Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Troy Asset Management LTD

  • V
  • GOOGL
  • MSFT
  • VRSN
  • ADBE
  • A
  • CB
Troy Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 30
Filing on Apr 28, 2025 Q1 2025

Miller Howard Investments Inc

  • MPLX
  • EPD
  • ET
  • JNJ
  • ABBV
  • PAYX
  • ORI
Miller Howard Investments Inc 's Q1 2025 Portfolio
Portfolio Value 3.04 Billion
Stocks 139
Filing on May 12, 2025 Q1 2025

Ingalls & Snyder LLC

  • CORT
  • BRK-B
  • XOM
  • AAPL
  • WMB
  • CNQ
  • MSFT
Ingalls & Snyder LLC's Q1 2025 Portfolio
Portfolio Value 3.04 Billion
Stocks 456
Filing on May 30, 2025 Q1 2025

Modern Wealth Management, LLC

  • SPTM
  • SPY
  • IVW
  • JAAA
  • DIA
  • VTI
  • AAPL
Modern Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 3.04 Billion
Stocks 1871
Filing on May 14, 2025 Q1 2025

Timucuan Asset Management Inc

  • PGR
  • SCHW
  • TPX
  • BKNG
  • AXP
  • ADI
  • FND
Timucuan Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 3.03 Billion
Stocks 30
Filing on May 14, 2025 Q1 2025

Snowden Capital Advisors LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IVV
  • SPLG
  • META
Snowden Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 1194
Filing on Apr 23, 2025 Q1 2025

Spire Wealth Management

  • IVV
  • AAPL
  • JPST
  • NVDA
  • MSFT
  • AMZN
  • VGT
Spire Wealth Management's Q1 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 2464
Filing on May 01, 2025 Q1 2025

Sigma Planning Corp

  • IVV
  • AAPL
  • NVDA
  • AMZN
  • QQQ
  • MSFT
  • SPY
Sigma Planning Corp's Q1 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 1203
Filing on Feb 05, 2024 Q4 2023

Cannell & Co.

  • MSFT
  • GOOG
  • BRK-B
  • AMZN
  • AAPL
  • LOW
  • LH
Cannell & Co.'s Q4 2023 Portfolio
Portfolio Value 3.01 Billion
Stocks 269
Filing on May 15, 2025 Q1 2025

Gallagher Fiduciary Advisors, LLC

  • MCD
  • PCG
  • DAL
  • VTI
  • CBRE
  • SCHB
  • LQD
Gallagher Fiduciary Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 3.01 Billion
Stocks 309
Filing on May 15, 2025 Q1 2025

Hancock Whitney Corp

  • IVV
  • AAPL
  • MSFT
  • MBB
  • NVDA
  • AMZN
  • GOOGL
Hancock Whitney Corp's Q1 2025 Portfolio
Portfolio Value 3 Billion
Stocks 1404
Filing on May 01, 2025 Q1 2025

Focused Investors LLC

  • ELV
  • UNH
  • CI
  • JNJ
  • GS
  • FISV
  • MS
Focused Investors LLC's Q1 2025 Portfolio
Portfolio Value 3 Billion
Stocks 24
Filing on Apr 28, 2025 Q1 2025

Summit Trail Advisors, LLC

  • USFR
  • RSP
  • VGSH
  • AVGO
  • VGIT
  • QUAL
  • SPY
Summit Trail Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 3 Billion
Stocks 423
Filing on May 15, 2025 Q1 2025

Dorsal Capital Management, LLC

  • AMZN
  • WIX
  • PLNT
  • Z
  • SE
  • USFD
  • BURL
Dorsal Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.99 Billion
Stocks 25
Filing on May 14, 2025 Q1 2025

Creative One Wealth, LLC

  • VTV
  • VEA
  • AAPL
  • BOND
  • VUG
  • AMZN
  • IUSB
Creative One Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 2.98 Billion
Stocks 1664
Filing on Apr 16, 2025 Q1 2025

Dynamic Advisor Solutions LLC

  • AAPL
  • QQQ
  • DFCF
  • MSFT
  • SPLG
  • FBND
  • DFUS
Dynamic Advisor Solutions LLC's Q1 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 847
Filing on May 08, 2025 Q1 2025

Vestcor Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • PGR
  • TMUS
  • WMT
Vestcor Inc's Q1 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 1159
Filing on May 08, 2025 Q1 2025

North Rock Partners, LLC

  • SPYV
  • VGSH
  • SPLG
  • SPY
  • SGOV
  • SPYG
  • AAPL
North Rock Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 852