Largest Portfolios by Value

Filing on May 12, 2025 Q1 2025

Trillium Asset Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • MA
  • TJX
  • COST
Trillium Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.41 Billion
Stocks 226
Filing on Apr 01, 2025 Q1 2025

Massmutual Trust CO Fsb

  • AAPL
  • MSFT
  • VO
  • NVDA
  • AMZN
  • VEA
  • JPM
Massmutual Trust CO Fsb's Q1 2025 Portfolio
Portfolio Value 3.4 Billion
Stocks 2387
Filing on Nov 12, 2024 Q3 2024

Scout Investments, Inc.

  • ADC
  • CBOE
  • DAL
  • PPL
  • FHN
  • MAA
  • CNP
Scout Investments, Inc.'s Q3 2024 Portfolio
Portfolio Value 3.4 Billion
Stocks 192
Filing on Jan 31, 2025 Q4 2024

Global Retirement Partners, LLC

  • SPLG
  • AJG
  • AAPL
  • IVV
  • QQQ
  • NVDA
  • MSFT
Global Retirement Partners, LLC's Q4 2024 Portfolio
Portfolio Value 3.4 Billion
Stocks 3652
Filing on May 14, 2025 Q1 2025

Systematic Financial Management LP

  • MGY
  • MLI
  • NWE
  • EME
  • WBS
  • OSIS
  • FCNCA
Systematic Financial Management LP's Q1 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 397
Filing on Apr 28, 2025 Q1 2025

Mutual Advisors, LLC

  • SPY
  • IEF
  • AAPL
  • BRK-B
  • IVV
  • MSFT
  • SGOV
Mutual Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 3.38 Billion
Stocks 1084
Filing on Oct 21, 2024 Q3 2024

Prio Wealth Limited Partnership

  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • GOOG
  • AMZN
  • WMT
Prio Wealth Limited Partnership's Q3 2024 Portfolio
Portfolio Value 3.38 Billion
Stocks 266
Filing on May 14, 2025 Q1 2025

Harvest Portfolios Group Inc.

  • TLT
  • IEF
  • LLY
  • NVDA
  • UNH
  • MSFT
  • MSTR
Harvest Portfolios Group Inc.'s Q1 2025 Portfolio
Portfolio Value 3.37 Billion
Stocks 241
Filing on May 15, 2025 Q1 2025

Steadfast Capital Management LP

  • ROST
  • KR
  • META
  • HUM
  • PLNT
  • BSX
  • AMZN
Steadfast Capital Management LP's Q1 2025 Portfolio
Portfolio Value 3.37 Billion
Stocks 56
Filing on May 14, 2025 Q1 2025

Nat Simons

Meritage Group LP
  • MSFT
  • COF
  • TRU
  • AMZN
  • WDAY
  • ADSK
  • QSR
Nat Simons's Q1 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 17
Filing on May 15, 2025 Q1 2025

Cerberus Capital Management, L.P.

  • ACI
  • ATUS
Cerberus Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 3
Filing on May 14, 2025 Q1 2025

Dai Ichi Life Insurance Company, LTD

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • V
  • GOOGL
  • META
Dai Ichi Life Insurance Company, LTD's Q1 2025 Portfolio
Portfolio Value 3.35 Billion
Stocks 482
Filing on May 15, 2025 Q1 2025

Turtle Creek Asset Management Inc.

  • CE
  • MIDD
  • BC
  • KMX
  • BFH
  • BERY
  • CIGI
Turtle Creek Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 3.34 Billion
Stocks 38
Filing on Nov 14, 2022 Q3 2022

Regentatlantic Capital LLC

  • VOO
  • SCHF
  • AAPL
  • VNQ
  • VEA
  • IEMG
  • RPV
Regentatlantic Capital LLC's Q3 2022 Portfolio
Portfolio Value 3.34 Billion
Stocks 666
Filing on May 15, 2025 Q1 2025

Drw Securities, LLC

  • SPY
  • NVDA
  • TSM
  • NVDA
  • IWM
  • QQQ
  • MU
Drw Securities, LLC's Q1 2025 Portfolio
Portfolio Value 3.34 Billion
Stocks 580
Filing on May 14, 2025 Q1 2025

Allstate Corp

  • MUB
  • IGSB
  • SPY
  • IVV
  • IGIB
  • ITOT
  • AAPL
Allstate Corp's Q1 2025 Portfolio
Portfolio Value 3.33 Billion
Stocks 632
Filing on May 14, 2025 Q1 2025

Howard Marks

Oaktree Capital Management LP
  • TRMD
  • CHK
  • GTX
  • SPY
  • RWAY
  • CX
  • VIST
Howard Marks's Q1 2025 Portfolio
Portfolio Value 3.32 Billion
Stocks 170
Filing on Apr 17, 2025 Q1 2025

Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

  • MSFT
  • NVDA
  • AVGO
  • AMZN
  • PCAR
  • CVX
  • V
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H's Q1 2025 Portfolio
Portfolio Value 3.31 Billion
Stocks 190