Largest Portfolios by Value

Filing on May 06, 2025 Q1 2025

Johns Hopkins University

  • AGG
  • ACWI
  • IWB
  • IWD
  • EFV
  • QQQ
  • GNR
Johns Hopkins University's Q1 2025 Portfolio
Portfolio Value 2.65 Billion
Stocks 15
Filing on Apr 15, 2025 Q1 2025

Cx Institutional

  • IEFA
  • SPTI
  • JAAA
  • VO
  • IVE
  • MGK
  • IVV
Cx Institutional's Q1 2025 Portfolio
Portfolio Value 2.65 Billion
Stocks 1202
Filing on May 13, 2025 Q1 2025

Quadrant Capital Group LLC

  • IVV
  • JPST
  • FNDX
  • IEMG
  • AAPL
  • AGG
  • IEFA
Quadrant Capital Group LLC's Q1 2025 Portfolio
Portfolio Value 2.65 Billion
Stocks 2745
Filing on May 09, 2025 Q1 2025

Exencial Wealth Advisors, LLC

  • AAPL
  • MSFT
  • VTV
  • BRK-B
  • VBR
  • AMZN
  • SGOV
Exencial Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 501
Filing on May 05, 2025 Q1 2025

Clifford Swan Investment Counsel LLC

  • AAPL
  • MSFT
  • COST
  • UPS
  • BRK-B
  • GOOGL
  • CVX
Clifford Swan Investment Counsel LLC's Q1 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 384
Filing on Jun 23, 2025 Q1 2025

Nicholas Hoffman & Company, Llc.

  • VOO
  • VEA
  • VWO
  • VO
  • BRK-B
  • VIG
  • VB
Nicholas Hoffman & Company, Llc.'s Q1 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 285
Filing on May 15, 2025 Q1 2025

Systematic Alpha Investments, LLC

  • VOO
  • LLY
  • VTV
  • AAPL
  • NVDA
  • MSFT
  • VIG
Systematic Alpha Investments, LLC's Q1 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 222
Filing on Apr 02, 2025 Q1 2025

Park National Corp

  • PRK
  • AAPL
  • SDVY
  • MSFT
  • JPM
  • NVDA
  • TTWO
Park National Corp 's Q1 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 468
Filing on May 15, 2025 Q1 2025

Maple Rock Capital Partners Inc.

  • QQQ
  • SPY
  • NVDA
  • TSLA
  • WDC
  • LNG
  • TFII
Maple Rock Capital Partners Inc.'s Q1 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 41
Filing on Apr 15, 2025 Q1 2025

Donaldson Capital Management, LLC

  • AAPL
  • ICSH
  • MSFT
  • ABBV
  • XLC
  • AVGO
  • JPM
Donaldson Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 221
Filing on Apr 09, 2025 Q1 2025

Chickasaw Capital Management LLC

  • TRGP
  • MPLX
  • ET
  • WES
  • OKE
  • WMB
  • EPD
Chickasaw Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 94
Filing on May 30, 2024 Q1 2024

Cambridge Trust CO

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AMZN
  • IEF
  • JPM
Cambridge Trust CO's Q1 2024 Portfolio
Portfolio Value 2.6 Billion
Stocks 900
Filing on Apr 15, 2025 Q1 2025

West Oak Capital, LLC

  • NVDA
  • AAPL
  • SCHX
  • JPM
  • MSFT
  • ADP
  • COST
West Oak Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.59 Billion
Stocks 320
Filing on Apr 11, 2025 Q1 2025

Reinhart Partners, Inc.

  • NSP
  • FCNCA
  • LNTH
  • AGO
  • FTDR
  • AL
  • IDCC
Reinhart Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.58 Billion
Stocks 80
Filing on Feb 12, 2024 Q4 2023

General Industrial Partners LLP

  • SPY
  • ARKK
General Industrial Partners LLP's Q4 2023 Portfolio
Portfolio Value 2.57 Billion
Stocks 2
Filing on Apr 29, 2025 Q1 2025

Old Republic International Corp

  • PG
  • XOM
  • CVX
  • KO
  • CSCO
  • SO
  • CMI
Old Republic International Corp's Q1 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 57
Filing on May 15, 2025 Q1 2025

Merewether Investment Management, LP

  • SHEL
  • VST
  • SU
  • TRGP
  • XOM
  • ETR
  • EQT
Merewether Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 54
Filing on Apr 21, 2025 Q1 2025

Analyst Ims Investment Management Services Ltd.

  • SPY
  • QQQ
  • VOO
  • IVV
  • AAXJ
  • WIX
  • ARE
Analyst Ims Investment Management Services Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 198