Largest Portfolios by Value

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
Filing on Feb 11, 2025 Q4 2024

Hirtle Callaghan & CO LLC

  • SPY
  • IEFA
  • IVV
  • EFA
  • GOVT
  • IEMG
  • EEM
Hirtle Callaghan & CO LLC's Q4 2024 Portfolio
Portfolio Value 2.38 Billion
Stocks 116
Filing on Feb 14, 2025 Q4 2024

Greenhouse Funds Lllp

  • SRAD
  • NCR
  • CHEF
  • FLR
  • BILL
  • MSGS
  • AVDX
Greenhouse Funds Lllp's Q4 2024 Portfolio
Portfolio Value 2.37 Billion
Stocks 39
Filing on Apr 06, 2023 Q1 2023

Parsec Financial Management, Inc.

  • VEA
  • DFAU
  • AAPL
  • MSFT
  • IVV
  • LOW
  • IJS
Parsec Financial Management, Inc.'s Q1 2023 Portfolio
Portfolio Value 2.37 Billion
Stocks 295
Filing on Jan 16, 2025 Q4 2024

Zwj Investment Counsel Inc

  • AVGO
  • GOOG
  • MSFT
  • NVDA
  • ORCL
  • KO
  • AAPL
Zwj Investment Counsel Inc's Q4 2024 Portfolio
Portfolio Value 2.36 Billion
Stocks 222
Filing on Feb 14, 2025 Q4 2024

Eagle Global Advisors LLC

  • AAPL
  • ET
  • WES
  • MPLX
  • TRGP
  • PAA
  • MSFT
Eagle Global Advisors LLC's Q4 2024 Portfolio
Portfolio Value 2.36 Billion
Stocks 265
Filing on May 11, 2023 Q1 2023

Ford Financial Group, LLC

  • SPYV
  • SPYG
  • NTSX
  • SLYV
  • SPTM
  • SPY
  • VTI
Ford Financial Group, LLC's Q1 2023 Portfolio
Portfolio Value 2.36 Billion
Stocks 7
Filing on Jan 16, 2025 Q4 2024

Portman Square Capital LLP

  • LYV
  • AKAM
  • STX
  • BA
  • BABA
  • NEE
  • MIDD
Portman Square Capital LLP's Q4 2024 Portfolio
Portfolio Value 2.36 Billion
Stocks 248
Filing on Feb 13, 2025 Q4 2024

Capital International LTD

  • META
  • AVGO
  • MSFT
  • TSLA
  • NVDA
  • NFLX
  • AMZN
Capital International LTD 's Q4 2024 Portfolio
Portfolio Value 2.35 Billion
Stocks 145
Filing on Feb 11, 2025 Q4 2024

Emerald Advisers, LLC

  • CRDO
  • FRPT
  • QTWO
  • GTLS
  • INSM
  • PLMR
  • RDNT
Emerald Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 2.35 Billion
Stocks 254
Filing on Feb 14, 2025 Q4 2024

Permira Holdings LTD

  • INFA
  • CWAN
Permira Holdings LTD's Q4 2024 Portfolio
Portfolio Value 2.35 Billion
Stocks 2
Filing on Feb 13, 2025 Q4 2024

Sand Hill Global Advisors, LLC

  • VOO
  • SPY
  • EFA
  • VWO
  • IWM
  • IJH
  • SPLG
Sand Hill Global Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 2.35 Billion
Stocks 188
Filing on Feb 13, 2025 Q4 2024

Silvant Capital Management LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • META
  • V
Silvant Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 2.35 Billion
Stocks 398
Filing on Feb 07, 2025 Q4 2024

Dearborn Partners LLC

  • AAPL
  • MSFT
  • ADP
  • MCD
  • HD
  • ITW
  • SNA
Dearborn Partners LLC's Q4 2024 Portfolio
Portfolio Value 2.35 Billion
Stocks 276
Filing on Feb 13, 2025 Q4 2024

Northeast Financial Consultants Inc

  • VUG
  • VOO
  • VIG
  • SPY
  • QQQ
  • DGRO
  • AAPL
Northeast Financial Consultants Inc's Q4 2024 Portfolio
Portfolio Value 2.34 Billion
Stocks 288
Filing on Feb 13, 2025 Q4 2024

Paralel Advisors LLC

  • BRK-A
  • JPM
  • BRK-B
  • YUM
  • EPD
  • MSFT
  • EVR
Paralel Advisors LLC's Q4 2024 Portfolio
Portfolio Value 2.33 Billion
Stocks 109
Filing on Feb 11, 2025 Q4 2024

Tcg Advisory Services, LLC

  • AAPL
  • NVDA
  • VTI
  • AMZN
  • AVLV
  • FBND
  • MSFT
Tcg Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 2.33 Billion
Stocks 600
Filing on Nov 10, 2022 Q3 2022

Strategic Wealth Advisors Group, LLC

  • AAPL
  • SPY
  • QQQ
  • MSFT
  • SPLG
  • SPYV
  • AMZN
Strategic Wealth Advisors Group, LLC's Q3 2022 Portfolio
Portfolio Value 2.33 Billion
Stocks 555