Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Country Trust Bank

  • FBND
  • VEA
  • MSFT
  • AAPL
  • NVDA
  • VOO
  • AGG
Country Trust Bank's Q1 2025 Portfolio
Portfolio Value 3.82 Billion
Stocks 367
Filing on May 07, 2025 Q1 2025

Facet Wealth, Inc.

  • VEA
  • VTI
  • QUAL
  • BND
  • VTV
  • SPMD
  • VTEB
Facet Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.82 Billion
Stocks 137
Filing on May 09, 2025 Q1 2025

Barings LLC

  • IVV
  • QQQ
  • IWO
  • VCSH
  • IGSB
  • BBDC
  • SPY
Barings LLC's Q1 2025 Portfolio
Portfolio Value 3.82 Billion
Stocks 210
Filing on Apr 23, 2025 Q1 2025

Perigon Wealth Management, LLC

  • AAPL
  • NVDA
  • IVV
  • AMZN
  • QQQ
  • MSFT
  • VOO
Perigon Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.82 Billion
Stocks 1031
Filing on May 15, 2025 Q1 2025

Bollard Group LLC

  • BSX
  • LLY
  • IT
  • AMZN
  • MSFT
  • OKE
  • SCCO
Bollard Group LLC's Q1 2025 Portfolio
Portfolio Value 3.81 Billion
Stocks 286
Filing on May 15, 2025 Q1 2025

Dragoneer Investment Group, LLC

  • CPNG
  • PDD
  • SQ
  • INTU
  • DUOL
  • CDAY
  • GLBE
Dragoneer Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 3.8 Billion
Stocks 22
Filing on May 15, 2025 Q1 2025

J. Goldman & CO LP

  • MA
  • AMZN
  • SMG
  • IWM
  • HYG
  • PYPL
  • GLNG
J. Goldman & CO LP's Q1 2025 Portfolio
Portfolio Value 3.8 Billion
Stocks 461
Filing on May 02, 2025 Q1 2025

Bailard, Inc.

  • AAPL
  • MSFT
  • SPY
  • EFA
  • NVDA
  • GLD
  • BND
Bailard, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.8 Billion
Stocks 735
Filing on Apr 14, 2025 Q1 2025

Old National Bancorp

  • LLY
  • VOO
  • AAPL
  • MSFT
  • SPY
  • SPYG
  • SPYV
Old National Bancorp 's Q1 2025 Portfolio
Portfolio Value 3.77 Billion
Stocks 902
Filing on Apr 24, 2025 Q1 2025

West End Advisors, LLC

  • XLK
  • XLV
  • XLF
  • VPL
  • VEU
  • XLC
  • XLP
West End Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 3.76 Billion
Stocks 362
Filing on May 12, 2025 Q1 2025

Aia Group LTD

  • IVV
  • MSFT
  • TLT
  • SPY
  • QQQ
  • V
  • SE
Aia Group LTD's Q1 2025 Portfolio
Portfolio Value 3.76 Billion
Stocks 349
Filing on May 15, 2025 Q1 2025

Bridgeway Capital Management, LLC

  • META
  • NVDA
  • V
  • AAPL
  • MSFT
  • JPM
  • TDS
Bridgeway Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.75 Billion
Stocks 1172
Filing on May 15, 2025 Q1 2025

Signature Estate & Investment Advisors LLC

  • GSLC
  • VUG
  • TOTL
  • FNDX
  • IGM
  • AAPL
  • MSFT
Signature Estate & Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 3.73 Billion
Stocks 893
Filing on Apr 29, 2025 Q1 2025

Pensionmark Financial Group, LLC

  • AAPL
  • VOO
  • SPLG
  • MSFT
  • BSV
  • CHD
  • JPM
Pensionmark Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 3.72 Billion
Stocks 1962
Filing on Apr 10, 2025 Q1 2025

Rpoa Advisors, Inc.

  • BKLC
  • BKAG
  • BKMC
  • BKIE
  • BKHY
  • BKEM
  • BKSE
Rpoa Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 3.68 Billion
Stocks 8
Filing on Apr 30, 2025 Q1 2025

Robeco Schweiz Ag

  • ADSK
  • AVTR
  • A
  • XYL
  • PTC
  • TTEK
  • VRT
Robeco Schweiz Ag's Q1 2025 Portfolio
Portfolio Value 3.65 Billion
Stocks 129
Filing on May 09, 2025 Q1 2025

Reaves W H & CO Inc

  • ETR
  • VST
  • NI
  • XEL
  • CNP
  • PPL
  • CEG
Reaves W H & CO Inc's Q1 2025 Portfolio
Portfolio Value 3.64 Billion
Stocks 100
Filing on Jan 29, 2024 Q4 2023

Sawtooth Solutions, LLC

  • MRTX
  • AAPL
  • VV
  • CEF
  • MSFT
  • SPY
  • VTV
Sawtooth Solutions, LLC's Q4 2023 Portfolio
Portfolio Value 3.64 Billion
Stocks 1070