| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Trek Financial, LLC | $41.5M | 2.68M | New | Q1 2026 |
| 2 | Csenge Advisory Group | $3.3M | 211.8K | Reduced | Q1 2026 |
| 3 | CHOREO, LLC | $1.7M | 107.0K | New | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $586K | 37.8K | Added | Q1 2026 |
| 5 | Private Advisor Group, LLC | $155K | 10.0K | New | Q1 2026 |
| 6 | MCF Advisors LLC | $19K | 1.2K | New | Q1 2026 |
| 7 | CHILTON CAPITAL MANAGEMENT LLC | $12K | 800 | Held | Q1 2026 |
| 8 | Federation des caisses Desjardins du Quebec | $2K | 100 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATION COMNVDA | 11 funds | $5.8B |
| APPLE INC COMAAPL | 11 funds | $3.6B |
| ISHARES TRIVV | 11 funds | $3.5B |
| AMAZON COM INC COMAMZN | 11 funds | $3.4B |
| MICROSOFT CORP COMMSFT | 11 funds | $3.0B |
| ALPHABET INC CAP STK CL AGOOGL | 11 funds | $2.3B |
| BROADCOM INC COMAVGO | 11 funds | $1.9B |
| META PLATFORMS INC CL AMETA | 11 funds | $1.9B |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSTSM | 11 funds | $1.9B |
| MICRON TECHNOLOGY INC COMMU | 11 funds | $1.8B |
| TESLA INC COMTSLA | 11 funds | $1.6B |
| ALPHABET INC CAP STK CL CGOOG | 11 funds | $1.4B |
Ranked by how many of SJB'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 SJB. 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.