Latest 13F Filing Updates - Track Recent Institutional Investment Changes

All Superinvestors

Stay current with the latest portfolio changes and investment decisions from top money managers.

Notable Investors

All Investors

Brandon Smith@Peak Retirement Planning, Inc.
152 holdings
$501.485M
1mo 25d ago
Assets growth rate 17.42%
Recent Buy
PFF
XLF
FELC
UPS
DFAC
+115
Recent Sell
SPLG
MO
IUSV
CBOE
GILD
+39
Ryan Payne@Payne Capital Management, Llc
79 holdings
$330.504M
1mo 25d ago
Assets growth rate 4.34%
Recent Buy
SCHF
MDYG
EDC
AAPL
BRK.B
+28
Recent Sell
NVDA
MRK
SCHE
VTI
VTV
+33
Caitlyn MB Lynn@Pathstone Holdings, Llc
2205 holdings
$25.137B
1mo 25d ago
Assets growth rate -3.04%
Recent Buy
VTHR
SLAB
BE
RF
BCSF
+1166
Recent Sell
TMHC
YEXT
MDB
FBND
AVEM
+987
Stephen C. Bain@Partners In Financial Planning
122 holdings
$602.944M
1mo 25d ago
Assets growth rate 2.1%
Recent Buy
VXUS
DFIV
IWS
DFIS
IWP
+64
Recent Sell
VNQI
VO
VWO
SPYG
SPDW
+18
Xiongwei Ju@Parametrica Management Ltd
20 holdings
$87.974M
1mo 25d ago
Assets growth rate 35.6%
Recent Buy
MU
CAT
NU
NVDA
FSLR
+1
Recent Sell
BABA
TSM
META
GOOGL
FUTU
+6
ERICK J. PALACIOS@Palacios Wealth Management, Llc
75 holdings
$159.823M
1mo 25d ago
Assets growth rate 22.36%
Recent Buy
GOOGL
JPM
BMY
AMGN
XOM
+48
Recent Sell
QCOM
BAC
MS
T
ORCL
+13
Peter Trumbo@Pacific Ridge Capital Partners, Llc
137 holdings
$461.835M
1mo 25d ago
Assets growth rate 1.38%
Recent Buy
AEBI
EBF
HCSG
CLB
ULH
+114
Recent Sell
FSBC
STGW
PLAB
INTT
CMT
+20
Lindsay Marie Rider@Prudent Investors Network, Inc.
74 holdings
$459.225M
1mo 25d ago
Assets growth rate 5.38%
Recent Buy
QQQ
AAPL
VEA
JNJ
WAB
+29
Recent Sell
JPM
IUSV
ITOT
IYW
MTUM
+24
Jorge Antonio Rodriguez@Primecap Management Co Ca
320 holdings
$127.011B
1mo 25d ago
Assets growth rate -3.86%
Recent Buy
GRAL
WSC
EW
RJF
COP
+79
Recent Sell
DIS
DD
LIN
OTIS
BIIB
+182
Kevin C. Swanson@Potentia Wealth
89 holdings
$258.998M
1mo 25d ago
Assets growth rate -5.08%
Recent Buy
IWD
GLD
GPIX
IWF
LPLA
+30
Recent Sell
SPY
NVDA
EFA
DFCF
SPHQ
+43