| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Swan Global Investments, LLC | $71.3M | 2.24M | Reduced | Q1 2026 |
| 2 | Kestra Advisory Services, LLC | $1.3M | 41.1K | Reduced | Q1 2026 |
| 3 | Rockefeller Capital Management L.P. | $912K | 28.3K | New | Q4 2025 |
| 4 | CITADEL ADVISORS LLC | $327K | 10.3K | Reduced | Q1 2026 |
| 5 | Ameritas Advisory Services, LLC | $318K | 10.0K | Held | Q1 2026 |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $239K | 8.6K | New | Q1 2025 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 6 funds | $5.5B |
| ISHARES TRIVV | 6 funds | $4.3B |
| APPLE INCAAPL | 6 funds | $4.0B |
| AMAZON COM INCAMZN | 6 funds | $3.4B |
| MICROSOFT CORPMSFT | 6 funds | $3.3B |
| STATE STR SPDR S&P 500 ETF TSPY | 6 funds | $3.2B |
| ALPHABET INCGOOGL | 6 funds | $2.4B |
| BROADCOM INCAVGO | 6 funds | $2.2B |
| META PLATFORMS INCMETA | 6 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.7B |
| JPMORGAN CHASE & CO.JPM | 6 funds | $1.7B |
| BERKSHIRE HATHAWAY INC DELBRK/B | 6 funds | $1.1B |
Ranked by how many of PSMJ's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PSMJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.