Largest Portfolios by Value

Filing on Aug 08, 2023 Q2 2023

Winder Investment Pte LTD

  • IFF
  • SXT
Winder Investment Pte LTD's Q2 2023 Portfolio
Portfolio Value 2.47 Billion
Stocks 3
Filing on May 15, 2025 Q1 2025

Shapiro Capital Management LLC

  • ELY
  • NCR
  • ELAN
  • GPK
  • BRK-B
  • PENN
  • ZBH
Shapiro Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.47 Billion
Stocks 46
Filing on May 13, 2025 Q1 2025

Simplify Asset Management Inc.

  • IVV
  • SPY
  • GLD
  • AGG
  • MSTR
  • AGGH
  • SPUC
Simplify Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 94
Filing on May 15, 2025 Q1 2025

Empyrean Capital Partners, LP

  • HYG
  • IWM
  • HES
  • SHEL
  • AER
  • SPY
  • CVS
Empyrean Capital Partners, LP's Q1 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 59
Filing on May 12, 2025 Q1 2025

Lockheed Martin Investment Management CO

  • AAPL
  • VOO
  • NVDA
  • MSFT
  • IEFA
  • JPM
  • IVOO
Lockheed Martin Investment Management CO's Q1 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 114
Filing on May 07, 2025 Q1 2025

Freemont Capital Pte LTD

  • IFF
  • SXT
  • PDD
  • YUMC
  • MMYT
  • BEKE
Freemont Capital Pte LTD's Q1 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

American Capital Management Inc

  • CYBR
  • FTNT
  • AVAV
  • CVLT
  • MEDP
  • IDXX
  • RMD
American Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 63
Filing on May 08, 2025 Q1 2025

First National Trust CO

  • AAPL
  • SPYV
  • MSFT
  • SPYG
  • GLD
  • IEFA
  • NVDA
First National Trust CO's Q1 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 604
Filing on May 15, 2025 Q1 2025

59 North Capital Management, LP

  • AER
  • GLD
  • IWM
  • NWSA
  • LPX
  • KMI
  • CEG
59 North Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 14
Filing on May 14, 2025 Q1 2025

Rgm Capital, LLC

  • DT
  • PKI
  • CYBR
  • TYL
  • CSGP
  • GWRE
  • ENTG
Rgm Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 20
Filing on Apr 23, 2025 Q1 2025

Adams Diversified Equity Fund, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • JPM
Adams Diversified Equity Fund, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 97
Filing on May 07, 2025 Q1 2025

Texas Yale Capital Corp.

  • JBL
  • CTAS
  • EPD
  • BRK-B
  • AAPL
  • HD
  • QQQ
Texas Yale Capital Corp.'s Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 451
Filing on May 15, 2025 Q1 2025

Meiji Yasuda Asset Management CO Ltd.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • ABBV
Meiji Yasuda Asset Management CO Ltd.'s Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 643
Filing on May 13, 2025 Q1 2025

Sand Hill Global Advisors, LLC

  • VOO
  • EFA
  • SPY
  • VWO
  • IJH
  • IWM
  • SPLG
Sand Hill Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 194
Filing on May 14, 2025 Q1 2025

Karpus Management, Inc.

  • VOO
  • NRK
  • MHD
  • IVV
  • MVF
  • VB
  • EIM
Karpus Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 202
Filing on May 13, 2025 Q1 2025

Azimuth Capital Investment Management LLC

  • AAPL
  • MSFT
  • NVDA
  • LLY
  • GOOGL
  • AVGO
  • V
Azimuth Capital Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 302
Filing on May 15, 2025 Q1 2025

Sessa Capital Im, L.P.

  • PCG
  • WBD
  • DFS
  • ABT
  • CCK
  • ALLY
  • HUM
Sessa Capital Im, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 31
Filing on May 14, 2025 Q1 2025

Svb Wealth LLC

  • APP
  • AAPL
  • AMZN
  • AVGO
  • IEFA
  • ABBV
  • JPM
Svb Wealth LLC's Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 2531