Quarter Holdings Value, Excl. Options ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 5,696 6,712,575,665 NVDA, AAPL, MSFT, AMZN 13F-HR 8/7/2026 000201238326003238
Q1 2026 5,685 5,699,208,581 NVDA, AAPL, MSFT, AMZN 13F-HR 5/13/2026 000201238326001841
Q4 2025 5,532 5,886,476,195 NVDA, AAPL, MSFT, AMZN 13F-HR 2/12/2026 000201238326000920
Q3 2025 5,450 5,676,045,623 NVDA, MSFT, AAPL, AMZN 13F-HR 11/12/2025 000201238325002949
Q2 2025 5,456 5,225,625,373 NVDA, MSFT, AAPL, AMZN 13F-HR 8/12/2025 000106002125000120
Q1 2025 5,429 4,739,418,142 AAPL, MSFT, NVDA, AMZN 13F-HR 5/2/2025 000157641925000869
Q4 2024 5,388 4,930,627,912 AAPL, NVDA, MSFT, AMZN 13F-HR 2/7/2025 000106002125000002
Q3 2024 5,222 4,750,304,317 AAPL, MSFT, NVDA, AMZN 13F-HR 11/13/2024 000142645924000006

13D and 13G Filings

All 13D and 13G filings

Each security where the latest filing since 12/18/2024 is a 13D, newest first.

Issuer % of Class Filed
Under 5%, checked the "5 percent or less" box, or amended by a later filing (1)
Vertex Energy, Inc. 13D
VTNRQ · 92534K107
0% 1/22/2025
Event 1/21/2025

2,439 other securities where the latest filing is a 13G, the newest filed 11/4/2026. View all