Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Ribbit Management Company, LLC

  • NU
  • SE
  • HOOD
  • COIN
  • SQ
  • DLO
  • MELI
Ribbit Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 975 Billion
Stocks 14
Filing on May 15, 2025 Q1 2025

Sone Capital Management, LLC

  • IEX
  • IT
  • LII
  • BSY
  • FDS
  • PCTY
  • PEP
Sone Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 971 Billion
Stocks 104
Filing on Apr 17, 2025 Q1 2025

Insigneo Advisory Services, LLC

  • AAPL
  • SPY
  • AMZN
  • BRK-B
  • MSFT
  • NVDA
  • TT
Insigneo Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 969 Billion
Stocks 634
Filing on May 15, 2025 Q1 2025

Guardian Partners Inc.

  • RY
  • TD
  • ENB
  • BMO
  • XLF
  • BNS
  • MSFT
Guardian Partners Inc.'s Q1 2025 Portfolio
Portfolio Value 968 Billion
Stocks 169
Filing on May 15, 2025 Q1 2025

Meridiem Capital Partners LP

  • AMZN
  • TTWO
  • NVDA
  • T
  • NFLX
  • DHR
  • GOOGL
Meridiem Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 959 Billion
Stocks 56
Filing on Apr 15, 2025 Q1 2025

Petredis Investment Advisors LLC

  • XLF
  • MGK
  • MSFT
  • AAPL
  • MGV
  • NVDA
  • VEA
Petredis Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 957 Billion
Stocks 100
Filing on May 07, 2025 Q1 2025

Four Thought Financial Partners, LLC

  • MSFT
  • AAPL
  • AMT
  • AVGO
  • NEE
  • V
  • CVX
Four Thought Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 956 Billion
Stocks 318
Filing on Apr 14, 2025 Q1 2025

Moss Adams Wealth Advisors LLC

  • VTI
  • JCPB
  • IJR
  • XLU
  • XLRE
  • BUG
  • XLC
Moss Adams Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 950 Billion
Stocks 367
Filing on May 12, 2025 Q1 2025

Ccm Investment Group, LLC

  • IDEV
  • VEA
  • AVUV
  • VWO
  • AVRE
  • AVDV
  • AVES
Ccm Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 946 Billion
Stocks 207
Filing on Apr 08, 2025 Q1 2025

Guo Line Advisory Pte LTD

  • MSFT
  • AAPL
  • GOOGL
  • V
  • MA
  • AMZN
  • SPGI
Guo Line Advisory Pte LTD's Q1 2025 Portfolio
Portfolio Value 945 Billion
Stocks 23
Filing on May 15, 2025 Q1 2025

Credit Industriel Et Commercial

  • GOOGL
  • XLE
  • ITCI
  • FXI
  • AMZN
  • DFS
  • AAPL
Credit Industriel Et Commercial's Q1 2025 Portfolio
Portfolio Value 943 Billion
Stocks 339
Filing on May 12, 2025 Q1 2025

Qsemble Capital Management, LP

  • CRM
  • DIS
  • HAL
  • MDT
  • PNC
  • MRK
  • IBKR
Qsemble Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 941 Billion
Stocks 418
Filing on May 15, 2025 Q1 2025

Benchstone Capital Management LP

  • NFLX
  • AMT
  • SBAC
  • LBRDK
  • TSM
  • META
  • HLT
Benchstone Capital Management LP's Q1 2025 Portfolio
Portfolio Value 941 Billion
Stocks 35
Filing on Apr 30, 2025 Q1 2025

Fidelis Capital Partners, LLC

  • SPY
  • AAPL
  • IVV
  • MSFT
  • NVDA
  • VOO
  • AMZN
Fidelis Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 941 Billion
Stocks 430
Filing on Apr 25, 2025 Q1 2025

Stonebridge Financial Group, LLC

  • DGRO
  • USFR
  • MUNI
  • GLD
  • SMMU
  • AAPL
  • XLV
Stonebridge Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 940 Billion
Stocks 1005
Filing on Feb 12, 2025 Q4 2024

Tucker Asset Management LLC

  • SPY
  • FTSM
  • QQQ
  • RSP
  • NVDA
  • BIL
  • GVI
Tucker Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 939 Billion
Stocks 1601
Filing on Apr 24, 2025 Q1 2025

Root Financial Partners, LLC

  • DFUS
  • DFAI
  • DFUV
  • DFAE
  • DFCF
  • DFSD
  • DFSV
Root Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 938 Billion
Stocks 210
Filing on May 14, 2025 Q1 2025

Hap Trading, LLC

  • APP
  • META
  • RCL
  • META
  • ABC
  • WDC
  • COIN
Hap Trading, LLC's Q1 2025 Portfolio
Portfolio Value 935 Billion
Stocks 688