Invest alongside the filings.
Follow manager portfolio updates, compare shared holdings, and find the largest reported bets.
3 of 79 verified managers filed (4%). Day 30 after quarter-end. Holdings on the site are from Q2 2026 13Fs until the Q3 2026 filings are processed.
Superinvestor portfolio updates
Latest public 13F from 1,872 watched managers, newest filing first. SEC index covered through 2026-10-28; membership research through 2026-06-30. Each manager links to its portfolio page. Portfolio statistics still show the Q2 2026 validated holdings snapshot.
- San Luis Wealth Advisors LLC3-year SPY outperformerQ3 2026 · amended · SEC filing ↗
See where portfolios overlap. Then open the filing behind each position.
Public holdings, organized for deeper research.What the best managers own
Q2 2026 13F filings. Active managers (up to 150 positions) whose holdings beat the S&P 500 over three years and did not trail it over five, and who hold their top positions two years or more on average. 562 managers; each one's 50 largest positions, funds and ETFs left out.
Top 10 most owned stocks
distinct managers- 01AMZNAmazon Com Inc Com320
- 02MSFTMicrosoft Corp315
- 03AAPLApple Inc296
- 04NVDANvidia Corporation Com292
- 05GOOGLAlphabet Inc271
- 06METAMeta Platforms Inc Class A232
- 07GOOGAlphabet Inc220
- 08JPMJpmorgan Chase & Co209
- 09AVGOBroadcom Inc203
- 10LLYLilly Eli & Co174
Top 10 stocks by weight
sum of portfolio weights- 01NVDANvidia Corporation Com2066.2%
- 02AAPLApple Inc1566.1%
- 03AMZNAmazon Com Inc Com1237.1%
- 04GOOGLAlphabet Inc1221.4%
- 05MSFTMicrosoft Corp968.7%
- 06GOOGAlphabet Inc846.1%
- 07AVGOBroadcom Inc618.5%
- 08METAMeta Platforms Inc Class A614.7%
- 09MUMicron Technology Inc572.3%
- 10TSMTaiwan Semiconductor Manufac501.2%
Top “big bets”
Largest single-manager portfolio weight per stock.
| Stock | Max % of portfolio | Held by | Owners |
|---|---|---|---|
| NVDANvidia Corporation Com | 98.69% | Donor Advised Charitable Giving, Inc. | 292 |
| WFCWells Fargo Co New | 83.96% | Latash Investments, LLC | 38 |
| BNBrookfield Corp | 78.87% | Partners Value Investments L.P. | 15 |
| CVNACarvana Co | 78.85% | Clifford Sosin | 16 |
| WSMWilliams Sonoma Inc | 74.32% | Blackhill Capital Inc | 14 |
| FICOFair Isaac Corp | 73.85% | AF Advisors, Inc. | 5 |
| COSTCostco Whsl Corp New | 73.18% | Emerald Advisors, LLC | 136 |
| BBIOBridgebio Pharma Inc | 72.48% | Aisling Capital Management LP | 8 |
| ESTAEstablishment Labs Holdings Inc | 72.24% | JW Asset Management, LLC | 7 |
| NUNu Hldgs Ltd | 71.53% | Technology Crossover Management X, Ltd. | 15 |
New positions last quarter
managers newly reporting stock- 01SPCXSpace Ex Tech Spacex Class A15
- 02MUMicron Technology Inc11
- 03METAMeta Platforms Inc Class A9
- 04INTCIntel Corp8
- 05CSCOCisco Sys Inc7
- 06TSMTaiwan Semiconductor Manufac6
- 07PBLSParabilis Medicines, Inc.6
- 08GEVGe Vernova Inc5
- 09LRCXLam Research Corp5
- 10FDXFFedex Fght Hldg Co Inc5
Share-count increases
managers reporting more shares- 01MSFTMicrosoft Corp138
- 02AMZNAmazon Com Inc Com134
- 03NVDANvidia Corporation Com100
- 04METAMeta Platforms Inc Class A97
- 05GOOGLAlphabet Inc84
- 06LLYLilly Eli & Co79
- 07AAPLApple Inc71
- 08AVGOBroadcom Inc70
- 09VVisa Inc Com Cl A65
- 10GOOGAlphabet Inc63
Notable weight changes
Reported portfolio weight shifts for positions present in both screened quarters.
Could you have copied the best funds?
Shameless Cloning portfolios built from every 13F filer's holdings, rebuilt each quarter once the filings are public and backtested against the S&P 500.
Holdings source: SEC Form 13F via the Shameless Cloning research pipeline, last exported for Q2 2026. Filing progress: SEC submissions, checked 2026-10-29 UTC, among 79 verified roster CIKs. Progress does not mean newer holdings are loaded. 4 roster names remain unmatched; 18 matched managers have insufficient mapped-value coverage for the rankings. Share-count changes may reflect splits or other corporate actions; weight changes also reflect price moves. Neither proves a trade. Read the methodology ↗