Largest Portfolios by Value
Filing on Feb 11, 2025
Q4 2024
American Capital Management Inc
- CYBR
- AVAV
- FTNT
- MANH
- MEDP
- CVLT
- RMD
Filing on Jan 28, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Clifford Swan Investment Counsel LLC
- AAPL
- MSFT
- UPS
- COST
- GOOGL
- BRK-B
- ACN
Filing on Feb 06, 2025
Q4 2024
Exencial Wealth Advisors, LLC
- AAPL
- MSFT
- VTV
- RSP
- AMZN
- VBR
- GOOG
Filing on Feb 07, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Johns Hopkins University
- AGG
- ACWI
- IWD
- IWB
- VGSH
- EMXC
- GNR
Filing on Jan 24, 2025
Q4 2024
Journey Strategic Wealth LLC
- JNJ
- SPY
- IVV
- AAPL
- ESGU
- PEP
- TLT
Filing on Jan 30, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Toms Capital Investment Management LP
- SPY
- TSM
- HSY
- PM
- AER
- HES
- APH
Filing on Feb 03, 2025
Q4 2024
Tandem Investment Advisors, Inc.
- CBOE
- V
- ICE
- FDS
- RMD
- ABT
- JKHY
Filing on Feb 10, 2025
Q4 2024
Intact Investment Management Inc.
- TD
- SLF
- CM
- BMO
- SU
- MFC
- BNS
Filing on Feb 06, 2025
Q4 2024
Vestmark Advisory Solutions, Inc.
- VTI
- BND
- BBUS
- DFAC
- VXUS
- JCPB
- BNDX
Filing on Jan 17, 2025
Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- VUG
- DGRO
- VOT
- VOE
- IVV
- JAVA
- BRK-B
Filing on Feb 14, 2025
Q4 2024
Aristotle Capital Boston, LLC
- HURN
- MTSI
- MMSI
- AER
- ITRI
- ACIW
- DY
Filing on Feb 14, 2025
Q4 2024
Paradigm Biocapital Advisors LP
- NUVL
- ACLX
- ARGX
- RVMD
- JANX
- TARS
- EWTX
Filing on Nov 13, 2024
Q3 2024
Washington Growth Strategies LLC
- OPK
- EEM
- XLF
- GSG
- JETS
- SPY
- VEU