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Mehdad Sharifi
Mehdad Sharifi

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

#finance #python #api #etf

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 and CUSIPs.

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

Live SEC EDGAR Activity Snapshot (Nov 07, 2026)

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

1. NVIDIA CORP (NVDA) — Industry: Semiconductors & Related Devices | Latest Filing: Form 4 (Filed: 2026-11-06)

2. Apple Inc. (AAPL) — Industry: Electronic Computers | Latest Filing: Form 4 (Filed: 2026-11-05)

3. MICROSOFT CORP (MSFT) — Industry: Services-Prepackaged Software | Latest Filing: Form 144 (Filed: 2026-11-05)

4. AMAZON COM INC (AMZN) — Industry: Retail-Catalog & Mail-Order Houses | Latest Filing: Form 4 (Filed: 2026-11-04)

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

Install the official Python client:

pip install apify-client pandas
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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())
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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.

1. Live API Playground: SEC Form N-PORT Mutual Fund & ETF Portfolio Holdings API

2. Related API: SEC DEF 14A Executive Compensation & Proxy Statement API

3. Related API: SEC Form 20-F & 6-K Global ADR & Foreign Stock Filings API

4. Open-Source Python SDK & Full 20-API Directory on GitHub: https://github.com/meher20100/sec-edgar-fda-b2b-json-api-suite

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