CARY STREET PARTNERS FINANCIAL LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1475045
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$4.6B
Holdings
1,085
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CARY STREET PARTNERS FINANCIAL LLC disclosed 1,085 positions worth $4.6B in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 136 new positions and exited 38 and a full exit from $GPC. The portfolio is most concentrated in Other (50.4% of disclosed assets). All figures are sourced directly from CARY STREET PARTNERS FINANCIAL LLC’s Form 13F-HR filing with the SEC under CIK 1475045.
AI Fund Analysis
StableVANGUARD VALUE ETF - ETF
3.1% weight
Held 7 quarters
$AAPL3.0% weight
Held 7 quarters
VANGUARD GROWTH ETF - ETF
2.5% weight
Held 7 quarters
$GOOG1.8% weight
Held 7 quarters
$MSFT1.7% weight
Held 7 quarters
ISHARES MSCI EAFE VALUE ET
6 quarters accumulating
ISHARES CORE S&P SMALL CAP
6 quarters accumulating
PIMCO MULTISECTOR BOND ACT
6 quarters accumulating
ISHARES 1-5 YEAR INVESTMEN
6 quarters accumulating
Janus Henderson AAA CLO ET
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD VALUE ETF - ETF
—Quality
$141.7M650,283 sh- 76.4#84
Quality
$139.4M481,881 sh VANGUARD GROWTH ETF - ETF
—Quality
$112.4M1,325,972 sh- 78.2
Quality
$80.7M228,525 sh - 79.8
Quality
$79.7M213,728 sh Fairlead Tactical Sector ETF - ETF
—Quality
$76.5M2,417,224 shISHARES MSCI EAFE GROWTH ETF - ETF
—Quality
$64.3M516,696 shISHARES MSCI EAFE VALUE ETF - ETF
—Quality
$60.9M814,245 shTCW FLEXIBLE INCOME ETF - ETF
—Quality
$60.0M1,531,303 shVANGUARD SMALL-CAP ETF - ETF
—Quality
$57.7M190,361 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD VALUE ETF - ETF | — | $141.7M | 650,283 |
| Apple Inc.$AAPL | 76.4#84 | $139.4M | 481,881 |
| VANGUARD GROWTH ETF - ETF | — | $112.4M | 1,325,972 |
 Alphabet Inc.$GOOGL | 78.2 | $80.7M | 228,525 |
| MICROSOFT CORP$MSFT | 79.8 | $79.7M | 213,728 |
| Fairlead Tactical Sector ETF - ETF | — | $76.5M | 2,417,224 |
| ISHARES MSCI EAFE GROWTH ETF - ETF | — | $64.3M | 516,696 |
| ISHARES MSCI EAFE VALUE ETF - ETF | — | $60.9M | 814,245 |
| TCW FLEXIBLE INCOME ETF - ETF | — | $60.0M | 1,531,303 |
| VANGUARD SMALL-CAP ETF - ETF | — | $57.7M | 190,361 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CARY STREET PARTNERS FINANCIAL LLC's 1,085 positions.
Showing top 10 of 1,085 holdings.
Sector Allocation
Other
$2.3B
Technology
$729.5M
Financials
$424.9M
Industrials
$322.0M
Healthcare
$217.4M
Consumer Discretionary
$188.7M
Energy
$115.4M
Materials
$102.8M
Top Holdings — CARY STREET PARTNERS FINANCIAL LLC (Q2 2026)
Top 150 of 1,085 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD VALUE ETF - ETF | $141.7M | 3.1% | -1% | — |
| 2 | $AAPL | Apple Inc. | $139.4M | 3.0% | +2% | 76.4 |
| 3 | — | VANGUARD GROWTH ETF - ETF | $112.4M | 2.5% | +451% | — |
| 4 | $GOOGL | Alphabet Inc. | $80.7M | 1.8% | -2% | 78.2 |
| 5 | $MSFT | MICROSOFT CORP | $79.7M | 1.7% | +3% | 79.8 |
| 6 | — | Fairlead Tactical Sector ETF - ETF | $76.5M | 1.7% | -2% | — |
| 7 | — | ISHARES MSCI EAFE GROWTH ETF - ETF | $64.3M | 1.4% | -2% | — |
| 8 | — | ISHARES MSCI EAFE VALUE ETF - ETF | $60.9M | 1.3% | +11% | — |
| 9 | — | TCW FLEXIBLE INCOME ETF - ETF | $60.0M | 1.3% | -0% | — |
| 10 | — | VANGUARD SMALL-CAP ETF - ETF | $57.7M | 1.3% | -3% | — |
| 11 | $GOOG | Alphabet Inc. | $56.6M | 1.2% | +1% | 78.2 |
| 12 | — | JPMORGAN INCOME ETF - ETF | $56.4M | 1.2% | +9% | — |
| 13 |  $AMZN | AMAZON COM INC | $54.6M | 1.2% | +1% | 68.7 |
| 14 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $49.9M | 1.1% | -9% | — |
| 15 |  $NVDA | NVIDIA CORP | $49.5M | 1.1% | +4% | 85.9 |
| 16 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $47.9M | 1.1% | +2% | — |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $44.0M | 1.0% | -1% | — |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $40.0M | 0.9% | -2% | 73.8 |
| 19 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $38.9M | 0.8% | +19% | — |
| 20 | — | PGIM PORTFOLIO BALLAST ETF - ETF | $38.5M | 0.8% | -8% | — |
| 21 |  $LLY | ELI LILLY & Co | $37.1M | 0.8% | +12% | 87.5 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $36.1M | 0.8% | +5% | 70.7 |
| 23 | — | VANGUARD MID-CAP ETF - ETF | $35.7M | 0.8% | +317% | — |
| 24 |  $JNJ | JOHNSON & JOHNSON | $35.4M | 0.8% | +1% | 69 |
| 25 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | $33.5M | 0.7% | -2% | — |
| 26 |  $ABBV | AbbVie Inc. | $33.4M | 0.7% | +3% | 72.6 |
| 27 | — | VANGUARD MID-CAP VALUE ETF - ETF | $31.7M | 0.7% | -0% | — |
| 28 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $30.9M | 0.7% | -1% | — |
| 29 |  $RTX | RTX Corp | $30.2M | 0.7% | +3% | 73.2 |
| 30 |  $URI | UNITED RENTALS, INC. | $29.3M | 0.6% | -1% | 63.9 |
| 31 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $29.3M | 0.6% | -25% | — |
| 32 | — | ISHARES CORE S&P 500 ETF - ETF | $29.3M | 0.6% | -4% | — |
| 33 | — | VANGUARD S&P 500 ETF - ETF | $29.2M | 0.6% | +6% | — |
| 34 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $28.1M | 0.6% | +2% | — |
| 35 |  $PANW | Palo Alto Networks Inc | $27.7M | 0.6% | -2% | 65.5 |
| 36 |  $WMB | WILLIAMS COMPANIES, INC. | $26.1M | 0.6% | -1% | 64.3 |
| 37 |  $MRK | Merck & Co., Inc. | $25.8M | 0.6% | -0% | 59.9 |
| 38 | — | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF | $25.8M | 0.6% | -25% | — |
| 39 |  $IVZ | Invesco Ltd. | $25.5M | 0.6% | +11% | — |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $25.4M | 0.6% | -12% | 70.3 |
| 41 |  $HD | HOME DEPOT, INC. | $23.9M | 0.5% | -8% | 60.3 |
| 42 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $23.5M | 0.5% | +1% | — |
| 43 |  $V | VISA INC. | $23.4M | 0.5% | +1% | 82.9 |
| 44 |  $PWR | QUANTA SERVICES, INC. | $23.3M | 0.5% | -6% | 72.1 |
| 45 |  $ASML | ASML HOLDING NV | $22.6M | 0.5% | -2% | — |
| 46 |  $TXN | TEXAS INSTRUMENTS INC | $22.4M | 0.5% | -0% | 73.4 |
| 47 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $21.5M | 0.5% | +15% | — |
| 48 |  $CAT | CATERPILLAR INC | $21.5M | 0.5% | -6% | 66.5 |
| 49 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $21.4M | 0.5% | +305% | — |
| 50 | — | NEUBERGER OPTION STRATEGY ETF - ETF | $21.3M | 0.5% | -3% | — |
| 51 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $21.2M | 0.5% | -1% | — |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $20.9M | 0.5% | +1% | 66.2 |
| 53 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $20.3M | 0.4% | +0% | — |
| 54 |  $MLI | MUELLER INDUSTRIES INC | $20.3M | 0.4% | +93% | 68.7 |
| 55 |  $ETN | Eaton Corp plc | $20.2M | 0.4% | +2% | — |
| 56 | — | JPMORGAN INTERNATIONAL HEDGED EQUITY LADDERED OVERLAY ETF - ETF | $20.1M | 0.4% | +39% | — |
| 57 | — | JPMORGAN ACTIVE GROWTH ETF - ETF | $19.8M | 0.4% | -62% | — |
| 58 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $19.3M | 0.4% | -50% | — |
| 59 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | $18.8M | 0.4% | +87% | — |
| 60 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $18.7M | 0.4% | +2% | — |
| 61 |  $GLW | CORNING INC /NY | $18.2M | 0.4% | +10% | 73.7 |
| 62 |  $XOM.R34088 | EXXON MOBIL CORP | $17.2M | 0.4% | -3% | 57.9 |
| 63 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $17.1M | 0.4% | -1% | — |
| 64 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | $17.0M | 0.4% | +11% | — |
| 65 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $16.7M | 0.4% | +3% | 65.1 |
| 66 |  $MU | MICRON TECHNOLOGY INC | $16.2M | 0.3% | -17% | 86.2 |
| 67 |  $FDX | FEDEX CORP | $15.7M | 0.3% | -2% | 60.3 |
| 68 | — | Alerian MLP ETF - ETF | $15.5M | 0.3% | +2% | — |
| 69 |  $PG | PROCTER & GAMBLE Co | $15.4M | 0.3% | +1% | 64.6 |
| 70 |  $AVGO | Broadcom Inc. | $15.1M | 0.3% | -3% | 84.5 |
| 71 | — | Technology Select Sector SPDR Fund - ETF | $15.1M | 0.3% | -0% | — |
| 72 |  $GS | GOLDMAN SACHS GROUP INC | $14.4M | 0.3% | -2% | 73.5 |
| 73 | — | Janus Henderson AAA CLO ETF - ETF | $14.1M | 0.3% | +48% | — |
| 74 | — | JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF - ETF | $14.1M | 0.3% | NEW | — |
| 75 |  $APH | AMPHENOL CORP /DE/ | $14.1M | 0.3% | +1% | 79.3 |
| 76 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - ETF | $14.1M | 0.3% | -10% | — |
| 77 |  $CVX | CHEVRON CORP | $13.9M | 0.3% | +1% | 62.8 |
| 78 | — | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF - ETF | $13.7M | 0.3% | -9% | — |
| 79 |  $AXP | AMERICAN EXPRESS CO | $13.6M | 0.3% | +2% | 69.4 |
| 80 |  $CBOE | Cboe Global Markets, Inc. | $13.6M | 0.3% | -5% | 79.2 |
| 81 |  $QCOM | QUALCOMM INC/DE | $13.5M | 0.3% | -28% | 70.5 |
| 82 | — | FIRST EAGLE GLOBAL EQUITY ETF - ETF | $13.5M | 0.3% | +7% | — |
| 83 |  $META | Meta Platforms, Inc. | $13.3M | 0.3% | +1% | 79.6 |
| 84 | — | CAPITAL GROUP CORE BALANCED ETF - ETF | $13.2M | 0.3% | +1% | — |
| 85 |  $WSM | WILLIAMS SONOMA INC | $13.0M | 0.3% | +0% | 66.1 |
| 86 | — | AMPLIFY CWP GROWTH & INCOME ETF - ETF | $12.9M | 0.3% | NEW | — |
| 87 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | $12.7M | 0.3% | -3% | — |
| 88 | — | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF - ETF | $12.5M | 0.3% | +7% | — |
| 89 |  $CME | CME GROUP INC. | $12.4M | 0.3% | -0% | 69.5 |
| 90 |  $NDAQ | NASDAQ, INC. | $12.2M | 0.3% | -0% | 76.7 |
| 91 |  $D | DOMINION ENERGY, INC | $12.1M | 0.3% | +5% | 69.9 |
| 92 |  $WT | WisdomTree, Inc. | $11.7M | 0.3% | +9% | 59.9 |
| 93 | $WT | WisdomTree, Inc. | $11.6M | 0.3% | -15% | 59.9 |
| 94 |  $BA | BOEING CO | $11.6M | 0.3% | +14% | 61.6 |
| 95 |  $BWXT | BWX Technologies, Inc. | $11.5M | 0.3% | +4% | 63.8 |
| 96 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $11.2M | 0.2% | +0% | 75.4 |
| 97 | — | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF - ETF | $10.9M | 0.2% | +6% | — |
| 98 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $10.8M | 0.2% | -6% | — |
| 99 | — | STATE STREET SPDR S&P 400 MID CAP VALUE ETF - ETF | $10.7M | 0.2% | -1% | — |
| 100 | — | VANGUARD SMALL-CAP GROWTH ETF - ETF | $10.3M | 0.2% | +0% | — |
| 101 | — | ISHARES FLOATING RATE BOND ETF - ETF | $10.3M | 0.2% | +7% | — |
| 102 |  $GLD | SPDR GOLD TRUST | $10.2M | 0.2% | +18% | — |
| 103 |  $KO | COCA COLA CO | $10.2M | 0.2% | +2% | 69.5 |
| 104 | $IVZ | Invesco Ltd. | $10.1M | 0.2% | -8% | — |
| 105 | — | CAPITAL GROUP CORE EQUITY ETF - ETF | $10.1M | 0.2% | +1% | — |
| 106 | — | VANGUARD S&P 500 VALUE ETF - ETF | $9.8M | 0.2% | +2% | — |
| 107 |  $PEP | PEPSICO INC | $9.7M | 0.2% | +1% | 63.4 |
| 108 |  $SYY | SYSCO CORP | $9.7M | 0.2% | +1% | 54.7 |
| 109 | — | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF - ETF | $9.7M | 0.2% | NEW | — |
| 110 | — | AKRE FOCUS ETF - ETF | $9.5M | 0.2% | +0% | — |
| 111 |  $LRCX | LAM RESEARCH CORP | $9.4M | 0.2% | +1% | 79.4 |
| 112 |  $ANET | Arista Networks, Inc. | $9.4M | 0.2% | +81% | 81.9 |
| 113 |  $GD | GENERAL DYNAMICS CORP | $9.3M | 0.2% | -1% | 68.7 |
| 114 |  $BAC | BANK OF AMERICA CORP /DE/ | $9.2M | 0.2% | +18% | 67.6 |
| 115 | — | JPMORGAN EQUITY PREMIUM YIELD ETF - ETF | $9.2M | 0.2% | NEW | — |
| 116 | — | SCHWAB U.S. MID-CAP ETF - ETF | $9.2M | 0.2% | -1% | — |
| 117 | — | PACER US CASH COWS 100 ETF - ETF | $9.1M | 0.2% | +36% | — |
| 118 | — | JPMORGAN INTERNATIONAL VALUE ETF - ETF | $9.1M | 0.2% | +13% | — |
| 119 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $9.1M | 0.2% | -6% | — |
| 120 |  $DIS | Walt Disney Co | $9.0M | 0.2% | +1% | 60.1 |
| 121 | — | iShares U.S. Technology ETF - ETF | $9.0M | 0.2% | -3% | — |
| 122 |  $UL | UNILEVER PLC | $8.8M | 0.2% | +2% | — |
| 123 | — | VANGUARD LARGE-CAP ETF - ETF | $8.8M | 0.2% | -1% | — |
| 124 |  $MDT | Medtronic plc | $8.8M | 0.2% | +10% | 68.7 |
| 125 |  $DVN | DEVON ENERGY CORP/DE | $8.5M | 0.2% | +0% | 74.8 |
| 126 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $8.5M | 0.2% | -0% | 69.7 |
| 127 | — | ISHARES RUSSELL 2000 ETF - ETF | $8.4M | 0.2% | -2% | — |
| 128 |  $AMAT | APPLIED MATERIALS INC /DE | $8.4M | 0.2% | -14% | 72.3 |
| 129 |  $LOW | LOWES COMPANIES INC | $8.4M | 0.2% | -3% | 60.8 |
| 130 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.3M | 0.2% | +5% | 70 |
| 131 |  $TT | Trane Technologies plc | $8.3M | 0.2% | -2% | — |
| 132 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $8.2M | 0.2% | -19% | — |
| 133 | — | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF - ETF | $8.1M | 0.2% | -1% | — |
| 134 |  $KMI | KINDER MORGAN, INC. | $8.0M | 0.2% | -1% | 71.3 |
| 135 |  $CTVA | Corteva, Inc. | $7.9M | 0.2% | +1% | 47.2 |
| 136 | — | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND - ETF | $7.9M | 0.2% | +5% | — |
| 137 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | $7.9M | 0.2% | -4% | — |
| 138 | — | STATE STREET SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ET - ETF | $7.9M | 0.2% | +1% | — |
| 139 |  $MS | MORGAN STANLEY | $7.7M | 0.2% | +5% | 75.8 |
| 140 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $7.4M | 0.2% | +1% | — |
| 141 |  $AMD | ADVANCED MICRO DEVICES INC | $7.3M | 0.2% | -23% | 79.8 |
| 142 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | $7.3M | 0.2% | -56% | — |
| 143 |  $VZ | VERIZON COMMUNICATIONS INC | $7.3M | 0.2% | +3% | 65.8 |
| 144 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $7.3M | 0.2% | -1% | 62.9 |
| 145 |  $HONA | Honeywell Aerospace Inc. | $7.3M | 0.2% | NEW | — |
| 146 |  $NXPI | NXP Semiconductors N.V. | $7.2M | 0.2% | +97% | — |
| 147 |  $MELI | MERCADOLIBRE INC | $7.2M | 0.2% | +0% | 80.2 |
| 148 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND - ETF | $7.1M | 0.2% | +40% | — |
| 149 | — | ISHARES MSCI EAFE ETF - ETF | $7.1M | 0.2% | -1% | — |
| 150 |  $ORCL | ORACLE CORP | $7.1M | 0.2% | -6% | 66.2 |
New Positions (136)
JPMORGAN NASDAQ EQUITY PREMIUM YIELD ETF - ETF$14.1M
AMPLIFY CWP GROWTH & INCOME ETF - ETF$12.9M
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF - ETF$9.7M
JPMORGAN EQUITY PREMIUM YIELD ETF - ETF$9.2M
$HONA Honeywell Aerospace Inc.$7.3M FIRST TRUST WATER ETF - ETF$5.6M
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - ETF$5.2M
AVANTIS EMERGING MARKETS EQUITY ETF - ETF$4.6M
AMERICAN CENTURY LARGE CAP EQUITY ETF - ETF$4.0M
FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF - ETF$3.7M
$FDXF FedEx Freight Holding Company, Inc.$3.5M FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND - ETF$3.5M
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF - ETF$3.0M
$TEAM Atlassian Corp$2.6M WHITEWOLF PUBLICLY LISTED PRIVATE EQUITY ETF - ETF$2.5M
Exited Positions (38)
$GPC GENUINE PARTS CO STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
$ALPS Alps Group Inc PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND
$MTH Meritage Homes CORP JPMORGAN HIGH YIELD MUNICIPAL ETF
$ROIV Roivant Sciences Ltd. GLOBAL X MLP ETF
PACER TRENDPILOT US LARGE CAP ETF
$RCI ROGERS COMMUNICATIONS INC STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
HORIZON KINETICS INFLATION BENEFICIARIES ETF
$PNR PENTAIR plc NUVEEN NEW JERSEY COM
$IP INTERNATIONAL PAPER CO /NEW/Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: CARY STREET PARTNERS FINANCIAL LLC
13F Pro is an AI hedge fund tracker and stock research platform. For CARY STREET PARTNERS FINANCIAL LLC (SEC CIK: 1475045), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CARY STREET PARTNERS FINANCIAL LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.