Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Guardian Capital LP

  • BMO
  • RY
  • OTEX
  • AEM
  • CNQ
  • QSR
  • SU
Guardian Capital LP's Q4 2024 Portfolio
Portfolio Value 2.44 Billion
Stocks 143
Filing on Feb 13, 2025 Q4 2024

Rgm Capital, LLC

  • DT
  • CYBR
  • TYL
  • PKI
  • GWRE
  • CSGP
  • TENB
Rgm Capital, LLC's Q4 2024 Portfolio
Portfolio Value 2.44 Billion
Stocks 20
Filing on Feb 14, 2025 Q4 2024

Davis Asset Management, L.P.

  • META
  • WAL
  • GOOG
  • GPN
  • CB
  • STT
  • WBS
Davis Asset Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 2.44 Billion
Stocks 31
Filing on Nov 08, 2024 Q3 2024

Banque Cantonale Vaudoise

  • UBS
  • MSFT
  • NVDA
  • AAPL
  • ALC
  • AMZN
  • GOOGL
Banque Cantonale Vaudoise's Q3 2024 Portfolio
Portfolio Value 2.43 Billion
Stocks 859
Filing on Jan 30, 2025 Q4 2024

Kedalion Capital Management LLP

  • VOO
Kedalion Capital Management LLP's Q4 2024 Portfolio
Portfolio Value 2.42 Billion
Stocks 5
Filing on Feb 11, 2025 Q4 2024

Plancorp, LLC

  • DFAC
  • DFUS
  • DFUV
  • VTI
  • DFAX
  • DFIV
  • DFAS
Plancorp, LLC's Q4 2024 Portfolio
Portfolio Value 2.42 Billion
Stocks 319
Filing on Feb 11, 2025 Q4 2024

Sandy Spring Bank

  • IJH
  • IVV
  • AAPL
  • NVDA
  • MSFT
  • IJR
  • SPY
Sandy Spring Bank's Q4 2024 Portfolio
Portfolio Value 2.42 Billion
Stocks 1977
Filing on Jan 30, 2025 Q4 2024

J.W. Cole Advisors, Inc.

  • AAPL
  • VOO
  • NVDA
  • QQQ
  • SPY
  • MSFT
  • IVV
J.W. Cole Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.42 Billion
Stocks 956
Filing on Feb 13, 2025 Q4 2024

Bragg Financial Advisors, Inc

  • AAPL
  • MSFT
  • VBR
  • IDCC
  • GOOG
  • SNX
  • SFM
Bragg Financial Advisors, Inc's Q4 2024 Portfolio
Portfolio Value 2.42 Billion
Stocks 325
Filing on Jan 22, 2025 Q4 2024

Steel Peak Wealth Management LLC

  • AAPL
  • NVDA
  • IVV
  • AMZN
  • VTI
  • TSLA
  • MSFT
Steel Peak Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 2.41 Billion
Stocks 566
Filing on Jan 22, 2025 Q4 2024

James Hambro & Partners

  • JPM
  • GOOG
  • MSFT
  • V
  • AMZN
  • APH
  • ISRG
James Hambro & Partners's Q4 2024 Portfolio
Portfolio Value 2.41 Billion
Stocks 57
Filing on Feb 07, 2025 Q4 2024

Hollencrest Capital Management

  • VOO
  • AAPL
  • SPY
  • QQQ
  • QQQM
  • UNH
  • COST
Hollencrest Capital Management's Q4 2024 Portfolio
Portfolio Value 2.41 Billion
Stocks 1191
Filing on Feb 14, 2025 Q4 2024

Atairos Group, Inc.

  • TNET
  • BOWL
  • EXLS
  • CLVT
Atairos Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.41 Billion
Stocks 4
Filing on Feb 13, 2025 Q4 2024

Argent Trust CO

  • AAPL
  • MSFT
  • JPM
  • AMZN
  • GOOGL
  • SPY
  • WMT
Argent Trust CO's Q4 2024 Portfolio
Portfolio Value 2.4 Billion
Stocks 1470
Filing on Feb 07, 2025 Q4 2024

Ns Partners LTD

  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • AMZN
  • META
  • INTU
Ns Partners LTD's Q4 2024 Portfolio
Portfolio Value 2.4 Billion
Stocks 134
Filing on Jan 29, 2025 Q4 2024

Cambiar Investors LLC

  • DAL
  • GOOGL
  • DEO
  • CME
  • TXN
  • AMZN
  • BMY
Cambiar Investors LLC's Q4 2024 Portfolio
Portfolio Value 2.4 Billion
Stocks 154
Filing on Feb 14, 2025 Q4 2024

Suvretta Capital Management, LLC

  • SPY
  • ARQT
  • ITCI
  • LEGN
  • INSM
  • META
  • ETNB
Suvretta Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 2.4 Billion
Stocks 96
Filing on Jul 25, 2024 Q2 2024

Gratus Capital LLC

  • NVDA
  • AAPL
  • VUG
  • IEFA
  • VGT
  • MSFT
  • VTHR
Gratus Capital LLC's Q2 2024 Portfolio
Portfolio Value 2.39 Billion
Stocks 376