@elixstocksdata.bsky.socialCapWealth Advisors: Q3 2026 portfolio changes
Total: $1.3B in 122 stocks
New: $ADBE ($428K)
Added: State Street SPDR Bloomberg 1-3 Month T-bill ETF (+406% shares)
SEC Form 13F · filed Oct 5
#13F #Investing
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@elixstocksdata.bsky.socialArgent Capital Management: Q3 2026 portfolio changes
Total: $3.1B in 172 stocks
New: $DT ($22M)
Added: $VTRS (+47% shares)
Sold out: $FN
Largest: $NVDA, 7% of the portfolio
SEC Form 13F · filed Oct 5
#13F #Investing
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@elixstocksdata.bsky.socialNeville Rodie & Shaw: Q3 2026 13F
Total: $1.55B → $1.48B
336 → 330 positions
Largest: $AAPL, 10% of the portfolio
SEC Form 13F · filed Oct 5
#13F #Investing
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@elixstocksdata.bsky.socialFerguson Wellman Capital Management: Q3 2026 13F
Total: $8.18B → $8.38B
552 → 540 positions
Largest: $MSFT, 6% of the portfolio
SEC Form 13F · filed Oct 5
#13F #Investing
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@elixstocksdata.bsky.socialTompkins Financial: Q3 2026 13F
Total: $1.43B → $1.42B
720 → 727 positions
Largest: $TMP, 7% of the portfolio
SEC Form 13F · filed Oct 5
#13F #Investing
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@elixstocksdata.bsky.socialPark National Corp /oh/: Q3 2026 13F
Total: $3.57B → $3.69B
575 → 517 positions
Largest: $PRK, 6% of the portfolio
SEC Form 13F · filed Oct 5
#13F #Investing
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@elixstocksdata.bsky.socialMassMutual Private Wealth & Trust, FSB: Q3 2026 13F
Total: $3.87B → $3.79B
2,444 → 2,398 positions
Largest: $AAPL, 5% of the portfolio
SEC Form 13F · filed Oct 5
#13F #Investing
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@elixstocksdata.bsky.socialStonebridge Financial's Q3 2026 13F ($1.4B, 275 stocks). What changed:
🟢 New buy: Ishares TR ($28M)
⬆️ Added: Victory Portfolios II (+87% shares)
🔴 Sold out: Vanguard Intl Equity Index F
🏆 Top holding: Victory Portfolios II, 6% of the portfolio
@elixstocksdata.bsky.socialCacti Asset Management's Q3 2026 13F ($1.9B, 79 stocks). What changed:
🟢 New buy: $CRM ($14M)
⬆️ Added: $UBER (+77% shares)
🏆 Top holding: Seagate Technologies, 13% of the portfolio
@pulseofnations.lolFirst 13F filings for US Hyperliquid ETFs show 30 institutions holding $74.9 million, led by Brazil’s Wealth High Governance and including UBS and Jane Street.
#13f #21shares #Bitwise #Etf #Hype #Hyperliquid #Institutional