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

Brett Carleton@Heritage Wealth Management, Inc. Texas
41 holdings
$233.992M
2mo 9d ago
Assets growth rate 1.55%
Recent Buy
DFUS
SGOV
DFAX
DFIV
DFAR
+12
Recent Sell
BDJ
IVV
VTI
CVX
IEFA
+9
Matt Hunter@Heartland Bank & Trust Co
206 holdings
$442.367M
2mo 9d ago
Assets growth rate 87.26%
Recent Buy
CTAS
HSY
ISRG
WFC
GRMN
+183
Recent Sell
SPGI
CTVA
KO
CEG
KLAC
+11
Richard S. Woods@Hamilton Point Investment Advisors, Llc
185 holdings
$649.269M
2mo 9d ago
Assets growth rate -1.3%
Recent Buy
BIPC
DELL
CRM
WM
PAYX
+23
Recent Sell
TMUS
CVX
MDT
HSY
ADBE
+85
Vinita K. Paul@Heartland Advisors Inc
244 holdings
$1.96B
2mo 9d ago
Assets growth rate 5.6%
Recent Buy
GBCI
PHIN
SU
KEX
HXL
+116
Recent Sell
RNST
EPAC
HAYW
WCC
GNRC
+116
Russell Sanderson@Hanseatic Management Services Inc
80 holdings
$104.467M
2mo 9d ago
Assets growth rate 32.66%
Recent Buy
TQQQ
SCHA
TSLA
SCHX
GE
+66
Recent Sell
QQQM
SMH
CRS
MD
SITM
+89
Traci Nickels@Gryphon Financial Partners Llc
360 holdings
$975.769M
2mo 9d ago
Assets growth rate 4.4%
Recent Buy
VOT
TRGP
CRWV
CTAS
ITOT
+250
Recent Sell
SNA
VOO
HIG
IQLT
VWO
+80
Rodrigo Diaz@Great Lakes Retirement, Inc.
219 holdings
$966.739M
2mo 9d ago
Assets growth rate 0.52%
Recent Buy
B
VXUS
MU
TXN
COST
+117
Recent Sell
TOL
IYY
SHEL
SCHB
PGR
+102
Justin Klunder@Gray Private Wealth, Llc
50 holdings
$198.833M
2mo 9d ago
Assets growth rate -2.89%
Recent Buy
IWM
HDV
DGRW
TMO
AMZN
+10
Recent Sell
VB
IVV
IVE
IWB
MCD
+17
Hubert Goye@Graphene Investments Sas
44 holdings
$148.999M
2mo 9d ago
Assets growth rate -6.6%
Recent Buy
TENB
IQV
BFAM
DG
GAP
+7
Recent Sell
PFE
RGA
NUE
BK
GOOGL
+15
James Hadaway@Goodman Financial Corp
77 holdings
$581.901M
2mo 9d ago
Assets growth rate 10.21%
Recent Buy
SLB
TSN
AVGO
VTI
IVOV
+30
Recent Sell
COP
VTV
IVOG
SPMD
SPY
+22