Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (+11%).
3 tracked 13F filers disclose a position in BPIRX as of the latest SEC 13F filings, a combined $612K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Somerville Kurt F | 27K | $401K | —Held | Q2 2026 | |
| 2 | Dempze Nancy E | 13K | $194K | —Held | Q2 2026 | |
| 3 | Financial Gravity Companies, Inc. | 1K | $17K | ▲+11% Added · +110 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in BPIRX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Advanced Micro DevicesAMD | 3 funds | $40.4M |
| Apple IncAAPL | 3 funds | $38.7M |
| Alphabet Inc-CL AGOOGL | 3 funds | $38.4M |
| Nvidia CorpNVDA | 3 funds | $35.2M |
| Amazon.com IncAMZN | 3 funds | $30.3M |
| Analog Devices IncADI | 3 funds | $28.3M |
| Microsoft CorpMSFT | 3 funds | $28.2M |
| Applied Materials IncAMAT | 3 funds | $24.9M |
| Johnson & JohnsonJNJ | 3 funds | $24.6M |
| Mastercard Inc - AMA | 3 funds | $19.1M |
| Eli Lilly & CoLLY | 3 funds | $18.3M |
| Rockwell Automation IncROK | 3 funds | $18.3M |
Ranked by how many of BPIRX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BPIRX.
| Class | 13F holders | Value held |
|---|---|---|
| BPIRXthis pageEquity Mutual Fu | 3 funds | $612K |
| FMUEXEQUITY FUNDS | 1 funds | $15K |
| FMNEXEQUITY FUNDS | 1 funds | $13K |
| FMFIXBOND FUNDS | 1 funds | $1K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for BPIRX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BPIRX/capital-change-brief"
Use Arkolith's capital_change_brief for BPIRX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BPIRX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.