Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FELL CAPITAL MANAGEMENT /ADV 13F Holdings -- Portfolio & Top Positions (2026-06-30)

FELL CAPITAL MANAGEMENT /ADV (CIK 850601) reported $118.7M across 96 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWN ($6.0M, 5.07%), AAPL ($6.0M, 5.06%), SPY ($5.9M, 5.00%), IWO ($5.8M, 4.88%), GOOG ($5.0M, 4.19%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IWNISHARES TR$6.0M5.07%27,215Added
2AAPLAPPLE INC$6.0M5.06%20,767Trimmed
3SPYSTATE STR SPDR S&P 500 ETF T$5.9M5.00%7,952Trimmed
4IWOISHARES TR$5.8M4.88%14,692Added
5GOOGALPHABET INC$5.0M4.19%14,087Trimmed
6SDYSPDR SERIES TRUST$4.5M3.81%29,718Added
7FBNDFIDELITY MERRIMACK STR TR$3.9M3.29%85,956Added
8SLYVSPDR SERIES TRUST$3.0M2.53%27,495Added
9SPYVSPDR SERIES TRUST$2.8M2.33%45,423Added
10VAWVANGUARD WORLD FD$2.6M2.22%11,495Hold
11VOVANGUARD INDEX FDS$2.6M2.18%32,136Added
12AMZNAMAZON COM INC$2.5M2.10%10,476Trimmed
13VWOVANGUARD INTL EQUITY INDEX F$2.3M1.97%39,181Added
14SLYGSPDR SERIES TRUST$2.2M1.87%18,674Added
15MSFTMICROSOFT CORP$2.2M1.85%5,880Trimmed
16SPYGSPDR SERIES TRUST$2.1M1.73%17,248Added
17GLDSPDR GOLD TR$1.9M1.59%5,115Trimmed
18GSGOLDMAN SACHS GROUP INC$1.9M1.57%1,847Trimmed
19PFFISHARES TR$1.9M1.57%60,984Trimmed
20JPMJPMORGAN CHASE & CO$1.8M1.49%5,420Trimmed
21GOOGLALPHABET INC$1.8M1.48%4,930Trimmed
22NVDANVIDIA CORPORATION$1.7M1.44%8,522Trimmed
23HYGISHARES TR$1.6M1.37%20,282Trimmed
24XOMEXXON MOBIL CORP$1.5M1.26%10,955Trimmed
25IJHISHARES TR$1.5M1.25%19,205Hold

Source: SEC Form 13F filings · as of 2026-06-30