Market Insights

Platinum Paramount reported only two Q4 2025 positions, with 65.2% in On Holding AG and 34.8% in Restaurant Brands.

TD Capital Management LLC looked diversified on the surface in Q4 2025, but ITOT, VTI, BSV still anchored the real risk budget. The top five positions reached 39.0% of reported value across 500 fetched lines.

BANK OF HAWAII looked diversified on the surface in Q4 2025, but VEA, VUG, IVV still anchored the real risk budget. The top five positions reached 39.6% of reported value across 226 fetched lines.

Rehmann Capital Advisory Group looked diversified on the surface in Q4 2025, but IVE, IVW, IEFA still anchored the real risk budget. The top five positions reached 25.7% of reported value across 500 fetched lines.

Groupama looked diversified on the surface in Q4 2025, but the portfolio's real backbone still ran through U.S. software, semis, and money-center finance.

BSN Capital did not hide its hierarchy in Q4 2025: Nvidia dominated the book, and the supporting cast still left the portfolio looking intentionally concentrated.

Banque Transatlantique reported 278 positions in Q4 2025, but Microsoft, Nvidia, and Amazon still formed a decisive top-of-book ladder.

Malaysia's Employees Provident Fund Board kept its U.S. book relatively compact in Q4 2025, with Nvidia and Microsoft doing most of the heavy lifting.

HSBC reported one of the market's broadest Q4 2025 books, but the top of that book still concentrated heavily in the same U.S. platform names leading the global tape.

Mengis Capital's filing changed shape dramatically in Q4 2025. Even so, the rebuilt portfolio still chose Apple, Microsoft, Alphabet, JPMorgan, and Chevron as its opening statement.

Wick Capital's Q4 2025 book is not a stock-picker's filing. ITOT, VTI, IVVB, IVV, and GBXA consume 46.1% of the portfolio, making allocation structure the real signal.

NWF Advisory Services built a blended portfolio in Q4 2025: Berkshire for quality, XLK for tech beta, VOO and IVV for benchmark exposure, and a fast-rising Micron line for a more specific semiconductor view.

SHP Wealth Management's $1.29B portfolio centers on a 27.4% VOO allocation, demonstrating a sophisticated ETF-first strategy with factor tilts and income overlays.

Anchor Investment Management's Q4 2025 filing stayed diversified, but the growth sleeve changed meaningfully: Netflix rose 938%, ServiceNow jumped 453%, and QQQM expanded to $19.5B.

Oak Grove Capital concentrates 50.2% of its $844M portfolio in Micron and NVIDIA, signaling conviction in AI-driven semiconductor demand across the entire chip ecosystem.

Learn how to systematically compare quarterly 13F filings to spot portfolio changes, new positions, exits, and sector shifts that signal institutional investor strategy.

The Illumina board member and technology founder has unloaded over $114 million in shares while simultaneously accumulating $11.5 million in purchases, a rare pattern that reveals conviction despite recent selling.

The TransDigm Group founder and executive chairman has cashed out over $1.25 billion across 3,515 transactions since 2006, with recent selling continuing through November 2025.

The Stanford president emeritus and MIPS architect who shaped modern computing has been steadily divesting his Alphabet position since 2004, with 5,684 transactions totaling $64.4M in career sales.

Learn how to interpret AUM history charts on filer detail pages, spot growth trends, and understand what drives institutional portfolio changes.