Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Waterloo Capital, L.P.

  • IVV
  • RSP
  • SPYG
  • WMT
  • ACIO
  • GBIL
  • IWD
Waterloo Capital, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 457
Filing on Aug 12, 2025 Q2 2025

Kimelman & Baird, LLC

  • JPM
  • COST
  • MSFT
  • AMZN
  • AAPL
  • CPRT
  • WM
Kimelman & Baird, LLC's Q2 2025 Portfolio
Portfolio Value 1.23 Trillion
Stocks 342
Filing on Jul 17, 2025 Q2 2025

Catalytic Wealth Ria, LLC

  • META
  • CRM
  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • AMZN
Catalytic Wealth Ria, LLC's Q2 2025 Portfolio
Portfolio Value 1.22 Trillion
Stocks 526
Filing on Jul 18, 2025 Q2 2025

Generali Investments Cee, Investicni Spolecnost, A.S.

  • SPY
  • RSP
  • NVDA
  • QQQ
  • MSFT
  • OMV.DE
  • AMZN
Generali Investments Cee, Investicni Spolecnost, A.S.'s Q2 2025 Portfolio
Portfolio Value 1.22 Trillion
Stocks 383
Filing on Jul 25, 2025 Q2 2025

Lri Investments, LLC

  • ARES
  • DFAC
  • DFAX
  • VEU
  • DFAI
  • DLN
  • AGO
Lri Investments, LLC's Q2 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 1552
Filing on Aug 14, 2025 Q2 2025

Nebula Research & Development LLC

  • WMT
  • ALL
  • OTIS
  • MSFT
  • CMG
  • HUBS
  • GWW
Nebula Research & Development LLC's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 935
Filing on Aug 14, 2025 Q2 2025

J. Stern & Co. LLP

  • NVDA
  • META
  • AMZN
  • APH
  • ETN
  • MA
  • GOOG
J. Stern & Co. LLP's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 37
Filing on Aug 12, 2025 Q2 2025

Mufg Securities Americas Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Mufg Securities Americas Inc.'s Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 505
Filing on Jul 28, 2025 Q2 2025

Credit Industriel Et Commercial

  • XLE
  • GOOG
  • SMH
  • FXI
  • QQQ
  • AMZN
  • XLY
Credit Industriel Et Commercial's Q2 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 376
Filing on Aug 12, 2025 Q2 2025

Insigneo Advisory Services, LLC

  • AAPL
  • NVDA
  • SPY
  • AMZN
  • MSFT
  • BRK-B
  • TT
Insigneo Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Trillion
Stocks 678
Filing on Jul 22, 2025 Q2 2025

Heck Capital Advisors, LLC

  • IVV
  • VTI
  • RSP
  • SPY
  • ONEQ
  • IEFA
  • DIA
Heck Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Trillion
Stocks 177
Filing on Aug 14, 2025 Q2 2025

Limestone Investment Advisors LP

  • SPY
  • AAPL
  • GOOGL
  • GOOGL
  • AAPL
  • AMZN
  • MSFT
Limestone Investment Advisors LP's Q2 2025 Portfolio
Portfolio Value 1.15 Trillion
Stocks 481
Filing on Aug 14, 2025 Q2 2025

E L Financial Corp LTD

  • VOO
E L Financial Corp LTD's Q2 2025 Portfolio
Portfolio Value 1.15 Trillion
Stocks 1
Filing on Jul 11, 2025 Q2 2025

Petredis Investment Advisors LLC

  • XLF
  • MGK
  • NVDA
  • MSFT
  • VEA
  • MGV
  • AAPL
Petredis Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 103
Filing on Aug 19, 2025 Q2 2025

Anchor Investment Management, LLC

  • MSFT
  • V
  • AAPL
  • SCHX
  • FCNCA
  • QQQ
  • BSCR
Anchor Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 1045
Filing on Jul 11, 2025 Q2 2025

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • SPSB
  • AVUS
  • DFIC
  • DFEM
Rockwood Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 106
Filing on Aug 14, 2025 Q2 2025

Smartleaf Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • MGV
  • AMZN
  • META
  • VOO
Smartleaf Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 1.13 Trillion
Stocks 2719
Filing on Aug 14, 2025 Q2 2025

Benchstone Capital Management LP

  • AMZN
  • NVDA
  • TSM
  • LBRDK
  • MSFT
  • T
  • META
Benchstone Capital Management LP's Q2 2025 Portfolio
Portfolio Value 1.13 Trillion
Stocks 35