Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Disciplined Growth Investors Inc

  • PSTG
  • GRMN
  • IDCC
  • PLXS
  • CHK
  • CGNX
  • SMTC
Disciplined Growth Investors Inc 's Q3 2025 Portfolio
Portfolio Value 4.61 Billion
Stocks 64
Filing on Nov 14, 2025 Q3 2025

Shelton Capital Management

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • GOOGL
  • META
Shelton Capital Management's Q3 2025 Portfolio
Portfolio Value 4.6 Billion
Stocks 724
Filing on Nov 14, 2025 Q3 2025

Junto Capital Management LP

  • RSP
  • MS
  • SPGI
  • CSX
  • ROST
  • YUM
  • ARMK
Junto Capital Management LP's Q3 2025 Portfolio
Portfolio Value 4.6 Billion
Stocks 72
Filing on Nov 14, 2025 Q3 2025

Beck Mack & Oliver LLC

  • BX
  • APO
  • MSFT
  • GOOG
  • RDNT
  • AJG
  • SCHW
Beck Mack & Oliver LLC's Q3 2025 Portfolio
Portfolio Value 4.6 Billion
Stocks 187
Filing on Oct 20, 2025 Q3 2025

Fenimore Asset Management Inc

  • APH
  • ROST
  • VMC
  • BRO
  • SYK
  • FAST
  • CDW
Fenimore Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 4.6 Billion
Stocks 91
Filing on Oct 31, 2025 Q3 2025

Whittier Trust CO Of Nevada Inc

  • MSFT
  • AAPL
  • NVDA
  • GOOG
  • SPY
  • AMZN
  • AVGO
Whittier Trust CO Of Nevada Inc's Q3 2025 Portfolio
Portfolio Value 4.59 Billion
Stocks 1579
Filing on Nov 07, 2025 Q3 2025

Axxcess Wealth Management, LLC

  • VV
  • AGG
  • AAPL
  • MSFT
  • NVDA
  • IDEV
  • SPDW
Axxcess Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 4.58 Billion
Stocks 924
Filing on Oct 28, 2025 Q3 2025

Maryland State Retirement & Pension System

  • NVDA
  • MSFT
  • AAPL
  • ENB
  • AMZN
  • AMT
  • META
Maryland State Retirement & Pension System's Q3 2025 Portfolio
Portfolio Value 4.57 Billion
Stocks 1368
Filing on Nov 14, 2025 Q3 2025

Pickering Energy Partners LP

  • EQT
  • CHK
  • VST
  • CEG
  • AR
  • CRGY
  • CRK
Pickering Energy Partners LP's Q3 2025 Portfolio
Portfolio Value 4.55 Billion
Stocks 9
Filing on Nov 12, 2024 Q3 2024

Raymond James Trust N.A.

  • MSFT
  • AAPL
  • VOO
  • NVDA
  • VEA
  • JPM
  • AMZN
Raymond James Trust N.A.'s Q3 2024 Portfolio
Portfolio Value 4.55 Billion
Stocks 1945
Filing on Nov 13, 2025 Q3 2025

Clarkston Capital Partners, LLC

  • POST
  • AMG
  • CLVT
  • AVTR
  • LPLA
  • WTW
  • TAP
Clarkston Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 4.54 Billion
Stocks 207
Filing on Nov 14, 2025 Q3 2025

Starboard Value LP

  • QRVO
  • MTCH
  • BILL
  • IJH
  • AQN
  • ADSK
  • CRM
Starboard Value LP's Q3 2025 Portfolio
Portfolio Value 4.53 Billion
Stocks 20
Filing on Nov 10, 2025 Q3 2025

Choate Investment Advisors

  • IVV
  • GVI
  • MSFT
  • AAPL
  • SPYX
  • MUB
  • NVDA
Choate Investment Advisors's Q3 2025 Portfolio
Portfolio Value 4.53 Billion
Stocks 424
Filing on Nov 05, 2025 Q3 2025

Signature Estate & Investment Advisors LLC

  • GSLC
  • VUG
  • IGM
  • TOTL
  • FNDX
  • MSFT
  • CGGR
Signature Estate & Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 4.52 Billion
Stocks 945
Filing on Nov 14, 2025 Q3 2025

Ancora Advisors, LLC

  • NSC
  • LKQ
  • AVGO
  • AAPL
  • VOO
  • MSFT
  • SEE
Ancora Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 4.51 Billion
Stocks 2568
Filing on Oct 28, 2025 Q3 2025

Country Trust Bank

  • VEA
  • FBND
  • NVDA
  • MSFT
  • VOO
  • AGG
  • AAPL
Country Trust Bank's Q3 2025 Portfolio
Portfolio Value 4.5 Billion
Stocks 775
Filing on Nov 12, 2025 Q3 2025

Close Asset Management LTD

  • MSFT
  • AMZN
  • GOOGL
  • COF
  • AMP
  • PFGC
  • CDNS
Close Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 4.5 Billion
Stocks 269
Filing on Nov 14, 2025 Q3 2025

Great Valley Advisor Group, Inc.

  • NVDA
  • SPLG
  • QGRO
  • AAPL
  • DLN
  • BOND
  • MSFT
Great Valley Advisor Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.47 Billion
Stocks 923