Largest Portfolios by Value

Filing on Feb 11, 2025 Q4 2024

I A Global Asset Management Inc.

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • META
  • V
I A Global Asset Management Inc.'s Q4 2024 Portfolio
Portfolio Value 5.7 Billion
Stocks 414
Filing on Feb 14, 2025 Q4 2024

Eminence Capital, LP

  • SE
  • PFGC
  • Z
  • ELV
  • AMZN
  • ASH
  • OKTA
Eminence Capital, LP's Q4 2024 Portfolio
Portfolio Value 5.69 Billion
Stocks 52
Filing on Aug 12, 2024 Q2 2024

Benjamin F. Edwards & Company, Inc.

  • AAPL
  • MSFT
  • XMHQ
  • HYBB
  • IUSG
  • SCHF
  • CALF
Benjamin F. Edwards & Company, Inc.'s Q2 2024 Portfolio
Portfolio Value 5.69 Billion
Stocks 2847
Filing on Feb 06, 2025 Q4 2024

Geneva Capital Management LLC

  • ROAD
  • EXLS
  • AAON
  • KNSL
  • ONTO
  • DSGX
  • TXRH
Geneva Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 5.68 Billion
Stocks 270
Filing on Jan 31, 2025 Q4 2024

Provident Trust CO

  • COST
  • GOOG
  • GOOGL
  • ACN
  • V
  • PNC
  • HD
Provident Trust CO's Q4 2024 Portfolio
Portfolio Value 5.67 Billion
Stocks 26
Filing on Feb 03, 2025 Q4 2024

Meitav Dash Investments LTD

  • SPY
  • QQQM
  • XLF
  • QQQ
  • XLV
  • EPI
  • SMH
Meitav Dash Investments LTD's Q4 2024 Portfolio
Portfolio Value 5.67 Billion
Stocks 224
Filing on Jan 28, 2025 Q4 2024

Kestra Private Wealth Services, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • QQQ
  • BRK-B
  • GOOGL
Kestra Private Wealth Services, LLC's Q4 2024 Portfolio
Portfolio Value 5.67 Billion
Stocks 1416
Filing on Feb 13, 2025 Q4 2024

Ossiam

  • AMZN
  • BRK-B
  • TSLA
  • NFLX
  • NVDA
  • GOOGL
  • NOW
Ossiam's Q4 2024 Portfolio
Portfolio Value 5.59 Billion
Stocks 623
Filing on Feb 04, 2025 Q4 2024

New Edge Wealth, LLC

  • MSFT
  • AAPL
  • GOOGL
  • META
  • SPY
  • BX
  • AVGO
New Edge Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 5.59 Billion
Stocks 918
Filing on Feb 04, 2025 Q4 2024

Waverton Investment Management LTD

  • MSFT
  • GOOGL
  • AMZN
  • V
  • TMO
  • MMC
  • CME
Waverton Investment Management LTD's Q4 2024 Portfolio
Portfolio Value 5.56 Billion
Stocks 101
Filing on Feb 14, 2025 Q4 2024

Resolution Capital LTD

  • WELL
  • EQIX
  • DLR
  • VTR
  • FRT
  • KIM
  • EQR
Resolution Capital LTD's Q4 2024 Portfolio
Portfolio Value 5.54 Billion
Stocks 43
Filing on Feb 14, 2025 Q4 2024

Twinbeech Capital LP

  • TJX
  • HD
  • AVGO
  • SHW
  • WM
  • SQ
  • URI
Twinbeech Capital LP's Q4 2024 Portfolio
Portfolio Value 5.52 Billion
Stocks 577
Filing on Jan 15, 2025 Q4 2024

Merit Financial Group, LLC

  • VUG
  • VOO
  • IUSV
  • AAPL
  • SPY
  • IEFA
  • SPTI
Merit Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 5.49 Billion
Stocks 1152
Filing on Jan 16, 2025 Q4 2024

Crossmark Global Holdings, Inc.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOG
Crossmark Global Holdings, Inc.'s Q4 2024 Portfolio
Portfolio Value 5.49 Billion
Stocks 2473
Filing on Feb 14, 2025 Q4 2024

Buckingham Strategic Partners

  • DFAC
  • ITOT
  • VGIT
  • DFAT
  • AVDV
  • DFIV
  • DFUV
Buckingham Strategic Partners's Q4 2024 Portfolio
Portfolio Value 5.48 Billion
Stocks 770
Filing on Feb 14, 2025 Q4 2024

Thoma Bravo, L.P.

  • NDAQ
  • SWI
  • MLNK
  • NABL
  • CYBR
Thoma Bravo, L.P.'s Q4 2024 Portfolio
Portfolio Value 5.47 Billion
Stocks 6
Filing on Feb 13, 2025 Q4 2024

Penserra Capital Management LLC

  • AVGO
  • CSCO
  • PANW
  • NOC
  • CRWD
  • FTNT
  • GD
Penserra Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 5.47 Billion
Stocks 1958
Filing on Feb 06, 2025 Q4 2024

Cbre Investment Management Listed Real Assets LLC

  • EQIX
  • O
  • SPG
  • WELL
  • INVH
  • EXR
  • CUBE
Cbre Investment Management Listed Real Assets LLC's Q4 2024 Portfolio
Portfolio Value 5.46 Billion
Stocks 113