Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Vanguard Personalized Indexing Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Vanguard Personalized Indexing Management, LLC's Q1 2025 Portfolio
Portfolio Value 6.61 Billion
Stocks 1840
Filing on May 01, 2025 Q1 2025

Stephens Investment Management Group LLC

  • GWRE
  • CYBR
  • RYAN
  • KTOS
  • EXEL
  • FTI
  • TW
Stephens Investment Management Group LLC's Q1 2025 Portfolio
Portfolio Value 6.59 Billion
Stocks 167
Filing on Apr 09, 2025 Q1 2025

Douglas Lane & Associates, LLC

  • NVDA
  • JPM
  • QCOM
  • MSFT
  • GOOG
  • V
  • GDDY
Douglas Lane & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 6.59 Billion
Stocks 236
Filing on May 15, 2025 Q1 2025

Armistice Capital, LLC

  • SPY
  • IWM
  • PTCT
  • SUPN
  • TVTX
  • IMVT
  • NBIX
Armistice Capital, LLC's Q1 2025 Portfolio
Portfolio Value 6.56 Billion
Stocks 230
Filing on Feb 14, 2023 Q4 2022

Rothschild & CO Asset Management Us Inc.

  • XOM
  • JPM
  • BAC
  • TMO
  • COP
  • GOOGL
  • SCHW
Rothschild & CO Asset Management Us Inc.'s Q4 2022 Portfolio
Portfolio Value 6.56 Billion
Stocks 255
Filing on May 06, 2025 Q1 2025

Pinnacle Associates LTD

  • JNJ
  • AAPL
  • MSFT
  • SPY
  • JPM
  • AMZN
  • VB
Pinnacle Associates LTD's Q1 2025 Portfolio
Portfolio Value 6.56 Billion
Stocks 828
Filing on May 06, 2025 Q1 2025

Choreo, LLC

  • VUG
  • VTV
  • IWF
  • AAPL
  • SPY
  • VBR
  • VWO
Choreo, LLC's Q1 2025 Portfolio
Portfolio Value 6.54 Billion
Stocks 1440
Filing on Apr 22, 2025 Q1 2025

Valmark Advisers, Inc.

  • VEA
  • SPYV
  • SPYG
  • SPMD
  • VTIP
  • VOO
  • SPSM
Valmark Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 6.54 Billion
Stocks 602
Filing on May 02, 2025 Q1 2025

Saturna Capital Corp

  • LLY
  • AAPL
  • MSFT
  • TSM
  • AVGO
  • NVDA
  • GOOGL
Saturna Capital Corp's Q1 2025 Portfolio
Portfolio Value 6.54 Billion
Stocks 149
Filing on Apr 29, 2025 Q1 2025

Financial Counselors Inc

  • AAPL
  • MSFT
  • VO
  • NVDA
  • AMZN
  • GOOGL
  • DFAS
Financial Counselors Inc's Q1 2025 Portfolio
Portfolio Value 6.5 Billion
Stocks 579
Filing on May 19, 2025 Q1 2025

Japan Science & Technology Agency

  • LQD
  • HYG
  • IVV
  • RSP
  • VCIT
  • IGSB
  • VCSH
Japan Science & Technology Agency's Q1 2025 Portfolio
Portfolio Value 6.5 Billion
Stocks 13
Filing on May 01, 2025 Q1 2025

Stephens Inc

  • VTI
  • AAPL
  • MSFT
  • QQQ
  • WMT
  • IWD
  • SPY
Stephens Inc 's Q1 2025 Portfolio
Portfolio Value 6.49 Billion
Stocks 1236
Filing on Apr 09, 2025 Q1 2025

Merit Financial Group, LLC

  • IUSV
  • VOO
  • VUG
  • AAPL
  • IVV
  • IUSG
  • SPY
Merit Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 6.49 Billion
Stocks 1411
Filing on Jan 13, 2025 Q4 2024

Actiam N.V.

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • TSLA
  • GOOG
  • GOOGL
Actiam N.V.'s Q4 2024 Portfolio
Portfolio Value 6.48 Billion
Stocks 23
Filing on May 07, 2025 Q1 2025

Phoenix Holdings Ltd.

  • TEVA
  • AMZN
  • RSP
  • MSFT
  • NICE
  • XLF
  • XLV
Phoenix Holdings Ltd.'s Q1 2025 Portfolio
Portfolio Value 6.43 Billion
Stocks 536
Filing on Apr 22, 2025 Q1 2025

Oppenheimer & CO Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • BRK-B
  • META
  • JPM
Oppenheimer & CO Inc's Q1 2025 Portfolio
Portfolio Value 6.43 Billion
Stocks 1564
Filing on May 15, 2025 Q1 2025

Windacre Partnership LLC

  • TDG
  • FNF
  • AMZN
  • GOOGL
  • TPX
  • EXPE
  • MCO
Windacre Partnership LLC's Q1 2025 Portfolio
Portfolio Value 6.43 Billion
Stocks 13
Filing on Jul 06, 2022 Q2 2022

Farmer Steven Patrick

  • PEP
  • PGR
  • DEO
  • PAYX
  • LMT
  • FAST
  • CB
Farmer Steven Patrick's Q2 2022 Portfolio
Portfolio Value 6.42 Billion
Stocks 369