Largest Portfolios by Value

Filing on May 01, 2025 Q1 2025

Pittenger & Anderson Inc

  • FISV
  • VV
  • QQQ
  • VO
  • VB
  • AAPL
  • COST
Pittenger & Anderson Inc's Q1 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 426
Filing on May 06, 2025 Q1 2025

Amazon Com Inc

  • RIVN
  • ATSG
  • AMD
  • VITL
  • MRVL
  • NAUT
  • SMRT
Amazon Com Inc's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 9
Filing on Apr 17, 2025 Q1 2025

James Hambro & Partners

  • JPM
  • V
  • PGR
  • MSFT
  • GOOG
  • APH
  • ICE
James Hambro & Partners's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 54
Filing on May 06, 2025 Q1 2025

Burney CO

  • AAPL
  • VGIT
  • MSFT
  • META
  • GOOGL
  • MCK
  • NVDA
Burney CO's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 636
Filing on May 07, 2025 Q1 2025

First Foundation Advisors

  • MSFT
  • IVV
  • MOAT
  • JEPI
  • GOOG
  • IEFA
  • AAPL
First Foundation Advisors's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 572
Filing on May 14, 2025 Q1 2025

Bragg Financial Advisors, Inc

  • AAPL
  • MSFT
  • VBR
  • IDCC
  • SFBS
  • RLI
  • SNX
Bragg Financial Advisors, Inc's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 332
Filing on May 15, 2025 Q1 2025

Bain Capital Investors LLC

  • SGRY
  • NTNX
  • AVAH
  • ADV
Bain Capital Investors LLC's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 6
Filing on May 13, 2025 Q1 2025

Paralel Advisors LLC

  • BRK-A
  • JPM
  • BRK-B
  • EPD
  • YUM
  • CSCO
  • MSFT
Paralel Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 110
Filing on Jul 25, 2024 Q2 2024

Gratus Capital LLC

  • NVDA
  • AAPL
  • VUG
  • IEFA
  • VGT
  • MSFT
  • VTHR
Gratus Capital LLC's Q2 2024 Portfolio
Portfolio Value 2.39 Billion
Stocks 376
Filing on May 12, 2025 Q1 2025

Davis Asset Management, L.P.

  • META
  • WAL
  • GOOG
  • GPN
  • CB
  • CRBG
  • STT
Davis Asset Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 31
Filing on May 15, 2025 Q1 2025

Perceptive Advisors LLC

  • VRNA
  • ACLX
  • FOLD
  • EWTX
  • RYTM
  • NUVL
  • ITCI
Perceptive Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 87
Filing on May 14, 2025 Q1 2025

Senvest Management, LLC

  • TSEM
  • WIX
  • CRTO
  • BXP
  • PATH
  • ALGN
  • RH
Senvest Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.38 Billion
Stocks 42
Filing on May 09, 2025 Q1 2025

Argent Trust CO

  • AAPL
  • MSFT
  • JPM
  • AMZN
  • ABBV
  • WMT
  • GOOGL
Argent Trust CO's Q1 2025 Portfolio
Portfolio Value 2.38 Billion
Stocks 1455
Filing on Apr 28, 2025 Q1 2025

Zwj Investment Counsel Inc

  • KO
  • MSFT
  • GOOG
  • ABBV
  • ORCL
  • V
  • NVDA
Zwj Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 2.38 Billion
Stocks 211
Filing on May 14, 2025 Q1 2025

Flow Traders U.S. LLC

  • EFV
  • EFG
  • EWU
  • EWQ
  • FEZ
  • EEM
  • FLTW
Flow Traders U.S. LLC's Q1 2025 Portfolio
Portfolio Value 2.37 Billion
Stocks 903
Filing on Apr 06, 2023 Q1 2023

Parsec Financial Management, Inc.

  • VEA
  • DFAU
  • AAPL
  • MSFT
  • IVV
  • LOW
  • IJS
Parsec Financial Management, Inc.'s Q1 2023 Portfolio
Portfolio Value 2.37 Billion
Stocks 295
Filing on Apr 30, 2025 Q1 2025

Steel Peak Wealth Management LLC

  • AAPL
  • NVDA
  • AMZN
  • IVV
  • MSFT
  • IUSB
  • GOOGL
Steel Peak Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 2.36 Billion
Stocks 575
Filing on May 15, 2025 Q1 2025

Tcg Advisory Services, LLC

  • NVDA
  • AAPL
  • VTI
  • AVLV
  • AMZN
  • MSFT
  • FBND
Tcg Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 2.36 Billion
Stocks 628