DEV Community: Mehdad Sharifi

How to Automate Monthly ETF & Mutual Fund Portfolio Holdings (SEC Form N-PORT) in Python, n8n & Claude MCP (Nov 07, 2026)

Mehdad Sharifi — Sat, 07 Nov 2026 07:13:06 +0000

Extracting and normalizing Monthly ETF & Mutual Fund Portfolio Holdings (SEC Form N-PORT) is one of the highest-leverage data pipelines for quantitative researchers, B2B growth engineers, and AI agent builders—especially for parsing Vanguard, BlackRock iShares, and Fidelity ETF holdings XML tables with ISINs, CUSIPs, and exact net asset weights.

Instead of maintaining fragile local scrapers, XSLT parsers, or expensive proxy networks, you can pull clean, structured JSON, CSV, or Excel datasets in under 5 seconds using the SEC Form N-PORT Mutual Fund & ETF Portfolio Holdings API by Mehdad DataLabs.

Live Market & Regulatory Snapshot (Nov 07, 2026)

Here is a live sample of recent SEC EDGAR activity across tracked benchmark tickers (NVDA, AAPL, MSFT, AMZN):

Ticker	Company Name	Industry / SIC	Latest SEC Form	Filing Date	Verified Link
`NVDA`	NVIDIA CORP	Semiconductors & Related Devices	`4`	2026-11-06	View Filing
`AAPL`	Apple Inc.	Electronic Computers	`4`	2026-11-05	View Filing
`MSFT`	MICROSOFT CORP	Services-Prepackaged Software	`144`	2026-11-05	View Filing
`AMZN`	AMAZON COM INC	Retail-Catalog & Mail-Order Houses	`4`	2026-11-04	View Filing

Quickstart: Run This API in Python (`apify-client`)

Install the official client:

pip install apify-client pandas

Call the SEC Form N-PORT Mutual Fund & ETF Portfolio Holdings API endpoint directly from Python:

from apify_client import ApifyClient
import pandas as pd

client = ApifyClient("YOUR_APIFY_API_TOKEN")

# Run the Actor and wait for results
run = client.actor("mehdad-datalabs/sec-nport-etf-mutual-fund-holdings-xml-scraper").call()

# Load clean JSON records into a Pandas DataFrame
items = client.dataset(run["defaultDatasetId"]).list_items().items
df = pd.DataFrame(items)
print(df.head())

Connect Directly to Claude Desktop, Cursor (MCP) & n8n

This Actor is natively compatible with Apify's Model Context Protocol (MCP) server (@apify/actors-mcp-server). You can also trigger it on a daily schedule inside n8n, Make, Clay, or Zapier to route real-time alerts into Slack, Telegram, HubSpot, or Google Sheets.

Try the Live API Playground: https://apify.com/mehdad-datalabs/sec-nport-etf-mutual-fund-holdings-xml-scraper
Open-Source Python SDK & Examples on GitHub: https://github.com/meher20100/sec-edgar-fda-b2b-json-api-suite

Explore the Full 20-API Financial, Biotech & B2B Intelligence Suite

20 Fast SEC EDGAR, FDA Biotech & US B2B Lead Generation JSON APIs for Python, Clay, n8n & MCP AI Agents

Mehdad Sharifi — Sat, 07 Nov 2026 03:34:14 +0000

Parsing raw US government regulatory filings, XBRL financial statements, FDA clearances, and healthcare registries is notoriously difficult due to XSLT stylesheet wrappers, changing US-GAAP accounting tags, and deeply nested XML tables.

To solve this for quantitative developers, B2B growth teams, and AI agent builders, I built and published a complete 20-API Financial, Biotech, and B2B Lead Intelligence Suite on Apify (Mehdad DataLabs).

Every API in this suite runs on pure asynchronous Python httpx (zero headless browser overhead, executing in 3 to 6 seconds on 256 MB RAM), outputs flat, structured JSON, CSV, or Excel tables, and works natively as an MCP (Model Context Protocol) server for Claude Desktop, Cursor, Clay, Make, and n8n workflows.

Here is the complete 20-API directory organized by category:

PART 1: WALL STREET & SEC EDGAR INTELLIGENCE APIS (10 APIS)

SEC Form 4 Insider Trading Scraper & XML Parser API
Strips SEC XSLT wrappers and parses raw Form 4 XML filings to extract exact CEO, CFO, Director, and 10% Owner open-market stock purchases (Code P) and sales (Code S), share counts, prices, and total dollar values:
https://apify.com/mehdad-datalabs/sec-form-4-insider-trading-scraper-xml-parser-api
SEC Form 13F Institutional Holdings & Hedge Fund Whale Scraper
Parses quarterly Form 13F-HR XML information tables for Berkshire Hathaway (Warren Buffett), Scion Asset Management (Michael Burry), BlackRock, Citadel, and Renaissance Technologies—with automatic portfolio weight (%) calculation and Put/Call option detection:
https://apify.com/mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper
SEC Form N-PORT Mutual Fund & ETF Portfolio Holdings API
Extracts monthly and quarterly Form N-PORT-P XML portfolio holdings for Vanguard, BlackRock iShares, Fidelity, and SPDR ETFs and mutual funds, including equities, bonds, CUSIPs, ISINs, USD market values, and net asset weights (%):
https://apify.com/mehdad-datalabs/sec-nport-etf-mutual-fund-holdings-xml-scraper
SEC 10-K & 10-Q XBRL Financial Statements & Earnings API
Normalizes audited US-GAAP XBRL CompanyFacts data into clean quarterly (10-Q) and annual (10-K) financial statement rows—including Revenue, Net Income, Net Profit Margin (%), Diluted EPS, Operating Cash Flow, R&D Spend, Cash, Total Assets, Liabilities, and Equity:
https://apify.com/mehdad-datalabs/sec-10k-10q-xbrl-financial-statements-earnings-api
SEC Form 8-K Corporate Events, M&A & Executive Change Scraper
Automatically decodes cryptic SEC Form 8-K item codes into plain-English catalysts—including Item 5.02 (CEO/CFO/Director appointments and departures), Item 2.02 (Earnings releases), Item 1.01/2.01 (M&A deals), Item 2.05 (Layoffs), and Item 1.05 (Cybersecurity breaches):
https://apify.com/mehdad-datalabs/sec-8k-corporate-events-ma-executive-change-scraper
SEC Schedule 13D & 13G Activist Investor & 5%+ Ownership API
Tracks real-time Schedule 13D (active/hostile takeover campaigns and board seat demands) and Schedule 13G (passive 5%+ institutional whale block stakes) plus 13D/A amendments:
https://apify.com/mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api
SEC Form S-1 IPO Pipeline & Form 144 Insider Sale Notice API
Monitors Rule 144 proposed restricted stock sales by founders and VCs (Form 144), initial public offering registrations (Form S-1 and F-1), secondary shelf dilution offerings (Form S-3 and 424B5), and SEC Notices of Effectiveness (EFFECT):
https://apify.com/mehdad-datalabs/sec-ipo-s1-form144-insider-sale-scraper
SEC DEF 14A Executive Compensation & Proxy Statement API
Extracts Definitive Annual Proxy Statements (DEF 14A), Merger Proxies (DEFM14A), Activist Proxy Contests (DFAN14A), and Investor Presentation Decks (DEFA14A) covering CEO compensation tables, golden parachutes, and shareholder votes:
https://apify.com/mehdad-datalabs/sec-def14a-ceo-executive-compensation-proxy-scraper
SEC Form 20-F & 6-K Global ADR & Foreign Stock Filings API
Purpose-built for non-US companies and ADRs traded on NYSE and Nasdaq (such as TSMC, ASML, Novo Nordisk, Alibaba, AstraZeneca, and SAP) that file audited annual reports on Form 20-F/40-F and monthly revenue or earnings releases on Form 6-K:
https://apify.com/mehdad-datalabs/sec-20f-6k-foreign-adr-international-stock-scraper
SEC Form D Startup Funding, VC Raise & Founder B2B Lead API
Parses raw SEC Form D XML filings submitted by private startups within 15 days of raising Venture Capital or Seed funding—extracting Startup Name, Exact Dollar Amount Raised ($), Founder/CEO/Director Full Names and Roles, Direct Company Phone Number, and HQ Address:
https://apify.com/mehdad-datalabs/sec-form-d-startup-funding-vc-b2b-lead-scraper

PART 2: BIOTECH, PHARMA, MEDTECH & FDA CATALYST APIS (4 APIS)

FDA Drug Approvals, NDA/BLA Biotech Catalyst & Pharma API
Extracts official US FDA (Drugs@FDA / openFDA) New Drug Applications (NDA), Biologics License Applications (BLA), and Generic Approvals (ANDA), including Priority Review status, active ingredients, and pharma sponsor companies:
https://apify.com/mehdad-datalabs/fda-drug-approvals-biotech-catalyst-pharma-b2b-scraper
ClinicalTrials.gov Phase 1-3 Biotech Catalyst & B2B Lead API
Extracts active and completed clinical studies from ClinicalTrials.gov REST API v2—capturing NCT ID, Trial Phase (Phase 1, 2, 3), Lead Pharma Sponsor, Primary Completion Date (biotech readout catalyst date), Drug Interventions, and Central Study Contact Emails and Phone Numbers:
https://apify.com/mehdad-datalabs/clinical-trials-biotech-catalyst-cro-b2b-lead-scraper
FDA 510(k) Medical Device Clearances & MedTech B2B Lead API
Extracts official US FDA 510(k) premarket medical device clearances—including the MedTech Applicant Company Name, Direct Contact Person Name, HQ Street Address, Cleared Device Trade Name, Medical Specialty, and Decision Date:
https://apify.com/mehdad-datalabs/fda-510k-medical-device-clearances-medtech-b2b-scraper
FDA Drug, Device & Food Recall Enforcement & Legal Lead API
Extracts Class I (life-threatening), Class II, and Class III FDA product recalls across Pharmaceuticals (DRUG), Medical Devices (DEVICE), and Food (FOOD)—capturing Recalling Firm Names, Recall Reasons, Product Quantities, and Nationwide Distribution Patterns for mass-tort law firms and compliance teams:
https://apify.com/mehdad-datalabs/fda-product-recalls-safety-enforcement-b2b-scraper

PART 3: B2B LEAD GENERATION, GOVCON & BANKING APIS (6 APIS)

US Federal Government Contract Awards & DoD B2B Lead Scraper
Extracts US Federal Government and Pentagon (DoD) contract awards by keyword (Artificial Intelligence, Cybersecurity, Cloud, Defense) or recipient company name, sorted by largest dollar contract value:
https://apify.com/mehdad-datalabs/us-federal-government-contract-awards-dod-b2b-scraper
US Doctor, Dentist & Medical Clinic B2B Lead Scraper API
Extracts verified US physicians, dentists, surgeons, med-spas, and medical clinics from the CMS NPPES NPI Registry—including Clinic Owner / Authorized Official Name, Title, Direct Phone Number, Practice Address, Specialty Taxonomy, and State License Number:
https://apify.com/mehdad-datalabs/us-doctor-dentist-clinic-healthcare-b2b-lead-scraper
US Pharmacy, Clinical Lab & Medical Supply B2B Lead API
Strictly targets NPI-2 commercial healthcare organizations to extract Independent Pharmacies, Compounding Pharmacies, Clinical Diagnostic Laboratories, and DME Medical Suppliers with Verified Owner/Director Names, Direct Phone Numbers, DBA Names, and Licenses:
https://apify.com/mehdad-datalabs/us-pharmacy-medical-lab-dme-b2b-lead-scraper
FDIC US Bank Directory, Deposits, Assets & B2B Lead API
Extracts official FDIC BankFind directory and quarterly Call Report financial health data for active US commercial, regional, and community banks—including Total Assets ($), Total Deposits ($), Net Income, ROA %, ROE %, Branch Count, Website URL, and HQ Address:
https://apify.com/mehdad-datalabs/fdic-us-bank-directory-deposits-assets-b2b-scraper
CFPB Fintech & Bank Consumer Complaint Intelligence API
Extracts consumer financial complaints and regulatory dispute disclosures against banks, fintech apps, crypto exchanges (Coinbase, Robinhood, PayPal, Zelle), and lenders—ideal for fintech compliance benchmarking, equity risk research, and consumer protection law firms:
https://apify.com/mehdad-datalabs/cfpb-fintech-bank-consumer-complaint-b2b-scraper
US Public Company B2B Directory, SIC & HQ Phone API
Enriches any list of US stock tickers (Nasdaq and NYSE) with official SEC corporate entity data—including Verified Corporate HQ Switchboard Phone Number, Physical Street Address, 9-Digit IRS EIN Tax ID, 4-Digit SIC Industry Code, and Filer Size Tier for Clay and CRM workflows:
https://apify.com/mehdad-datalabs/us-public-company-b2b-profile-sic-hq-phone-scraper

HOW TO USE THESE APIS IN PYTHON, N8N, CLAY OR CLAUDE MCP

All 20 Actors can be tested for free using Apify's free monthly credit tier and called via:

REST API (GET/POST JSON endpoints for Clay, Make, Zapier, or custom webhooks)
Official Apify Node inside n8n for automated daily pipelines
Python and Node.js SDKs (apify-client)
Model Context Protocol (MCP) for giving Claude Desktop and Cursor live access to SEC, FDA, and B2B datasets

You can view the full portfolio here:
https://apify.com/mehdad-datalabs

If you need a custom field added to any of these parsers or have a request for a new financial or B2B dataset, feel free to drop a comment below!

Fast SEC EDGAR XML Parsers & JSON APIs (Form 4, 13F, N-PORT, 10-K XBRL, 8-K) for Python & MCP

Mehdad Sharifi — Thu, 05 Nov 2026 22:42:57 +0000

Raw SEC EDGAR XML and XBRL filings are notoriously messy to parse due to XSLT wrappers, changing US-GAAP accounting tags, and deeply nested XML tables.

I built a lightweight suite of SEC EDGAR, Biotech, and B2B Intelligence APIs on Apify using pure async Python httpx (zero headless browser overhead, runs in ~4 seconds). They convert live US government filings directly into flat JSON, CSV, or Excel rows, and also work natively as MCP servers for Claude Desktop, Cursor, and n8n workflows:

SEC Form 4 Insider Trading XML Parser API
Extracts exact CEO, CFO, and Director open-market purchases (P) and sales (S), share counts, share prices, and total dollar values:
https://apify.com/mehdad-datalabs/sec-form-4-insider-trading-scraper-xml-parser-api
SEC Form 13F Institutional Holdings & Hedge Fund Whale Scraper
Parses 13F-HR XML tables for Berkshire Hathaway (Warren Buffett), Scion (Michael Burry), BlackRock, and Citadel with automatic portfolio weight % and Put/Call option detection:
https://apify.com/mehdad-datalabs/sec-13f-institutional-holdings-hedge-fund-whale-scraper
SEC Form N-PORT Mutual Fund & ETF Portfolio Holdings API
Extracts monthly/quarterly ETF and Mutual Fund equity, bond, and derivative holdings, CUSIPs, ISINs, and net asset weights %:
https://apify.com/mehdad-datalabs/sec-nport-etf-mutual-fund-holdings-xml-scraper
SEC 10-K & 10-Q XBRL Financial Statements & Earnings API
Standardized quarterly and annual Revenue, Net Income, Net Profit Margin %, Diluted EPS, Operating Cash Flow, Cash, Total Assets, and Liabilities:
https://apify.com/mehdad-datalabs/sec-10k-10q-xbrl-financial-statements-earnings-api
SEC Form 8-K Corporate Events, M&A & Executive Change Scraper
Automatically decodes 8-K item codes into plain-English catalysts including Item 5.02 CEO/CFO changes, Item 2.02 earnings releases, and Item 1.01/2.01 M&A deals:
https://apify.com/mehdad-datalabs/sec-8k-corporate-events-ma-executive-change-scraper
SEC Schedule 13D & 13G Activist Investor & 5%+ Ownership API
Tracks hostile takeover campaigns (13D) and 5%+ institutional whale block stakes (13G):
https://apify.com/mehdad-datalabs/sec-schedule-13d-13g-activist-investor-ownership-api
SEC Form S-1 IPO Pipeline & Form 144 Insider Sale Notice API
Tracks new S-1/F-1 tech IPO registrations, S-3 dilution shelf offerings, and Rule 144 restricted stock sale notices:
https://apify.com/mehdad-datalabs/sec-ipo-s1-form144-insider-sale-scraper
SEC Form D Startup Funding, VC Raise & Founder B2B Lead API
Extracts newly funded private startups raising seed/VC rounds, exact dollar amounts raised, and Founder/CEO names and phone numbers from Form D XML:
https://apify.com/mehdad-datalabs/sec-form-d-startup-funding-vc-b2b-lead-scraper
US Federal Government Contract Awards & DoD B2B Lead Scraper
Extracts Pentagon (DoD) and federal contract awards by keyword (AI, Cybersecurity, Defense) or company name:
https://apify.com/mehdad-datalabs/us-federal-government-contract-awards-dod-b2b-scraper
FDA Drug Approvals, NDA/BLA Biotech Catalyst & Pharma API
Extracts official US FDA New Drug (NDA), Biologics (BLA), and Generic (ANDA) approvals and pharmaceutical sponsors:
https://apify.com/mehdad-datalabs/fda-drug-approvals-biotech-catalyst-pharma-b2b-scraper
ClinicalTrials.gov Phase 1-3 Biotech Catalyst & B2B Lead API
Extracts active Phase 1, 2, and 3 clinical trials, pharma sponsors, primary completion readout dates, and study contact emails/phones:
https://apify.com/mehdad-datalabs/clinical-trials-biotech-catalyst-cro-b2b-lead-scraper
US Doctor, Dentist & Medical Clinic B2B Lead Scraper API
Extracts verified US physicians, dentists, and medical clinics from the CMS NPI Registry with clinic owner names and direct phone numbers:
https://apify.com/mehdad-datalabs/us-doctor-dentist-clinic-healthcare-b2b-lead-scraper
CFPB Fintech & Bank Consumer Complaint Intelligence API Extract official US CFPB consumer financial complaints against banks, fintech apps, crypto exchanges (Coinbase, Robinhood, PayPal), lenders & credit bureaus into JSON/CSV. Get complaint narratives, product issues, states & company responses. Built for law firms, quant funds & MCP AI. https://apify.com/mehdad-datalabs/cfpb-fintech-bank-consumer-complaint-b2b-scraper
SEC DEF 14A Executive Compensation & Proxy Statement API Extract real-time SEC EDGAR Form DEF 14A Definitive Proxy Statements, DEFM14A Merger Proxies & DFAN14A Activist Proxy Contests into clean JSON/CSV. Track CEO/CFO compensation disclosures, board elections, golden parachutes & shareholder votes. Ready for executive recruiters, n8n & MCP AI. https://apify.com/mehdad-datalabs/sec-def14a-ceo-executive-compensation-proxy-scraper
FDIC US Bank Directory, Deposits, Assets & B2B Lead API Extract official US FDIC BankFind directory & bank financial health data into clean JSON/CSV. Get Commercial & Community Bank Names, Total Assets ($), Total Deposits ($), Net Income, ROA/ROE %, Branch Counts, Websites & HQ Addresses. Ideal for B2B fintech sales, n8n & MCP AI agents. https://apify.com/mehdad-datalabs/fdic-us-bank-directory-deposits-assets-b2b-scraper

All of them can be tested for free using Apify's free monthly tier. Would love any feedback on additional SEC forms or public B2B datasets you would like added!