STALEY CAPITAL ADVISERS INC

CIK 1106565 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.4B
every reported holding for this filer and quarter, including ones with no disclosed value: 184
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 12
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 21

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: ETF · position key `pos:11528` · issuer key `iss:1012`	ADD	−$19.1M	+352	$195M	$175M	411,047	411,399
—	share class as filed: COM · position key `pos:17821` · issuer key `iss:89`	TRIM	−$18.2M	−7,534	$186M	$168M	594,191	586,657
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	ADD	−$37.8M	+16,288	$187M	$149M	386,022	402,310
—	share class as filed: COM · position key `pos:18039` · issuer key `iss:1025`	TRIM	−$12.7M	−3,057	$135M	$123M	420,469	417,412
—	share class as filed: COM · position key `pos:11205` · issuer key `iss:255`	ADD	+$1.2M	+11,723	$95.3M	$96.5M	189,603	201,326
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17533` · issuer key `iss:1509`	TRIM	−$31.1M	−3,221	$124M	$92.9M	724,786	721,565
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11717` · issuer key `iss:440`	TRIM	+$20.0M	−8,373	$60.7M	$80.7M	398,366	389,993
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17674` · issuer key `iss:728`	TRIM	+$12.3M	−8,051	$65.3M	$77.6M	225,941	217,890
—	share class as filed: COM · position key `pos:16727` · issuer key `iss:991`	ADD	+$10.8M	+78,855	$65.8M	$76.6M	976,453	1,055,308
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	−$2.6M	+22,416	$74.1M	$71.5M	321,064	343,480
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13599` · issuer key `iss:1035`	TRIM	+$9.1M	−5,456	$57.8M	$66.9M	279,178	273,722
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17214` · issuer key `iss:298`	ADD	−$1.8M	+19,848	$68.5M	$66.7M	315,518	335,366
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16525` · issuer key `iss:58`	ADD	+$27.4M	+72,765	$35.6M	$63.0M	144,032	216,797
—	share class as filed: ETF · position key `pos:11237` · issuer key `iss:1601`	TRIM	−$5.2M	−25,605	$67.6M	$62.4M	170,619	145,014
—	share class as filed: COM · position key `pos:13864` · issuer key `iss:1681`	ADD	+$8.3M	+93,808	$53.2M	$61.5M	543,852	637,660
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10790` · issuer key `iss:1444`	ADD	+$7.8M	+54,140	$49.3M	$57.2M	1,981,514	2,035,654
—	share class as filed: ETF · position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `iss:2474`	TRIM	−$3.2M	−73,542	$51.2M	$48.0M	596,466	522,924
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11665` · issuer key `iss:523`	ADD	+$9.9M	+10,331	$36.4M	$46.4M	543,743	554,074
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11944` · issuer key `iss:454`	TRIM	−$386K	−9,309	$46.3M	$45.9M	600,651	591,342
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15168` · issuer key `iss:456`	TRIM	−$2.1M	−8,005	$40.7M	$38.7M	349,035	341,030

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 72

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: ETF · position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G`	NO CHANGE	−$605K	$11.9M	$11.3M	80,000	80,000
—	share class as filed: COM · position key `pos:11761` · issuer key `iss:605`	NO CHANGE	+$4.4M	$5.6M	$10.0M	241,234	241,234
—	share class as filed: ETF · position key `pos:17758` · issuer key `iss:1605`	NO CHANGE	+$173K	$7.7M	$7.9M	12,844	12,844
—	share class as filed: ETF · position key `pos:13160` · issuer key `iss:1012`	NO CHANGE	+$261K	$6.9M	$7.1M	125,550	125,550
—	share class as filed: COM · position key `pos:10136` · issuer key `iss:990`	NO CHANGE	−$1.2M	$6.6M	$5.4M	22,135	22,135
—	share class as filed: ETF · position key `pos:10892` · issuer key `iss:2454`	NO CHANGE	−$426K	$5.5M	$5.1M	38,452	38,452
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13432` · issuer key `iss:411`	NO CHANGE	+$922K	$3.9M	$4.8M	6,800	6,800
—	share class as filed: ETF · position key `sid:sec:prov:70d64fe5c70f1140dbae6871cc36049c` · issuer key `cusip6:67092P`	NO CHANGE	+$45.0K	$4.5M	$4.6M	100,000	100,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11361` · issuer key `iss:1042`	NO CHANGE	−$1.6M	$5.7M	$4.2M	45,000	45,000
—	share class as filed: ETF · position key `pos:14648` · issuer key `iss:1012`	NO CHANGE	+$44.6K	$3.9M	$3.9M	40,500	40,500
—	share class as filed: ETF · position key `pos:17143` · issuer key `iss:1633`	NO CHANGE	−$164K	$3.5M	$3.3M	129,510	129,510
—	share class as filed: ETF · position key `sid:sec:prov:cdd10414e490441353b8d5156a0f8caf` · issuer key `iss:2480`	NO CHANGE	−$47.3K	$3.4M	$3.3M	40,100	40,100
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10493` · issuer key `iss:471`	NO CHANGE	+$219K	$2.5M	$2.7M	35,610	35,610
—	share class as filed: ETF · position key `cusip:922018403` · issuer key `cusip6:922018`	NO CHANGE	−$44.3K	$2.7M	$2.6M	35,759	35,759
—	share class as filed: ETF · position key `pos:14033` · issuer key `iss:1012`	NO CHANGE	+$78.4K	$2.3M	$2.4M	18,991	18,991
—	share class as filed: COM · position key `pos:12165` · issuer key `iss:1857`	NO CHANGE	+$171K	$2.2M	$2.3M	56,541	56,541
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17408` · issuer key `iss:1789`	NO CHANGE	−$263K	$2.6M	$2.3M	76,835	76,835
—	share class as filed: COM · position key `sid:sec:prov:08302bdaa87f8548cbc22d27c060268d` · issuer key `cusip6:34630N`	NO CHANGE	−$55.0K	$2.3M	$2.3M	1,099,600	1,099,600
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14992` · issuer key `iss:1485`	NO CHANGE	+$13.7K	$1.7M	$1.8M	12,155	12,155
—	share class as filed: ETF · position key `sid:sec:prov:6004cb0856cddd0fe92010e50a829b42` · issuer key `cusip6:46435G`	NO CHANGE	−$12.3K	$1.8M	$1.8M	70,000	70,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ETF · position key `pos:11570` · issuer key `iss:1599`	NO CHANGE	−$82.5K	$1.8M	$1.7M	2,613	2,613
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10128` · issuer key `iss:1413`	NO CHANGE	+$29.2K	$1.6M	$1.6M	1,792	1,792
—	share class as filed: COM · position key `pos:10276` · issuer key `iss:458`	NO CHANGE	+$39.0K	$1.5M	$1.5M	25,000	25,000
—	share class as filed: ETF · position key `pos:16400` · issuer key `iss:1016`	NO CHANGE	+$39.0K	$1.3M	$1.4M	30,000	30,000
—	share class as filed: SHS · position key `cusip:360802821` · issuer key `cusip6:360802`	NO CHANGE	−$47.3K	$1.3M	$1.3M	14,587	14,587
—	share class as filed: MLP · position key `sid:sec:prov:418863cb525919ed0dab487b64ee0535` · issuer key `cusip6:64129H`	NO CHANGE	+$231K	$978K	$1.2M	115,000	115,000
—	share class as filed: ETF · position key `pos:17700` · issuer key `iss:1012`	NO CHANGE	+$17.8K	$1.1M	$1.1M	5,358	5,358
—	share class as filed: COM · position key `pos:17863` · issuer key `iss:1147`	NO CHANGE	+$28.7K	$1.1M	$1.1M	5,475	5,475
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14885` · issuer key `iss:1830`	NO CHANGE	−$73.2K	$1.1M	$1.0M	22,600	22,600
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17751` · issuer key `iss:1214`	NO CHANGE	+$121K	$847K	$968K	8,045	8,045
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15683` · issuer key `iss:1526`	NO CHANGE	−$98.8K	$1.0M	$905K	6,250	6,250
—	share class as filed: COM · position key `pos:17394` · issuer key `iss:2271`	NO CHANGE	−$255K	$1.1M	$852K	5,963	5,963
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13234` · issuer key `iss:230`	NO CHANGE	−$103K	$908K	$804K	16,500	16,500
—	share class as filed: ETF · position key `cusip:808509855` · issuer key `cusip6:808509`	NO CHANGE	−$36.9K	$841K	$804K	47,925	47,925
—	share class as filed: ETF · position key `pos:12858` · issuer key `iss:1012`	NO CHANGE	−$35.4K	$784K	$749K	2,100	2,100
—	share class as filed: COM · position key `pos:13030` · issuer key `iss:727`	NO CHANGE	+$51.3K	$576K	$627K	11,054	11,054
—	share class as filed: ETF · position key `pos:13746` · issuer key `iss:1012`	NO CHANGE	−$56.2K	$682K	$626K	5,534	5,534
—	share class as filed: ETF · position key `pos:16562` · issuer key `iss:2483`	NO CHANGE	+$12.6K	$489K	$502K	2,311	2,311
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11671` · issuer key `iss:122`	NO CHANGE	+$34.5K	$460K	$494K	1,405	1,405
—	share class as filed: COM · position key `pos:12791` · issuer key `iss:2307`	NO CHANGE	+$36.5K	$438K	$474K	7,243	7,243
—	share class as filed: COM · position key `pos:17386` · issuer key `iss:806`	NO CHANGE	+$119K	$355K	$474K	543	543
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15035` · issuer key `iss:505`	NO CHANGE	+$137K	$334K	$471K	3,568	3,568
—	share class as filed: ETF · position key `pos:10894` · issuer key `iss:1602`	NO CHANGE	+$2.6K	$433K	$435K	5,111	5,111
—	share class as filed: COM · position key `pos:13490` · issuer key `iss:1939`	NO CHANGE	+$44.7K	$387K	$432K	3,477	3,477
—	share class as filed: ETF · position key `pos:15702` · issuer key `iss:1012`	NO CHANGE	+$2.8K	$373K	$376K	1,516	1,516
—	share class as filed: COM · position key `cusip:128119880` · issuer key `cusip6:128119`	NO CHANGE	+$947	$371K	$372K	23,662	23,662
—	share class as filed: COM · position key `pos:12827` · issuer key `iss:323`	NO CHANGE	−$39.5K	$374K	$334K	1,080	1,080
—	share class as filed: COM · position key `pos:17354` · issuer key `iss:308`	NO CHANGE	−$87.8K	$419K	$331K	14,000	14,000
—	share class as filed: ETF · position key `pos:11901` · issuer key `iss:1012`	NO CHANGE	+$21.3K	$293K	$314K	2,076	2,076
—	share class as filed: ETF · position key `pos:14012` · issuer key `iss:2479`	NO CHANGE	+$13.6K	$288K	$302K	3,200	3,200
—	share class as filed: COM · position key `pos:14952` · issuer key `iss:731`	NO CHANGE	+$33.8K	$253K	$287K	991	991
—	share class as filed: COM · position key `pos:12367` · issuer key `iss:1627`	NO CHANGE	+$72.3K	$213K	$286K	5,556	5,556
—	share class as filed: COM · position key `pos:11625` · issuer key `iss:2284`	NO CHANGE	+$54.0K	$230K	$284K	215	215
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15125` · issuer key `iss:1798`	NO CHANGE	−$48.5K	$320K	$271K	552	552
—	share class as filed: SHS · position key `sid:sec:prov:b5d7c1a79bc86e5680e543051c9298fa` · issuer key `cusip6:670656`	NO CHANGE	+$3.1K	$262K	$265K	26,000	26,000
—	share class as filed: COM · position key `pos:15444` · issuer key `iss:360`	NO CHANGE	−$9.1K	$273K	$264K	6,423	6,423
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14060` · issuer key `iss:47`	NO CHANGE	−$13.3K	$266K	$252K	1,241	1,241
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12582` · issuer key `iss:2388`	NO CHANGE	−$11.9K	$252K	$240K	1,750	1,750
—	share class as filed: COM · position key `sid:sec:prov:ccfa94a85000a92d8fff3645c8d29dfb` · issuer key `cusip6:046513`	NO CHANGE	−$668K	$905K	$237K	50,000	50,000
—	share class as filed: COM · position key `pos:15267` · issuer key `iss:1395`	NO CHANGE	+$9.8K	$227K	$236K	2,211	2,211
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16185` · issuer key `iss:647`	NO CHANGE	+$26.4K	$200K	$227K	4,191	4,191
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15892` · issuer key `iss:7`	NO CHANGE	−$1.1K	$221K	$219K	2,000	2,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16701` · issuer key `iss:1674`	NO CHANGE	−$39.4K	$254K	$214K	4,000	4,000
—	share class as filed: COM · position key `pos:15119` · issuer key `iss:489`	NO CHANGE	−$8.6K	$218K	$209K	7,284	7,284
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15144` · issuer key `iss:556`	NO CHANGE	−$43.3K	$252K	$209K	1,101	1,101
—	share class as filed: ETF · position key `sid:sec:prov:e09213899e660a36e335aa82d46b44a0` · issuer key `iss:2474`	NO CHANGE	−$1.2K	$177K	$175K	10,000	10,000
—	share class as filed: ETF · position key `sid:sec:prov:53837a65cf7910133661d39001681ec6` · issuer key `cusip6:746922`	NO CHANGE	−$5.0K	$134K	$129K	12,500	12,500
—	share class as filed: COM · position key `cusip:74915M308` · issuer key `cusip6:74915M`	NO CHANGE	−$54.4K	$178K	$124K	49,009	49,009
—	share class as filed: COM · position key `sid:sec:prov:41049ab4f5a9e574ee060a06bf4ccae9` · issuer key `cusip6:67061W`	NO CHANGE	+$1.1K	$119K	$120K	10,000	10,000
—	share class as filed: COM · position key `sid:sec:prov:2c589e410add571ec783f5e19ea71894` · issuer key `cusip6:29415C`	NO CHANGE	−$130K	$229K	$99.2K	20,000	20,000
—	share class as filed: COM · position key `cusip:92941V209` · issuer key `cusip6:92941V`	NO CHANGE	+$896	$29.9K	$30.8K	51,472	51,472
—	share class as filed: COM · position key `sid:sec:prov:d5255a909483f213ce83d7fe869b2c9c` · issuer key `cusip6:03528H`	NO CHANGE	−$5.4K	$31.2K	$25.8K	10,000	10,000

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

148 issuers · 184 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

iSHARES RUSSELL 1000 GROWTH

12 positions · 12 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for iSHARES RUSSELL 1000 GROWTH, as it reported them
iSHARES RUSSELL 1000 GROWTH · ETF CUSIP — src ↗	$175M	411,399
iSHARES EMERGING MARKETS · ETF CUSIP — src ↗	$7.1M	125,550
ISHARES U.S. TECH ETF · ETF CUSIP — src ↗	$6.0M	32,810
iSHARES DEVELOPED MARKETS · ETF CUSIP — src ↗	$3.9M	40,500
ISHARES S&P SMALL-CAP ETF · ETF CUSIP — src ↗	$2.4M	18,991
iSHARES RUSSELL 1000 VALUE · ETF CUSIP — src ↗	$1.1M	5,358
ISHARES TR S&P 500 INDEX · ETF CUSIP — src ↗	$916K	1,403
ISHARES RUSSELL 1000 ETF · ETF CUSIP — src ↗	$749K	2,100
iSHARES S&P 500 GROWTH · ETF CUSIP — src ↗	$626K	5,534
ISHARES CORE S&P MID-CAP ETF · ETF CUSIP — src ↗	$481K	7,120
ISHARES RUSSELL 2000 INDEX · ETF CUSIP — src ↗	$376K	1,516
iSHARES DIVIDEND · ETF CUSIP — src ↗	$314K	2,076

ticker not yet mapped

$199M

654,357

8.4%

—

ALPHABET C · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$168M

586,657

7.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$149M

402,310

6.3%

—

J.P. MORGAN CHASE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$123M

417,412

5.2%

—

BERKSHIRE HATH B · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$96.5M

201,326

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$92.9M

721,565

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$80.7M

389,993

3.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDEX CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$77.6M

217,890

3.3%

—

INTL FLAV/FRAG. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$76.6M

1,055,308

3.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON.COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$71.5M

343,480

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON&JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$66.9M

273,722

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$66.7M

335,366

2.8%

—

VANGUARD VALUE

8 positions · 8 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD VALUE, as it reported them
VANGUARD VALUE · ETF CUSIP — src ↗	$23.8M	121,469
VANGUARD MID CAP · ETF CUSIP — src ↗	$14.1M	48,966
VANGUARD SMALL-CAP ETF · ETF CUSIP — src ↗	$12.9M	49,228
VANGUARD S&P 500 ETF · ETF CUSIP 922908363 src ↗	$9.7M	16,295
VANGUARD LARGE CAP ETF · ETF CUSIP — src ↗	$1.9M	6,456
VANGUARD INDEX FDS MCAP VL IDX · ETF CUSIP 922908512 src ↗	$1.9M	10,170
VANGUARD GROWTH · ETF CUSIP — src ↗	$1.9M	4,269
VANGUARD SMALL CAP VALUE ETF · ETF CUSIP — src ↗	$502K	2,311

ticker not yet mapped

$66.7M

259,164

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AIR PRODS & CHEMS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$63.0M

216,797

2.7%

—

SPDR GOLD SHARES · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$62.4M

145,014

2.6%

—

SMUCKER J M CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$61.5M

637,660

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$57.2M

2,035,654

2.4%

—

VANGUARD S/T CORP BOND ETF

4 positions · 4 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD S/T CORP BOND ETF, as it reported them
VANGUARD S/T CORP BOND ETF · ETF CUSIP 92206C409 src ↗	$17.1M	216,101
VANGUARD MBS ETF · ETF CUSIP 92206C771 src ↗	$15.6M	331,425
VANGUARD INTERM. TREASURY · ETF CUSIP 92206C706 src ↗	$13.8M	231,881
VANGUARD INTER-TERM CORP BOND · ETF CUSIP — src ↗	$2.7M	32,890

ticker not yet mapped

$49.2M

812,297

2.1%

—

VANECK VECTORS GOLD MINERS

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANECK VECTORS GOLD MINERS, as it reported them
VANECK VECTORS GOLD MINERS · ETF CUSIP 92189F106 src ↗	$48.0M	522,924
VANECK VECTORS PFD. SEC. EX-FI · ETF CUSIP 92189F429 src ↗	$175K	10,000

ticker not yet mapped

$48.2M

532,924

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORTEVA INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$46.4M

554,074

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYSTEMS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$45.9M

591,342

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$38.7M

341,030

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$37.8M

148,763

1.6%

—

VANGUARD EMERG. MARKETS ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD EMERG. MARKETS ETF, as it reported them
VANGUARD EMERG. MARKETS ETF · ETF CUSIP 922042858 src ↗	$31.1M	575,340
VANGUARD EUROPE ETF · ETF CUSIP 922042874 src ↗	$3.3M	40,100
VANGUARD TOTAL INTL. ETF · ETF CUSIP — src ↗	$2.4M	32,015

ticker not yet mapped

$36.8M

647,455

1.6%

—

QNITY ELECTRONICS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$35.3M

306,044

1.5%

—

WALT DISNEY CO. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$34.2M

354,534

1.4%

—

HENRY SCHEIN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$33.2M

450,740

1.4%

—

iSHARES EAFE GROWTH ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for iSHARES EAFE GROWTH ETF, as it reported them
iSHARES EAFE GROWTH ETF · ETF CUSIP — src ↗	$19.4M	173,883
iSHARES EAFE VALUE ETF · ETF CUSIP — src ↗	$10.0M	134,908
iSHARES PREFERRED STOCK · ETF CUSIP — src ↗	$500K	16,500

ticker not yet mapped

$29.9M

325,291

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$24.0M

150,565

1.0%

—

LAMB WESTON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$17.7M

418,460

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTl. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$17.7M

106,754

0.7%

—

LIQUIDITY SERVICES · COM CUSIP 53635B107
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$16.5M

539,355

0.7%

—

VANGUARD DEVEL. MARKETS ETF · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$15.1M

234,961

0.6%

—

iSHARES ESG AWARE USA

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for iSHARES ESG AWARE USA, as it reported them
iSHARES ESG AWARE USA · ETF CUSIP 46435G425 src ↗	$11.3M	80,000
iSHARES ESG 1-5 YR CORPORATE · ETF CUSIP 46435G243 src ↗	$1.8M	70,000

ticker not yet mapped

$13.1M

150,000

0.6%

—

AGNICO EAGLE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$12.9M

63,400

0.5%

—

ALPHABET A · COM CUSIP 38259P508
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$12.0M

41,570

0.5%

—

VANGUARD TOTAL BOND MARKET

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for VANGUARD TOTAL BOND MARKET, as it reported them
VANGUARD TOTAL BOND MARKET · ETF CUSIP — src ↗	$10.8M	146,850
VANGUARD INTERM-TERM BOND · ETF CUSIP 921937819 src ↗	$600K	7,770

ticker not yet mapped

$11.4M

154,620

0.5%

—

FIDELITY MID CAP · ETF CUSIP 31609A503
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$11.1M

309,865

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SIMON PROPERTY GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.0M

59,100

0.5%

—

DOW CHEMICAL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$10.0M

241,234

0.4%

—

VERIZON COMM. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$9.7M

193,643

0.4%

—

SPDR S&P 400 MIDCAP · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$7.9M

12,844

0.3%

—

SPDR SHORT-TERM CORPORATE BOND

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for SPDR SHORT-TERM CORPORATE BOND, as it reported them
SPDR SHORT-TERM CORPORATE BOND · ETF CUSIP — src ↗	$4.9M	163,575
SPDR S&P BIOTECH · ETF CUSIP — src ↗	$2.3M	18,065
SPDR S&P 400 MID CAP VALUE · ETF CUSIP — src ↗	$435K	5,111

ticker not yet mapped

$7.7M

186,751

0.3%

—

SCHWAB U.S. LARGE-CAP ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for SCHWAB U.S. LARGE-CAP ETF, as it reported them
SCHWAB U.S. LARGE-CAP ETF · ETF CUSIP — src ↗	$3.3M	129,510
SCHWAB U.S. MID CAP · ETF CUSIP — src ↗	$2.1M	67,057
SCHWAB U.S. BROAD MARKET · ETF CUSIP — src ↗	$1.4M	54,723

ticker not yet mapped

$6.8M

251,290

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISTANCE NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.7M

369,200

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FISERV INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.1M

110,159

0.3%

—

iSHARES SHORT MATURITY BOND · ETF CUSIP 46431W507
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$6.1M

119,430

0.3%

—

TITAN INTL INC · COM CUSIP 88830M102
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.5M

798,447

0.2%

—

VANGUARD DIV. APPRECIATION ETF · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

25,265

0.2%

—

OPTION CARE HEALTH INC COM NEW · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

200,000

0.2%

—

IBM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.4M

22,135

0.2%

—

SPDR-TECHNOLOGY · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.1M

38,452

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.8M

6,800

0.2%

—

NUVEEN ESG LARGE CAP VALUE · ETF CUSIP 67092P300
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$4.6M

100,000

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KKR & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.2M

45,000

0.2%

—

PIMCO INTERM. MUNI ETF

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for PIMCO INTERM. MUNI ETF, as it reported them
PIMCO INTERM. MUNI ETF · ETF CUSIP 72201R866 src ↗	$2.2M	42,700
PIMCO ENHANCED SHORT MATURITY · ETF CUSIP — src ↗	$1.6M	15,970

ticker not yet mapped

$3.8M

58,670

0.2%

—

DFA LRG VALUE ETF

3 positions · 3 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for DFA LRG VALUE ETF, as it reported them
DFA LRG VALUE ETF · ETF CUSIP 25434V666 src ↗	$2.5M	68,994
DIMENSIONAL ETF TRUST US TARGE · ETF CUSIP 25434V609 src ↗	$460K	7,359
DFA INTL. VALUE ETF · ETF CUSIP 25434V807 src ↗	$438K	8,302

ticker not yet mapped

$3.4M

84,655

0.1%

—

FARMERS NATIONAL BANC COM · COM CUSIP 309627107
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$3.3M

250,251

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.9M

16,499

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

35,610

0.1%

—

VANGUARD S-T TIPS · ETF CUSIP 922020805
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.6M

52,425

0.1%

—

VANGUARD WINDSOR-ADM · ETF CUSIP 922018403
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.6M

35,759

0.1%

—

UNITED BANKSHARES · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

56,541

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TETRA TECH INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

76,835

0.1%

—

ANTERO RES CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

54,000

0.1%

—

FORIAN INC COM · COM CUSIP 34630N106
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

1,099,600

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

3,887

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENCORA · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.9M

6,127

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.8M

12,155

0.1%

—

OKTA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.7M

22,084

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR S&P 500 ETF · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.7M

2,613

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER HANNIFIN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.6M

1,792

0.1%

—

SPDR SHORT TERM MUNICIPAL

2 positions · 2 reported rows

Rows STALEY CAPITAL ADVISERS INC reported for SPDR SHORT TERM MUNICIPAL, as it reported them
SPDR SHORT TERM MUNICIPAL · ETF CUSIP 78468R739 src ↗	$1.0M	21,400
SPDR SERIES TRUST SPDR BLOOMBE · ETF CUSIP 78468R663 src ↗	$522K	5,700

ticker not yet mapped

$1.5M

27,100

0.1%

—

DFA SMALL CAP ETF · ETF CUSIP 233203843
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.5M

21,260

0.1%

—

CITIZENS FINL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.5M

25,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.5M

8,819

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC CL A · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.4M

2,517

0.1%

—

iSHARES ESG AWARE EMERGING MKT · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.4M

30,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.3M

4,076

0.1%

—

GENUINE PARTS CO COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.3M

12,500

0.1%

—

FUNDAMENTAL INVS CL F2 SHS · SHS CUSIP 360802821
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.3M

14,587

0.1%

—

TWILIO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.3M

10,000

0.1%

—

VISA INC CL A · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.2M

4,078

0.1%

—

NEUBERGER BRMN. MLP INCOME · MLP CUSIP 64129H104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.2M

115,000

0.1%

—

M & T BK CORP COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.1M

5,475

0.0%

—

PNC FINANCIAL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$1.1M

5,106

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRUIST FINL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.0M

22,600

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$1.0M

6,655

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO. INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$968K

8,045

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RAYMOND JAMES FINL · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$905K

6,250

0.0%

—

CHECK POINT SOFTWARE · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$852K

5,963

0.0%

—

ISHARES GOLD TRUST · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$827K

9,376

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK OF AMERICA · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$804K

16,500

0.0%

—

SCHWAB S&P 500 INDEX · ETF CUSIP 808509855
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$804K

47,925

0.0%

—

ABBOTT LABS · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$766K

7,457

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL ELECTRIC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$642K

2,261

0.0%

—

FEDERATED HERMES · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

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ticker not yet mapped

$627K

11,054

0.0%

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STANDARD BIOTOOLS INC COM · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

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ticker not yet mapped

$581K

632,392

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

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$575K

8,718

0.0%

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WISDOMTREE LARGECAP DIV · ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

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ticker not yet mapped

$495K

5,540

0.0%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 77.8%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 324 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 184 / 184median book 97.5 positions

205 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open STALEY CAPITAL ADVISERS INC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.