko Group Holdings Inc · Fair Isaac Corp

SIMON QUICK ADVISORS, LLC $2.63B

455 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · State Str SPDR S&P 500 ETF T

FIRST HORIZON CORP $2.62B

1514 positions · as of September 30, 2026 · Apple Inc · State Street SPDR S&P 500 ETF · Microsoft Corp

Bell Bank $2.62B

195 positions · as of June 30, 2026 · Vanguard Index Fds · Ishares Tr · Invesco Qqq Tr

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