Largest Portfolios by Value
Filing on Nov 14, 2024
Q3 2024
Filing on May 15, 2025
Q1 2025
Irenic Capital Management LP
- TGI
- RSVR
- AIV
- SHC
- BASE
- FWRD
- TBPH
Filing on May 13, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Wealth Management Nebraska
- SPIB
- AVSC
- DFIV
- DFUS
- AVLV
- SPLG
- AVDV
Filing on Apr 21, 2025
Q1 2025
Jamison Private Wealth Management, Inc.
- AAPL
- MSFT
- NVDA
- UPS
- VMC
- LLY
- WM
Filing on May 14, 2025
Q1 2025
Filing on Jul 14, 2025
Q2 2025
Abacus Wealth Partners, LLC
- DFSB
- DFAT
- NUSC
- JSTC
- DFSU
- NUMV
- DFSI
Filing on May 08, 2025
Q1 2025
Phocas Financial Corp.
- SKYW
- WTFC
- NXST
- ATGE
- CASH
- FRME
- PFBC
Filing on Jul 11, 2025
Q2 2025
Filing on May 06, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
One River Asset Management, LLC
- MSFT
- AMD
- CVX
- CVX
- GOOG
- SPY
- SQ
Filing on Apr 28, 2025
Q1 2025
Gr Financial Group, LLC
- IVV
- SPY
- META
- AAPL
- MSFT
- AMZN
- SPLG
Filing on Apr 21, 2025
Q1 2025
Premier Path Wealth Partners, LLC
- AAPL
- XLK
- MSFT
- NVDA
- AMZN
- XLF
- USIG
Filing on Jul 21, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Rubicon Global Capital LTD
- MNDY
- META
- CPNG
- GOOG
- AMZN
- MSFT
- BRK-A
Filing on May 12, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Foresight Group LTD Liability Partnership
- XYL
- AMT
- ECL
- AZN
- ADSK
- TRMB
- PEAK
Filing on Jul 11, 2025
Q2 2025
Kingstone Capital Partners Texas, LLC
- NVDA
- AAPL
- MSFT
- QQQ
- EVT
- META
- JEPI