Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Inkwell Capital LLC

  • BRK-B
  • GOOGL
  • RSP
  • MKL
  • MA
  • AMZN
  • DG
Inkwell Capital LLC's Q3 2025 Portfolio
Portfolio Value 98.1 Billion
Stocks 29
Filing on Nov 14, 2025 Q3 2025

Qsv Equity Investors LLC

  • OZK
  • GBCI
  • DORM
  • CSGS
  • BRC
  • PRI
  • CTRE
Qsv Equity Investors LLC's Q3 2025 Portfolio
Portfolio Value 97.9 Billion
Stocks 92
Filing on Jan 07, 2026 Q4 2025

Crescent Sterling, Ltd.

  • SCHD
  • MSFT
  • JPM
  • AAPL
  • JNJ
  • CSCO
  • ABBV
Crescent Sterling, Ltd.'s Q4 2025 Portfolio
Portfolio Value 97.6 Billion
Stocks 78
Filing on Oct 23, 2025 Q3 2025

Evolution Wealth Management Inc.

  • SFLR
  • PSFF
  • SPD
  • SPYC
  • SPLG
  • PSTP
  • OVL
Evolution Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 97.4 Billion
Stocks 591
Filing on Nov 04, 2025 Q3 2025

Gritstone Asset Management LLC

  • ARCC
Gritstone Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 97.2 Billion
Stocks 124
Filing on Jan 16, 2026 Q4 2025

Oregon Pacific Wealth Management, LLC

  • SPDW
  • SPTI
  • SPLG
  • IEMG
  • PPI
  • MSFT
  • IVV
Oregon Pacific Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 96.8 Billion
Stocks 135
Filing on Oct 23, 2025 Q3 2025

Fin Dec Wealth Services, Inc.

  • CGCP
  • SCHG
  • DFAU
  • DFAI
  • DFCF
  • VO
  • VB
Fin Dec Wealth Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 96.6 Billion
Stocks 34
Filing on Nov 05, 2025 Q3 2025

Summerhill Capital Management Lnc.

  • GOOGL
  • JPM
  • FSLR
  • META
  • MSFT
  • RY
  • BIP
Summerhill Capital Management Lnc.'s Q3 2025 Portfolio
Portfolio Value 96.3 Billion
Stocks 15
Filing on Nov 14, 2025 Q3 2025

Squarepoint Ops LLC

  • IVV
  • SPY
  • NVDA
  • SPY
  • QQQ
  • NVDA
  • AAPL
Squarepoint Ops LLC's Q3 2025 Portfolio
Portfolio Value 96.1 Billion
Stocks 4299
Filing on Nov 12, 2025 Q3 2025

Ai Squared Management LTD

  • PDD
  • BIDU
  • ONTO
  • ATAT
  • HTZ
  • OLED
  • AAOI
Ai Squared Management LTD's Q3 2025 Portfolio
Portfolio Value 96 Billion
Stocks 20
Filing on Nov 14, 2025 Q3 2025

Lombard Odier Asset Management (Europe) LTD

  • URI
  • MPWR
  • COIN
  • TSLA
  • DUK
  • XYL
  • DHR
Lombard Odier Asset Management (Europe) LTD's Q3 2025 Portfolio
Portfolio Value 95.7 Billion
Stocks 183
Filing on Oct 15, 2025 Q3 2025

Swedbank Ab

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • GOOG
  • META
Swedbank Ab's Q3 2025 Portfolio
Portfolio Value 95.2 Billion
Stocks 887
Filing on Jan 12, 2026 Q4 2025

Thayer Financial, L.L.C.

  • VUG
  • VTV
  • DFAI
  • CGSD
  • CGMS
  • DFAE
  • VB
Thayer Financial, L.L.C.'s Q4 2025 Portfolio
Portfolio Value 94.6 Billion
Stocks 33
Filing on Nov 14, 2025 Q3 2025

California State Teachers Retirement System

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOGL
California State Teachers Retirement System's Q3 2025 Portfolio
Portfolio Value 94.5 Billion
Stocks 3047
Filing on Dec 23, 2025 Q3 2025

Narus Financial Partners, LLC

  • GLD
  • VO
  • NVDA
  • VEA
  • AAPL
  • XLK
  • WMT
Narus Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 93.9 Billion
Stocks 117
Filing on Nov 14, 2025 Q3 2025

Chan Zuckerberg Initiative, LLC

  • VGK
  • IEFA
Chan Zuckerberg Initiative, LLC's Q3 2025 Portfolio
Portfolio Value 93.6 Billion
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Stadium Capital Management LLC

  • BLDR
  • BC
  • SNBR
  • NSP
  • LCII
  • DKS
  • GTLB
Stadium Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 93.6 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

Square Wave Partners, L.P.

  • TW
  • FICO
  • EFX
  • AXON
  • IT
  • VEEV
  • MCO
Square Wave Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 93.4 Billion
Stocks 8