Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Impactive Capital LP

  • ABG
  • SLM
  • WEX
  • VAC
  • ETSY
  • CRL
  • CLVT
Impactive Capital LP's Q4 2024 Portfolio
Portfolio Value 2.33 Billion
Stocks 10
Filing on Feb 14, 2025 Q4 2024

Bnp Paribas

  • LQD
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOG
Bnp Paribas's Q4 2024 Portfolio
Portfolio Value 2.32 Billion
Stocks 685
Filing on Jan 17, 2025 Q4 2024

Cardinal Capital Management, Inc.

  • MFC
  • GIL
  • SU
  • BMO
  • RY
  • CM
  • ENB
Cardinal Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.32 Billion
Stocks 69
Filing on Feb 07, 2025 Q4 2024

Chilton Capital Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • XOM
Chilton Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 2.32 Billion
Stocks 550
Filing on Jan 31, 2025 Q4 2024

Americana Partners, LLC

  • MSFT
  • AAPL
  • EPD
  • SPLG
  • ETN
  • ABBV
  • JPM
Americana Partners, LLC's Q4 2024 Portfolio
Portfolio Value 2.31 Billion
Stocks 384
Filing on Jan 21, 2025 Q4 2024

Dynamic Advisor Solutions LLC

  • AAPL
  • QQQ
  • MSFT
  • DFCF
  • SPY
  • NVDA
  • FBND
Dynamic Advisor Solutions LLC's Q4 2024 Portfolio
Portfolio Value 2.31 Billion
Stocks 652
Filing on Nov 14, 2023 Q3 2023

Tiedemann Advisors, LLC

  • EFA
  • IJH
  • SPMD
  • ITOT
  • STIP
  • XOM
  • EMLP
Tiedemann Advisors, LLC's Q3 2023 Portfolio
Portfolio Value 2.31 Billion
Stocks 272
Filing on Jan 30, 2025 Q4 2024

Pay Pay Securities Corp

  • SPXL
  • AAPL
  • MSFT
  • NVDA
  • TSLS
  • GGLS
  • MSFD
Pay Pay Securities Corp's Q4 2024 Portfolio
Portfolio Value 2.3 Billion
Stocks 275
Filing on Jan 29, 2025 Q4 2024

Balentine LLC

  • VUG
  • AGG
  • VV
  • OMFL
  • MUB
  • IVV
  • SGOV
Balentine LLC's Q4 2024 Portfolio
Portfolio Value 2.3 Billion
Stocks 181
Filing on Feb 14, 2025 Q4 2024

Toyota Motor Corp/

  • GRAB
  • JOBY
  • UBER
  • AUR
Toyota Motor Corp/'s Q4 2024 Portfolio
Portfolio Value 2.3 Billion
Stocks 6
Filing on Feb 13, 2025 Q4 2024

Renaissance Group LLC

  • AVGO
  • AAPL
  • AMZN
  • NFLX
  • META
  • GOOGL
  • MSFT
Renaissance Group LLC's Q4 2024 Portfolio
Portfolio Value 2.3 Billion
Stocks 243
Filing on Feb 13, 2025 Q4 2024

Merriman Wealth Management, LLC

  • AVUV
  • DUHP
  • QUAL
  • DISV
  • OEF
  • AVLV
  • DIHP
Merriman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 2.3 Billion
Stocks 211
Filing on Feb 06, 2025 Q4 2024

Edgestream Partners, L.P.

  • SPY
  • AAPL
  • MSFT
  • QQQ
  • META
  • NFLX
  • TRGP
Edgestream Partners, L.P.'s Q4 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 829
Filing on Jan 10, 2025 Q4 2024

Harbor Capital Advisors, Inc.

  • NVDA
  • SNEX
  • RDNT
  • SFM
  • AMZN
  • AAPL
  • ACA
Harbor Capital Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 1319
Filing on Jan 17, 2025 Q4 2024

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • AAPL
  • MA
  • MSFT
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 250
Filing on Feb 12, 2025 Q4 2024

Level Four Advisory Services, LLC

  • AAPL
  • QQQ
  • MSFT
  • AMZN
  • NVDA
  • USFR
  • VOO
Level Four Advisory Services, LLC's Q4 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 752
Filing on Feb 14, 2025 Q4 2024

Shell Asset Management CO

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOG
  • TSLA
Shell Asset Management CO's Q4 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 1264
Filing on Jul 03, 2024 Q2 2024

A.P. Gilfoyle & Co., L.P.

  • AAPL
  • AMZN
  • TXN
  • META
  • BAC
  • BRK-B
  • CAT
A.P. Gilfoyle & Co., L.P.'s Q2 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 10