What is the latest quarterly 13F reporting period?

The most recent quarter with processed 13F filings is 2026-06-30. Across that period, tracked institutions reported $13.0T in aggregate buys and $6.4T in aggregate sells, with 8705 institutions filing updates.

Which institutions made the most notable moves this quarter?

Ranked by total buy + sell activity, the most active institutions this quarter were: 1. Lloyd Harbor Capital Management, LLC — bought $54.2M, sold $186.0M 2. OPTIMAS CAPITAL Ltd — bought $85.2M, sold $39.4M 3. Anchor Capital Management Company, LLC — bought $46.4M, sold $45.0M

What counts as a "notable move" in a portfolio update?

A notable move is any new position opened, existing position added to or trimmed, or position fully exited between two consecutive 13F reporting quarters — as opposed to positions whose weight stayed effectively unchanged.

Where does this data come from and how often is it updated?

All position changes are derived from SEC Form 13F filings via SEC EDGAR, comparing each institution's holdings between consecutive reporting quarters. Data refreshes as each quarter's filings are processed.

Portfolio Updates

Market Overview

Sector Rotations

Drum Hill Capital, LLC

Terra Alpha Investments LLC

Elevation Advisory Partners LLC

Wedgewood Investors Inc /pa/

Schrum Private Wealth Management LLC

Lloyd Harbor Capital Management, LLC

Anchor Capital Management Company, LLC

OPTIMAS CAPITAL Ltd

Kore Advisors LP

Inkwell Capital LLC

John & Kathleen Schreiber Foundation

Fortress Financial Solutions, LLC

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