First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
Matthew 25 Management CorpCIK 0001351431 | 329,500 | $2.39M | +321,500 | ↑ INC |
Pinnacle Holdings, LLCCIK 0001411784 | 113,388 | $823.20K | – | no_change |
FIRST NATIONAL TRUST COCIK 0001277303 | 73,000 | $529.98K | – | no_change |
IVY LANE CAPITAL MANAGEMENT, LLCCIK 0001839851 | 50,000 | $363.00K | +50,000 | NEW |
ATLAS CAPITAL ADVISORS INC.CIK 0001434165 | 31,319 | $227.38K | – | no_change |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCCIK 0001015877 | 15,000 | $108.90K | +2,000 | ↑ INC |
Oakworth Capital, Inc.CIK 0001588871 | 10,450 | $75.87K | – | no_change |
Ancora Advisors LLCCIK 0001446114 | 4,645 | $33.72K | – | no_change |
KELLEHER FINANCIAL ADVISORSCIK 0001507971 | 4,587 | $33.30K | +87 | ↑ INC |
MARK SHEPTOFF FINANCIAL PLANNING, LLCCIK 0001607355 | 3,750 | $30.23K | +3,750 | NEW |
Ascentis Independent AdvisorsCIK 0001845003 | 1,320 | $9.58K | +1,320 | NEW |
Byrne Asset Management LLCCIK 0001911322 | 900 | $6.53K | +400 | ↑ INC |
HUNTINGTON NATIONAL BANKCIK 0000049205 | 483 | $3.51K | – | no_change |
VSM Wealth Advisory, LLCCIK 0002050660 | 416 | $3.02K | +416 | NEW |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.CIK 0000319933 | 372 | $2.70K | – | no_change |
McMillan Office, Inc.CIK 0002109205 | 43 | $312.00 | – | no_change |
HANTZ FINANCIAL SERVICES, INC.CIK 0001071061 | 1,095 | $8.00 | – | no_change |
Coston, McIsaac & PartnersCIK 0001945037 | 50 | $0.00 | +50 | NEW |
| Filer | Δ Shares | Value |
|---|---|---|
Matthew 25 Management Corp↑ INC | +321,500 | $2.39M |
IVY LANE CAPITAL MANAGEMENT, LLCNEW | +50,000 | $363.00K |
MARK SHEPTOFF FINANCIAL PLANNING, LLCNEW | +3,750 | $30.23K |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC↑ INC | +2,000 | $108.90K |
Ascentis Independent AdvisorsNEW | +1,320 | $9.58K |
VSM Wealth Advisory, LLCNEW | +416 | $3.02K |
Byrne Asset Management LLC↑ INC | +400 | $6.53K |
KELLEHER FINANCIAL ADVISORS↑ INC | +87 | $33.30K |
Coston, McIsaac & PartnersNEW | +50 | $0.00 |