Largest Portfolios by Value

Filing on Feb 03, 2025 Q4 2024

First Horizon Advisors, Inc.

  • SPY
  • IVV
  • AAPL
  • MSFT
  • IJH
  • AVGO
  • JPM
First Horizon Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 3.55 Billion
Stocks 1840
Filing on May 07, 2024 Q1 2024

Wilbanks Smith & Thomas Asset Management LLC

  • VOO
  • IWF
  • IVV
  • VTV
  • VO
  • SPDW
  • NSC
Wilbanks Smith & Thomas Asset Management LLC's Q1 2024 Portfolio
Portfolio Value 3.54 Billion
Stocks 528
Filing on Feb 13, 2025 Q4 2024

Dai Ichi Life Insurance Company, LTD

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • V
Dai Ichi Life Insurance Company, LTD's Q4 2024 Portfolio
Portfolio Value 3.54 Billion
Stocks 482
Filing on Feb 12, 2025 Q4 2024

Pensionmark Financial Group, LLC

  • AAPL
  • VOO
  • MSFT
  • DGRW
  • IVW
  • CHD
  • AMZN
Pensionmark Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 3.54 Billion
Stocks 1860
Filing on Feb 12, 2025 Q4 2024

Clear Bridge Investments LTD

  • ETR
  • NEE
  • TRP
  • D
  • UNP
  • OGE
  • PBA
Clear Bridge Investments LTD's Q4 2024 Portfolio
Portfolio Value 3.53 Billion
Stocks 27
Filing on Oct 29, 2024 Q3 2024

Fort Pitt Capital Group, LLC

  • AVGO
  • TMO
  • SCHG
  • SBUX
  • GOOGL
  • AMD
  • AJG
Fort Pitt Capital Group, LLC's Q3 2024 Portfolio
Portfolio Value 3.53 Billion
Stocks 127
Filing on Feb 14, 2025 Q4 2024

J. Goldman & CO LP

  • AAPL
  • DIS
  • SPY
  • AKAM
  • MMM
  • IWM
  • EBAY
J. Goldman & CO LP's Q4 2024 Portfolio
Portfolio Value 3.53 Billion
Stocks 437
Filing on Feb 07, 2025 Q4 2024

Mqs Management LLC

  • HLT
  • RIO
  • ESS
  • MSFT
  • LMT
  • CNQ
  • DE
Mqs Management LLC's Q4 2024 Portfolio
Portfolio Value 3.51 Billion
Stocks 17
Filing on Jan 16, 2025 Q4 2024

Massmutual Trust CO Fsb

  • AAPL
  • MSFT
  • NVDA
  • VO
  • AMZN
  • JPM
  • DFAS
Massmutual Trust CO Fsb's Q4 2024 Portfolio
Portfolio Value 3.51 Billion
Stocks 2334
Filing on Jan 15, 2025 Q4 2024

Wealthcare Advisory Partners LLC

  • SPLG
  • SPTM
  • SPY
  • VTI
  • STIP
  • VOO
  • MUB
Wealthcare Advisory Partners LLC's Q4 2024 Portfolio
Portfolio Value 3.49 Billion
Stocks 887
Filing on Jan 14, 2025 Q4 2024

Argent Capital Management LLC

  • AMZN
  • MSFT
  • AAPL
  • GOOGL
  • MA
  • URI
  • CG
Argent Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 3.47 Billion
Stocks 159
Filing on Feb 14, 2025 Q4 2024

Weiss Asset Management LP

  • MSTR
  • SPY
  • TBPH
  • BA
  • NEE
  • AAL
  • JNJ
Weiss Asset Management LP's Q4 2024 Portfolio
Portfolio Value 3.47 Billion
Stocks 601
Filing on Jan 15, 2025 Q4 2024

Empirical Asset Management, LLC

  • NOW
  • BKNG
  • MSFT
  • AAPL
  • META
  • QQQ
  • NVDA
Empirical Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 3.46 Billion
Stocks 458
Filing on Feb 13, 2025 Q4 2024

Marsico Capital Management LLC

  • AMZN
  • MSFT
  • AAPL
  • NVDA
  • META
  • TSM
  • TSLA
Marsico Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 3.45 Billion
Stocks 66
Filing on Dec 02, 2024 Q3 2024

Cornell University

  • SHY
  • XOM
  • TMP
Cornell University's Q3 2024 Portfolio
Portfolio Value 3.44 Billion
Stocks 3
Filing on Feb 13, 2025 Q4 2024

Seth Klarman

Baupost Group LLC
  • WTW
  • GOOG
  • WCC
  • CRH.L
  • QSR
  • CLVT
  • EXP
Seth Klarman's Q4 2024 Portfolio
Portfolio Value 3.43 Billion
Stocks 22
Filing on Jan 21, 2025 Q4 2024

Grimes & Company, Inc.

  • BKLN
  • SJNK
  • SHYG
  • VB
  • IEMG
  • IVV
  • JHML
Grimes & Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 3.43 Billion
Stocks 448
Filing on Feb 14, 2025 Q4 2024

Cerberus Capital Management, L.P.

  • ACI
  • FYBR
  • ATUS
Cerberus Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 3.43 Billion
Stocks 4