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    1. Institutional Holdings
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    Institutional Holdings (13F)

    Track portfolio changes of major hedge funds and institutional investors

    Showing 20 of 75892 filings

    Auto-Owners Insurance Co
    HR
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $4.76B

    Holdings Count

    181

    Top Holdings

    SPDR INDEX SHS FDS

    $676.39M676,393,877 SH

    ISHARES TR

    $451.69M451,686,616 SH

    SPDR SERIES TRUST

    $363.33M363,328,100 SH
    Deer Park Road Corp
    HR/A
    Amendment
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $25.51M

    Holdings Count

    5

    Top Holdings

    ONITY GROUP INC

    $11.63M254,054 SH

    ALTISOURCE PORTFOLIO SOLUTIO

    $10.32M1,485,539 SH

    ALTISOURCE PORTFOLIO SOLUTIO

    $1.87M4,566,175 SH
    Deer Park Road Corp
    HR/A
    Amendment
    Holdings
    Filed Mar 9, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $1.87B

    Holdings Count

    7

    Top Holdings

    SPDR S&P 500 ETF TR

    $716.14M1,075,000 SH

    INVESCO QQQ TR

    $645.40M1,075,000 SH

    ISHARES TR

    $471.82M1,950,000 SH
    Lifetime Wealth Management P.C.
    HR
    Holdings
    Filed Mar 9, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $149.63M

    Holdings Count

    149

    Top Holdings

    BERKSHIRE HATHAWAY INC DEL

    $6.29M120 SH

    META PLATFORMS INC

    $5.83M186 SH

    ALPHABET INC

    $4.79M121 SH
    UNION SAVINGS BANK
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $230.84M

    Holdings Count

    409

    Top Holdings

    INVESCO S&P 500 QUALITY ETF

    $36.15M481,792 SH

    BERKSHIRE HATHAWAY INC COM

    $24.15M32 SH

    SPDR S&P 500 ETF TRUST

    $12.55M18,405 SH
    HSBC HOLDINGS PLC
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $175.93B

    Holdings Count

    11,613

    Top Holdings

    NVIDIA CORPORATION

    $7.63B40,888,879 SH

    MICROSOFT CORP

    $6.67B13,800,625 SH

    APPLE INC

    $6.34B23,334,311 SH
    Redwood Family Wealth LLC
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $101.75M

    Holdings Count

    107

    Top Holdings

    VANGUARD INDEX FDS

    $8.66M27,511 SH

    APPLE INC

    $7.70M28,334 SH

    AST SPACEMOBILE INC

    $5.25M72,230 SH
    BRIGHTON SECURITIES CORP.
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $202.60M

    Holdings Count

    53

    Top Holdings

    VANGUARD INDEX FDS ETF

    $66.56M106,136 SH

    VANGUARD INTERMEDIAT ETF

    $30.04M385,669 SH

    SPDR PORTFOLIO ETF

    $23.99M540,176 SH
    BRIGHTON SECURITIES CORP.
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Sep 30, 2025

    Total Portfolio Value

    $205.77M

    Holdings Count

    55

    Top Holdings

    VANGUARD INDEX FDS ETF

    $80.41M149,238 SH

    VANGUARD INTERMEDIAT ETF

    $35.46M474,564 SH

    SPDR PORTFOLIO ETF

    $20.25M593,326 SH
    BRIGHTON SECURITIES CORP.
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Jun 30, 2025

    Total Portfolio Value

    $182.97M

    Holdings Count

    61

    Top Holdings

    VANGUARD INDEX FDS ETF

    $62.24M109,575 SH

    VANGUARD INTERMEDIAT ETF

    $29.47M381,089 SH

    SPDR PORTFOLIO ETF

    $21.50M530,993 SH
    BRIGHTON SECURITIES CORP.
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Mar 31, 2025

    Total Portfolio Value

    $205.13M

    Holdings Count

    57

    Top Holdings

    VANGUARD INDEX FDS ETF

    $71.03M138,217 SH

    VANGUARD INTERMEDIAT ETF

    $40.38M527,397 SH

    SPDR PORTFOLIO ETF

    $23.00M631,730 SH
    BRIGHTON SECURITIES CORP.
    HR
    Holdings
    Filed Mar 6, 2026
    Period: Dec 31, 2024

    Total Portfolio Value

    $205.77M

    Holdings Count

    55

    Top Holdings

    VANGUARD INDEX FDS ETF

    $80.41M149,238 SH

    VANGUARD INTERMEDIAT ETF

    $35.46M474,564 SH

    SPDR PORTFOLIO ETF

    $20.25M593,326 SH
    Gunpowder Capital Management, LLC dba Oliver Wealth Management
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $128.47M

    Holdings Count

    439

    Top Holdings

    SPDR GOLD SHARES

    $12.55M31,661 SH

    APPLE INCORPORATED

    $10.99M40,410 SH

    DIMENSIONAL U.S. CORE EQUITY 2 ETF

    $10.57M267,062 SH
    Mengis Capital Management, Inc.
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $565.70M

    Holdings Count

    209

    Top Holdings

    APPLE INC

    $38.56M141,833 SH

    MICROSOFT CORP

    $30.24M62,535 SH

    ALPHABET INC. CLASS C - GOOG

    $19.96M63,599 SH
    MOZAYYX MANAGEMENT LLC
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $127.45M

    Holdings Count

    11

    Top Holdings

    BITMINE IMMERSION

    $90.50M3,333,333 SH

    EIGHTCO HOLDINGS INC

    $28.44M16,438,356 SH

    CLEANCORE SOLUTIONS INC

    $3.12M12,000,000 SH
    Storen Legacy Partners, LLC
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $318.77M

    Holdings Count

    77

    Top Holdings

    VANGUARD INDEX FDS

    $51.95M82,837 SH

    ISHARES TR

    $41.39M430,985 SH

    VANGUARD BD INDEX FDS

    $40.71M549,681 SH
    Worthington Financial Partners, LLC
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $112.96M

    Holdings Count

    96

    Top Holdings

    MICRON TECHNOLOGY INC

    $15.45M54,128 SH

    CAPITAL GROUP CORE EQUITY ET

    $4.41M109,608 SH

    FIRST TR EXCHANGE-TRADED FD

    $4.13M25,275 SH
    Taylor Securities Services, Inc.
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $219.22M

    Holdings Count

    54

    BAYBAN
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $113.13M

    Holdings Count

    613

    Top Holdings

    United Health Group Inc

    $13.42M40,639 SH

    IShares Core S&P 500 ETF

    $6.11M8,927 SH

    Vanguard Total Stock Market ETF

    $5.19M15,481 SH
    XXEC, Inc.
    HR
    Holdings
    Filed Mar 5, 2026
    Period: Dec 31, 2025

    Total Portfolio Value

    $100.07M

    Holdings Count

    22

    Top Holdings

    MASTERCARD INC CLASS CLASS A

    $10.29M18,022 SH

    MICROSOFT CORP

    $8.45M17,476 SH

    UNIVERSAL DISPLAY CORP

    $7.67M65,661 SH
    PreviousPage 13 of 3795Next

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    • Data updates every 5 min
    • SEC EDGAR Source
    © 2025–2026 StockGist|Information only, not investment advice