Managers | Understand Stock

CI

Capital Impact Advisors, LLC $1.78B

29 positions · as of June 30, 2026 · Nvidia Corporation · Astera Labs Inc · Alphabet Inc

GW

GUARDIAN WEALTH ADVISORS, LLC / NC $1.78B

384 positions · as of June 30, 2026 · ETF Ser Solutions · Schwab Strategic Tr · Ishares Tr

BC

Black Creek Investment Management Inc. $1.78B

27 positions · as of June 30, 2026 · Elanco Animal Health Inc · Fti Consulting Inc · Pricesmart Inc

SF

Sather Financial Group Inc $1.78B

123 positions · as of September 30, 2026 · Berkshire Hathaway Inc Del · Alphabet Inc · Microsoft Corp

HC

Hamilton Capital, LLC $1.78B

155 positions · as of September 30, 2026 · Wisdomtree Tr · Ishares Tr · J P Morgan Exchange Traded F

WC

Waterloo Capital, L.P. $1.78B

560 positions · as of June 30, 2026 · State Street SPDR Portfolio S&P 500 ETF · Walmart Inc Com · State Street SPDR Portfolio S&P 500 Growth ETF

G

Graypoint LLC $1.78B

526 positions · as of June 30, 2025 · Ishares Core S&P 500 ETF · Ishares Russell 1000 Growth ETF · Nvidia Corporation Com

NI

Nicholas Investment Partners, LP $1.78B

204 positions · as of June 30, 2026 · Bwx Technologies Inc · Revolution Medicines Inc · Callaway Golf Co

FD

Financiere des Professionnels - Fonds d'investissement inc. $1.77B

344 positions · as of June 30, 2026 · Ishares Tr · Ishares Inc · Nvidia Corporation

CC

Covalis Capital LLP $1.77B

101 positions · as of June 30, 2026 · PG&E Corp · Black Hills Corp · Antero Resources Corp

AF

ALBION FINANCIAL GROUP /UT $1.77B

792 positions · as of September 30, 2026 · Vanguard Index Fds · Ishares Tr · Apple Inc

SV

Silicon Valley Community Foundation $1.77B

4 positions · as of June 30, 2025 · SPDR S&P 500 ETF Tr · Berkshire Hathaway Inc Del · Block Inc

PP

PARK PRESIDIO CAPITAL LLC $1.77B

14 positions · as of June 30, 2026 · Hunt J B Trans Svcs Inc · Amazon Com Inc · Vulcan Matls Co

PS

Portman Square Capital LLP $1.77B

87 positions · as of September 30, 2026 · Alibaba Group Hldg Ltd · Iren Limited · Wayfair Inc

BF

BEESE FULMER INVESTMENT MANAGEMENT, INC. $1.76B

356 positions · as of September 30, 2026 · Apple Inc · Ishares Tr · Alphabet Inc

GV

GREEN VALLEY INVESTORS LLC $1.76B

28 positions · as of September 30, 2019 · Amazon.com Inc · Abbott Laboratories · Unitedhealth Group Inc

VW

VALLEY WEALTH MANAGERS, INC. $1.76B

345 positions · as of September 30, 2026 · Apple Inc Com · Dell Technologies Inc Cl C · Vanguard Russell 1000 Growth ETF

CI

Contrarius Investment Management Ltd $1.76B

42 positions · as of September 30, 2024 · Tesla Inc · Warner Bros Discovery Inc · Meta Platforms Inc

DC

DAVIS CAPITAL PARTNERS, LLC $1.76B

30 positions · as of June 30, 2022 · Western Alliance Bancorp · Signature Bank New York · Arch Capital Group Ltd

AG

Atairos Group, Inc. $1.76B

5 positions · as of June 30, 2026 · Trinet Group Inc · Lucky Strike Entertainment Corp · Life Time Group Holdings, Inc.

RC

Rheos Capital Works Inc. $1.75B

82 positions · as of June 30, 2026 · Ferrari N V · Meta Platforms Inc · Bjs Whsl Club Hldgs Inc

SB

Simmons Bank $1.75B

369 positions · as of June 30, 2026 · O Reilly Automotive Inc · Nvidia Corporation Sr Nt · State Street SPDR S&P 500 ETF

KC

Kryger Capital LLC $1.75B

109 positions · as of June 30, 2026 · Norfolk Southern Ord · Chart Industries Ord · Kenvue Ord

L7

Liberty 77 Capital L.P. $1.75B

3 positions · as of June 30, 2026 · Flagstar Bank National Assoc · Lionsgate Studios Corp · Satellogic Inc