Largest Portfolios by Value

Filing on Jan 28, 2025 Q4 2024

Bryn Mawr Trust CO

  • CMCSA
  • ISRG
  • AAPL
  • VEA
  • MSFT
  • VTI
  • PG
Bryn Mawr Trust CO's Q4 2024 Portfolio
Portfolio Value 5.44 Billion
Stocks 2751
Filing on Jan 28, 2025 Q4 2024

Cboe Vest Financial, LLC

  • CB
  • XOM
  • AFL
  • NUE
  • EMR
  • IBM
  • WMT
Cboe Vest Financial, LLC's Q4 2024 Portfolio
Portfolio Value 5.44 Billion
Stocks 415
Filing on Feb 14, 2025 Q4 2024

Zimmer Partners, LP

  • WELL
  • BA
  • TRGP
  • PCG
  • XEL
  • RYAN
  • EVRG
Zimmer Partners, LP's Q4 2024 Portfolio
Portfolio Value 5.42 Billion
Stocks 147
Filing on Feb 14, 2025 Q4 2024

Engineers Gate Manager LP

  • QQQ
  • KLAC
  • BKNG
  • CVS
  • UBER
  • MSI
  • WM
Engineers Gate Manager LP's Q4 2024 Portfolio
Portfolio Value 5.42 Billion
Stocks 2178
Filing on Jan 15, 2025 Q4 2024

Wedge Capital Management L L P

  • GOOGL
  • AAPL
  • DOX
  • FTNT
  • GDDY
  • FFIV
  • LDOS
Wedge Capital Management L L P's Q4 2024 Portfolio
Portfolio Value 5.42 Billion
Stocks 508
Filing on Jan 17, 2025 Q4 2024

Greenhaven Associates Inc

  • LEN
  • C
  • TOL
  • PHM
  • DHI
  • OSK
  • ARW
Greenhaven Associates Inc's Q4 2024 Portfolio
Portfolio Value 5.39 Billion
Stocks 24
Filing on Jan 31, 2025 Q4 2024

Vista Capital Partners, Inc.

  • BRK-A
  • VTI
  • VTV
  • VNQ
  • VUG
  • VB
  • MSFT
Vista Capital Partners, Inc.'s Q4 2024 Portfolio
Portfolio Value 5.37 Billion
Stocks 115
Filing on Feb 12, 2025 Q4 2024

Cincinnati Insurance CO

  • MSFT
  • JPM
  • ABBV
  • ACN
  • CMI
  • PEP
  • PG
Cincinnati Insurance CO's Q4 2024 Portfolio
Portfolio Value 5.36 Billion
Stocks 60
Filing on Feb 05, 2025 Q4 2024

Flputnam Investment Management CO

  • IVV
  • AAPL
  • MSFT
  • IEFA
  • NVDA
  • IJH
  • AVGO
Flputnam Investment Management CO's Q4 2024 Portfolio
Portfolio Value 5.35 Billion
Stocks 564
Filing on Jan 17, 2025 Q4 2024

Xr Securities LLC

  • LLY
  • SPOT
  • TSLA
  • UNP
  • AXP
  • GE
  • BABA
Xr Securities LLC's Q4 2024 Portfolio
Portfolio Value 5.35 Billion
Stocks 9
Filing on Feb 14, 2025 Q4 2024

Crawford Investment Counsel Inc

  • MSFT
  • ABBV
  • PM
  • KO
  • JCI
  • V
  • JPM
Crawford Investment Counsel Inc's Q4 2024 Portfolio
Portfolio Value 5.34 Billion
Stocks 281
Filing on Jan 17, 2025 Q4 2024

Rothschild & CO Wealth Management Uk LTD

  • AXP
  • MA
  • BKNG
  • BRK-B
  • MCO
  • SPGI
  • DE
Rothschild & CO Wealth Management Uk LTD's Q4 2024 Portfolio
Portfolio Value 5.33 Billion
Stocks 31
Filing on Aug 01, 2023 Q2 2023

Moelis Asset Management LP

  • SPY
Moelis Asset Management LP's Q2 2023 Portfolio
Portfolio Value 5.32 Billion
Stocks 1
Filing on Feb 05, 2025 Q4 2024

Svb Wealth LLC

  • APP
  • AAPL
  • MSFT
  • IWY
  • AVGO
  • AGG
  • IVV
Svb Wealth LLC's Q4 2024 Portfolio
Portfolio Value 5.3 Billion
Stocks 1588
Filing on Feb 14, 2025 Q4 2024

Meiji Yasuda Life Insurance CO

  • LQD
  • IVV
  • SPYD
  • HDV
  • VCLT
  • SPY
  • NVDA
Meiji Yasuda Life Insurance CO's Q4 2024 Portfolio
Portfolio Value 5.29 Billion
Stocks 238
Filing on Jan 23, 2025 Q4 2024

Sumitomo Life Insurance CO

  • VYM
  • SCHD
  • SPLG
  • IVV
  • TIP
  • VWO
  • EMB
Sumitomo Life Insurance CO's Q4 2024 Portfolio
Portfolio Value 5.28 Billion
Stocks 270
Filing on Feb 10, 2025 Q4 2024

Glenview Trust CO

  • NVDA
  • AAPL
  • MSFT
  • IVV
  • LLY
  • GSLC
  • AMZN
Glenview Trust CO's Q4 2024 Portfolio
Portfolio Value 5.27 Billion
Stocks 766
Filing on Jan 13, 2025 Q4 2024

Eastern Bank

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • AVGO
  • GVI
Eastern Bank's Q4 2024 Portfolio
Portfolio Value 5.25 Billion
Stocks 1361