Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

American International Group, Inc.

  • CRBG
  • RNR
American International Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 4.34 Billion
Stocks 3
Filing on Apr 30, 2025 Q1 2025

Valeo Financial Advisors, LLC

  • SPY
  • PLD
  • IJR
  • IJH
  • AAPL
  • BRK-B
  • IEMG
Valeo Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4.33 Billion
Stocks 707
Filing on Aug 15, 2022 Q2 2022

New Mountain Vantage Advisers, L.L.C.

  • SGFY
  • RCM
  • AVTR
  • ALIT
New Mountain Vantage Advisers, L.L.C.'s Q2 2022 Portfolio
Portfolio Value 4.33 Billion
Stocks 4
Filing on Aug 09, 2023 Q2 2023

Compton Capital Management Inc

  • AAPL
  • GOOG
  • CSCO
  • BX
  • ABT
  • PGX
  • MSFT
Compton Capital Management Inc 's Q2 2023 Portfolio
Portfolio Value 4.32 Billion
Stocks 8
Filing on Apr 07, 2025 Q1 2025

Parallel Advisors, LLC

  • IVV
  • ITOT
  • CORT
  • AAPL
  • NVDA
  • MSFT
  • IEFA
Parallel Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 4.31 Billion
Stocks 3520
Filing on May 14, 2025 Q1 2025

Bellevue Group Ag

  • ARGX
  • IONS
  • SYK
  • ISRG
  • ALNY
  • ABT
  • NBIX
Bellevue Group Ag's Q1 2025 Portfolio
Portfolio Value 4.31 Billion
Stocks 177
Filing on May 15, 2025 Q1 2025

Kensico Capital Management Corp

  • APP
  • HWM
  • FICO
  • V
  • AMZN
  • SE
  • EFX
Kensico Capital Management Corp's Q1 2025 Portfolio
Portfolio Value 4.3 Billion
Stocks 24
Filing on May 15, 2025 Q1 2025

Disciplined Growth Investors Inc

  • GRMN
  • PSTG
  • CHK
  • IDCC
  • PLXS
  • CTRA
  • ALRM
Disciplined Growth Investors Inc 's Q1 2025 Portfolio
Portfolio Value 4.29 Billion
Stocks 64
Filing on May 02, 2025 Q1 2025

Commerzbank Aktiengesellschaft

  • MSFT
  • GOOGL
  • AAPL
  • AVGO
  • META
  • JNJ
  • PG
Commerzbank Aktiengesellschaft 's Q1 2025 Portfolio
Portfolio Value 4.29 Billion
Stocks 349
Filing on May 15, 2025 Q1 2025

Blue Spruce Investments, LP

  • MSFT
  • AMZN
  • DHR
  • MA
  • TSM
  • SPGI
  • META
Blue Spruce Investments, LP's Q1 2025 Portfolio
Portfolio Value 4.28 Billion
Stocks 34
Filing on May 13, 2025 Q1 2025

Vaughan David Investments LLC

  • MSFT
  • AVGO
  • JPM
  • DE
  • ORCL
  • UNH
  • ABBV
Vaughan David Investments LLC's Q1 2025 Portfolio
Portfolio Value 4.27 Billion
Stocks 215
Filing on May 13, 2025 Q1 2025

Sit Investment Associates Inc

  • MSFT
  • AAPL
  • NVDA
  • AVGO
  • KTF
  • BBN
  • PPT
Sit Investment Associates Inc's Q1 2025 Portfolio
Portfolio Value 4.26 Billion
Stocks 522
Filing on May 12, 2025 Q1 2025

Mufg Securities Emea PLC

  • NVDA
  • META
  • MSFT
  • AAPL
  • AMZN
  • V
  • GOOGL
Mufg Securities Emea PLC's Q1 2025 Portfolio
Portfolio Value 4.26 Billion
Stocks 131
Filing on May 15, 2025 Q1 2025

Altshuler Shaham LTD

  • MSFT
  • AMZN
  • ORCL
  • CAT
  • GOOGL
  • ESLT
  • AAPL
Altshuler Shaham LTD's Q1 2025 Portfolio
Portfolio Value 4.25 Billion
Stocks 338
Filing on May 15, 2025 Q1 2025

Jeffrey Ubben

Value Act Holdings, L.P.
  • CRM
  • DIS
  • NSIT
  • META
  • RBLX
  • V
  • EXPE
Jeffrey Ubben's Q1 2025 Portfolio
Portfolio Value 4.2 Billion
Stocks 14
Filing on May 12, 2025 Q1 2025

Capital International Sarl

  • META
  • MSFT
  • AVGO
  • TSLA
  • NVDA
  • LLY
  • NFLX
Capital International Sarl's Q1 2025 Portfolio
Portfolio Value 4.2 Billion
Stocks 288
Filing on May 01, 2025 Q1 2025

Dakota Wealth Management

  • KLAC
  • BIL
  • IVV
  • AAPL
  • MSFT
  • AMZN
  • RSP
Dakota Wealth Management's Q1 2025 Portfolio
Portfolio Value 4.2 Billion
Stocks 749
Filing on May 15, 2025 Q1 2025

Prospera Financial Services Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • QQQ
  • SPY
  • RDVY
Prospera Financial Services Inc's Q1 2025 Portfolio
Portfolio Value 4.19 Billion
Stocks 1167