Institutional manager · SEC 13F

Roberto Mignone

ORSER CAPITAL MANAGEMENT, LLC

Reported book: $126.2M
Reported positions: 49
As of: Jun 30, 2026

Largest disclosed holdingstop 3 of 49

NVDANVIDIA CORPORATION$15.8M12.5%
CRSCARPENTER TECHNOLOGY CORP$14.8M11.8%
GOOGLALPHABET INC$10.6M8.4%

The complete book — every position with weights, share counts and quarter-over-quarter changes — is in the live dashboard.

Track Roberto Mignone live — and everyone else

The dashboard reads every new filing within minutes: every 13F, Form 4 and Schedule the moment it clears EDGAR — plus live insider buying across the whole market, the most-bought board, and performance versus the S&P. Free to start.

Open the live dashboard See plans

Get the free Insider Brief

The week's real signals — open-market insider buys, cluster formations and new filings from Roberto Mignone — in plain English, with grants and routine vesting stripped out. Free, and honest about what the data can and cannot say.