Largest Portfolios by Value

Filing on Feb 10, 2025 Q4 2024

Trillium Asset Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • MA
  • NOW
  • TJX
Trillium Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 3.79 Billion
Stocks 232
Filing on Feb 14, 2025 Q4 2024

Systematic Financial Management LP

  • MLI
  • EME
  • MGY
  • FCNCA
  • PIPR
  • NWE
  • WBS
Systematic Financial Management LP's Q4 2024 Portfolio
Portfolio Value 3.78 Billion
Stocks 405
Filing on Feb 14, 2025 Q4 2024

Cercano Management LLC

  • MSFT
  • XPO
  • RSP
  • UNP
  • AMZN
  • META
  • MCO
Cercano Management LLC's Q4 2024 Portfolio
Portfolio Value 3.78 Billion
Stocks 189
Filing on Jan 21, 2025 Q4 2024

Gradient Investments LLC

  • SPLG
  • SPDW
  • SPAB
  • XBJL
  • AMZN
  • MSFT
  • AAPL
Gradient Investments LLC's Q4 2024 Portfolio
Portfolio Value 3.78 Billion
Stocks 298
Filing on Feb 14, 2025 Q4 2024

Scopus Asset Management, L.P.

  • AMZN
  • NFLX
  • DKS
  • RH
  • KO
  • BURL
  • CVNA
Scopus Asset Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 3.76 Billion
Stocks 210
Filing on Feb 10, 2025 Q4 2024

Intermede Investment Partners LTD

  • MSFT
  • TSM
  • GOOG
  • MA
  • SPGI
  • META
  • AVGO
Intermede Investment Partners LTD's Q4 2024 Portfolio
Portfolio Value 3.75 Billion
Stocks 33
Filing on Jan 24, 2025 Q4 2024

Chicago Capital, LLC

  • META
  • AMZN
  • GOOGL
  • AAPL
  • V
  • MSFT
  • NVDA
Chicago Capital, LLC's Q4 2024 Portfolio
Portfolio Value 3.74 Billion
Stocks 318
Filing on Feb 07, 2025 Q4 2024

Folketrygdfondet

  • EQNR
  • NVO
  • FRO
  • GOGL
  • NOK
  • FLNG
  • GMAB
Folketrygdfondet's Q4 2024 Portfolio
Portfolio Value 3.73 Billion
Stocks 11
Filing on Feb 14, 2025 Q4 2024

Stanley Druckenmiller

Duquesne Family Office LLC
  • NTRA
  • WWD
  • TEVA
  • CPNG
  • PM
  • STX
  • UAL
Stanley Druckenmiller's Q4 2024 Portfolio
Portfolio Value 3.72 Billion
Stocks 78
Filing on Feb 10, 2025 Q4 2024

Bowen Hanes & CO Inc

  • NVDA
  • AAPL
  • COST
  • NFLX
  • MSFT
  • AXP
  • LLY
Bowen Hanes & CO Inc's Q4 2024 Portfolio
Portfolio Value 3.72 Billion
Stocks 150
Filing on Feb 13, 2025 Q4 2024

Aspex Management (Hk) LTD

  • SE
  • EDU
  • TER
  • QFIN
  • FUTU
  • LI
  • YMM
Aspex Management (Hk) LTD's Q4 2024 Portfolio
Portfolio Value 3.7 Billion
Stocks 33
Filing on Jan 14, 2025 Q4 2024

Rpoa Advisors, Inc.

  • BKLC
  • BKAG
  • BKMC
  • BKIE
  • BKHY
  • BKEM
  • BKSE
Rpoa Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 3.7 Billion
Stocks 8
Filing on Jan 15, 2025 Q4 2024

Orgel Wealth Management, LLC

  • VGSH
  • MUB
  • SCHD
  • SPYG
  • IVV
  • BND
  • QUAL
Orgel Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 3.69 Billion
Stocks 86
Filing on Feb 14, 2025 Q4 2024

Orbimed Advisors LLC

  • EWTX
  • BSX
  • LLY
  • ISRG
  • NBIX
  • SYK
  • SRPT
Orbimed Advisors LLC's Q4 2024 Portfolio
Portfolio Value 3.69 Billion
Stocks 119
Filing on Feb 10, 2025 Q4 2024

Facet Wealth, Inc.

  • VTI
  • QUAL
  • VEA
  • BND
  • VTV
  • MUB
  • EFG
Facet Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 3.68 Billion
Stocks 143
Filing on Feb 13, 2025 Q4 2024

Nat Simons

Meritage Group LP
  • TRU
  • AON
  • WDAY
  • AMZN
  • ADSK
  • COF
  • QSR
Nat Simons's Q4 2024 Portfolio
Portfolio Value 3.66 Billion
Stocks 20
Filing on Feb 11, 2025 Q4 2024

Truepoint, Inc.

  • BSV
  • DFCF
  • VTI
  • IVV
  • VEA
  • VOT
  • AVUV
Truepoint, Inc.'s Q4 2024 Portfolio
Portfolio Value 3.66 Billion
Stocks 132
Filing on Feb 03, 2025 Q4 2024

Cassaday & CO Wealth Management LLC

  • MGK
  • GLDM
  • IWP
  • IWO
  • VGLT
  • SCHD
  • IWS
Cassaday & CO Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 3.66 Billion
Stocks 320