Largest Portfolios by Value
Filing on Oct 27, 2025
Q3 2025
Unified Investment Management
- GPC
- IGSB
- VNLA
- MSFT
- NVDA
- NEAR
- GVI
Filing on Nov 06, 2025
Q3 2025
Provident CO Of The Employees Of The Hebrew University LTD
- XLF
- XLV
- EPI
- NVDA
- XLI
- AMZN
- KCE
Filing on Nov 13, 2025
Q3 2025
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
- SPY
- XLV
- SATS
- HNRG
- VCSH
- ATAT
- BKLN
Filing on Jan 13, 2026
Q4 2025
Sherman Wealth Management LLC
- MGK
- VIG
- VYM
- SPDW
- JPST
- QUAL
- USMV
Filing on Jan 12, 2026
Q4 2025
Filing on Aug 07, 2025
Q2 2025
Filing on Nov 12, 2025
Q3 2025
Propel Bio Management, LLC
- PAGP
- AKRO
- MIST
- APLT
- PHAT
- ABEO
- DCTH
Filing on Jan 14, 2026
Q4 2025
Barnes Dennig Private Wealth Management LLC
- BK
- GOOGL
- AMAT
- AAPL
- SLV
- SCHW
- BWA
Filing on Nov 14, 2025
Q3 2025
Whitford Management LLC
- SPY
- NVDA
- MSFT
- SHYG
- AMZN
- UBER
- INTU
Filing on Jan 08, 2026
Q4 2025
Filing on Jan 07, 2026
Q4 2025
Sulzberger Capital Advisors, Inc.
- SHV
- NVDA
- MSFT
- VOO
- SGOV
- JEPI
- GOOGL
Filing on Nov 13, 2025
Q3 2025
Kdk Private Wealth Management, LLC
- EPD
- IWV
- IVV
- FTEC
- IWF
- SHV
- VGT
Filing on Nov 13, 2025
Q3 2025
Mustico Financial Group, Inc.
- RSP
- IVV
- LQD
- VO
- FBND
- TIP
- STIP
Filing on Nov 04, 2025
Q3 2025
Filing on Feb 14, 2023
Q4 2022
Robbie L. Kennerson P.A., Inc.
- AAPL
- VHT
- VPU
- LQD
- VUG
- VYM
- VIG
Filing on Oct 14, 2025
Q3 2025
Red Mountain Financial, LLC
- SCHD
- AAPL
- JPIE
- BRK-B
- NVDA
- FBND
- SCHY
Filing on Nov 18, 2025
Q3 2025
Pictet Asset Management Holding Sa
- NVDA
- MSFT
- GOOGL
- AAPL
- AMZN
- AVGO
- UBS
Filing on Nov 04, 2025
Q3 2025
Terra Alpha Investments LLC
- TSM
- NVDA
- MSFT
- AAPL
- TT
- ETN
- XYL