Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Busey Wealth Management

  • AAPL
  • MSFT
  • AMZN
  • IGSB
  • NVDA
  • GOOG
  • META
Busey Wealth Management's Q1 2025 Portfolio
Portfolio Value 2.9 Billion
Stocks 583
Filing on May 13, 2025 Q1 2025

Gulf International Bank (Uk) LTD

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Gulf International Bank (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 2.9 Billion
Stocks 627
Filing on Apr 23, 2025 Q1 2025

Moran Wealth Management, LLC

  • TT
  • PH
  • AVGO
  • WSM
  • MSFT
  • PGR
  • AMP
Moran Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.89 Billion
Stocks 574
Filing on May 15, 2025 Q1 2025

Atreides Management, LP

  • NVDA
  • AMD
  • SMH
  • U
  • MSFT
  • META
  • AMZN
Atreides Management, LP's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 44
Filing on May 15, 2025 Q1 2025

Long Focus Capital Management, LLC

  • RSP
  • CMCSA
  • GOLD
  • BUD
  • CVS
  • PYPL
  • CMCSA
Long Focus Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 99
Filing on May 14, 2025 Q1 2025

Nfj Investment Group, LLC

  • NEE
  • ES
  • REXR
  • PLD
  • BAC
  • INTU
  • PNC
Nfj Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 515
Filing on May 21, 2025 Q1 2025

Geneos Wealth Management Inc.

  • IVV
  • SPY
  • USMV
  • ITOT
  • AAPL
  • MSFT
  • VOO
Geneos Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 3045
Filing on May 13, 2025 Q1 2025

Quantbot Technologies LP

  • BX
  • USB
  • PNC
  • CNC
  • LMT
  • CSX
  • CTAS
Quantbot Technologies LP's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 1417
Filing on Apr 10, 2025 Q1 2025

Annex Advisory Services, LLC

  • AVDE
  • AVUS
  • JAAA
  • VGLT
  • AVEM
  • IOO
  • XMHQ
Annex Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 309
Filing on Apr 10, 2025 Q1 2025

Apella Capital, LLC

  • DFAC
  • BSV
  • DFSD
  • BND
  • VTI
  • DFIC
  • DFCF
Apella Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 388
Filing on May 01, 2025 Q1 2025

Edgestream Partners, L.P.

  • SPY
  • MSFT
  • XOM
  • JNJ
  • QQQ
  • NOVT
  • OKE
Edgestream Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 813
Filing on May 02, 2025 Q1 2025

Members Trust CO

  • AGG
  • SPY
  • VTV
  • IEFA
  • LQD
  • IEF
  • IGSB
Members Trust CO's Q1 2025 Portfolio
Portfolio Value 2.87 Billion
Stocks 152
Filing on May 15, 2025 Q1 2025

Foxhaven Asset Management, LP

  • AMZN
  • MELI
  • HLT
  • CPNG
  • GOOG
  • MSFT
  • RBLX
Foxhaven Asset Management, LP's Q1 2025 Portfolio
Portfolio Value 2.87 Billion
Stocks 18
Filing on Apr 28, 2025 Q1 2025

Tandem Investment Advisors, Inc.

  • CBOE
  • V
  • ICE
  • ABT
  • JKHY
  • G
  • FDS
Tandem Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.87 Billion
Stocks 71
Filing on May 13, 2025 Q1 2025

Mfn Partners Management, LP

  • XPO
  • RXO
  • PFSI
  • HCA
  • CNX
  • BHC
  • IE
Mfn Partners Management, LP's Q1 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 10
Filing on Apr 21, 2025 Q1 2025

Aspiriant, LLC

  • IVV
  • IUSV
  • VBR
  • ACWV
  • VTEB
  • VIG
  • VOO
Aspiriant, LLC's Q1 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 288
Filing on May 15, 2025 Q1 2025

Deep Track Capital, LP

  • ITCI
  • IMVT
  • GH
  • DVAX
  • PTGX
  • IONS
  • AKRO
Deep Track Capital, LP's Q1 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 69
Filing on Apr 28, 2025 Q1 2025

Palisade Capital Management LLC

  • IDA
  • MLI
  • AIT
  • RJF
  • AAPL
  • ACIW
  • RLI
Palisade Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 371