Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Pgim Custom Harvest LLC

  • IYW
  • VGT
  • XLF
  • XLK
  • XLY
  • VOX
  • VHT
Pgim Custom Harvest LLC's Q3 2025 Portfolio
Portfolio Value 6.49 Billion
Stocks 259
Filing on Nov 05, 2025 Q3 2025

C World Wide Group Holding A

  • MSFT
  • GOOG
  • AMZN
  • V
  • TMO
  • PH
  • HDB
C World Wide Group Holding A's Q3 2025 Portfolio
Portfolio Value 6.48 Billion
Stocks 95
Filing on Oct 10, 2025 Q3 2025

Flputnam Investment Management CO

  • IVV
  • IEFA
  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • GOOGL
Flputnam Investment Management CO's Q3 2025 Portfolio
Portfolio Value 6.48 Billion
Stocks 576
Filing on Nov 14, 2025 Q3 2025

D1 Capital Partners L.P.

  • APP
  • CLH
  • FLS
  • SCHW
  • KRC
  • XPO
  • MELI
D1 Capital Partners L.P.'s Q3 2025 Portfolio
Portfolio Value 6.47 Billion
Stocks 38
Filing on Oct 17, 2025 Q3 2025

Sapient Capital LLC

  • LLY
  • APP
  • AAPL
  • MSFT
  • AVGO
  • GOOGL
  • VST
Sapient Capital LLC's Q3 2025 Portfolio
Portfolio Value 6.44 Billion
Stocks 388
Filing on Oct 24, 2025 Q3 2025

Forum Financial Management, LP

  • DFAC
  • TLH
  • DFAT
  • DFEM
  • DFIC
  • DUHP
  • DISV
Forum Financial Management, LP's Q3 2025 Portfolio
Portfolio Value 6.44 Billion
Stocks 1113
Filing on Oct 28, 2025 Q3 2025

Wolverine Asset Management LLC

  • MSTR
  • IREN
  • RIVN
  • MARA
  • NIO
  • COIN
  • NVDA
Wolverine Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 6.43 Billion
Stocks 1591
Filing on Nov 14, 2025 Q3 2025

Fundsmith Investment Services Ltd.

  • SYK
  • MSFT
  • META
  • GOOGL
  • IDXX
  • V
  • ADP
Fundsmith Investment Services Ltd.'s Q3 2025 Portfolio
Portfolio Value 6.43 Billion
Stocks 23
Filing on Nov 13, 2025 Q3 2025

First Pacific Advisors, LP

  • GOOGL
  • META
  • ADI
  • C
  • GOOG
  • CMCSA
  • AMZN
First Pacific Advisors, LP's Q3 2025 Portfolio
Portfolio Value 6.42 Billion
Stocks 62
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
Filing on Nov 18, 2025 Q3 2025

Advisory Services Network, LLC

  • NVDA
  • AAPL
  • MSFT
  • WMT
  • IVV
  • AMZN
  • SPY
Advisory Services Network, LLC's Q3 2025 Portfolio
Portfolio Value 6.41 Billion
Stocks 10819
Filing on Nov 04, 2022 Q3 2022

Milliman Financial Risk Management LLC

  • SHV
  • AGG
  • BND
  • VTI
  • VEA
  • ITOT
  • SCHB
Milliman Financial Risk Management LLC's Q3 2022 Portfolio
Portfolio Value 6.4 Billion
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Carmignac Gestion

  • NVDA
  • GOOGL
  • AMZN
  • SPGI
  • MELI
  • MCK
  • MSFT
Carmignac Gestion's Q3 2025 Portfolio
Portfolio Value 6.4 Billion
Stocks 136
Filing on Nov 14, 2025 Q3 2025

Kensico Capital Management Corp

  • APP
  • HWM
  • FICO
  • GOOGL
  • V
  • SE
  • AMZN
Kensico Capital Management Corp's Q3 2025 Portfolio
Portfolio Value 6.37 Billion
Stocks 23
Filing on Nov 13, 2025 Q3 2025

Edmond De Rothschild Holding S.A.

  • GOOGL
  • MSFT
  • NVDA
  • AKAM
  • VZ
  • SLB
  • BAC
Edmond De Rothschild Holding S.A.'s Q3 2025 Portfolio
Portfolio Value 6.36 Billion
Stocks 1023
Filing on Jan 13, 2026 Q4 2025

Capital Investment Advisors, LLC

  • DGRO
  • IQLT
  • SDVY
  • EMLP
  • XLK
  • XLE
  • AAPL
Capital Investment Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 6.32 Billion
Stocks 735
Filing on Jan 05, 2026 Q4 2025

Confluence Investment Management LLC

  • SGOV
  • SNA
  • CB
  • WEC
  • NTRS
  • ADI
  • PGR
Confluence Investment Management LLC's Q4 2025 Portfolio
Portfolio Value 6.32 Billion
Stocks 458
Filing on Oct 14, 2025 Q3 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • VOO
  • SPHQ
  • VEA
  • SPAB
  • VTEB
  • SPIB
  • VIGI
Cliftonlarsonallen Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 6.31 Billion
Stocks 202