Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Interval Partners, LP

  • IWM
  • UNP
  • SYY
  • SPY
  • NVT
  • WMS
  • GPC
Interval Partners, LP's Q3 2025 Portfolio
Portfolio Value 5.82 Billion
Stocks 374
Filing on Oct 21, 2025 Q3 2025

Signaturefd, LLC

  • IWF
  • IUSV
  • VIG
  • JQUA
  • IEFA
  • VXUS
  • VWO
Signaturefd, LLC's Q3 2025 Portfolio
Portfolio Value 5.8 Billion
Stocks 3420
Filing on Oct 14, 2025 Q3 2025

Old National Bancorp

  • ONB
  • LLY
  • VOO
  • SPY
  • MSFT
  • AAPL
  • SPYG
Old National Bancorp 's Q3 2025 Portfolio
Portfolio Value 5.79 Billion
Stocks 1260
Filing on Nov 14, 2025 Q3 2025

Marshfield Associates

  • AZO
  • ROST
  • UNH
  • CMI
  • ORLY
  • PGR
  • MA
Marshfield Associates's Q3 2025 Portfolio
Portfolio Value 5.78 Billion
Stocks 17
Filing on Nov 13, 2025 Q3 2025

Altshuler Shaham LTD

  • TSM
  • AMZN
  • GOOGL
  • ESLT
  • ORCL
  • MSFT
  • UBER
Altshuler Shaham LTD's Q3 2025 Portfolio
Portfolio Value 5.77 Billion
Stocks 419
Filing on Nov 12, 2025 Q3 2025

Kingsview Wealth Management, LLC

  • MPRO
  • NVDA
  • MSFT
  • SPYG
  • MAMB
  • AAPL
  • AGG
Kingsview Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 5.76 Billion
Stocks 1329
Filing on Nov 13, 2025 Q3 2025

Geneva Capital Management LLC

  • ROAD
  • EXLS
  • AAON
  • ESE
  • TXRH
  • NOVT
  • BCPC
Geneva Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 5.76 Billion
Stocks 255
Filing on Oct 31, 2025 Q3 2025

Quilter PLC

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • V
  • JPM
  • GOOGL
Quilter PLC's Q3 2025 Portfolio
Portfolio Value 5.73 Billion
Stocks 303
Filing on Nov 07, 2025 Q3 2025

Crestwood Advisors Group LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • IVV
  • NVDA
  • META
Crestwood Advisors Group LLC's Q3 2025 Portfolio
Portfolio Value 5.73 Billion
Stocks 679
Filing on Oct 29, 2025 Q3 2025

Mizuho Markets Americas LLC

  • CSGP
  • SHY
  • LYV
  • LYV
  • FIS
  • SPGI
  • IVV
Mizuho Markets Americas LLC's Q3 2025 Portfolio
Portfolio Value 5.73 Billion
Stocks 205
Filing on Nov 14, 2025 Q3 2025

Jeffrey Ubben

Value Act Holdings, L.P.
  • AMZN
  • CRM
  • MDB
  • RBLX
  • META
  • V
  • DIS
Jeffrey Ubben's Q3 2025 Portfolio
Portfolio Value 5.72 Billion
Stocks 16
Filing on Nov 14, 2025 Q3 2025

Crawford Investment Counsel Inc

  • MSFT
  • ABBV
  • JCI
  • KO
  • MDT
  • WEC
  • PM
Crawford Investment Counsel Inc's Q3 2025 Portfolio
Portfolio Value 5.7 Billion
Stocks 299
Filing on Jan 14, 2026 Q4 2025

Eastern Bank

  • MSFT
  • AAPL
  • NVDA
  • GVI
  • GOOGL
  • NOW
  • AVGO
Eastern Bank's Q4 2025 Portfolio
Portfolio Value 5.7 Billion
Stocks 1584
Filing on Nov 14, 2025 Q3 2025

Boothbay Fund Management, LLC

  • SPY
  • SPY
  • NVDA
  • MSFT
  • PLTR
  • NVDA
  • XLI
Boothbay Fund Management, LLC's Q3 2025 Portfolio
Portfolio Value 5.7 Billion
Stocks 1840
Filing on Aug 12, 2024 Q2 2024

Benjamin F. Edwards & Company, Inc.

  • AAPL
  • MSFT
  • XMHQ
  • HYBB
  • IUSG
  • SCHF
  • CALF
Benjamin F. Edwards & Company, Inc.'s Q2 2024 Portfolio
Portfolio Value 5.69 Billion
Stocks 2847
Filing on Nov 12, 2025 Q3 2025

Nicholas Company, Inc.

  • MSFT
  • GOOG
  • NVDA
  • AMZN
  • AAPL
  • TJX
  • ORLY
Nicholas Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 5.66 Billion
Stocks 215
Filing on Nov 12, 2025 Q3 2025

Davis R M Inc

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • IJH
  • APH
Davis R M Inc's Q3 2025 Portfolio
Portfolio Value 5.64 Billion
Stocks 271
Filing on Nov 06, 2025 Q3 2025

Advisors Asset Management, Inc.

  • AMZN
  • GOOGL
  • MSFT
  • AAPL
  • META
  • WMT
  • V
Advisors Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 5.62 Billion
Stocks 1453