Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Marsico Capital Management LLC

  • AMZN
  • META
  • MSFT
  • GE
  • NFLX
  • AAPL
  • COST
Marsico Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.72 Billion
Stocks 63
Filing on Apr 16, 2025 Q1 2025

Metropolis Capital LTD

  • MSFT
  • STT
  • TXN
  • CMCSA
  • BKNG
  • CCK
  • MA
Metropolis Capital LTD's Q1 2025 Portfolio
Portfolio Value 2.71 Billion
Stocks 15
Filing on May 15, 2025 Q1 2025

Magnetar Financial LLC

  • K
  • BECN
  • DFS
  • PYCR
  • CHX
  • ANSS
  • IPG
Magnetar Financial LLC's Q1 2025 Portfolio
Portfolio Value 2.71 Billion
Stocks 1329
Filing on May 12, 2025 Q1 2025

Locust Wood Capital Advisers, LLC

  • SPY
  • MSFT
  • TSM
  • WM
  • AMZN
  • ELV
  • AXTA
Locust Wood Capital Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 2.7 Billion
Stocks 49
Filing on Apr 24, 2025 Q1 2025

Schwartz Investment Counsel Inc

  • TPL
  • MA
  • TXN
  • ROP
  • SPGI
  • ACN
  • CHE
Schwartz Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 2.69 Billion
Stocks 126
Filing on May 13, 2025 Q1 2025

Tokio Marine Asset Management CO LTD

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • V
  • MA
  • UNH
Tokio Marine Asset Management CO LTD's Q1 2025 Portfolio
Portfolio Value 2.69 Billion
Stocks 565
Filing on Nov 08, 2022 Q3 2022

Wealthsimple Inc.

  • VTI
  • EEMV
  • GLOV
  • IEFA
  • GLDM
  • ITOT
  • ACWV
Wealthsimple Inc.'s Q3 2022 Portfolio
Portfolio Value 2.69 Billion
Stocks 38
Filing on May 14, 2025 Q1 2025

Itau Unibanco Holding S.A.

  • SPY
  • VOO
  • PBRA
  • ITUB
  • TLH
  • BAP
  • GOVT
Itau Unibanco Holding S.A.'s Q1 2025 Portfolio
Portfolio Value 2.69 Billion
Stocks 411
Filing on May 14, 2025 Q1 2025

Capital Analysts, LLC

  • SPLG
  • IVV
  • IEFA
  • FBND
  • TDTF
  • JCPB
  • SPHY
Capital Analysts, LLC's Q1 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 1745
Filing on May 13, 2025 Q1 2025

Fine Mark National Bank & Trust

  • UPS
  • SPY
  • AAPL
  • IVV
  • MSFT
  • MDY
  • NVDA
Fine Mark National Bank & Trust's Q1 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 525
Filing on Apr 15, 2025 Q1 2025

Cohen Klingenstein LLC

  • SPY
  • VBK
  • QQQ
  • IWO
  • LLY
  • MSFT
  • AMZN
Cohen Klingenstein LLC's Q1 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 208
Filing on Apr 22, 2025 Q1 2025

Intact Investment Management Inc.

  • TD
  • CM
  • MFC
  • PBA
  • RCI
  • SLF
  • RY
Intact Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 328
Filing on May 08, 2025 Q1 2025

Premier Fund Managers LTD

  • V
  • SCI
  • GPK
  • CBRE
  • ROL
  • RJF
  • KNSL
Premier Fund Managers LTD's Q1 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 179
Filing on Apr 28, 2025 Q1 2025

Conning Inc.

  • SPY
  • IVV
  • UNH
  • IJR
  • COP
  • XOM
  • CVX
Conning Inc.'s Q1 2025 Portfolio
Portfolio Value 2.67 Billion
Stocks 351
Filing on May 15, 2025 Q1 2025

Camber Capital Management LP

  • SPY
  • ZBH
  • BAX
  • HUM
  • PFE
  • XBI
  • CVS
Camber Capital Management LP's Q1 2025 Portfolio
Portfolio Value 2.67 Billion
Stocks 32
Filing on Apr 24, 2025 Q1 2025

Marathon Asset Management LTD

  • CNHI
  • AMZN
  • CCEP
  • ELV
  • META
  • MSFT
  • GOOGL
Marathon Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 2.66 Billion
Stocks 81
Filing on May 13, 2025 Q1 2025

Freestone Capital Holdings, LLC

  • IVV
  • MSFT
  • NVDA
  • VEA
  • AAPL
  • SPY
  • AMZN
Freestone Capital Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 2.66 Billion
Stocks 446
Filing on May 09, 2025 Q1 2025

Mufg Bank, Ltd.

  • USB
  • GRAB
  • SPY
  • CME
Mufg Bank, Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.65 Billion
Stocks 4