Largest Portfolios by Value

Filing on Aug 15, 2025 Q2 2025

Morgan Stanley

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • SPY
Morgan Stanley's Q2 2025 Portfolio
Portfolio Value 1.49 Trillion
Stocks 44865
Filing on Jul 16, 2025 Q2 2025

Rebalance, LLC

  • SCHB
  • VTI
  • SCHF
  • AGG
  • VEA
  • VCIT
  • USHY
Rebalance, LLC's Q2 2025 Portfolio
Portfolio Value 1.47 Trillion
Stocks 96
Filing on Aug 14, 2025 Q2 2025

Ribbit Management Company, LLC

  • NU
  • HOOD
  • COIN
  • SE
  • SQ
  • DLO
  • MELI
Ribbit Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 1.47 Trillion
Stocks 14
Filing on Jul 29, 2025 Q2 2025

Applied Finance Capital Management, LLC

  • AAPL
  • ORCL
  • META
  • GOOGL
  • KLAC
  • AMAT
  • IBM
Applied Finance Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 308
Filing on Jul 24, 2025 Q2 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • COST
Invictus Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 84
Filing on Jul 16, 2025 Q2 2025

First American Bank

  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • AMZN
  • GOOGL
  • V
First American Bank's Q2 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 240
Filing on Aug 11, 2025 Q2 2025

Y.D. More Investments LTD

  • ESLT
  • ICL
  • NVMI
  • NYAX
  • CAMT
  • ORA
  • TSEM
Y.D. More Investments LTD's Q2 2025 Portfolio
Portfolio Value 1.45 Trillion
Stocks 565
Filing on Aug 12, 2025 Q2 2025

Foster Dykema Cabot & Partners, LLC

  • SPY
  • JPST
  • ICSH
  • APH
  • MSFT
  • AMZN
  • PWR
Foster Dykema Cabot & Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.42 Trillion
Stocks 343
Filing on Aug 14, 2025 Q2 2025

Meridiem Capital Partners LP

  • AMZN
  • NVDA
  • TMUS
  • BSX
  • T
  • AMD
  • ADI
Meridiem Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 1.42 Trillion
Stocks 72
Filing on Aug 01, 2025 Q2 2025

Mizuho Markets Cayman LP

  • FCX
  • XOM
  • INTC
  • AMGN
  • ADI
  • MCHP
  • HPE
Mizuho Markets Cayman LP's Q2 2025 Portfolio
Portfolio Value 1.39 Trillion
Stocks 77
Filing on Aug 08, 2025 Q2 2025

Geode Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Geode Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.39 Trillion
Stocks 8497
Filing on Aug 13, 2025 Q2 2025

Baring Fintech Fund Iii Managers LTD

  • KKS.F
Baring Fintech Fund Iii Managers LTD's Q2 2025 Portfolio
Portfolio Value 1.38 Trillion
Stocks 1
Filing on Aug 05, 2025 Q2 2025

Carrhae Capital LLP

  • SLV
  • ERJ
  • ASHR
  • EEM
  • EGO
  • SE
  • BABA
Carrhae Capital LLP's Q2 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 28
Filing on Aug 08, 2025 Q2 2025

Avalon Trust CO

  • MSFT
  • NVDA
  • AVGO
  • AAPL
  • AMZN
  • GOOG
  • V
Avalon Trust CO's Q2 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 400
Filing on Jul 23, 2025 Q2 2025

Spear Holdings Rsc LTD

  • FXI
  • SHW
  • NVDA
  • AMZN
  • MSFT
  • DHR
  • SPGI
Spear Holdings Rsc LTD's Q2 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 19
Filing on Aug 14, 2025 Q2 2025

Index Venture Associates Vi LTD

  • HOOD
Index Venture Associates Vi LTD's Q2 2025 Portfolio
Portfolio Value 1.35 Trillion
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Burkehill Global Management, LP

  • BRO
  • AEP
  • NDAQ
  • ADC
  • CHWY
  • LPLA
  • ETR
Burkehill Global Management, LP's Q2 2025 Portfolio
Portfolio Value 1.35 Trillion
Stocks 94
Filing on Jul 09, 2025 Q2 2025

Fiduciary Alliance LLC

  • MSFT
  • AAPL
  • SPY
  • JPM
  • NVDA
  • AMZN
  • BRK-B
Fiduciary Alliance LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 479