Portfolio Updates

The latest quarter's position changes from our tracked institutions

8705 institutions reported portfolio updates for the 2026-06-30 quarter, totaling $13.0T in aggregate buys and $6.4T in aggregate sells.

The largest institution on this page, Sunstone Asset Management, LP, reported $37.0M in new buying this quarter across 10 positions -- its biggest new addition was MKSI. View Sunstone Asset Management, LP's full 13F →

Market Overview

2026-06-30

8,705Active Institutions

Net Capital Flow

+$6.65TNet Inflow

Total Buys$13.00T

Total Sells$6.36T

Sector Rotations

Information Technology+$8.97T

Industrials+$2.33T

Health Care+$2.18T

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Sunstone Asset Management, LP

MIXED

$37M-$3M net$40M

MKSI+5.59%ASML+3.66%GSAT+2.95%

NVDA-6.23%MDB-4.60%PANW-3.22%

2026-06-30

Significant Wealth Partners LLC

NET BUY

$8M+$5M net$3M

VOOG+0.50%BRK-B+0.44%JEPQ+0.62%

CTRA-0.78%VOO-0.67%VTI-0.73%

2026-06-30

DB&C Advisors, LLC

NET BUY

$9M+$8M net$1M

NVDA+5.01%AVGO+0.78%IONQ+0.54%

PLTR-2.20%GIS-0.44%VTI-0.11%

2026-06-30

Hyundai Investments Co., Ltd.

MIXED

$13M+$47K net$13M

NOBL+0.31%EWX+0.46%EEM+0.48%

XLK-3.27%GLD-2.94%MTUM-1.00%

2026-06-30

View detail

Garrison Bradford & Associates Inc

NET SELL

$6M-$4M net$10M

USFR+1.63%TYL+1.31%CCI+1.25%

SGOL-2.72%PWR0.15%UNH0.91%

2026-06-30

Forefront Analytics, LLC

NET SELL

$9M-$25M net$34M

HDV+1.81%NVDA+1.99%DHR+0.20%

ESGD-10.48%ESGE-3.85%ESGG-2.55%

2026-06-30

Axa S.a.

NET SELL

$8M-$152M net$160M

BKNG+3.72%SNDK+0.57%LIN+0.69%

BABA-22.51%SPY7.30%IEMG-2.24%

2026-06-30

Point Break Capital Management, LLC

MIXED

$34M-$14M net$48M

ASML+9.35%AVGO+6.84%IESC+3.36%

CZR-22.77%COF-8.55%SPY-8.13%

2026-06-30

Crystal Cove Asset Management, LLC

MIXED

$21M+$921K net$20M

CSIQ+15.21%VG+1.64%VITL+1.31%

EOSE-7.16%IREN0.08%AR-9.69%

2026-06-30

Atlas Wealth Partners, LLC

NET SELL

$1M-$1M net$3M

SCHA+0.24%FBTC+-0.82%DIS+0.22%

TSLA-0.14%MSB-0.24%CACI-0.24%

2026-06-30

Wiser Advisor Group LLC

MIXED

$2M-$839K net$3M

BUFR+0.60%BRK-B+0.34%AMZN+0.45%

HD-1.51%AAPL-0.37%VNM-0.24%

2026-06-30

Showing 8,521-8,531 of 8,705 institutions

Frequently Asked Questions

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. Axa S.a. — bought $7.9M, sold $160.3M 2. Point Break Capital Management, LLC — bought $33.9M, sold $47.9M 3. Sunstone Asset Management, LP — bought $37.0M, sold $39.9M

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.