Money managers overseeing more than $100 million in US equities have to file a 13F form within 45 days of the end of each quarter to list their holdings in stocks that trade on US exchanges.
—
Janet Lorin,
Fortune,
15 Aug. 2026
The top five holdings, in order of holding size, are Apple (AAPL), American Express (AXP), Alphabet (GOOGL, GOOG), Coca-Cola (KO), and Bank of America (BAC).
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