Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Lyrical Asset Management LP

  • NRG
  • FLEX
  • JCI
  • AMP
  • EXPE
  • AER
  • EBAY
Lyrical Asset Management LP's Q3 2025 Portfolio
Portfolio Value 6.82 Billion
Stocks 38
Filing on Nov 12, 2025 Q3 2025

Capital Markets Trading Uk LLP

  • MSFT
  • META
  • AVGO
  • C
  • UAL
  • INTC
  • GOOG
Capital Markets Trading Uk LLP's Q3 2025 Portfolio
Portfolio Value 6.79 Billion
Stocks 289
Filing on Nov 14, 2025 Q3 2025

Lee Ainslie

Maverick Capital LTD
  • AMZN
  • MSFT
  • NVDA
  • NU
  • TSM
  • UNP
  • PM
Lee Ainslie's Q3 2025 Portfolio
Portfolio Value 6.78 Billion
Stocks 203
Filing on Oct 17, 2025 Q3 2025

Hm Payson & CO

  • MSFT
  • AAPL
  • AVGO
  • NVDA
  • GOOG
  • AMZN
  • IBTH
Hm Payson & CO's Q3 2025 Portfolio
Portfolio Value 6.76 Billion
Stocks 1513
Filing on Jan 05, 2026 Q4 2025

Union Bancaire Privee, Ubp Sa

  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • AAPL
  • NOW
  • AVGO
Union Bancaire Privee, Ubp Sa's Q4 2025 Portfolio
Portfolio Value 6.72 Billion
Stocks 503
Filing on Nov 04, 2025 Q3 2025

Donald Yacktman

Yacktman Asset Management LP
  • CNQ
  • MSFT
  • SCHW
  • FOX
  • PG
  • PEP
  • GOOG
Donald Yacktman's Q3 2025 Portfolio
Portfolio Value 6.67 Billion
Stocks 70
Filing on Nov 14, 2023 Q3 2023

Colony Group LLC

  • IXUS
  • VOO
  • BRK-A
  • MSFT
  • AAPL
  • QUS
  • VIG
Colony Group LLC's Q3 2023 Portfolio
Portfolio Value 6.66 Billion
Stocks 754
Filing on Nov 13, 2025 Q3 2025

Tocqueville Asset Management L.P.

  • HD
  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • GOOG
Tocqueville Asset Management L.P.'s Q3 2025 Portfolio
Portfolio Value 6.64 Billion
Stocks 548
Filing on Nov 04, 2025 Q3 2025

Umb Bank, N.A.

  • UMBF
  • IVV
  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AVGO
Umb Bank, N.A.'s Q3 2025 Portfolio
Portfolio Value 6.61 Billion
Stocks 2963
Filing on Nov 04, 2025 Q3 2025

Hantz Financial Services, Inc.

  • IVV
  • TLT
  • IEFA
  • MSFT
  • FLCO
  • AGG
  • FLIA
Hantz Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 6.6 Billion
Stocks 2416
Filing on Nov 10, 2025 Q3 2025

Bradley Foster & Sargent Inc

  • MSFT
  • JPM
  • AAPL
  • GOOGL
  • AMZN
  • AEM
  • GLD
Bradley Foster & Sargent Inc's Q3 2025 Portfolio
Portfolio Value 6.6 Billion
Stocks 536
Filing on Nov 14, 2025 Q3 2025

Samlyn Capital, LLC

  • FSLR
  • LPLA
  • COF
  • MSFT
  • BAC
  • META
  • JPM
Samlyn Capital, LLC's Q3 2025 Portfolio
Portfolio Value 6.59 Billion
Stocks 305
Filing on Nov 07, 2025 Q3 2025

New Edge Wealth, LLC

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • META
  • JPM
  • SPY
New Edge Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 6.58 Billion
Stocks 1020
Filing on Nov 14, 2025 Q3 2025

Evercore Wealth Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • MA
  • BX
Evercore Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 6.56 Billion
Stocks 733
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 Nov 13, 2025 Q3 2025

Bokf, Na

  • IWB
  • VOO
  • AAPL
  • XOM
  • MSFT
  • VWO
  • NVDA
Bokf, Na's Q3 2025 Portfolio
Portfolio Value 6.55 Billion
Stocks 1489
Filing on Nov 14, 2025 Q3 2025

Armistice Capital, LLC

  • IWM
  • SPY
  • PTCT
  • TVTX
  • IMVT
  • SUPN
  • INCY
Armistice Capital, LLC's Q3 2025 Portfolio
Portfolio Value 6.51 Billion
Stocks 332
Filing on Nov 12, 2025 Q3 2025

Crossmark Global Holdings, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • META
  • TSM
Crossmark Global Holdings, Inc.'s Q3 2025 Portfolio
Portfolio Value 6.5 Billion
Stocks 1289