Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

MSFT Microsoft Corp 7.7% Held

IWF iSHARES Russell 1000 Growth 7.7% Held

GOOG Alphabet Inc. 7.3% Held JPM JPMorgan Chase & Co 5.1% Held QCOM Qualcomm Inc 3.9% Held BRK-B Berkshire Hathaway Inc 3.8% Held IFF International Flavors & Fragrances Inc 3.4% Held SJM J M Smucker Co 3.3% Held AMZN Amazon.com Inc 3.2% Held CVX Chevron Corp 3.0% Held JNJ Johnson & Johnson 2.7% Held APD Air Products & Chemicals, Inc. 2.4% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 11, 2026 filing

add_circleNew

AMRZ $38.7M
WDAY $24.6M
TIP $3.26M
CPRT $2.73M

arrow_upwardAdded

TDTF +64%
BND +40%
VIG +13%
FMDE +10%

arrow_downwardTrimmed

LQDT −11%
VCSH −8%
VMBS −5%
SPG −5%

remove_circleSold out

VCIT $2.72M
Fundamental Invs Cl F2 SHS $1.51M
BLK $396K
Calamos Invt Tr New MKT Neutra $381K

Staley Capital Advisers Inc

Where the money is

Biggest moves since Jun 30, 2026

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