Livermore

Latest 13F filings

Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Latest 13F filings, newest first
InstitutionQuarterFiledPositionsTotal value
Davis Wealth Advisors, LLCQ1 2025Sep 14, 202659$88.53M
Davis Wealth Advisors, LLCQ4 2024Sep 14, 202660$90.95M
Revere Asset Management, IncQ2 2026Sep 14, 202637$260.58M
Bullseye Investment Management, LLCQ1 2026Sep 11, 2026320$185.79M
Bullseye Investment Management, LLCQ4 2025Sep 11, 2026327$192.15M
Talon Private Wealth, LLCQ2 2026Sep 11, 2026231$854.91M
SMITH CHAS P & ASSOCIATES PA CPASQ2 2026Sep 11, 2026199$1.97B
BOSTON RESEARCH & MANAGEMENT INCQ4 2024Sep 11, 2026Amended116$821.31M
Bullseye Investment Management, LLCQ2 2026Sep 11, 2026321$203.47M
Spectrum Advisors, Inc.Q1 2026Sep 11, 202650$126.61M
Marathon Wealth Advisors LLCQ2 2026Sep 11, 202676$292.41M
Marathon Wealth Advisors LLCQ1 2026Sep 11, 202673$243.81M
Marathon Wealth Advisors LLCQ4 2025Sep 11, 202673$251.69M
MENLO ADVISORS LLCQ2 2026Sep 10, 202630$227.92M
MENLO ADVISORS LLCQ1 2026Sep 10, 202630$222.58M
MENLO ADVISORS LLCQ4 2025Sep 10, 202630$222.58M
MENLO ADVISORS LLCQ3 2025Sep 10, 202629$210.63M
Bullock Wealth Management GroupQ4 2025Sep 10, 2026604$204.36M
Bullock Wealth Management GroupQ1 2026Sep 10, 2026620$199.18M
ABS Direct Equity Fund LLCQ2 2026Sep 10, 2026Amended0$0
U S WEALTH GROUP, LLC.Q2 2026Sep 10, 202647$167.03M
U S WEALTH GROUP, LLC.Q1 2026Sep 10, 202641$147.94M
BASS LEE M /TX/Q2 2026Sep 10, 2026Amended0$0
Knoll Capital Management, LLCQ2 2026Sep 9, 2026Amended37$214.31M
BOSTON RESEARCH & MANAGEMENT INCQ1 2025Sep 9, 2026Amended117$811.7M
MANUFACTURERS LIFE INSURANCE COMPANY, THEQ2 2026Sep 9, 2026Amended2,872$128.15B
Palogic Value Management, L.P.Q2 2026Sep 9, 2026Amended181$562.36M
MIRAMONTES CAPITAL, LLCQ2 2026Sep 9, 2026141$321.31M
MIRAMONTES CAPITAL, LLCQ1 2026Sep 9, 2026122$288.62M
MIRAMONTES CAPITAL, LLCQ4 2025Sep 9, 2026125$293.25M
Core Capital Management & Research, inc.Q2 2026Sep 9, 2026215$190.27M
Lotus Asset Management LLCQ2 2026Sep 9, 202643$113.01M
Integrated Wealth Concepts LLCQ2 2026Sep 8, 2026Amended2,404$15.3B
Willow Creek Capital Management, Inc.Q2 2026Sep 8, 2026100$102.99M
Kachkovsky & Fisher, Inc.Q2 2026Sep 8, 202664$103.96M
Nykredit A/SQ2 2026Sep 8, 2026Amended1,945$26.24B
BOSTON RESEARCH & MANAGEMENT INCQ2 2025Sep 4, 2026Amended117$841.68M
SEQUOIA CAPITAL INDIA OPERATIONS II, LLCQ2 2026Sep 4, 2026Amended1$176.31M
Parkside Financial Bank & TrustQ2 2026Sep 4, 20262,697$1.46B
M&T Bank CorpQ1 2026Sep 4, 2026Amended1,683$30.53B
Nordflint Capital Partners Fondsmaeglerselskab A/SQ2 2026Sep 4, 20261$187.57M
Nordflint Capital Partners Fondsmaeglerselskab A/SQ1 2026Sep 4, 20261$200.06M
Nordflint Capital Partners Fondsmaeglerselskab A/SQ4 2025Sep 4, 20261$183.81M
Nordflint Capital Partners Fondsmaeglerselskab A/SQ3 2025Sep 4, 20261$209.64M
Nordflint Capital Partners Fondsmaeglerselskab A/SQ2 2025Sep 4, 20261$352.93M
Nordflint Capital Partners Fondsmaeglerselskab A/SQ1 2025Sep 4, 20261$289.26M
Nordflint Capital Partners Fondsmaeglerselskab A/SQ4 2024Sep 4, 20261$370.61M
RWC ASSET ADVISORS (US) LLCQ2 2026Sep 3, 202616$449.57M
First Nebraska Trust CoQ2 2000Sep 3, 202672$98.73M
ANCHOR CAPITAL ADVISORS LLCQ2 2026Sep 3, 2026Amended245$7.12B