Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Peconic Partners LLC

  • PWR
  • DY
  • MTZ
  • SHLS
  • EQT
  • RRC
  • FSLR
Peconic Partners LLC's Q3 2025 Portfolio
Portfolio Value 3.61 Billion
Stocks 12
Filing on Nov 03, 2025 Q3 2025

Folketrygdfondet

  • EQNR
  • NVO
  • FRO
  • EURN
  • NOK
  • GMAB
  • TRMD
Folketrygdfondet's Q3 2025 Portfolio
Portfolio Value 3.6 Billion
Stocks 10
Filing on Jan 05, 2026 Q4 2025

Argent Capital Management LLC

  • MSFT
  • NVDA
  • NOW
  • AMZN
  • GOOGL
  • AVGO
  • MA
Argent Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 3.6 Billion
Stocks 159
Filing on Nov 14, 2025 Q3 2025

Comprehensive Financial Management LLC

  • PYPL
  • EBAY
  • GLD
  • ZM
  • NU
  • IWD
  • IWN
Comprehensive Financial Management LLC's Q3 2025 Portfolio
Portfolio Value 3.59 Billion
Stocks 40
Filing on Dec 02, 2025 Q3 2025

Ifp Advisors, Inc

  • AAPL
  • NVDA
  • VUG
  • SPY
  • QQQ
  • MSFT
  • IVW
Ifp Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 3.59 Billion
Stocks 5107
Filing on Nov 12, 2025 Q3 2025

Marsico Capital Management LLC

  • MSFT
  • NVDA
  • META
  • TSM
  • AMZN
  • GE
  • AAPL
Marsico Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 3.59 Billion
Stocks 76
Filing on Nov 14, 2022 Q3 2022

55 I, LLC

  • IVV
  • ESGU
  • SPLG
  • EFV
  • EFG
  • USMV
  • VOO
55 I, LLC's Q3 2022 Portfolio
Portfolio Value 3.58 Billion
Stocks 580
Filing on Nov 14, 2025 Q3 2025

Csm Advisors, LLC

  • QQQ
  • SPY
  • VUG
  • VTV
  • GOOG
  • JPM
  • USB
Csm Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 3.58 Billion
Stocks 402
Filing on Nov 10, 2025 Q3 2025

Channing Capital Management, LLC

  • PSN
  • AMG
  • FAF
  • BCO
  • MKSI
  • ATI
  • EVR
Channing Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 3.57 Billion
Stocks 108
Filing on Nov 14, 2025 Q3 2025

Dragoneer Investment Group, LLC

  • DUOL
  • CPNG
  • GLBE
  • NVDA
  • SQ
  • CDAY
  • CVNA
Dragoneer Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 3.56 Billion
Stocks 26
Filing on May 15, 2023 Q1 2023

Avalon Investment & Advisory

  • LRCX
  • AAPL
  • GOOGL
  • MSFT
  • CVX
  • UNH
  • MRK
Avalon Investment & Advisory's Q1 2023 Portfolio
Portfolio Value 3.56 Billion
Stocks 309
Filing on May 07, 2024 Q1 2024

Wilbanks Smith & Thomas Asset Management LLC

  • VOO
  • IWF
  • IVV
  • VTV
  • VO
  • SPDW
  • NSC
Wilbanks Smith & Thomas Asset Management LLC's Q1 2024 Portfolio
Portfolio Value 3.54 Billion
Stocks 528
Filing on Nov 12, 2025 Q3 2025

Advisory Alpha, LLC

  • SPYG
  • SPYV
  • SCHM
  • SPDW
  • XLK
  • SPSB
  • SCHA
Advisory Alpha, LLC's Q3 2025 Portfolio
Portfolio Value 3.54 Billion
Stocks 516
Filing on Oct 29, 2024 Q3 2024

Fort Pitt Capital Group, LLC

  • AVGO
  • TMO
  • SCHG
  • SBUX
  • GOOGL
  • AMD
  • AJG
Fort Pitt Capital Group, LLC's Q3 2024 Portfolio
Portfolio Value 3.53 Billion
Stocks 127
Filing on Oct 17, 2025 Q3 2025

Annex Advisory Services, LLC

  • AVUS
  • AVDE
  • AVEM
  • IOO
  • NVDA
  • AAPL
  • META
Annex Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 3.52 Billion
Stocks 314
Filing on Oct 15, 2025 Q3 2025

Busey Wealth Management

  • MSFT
  • AAPL
  • NVDA
  • GOOG
  • AMZN
  • VTI
  • IGSB
Busey Wealth Management's Q3 2025 Portfolio
Portfolio Value 3.52 Billion
Stocks 616
Filing on Nov 13, 2025 Q3 2025

Kentucky Retirement Systems

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Kentucky Retirement Systems's Q3 2025 Portfolio
Portfolio Value 3.51 Billion
Stocks 502
Filing on Nov 07, 2025 Q3 2025

Perfromance Wealth Partners, LLC

  • AAPL
  • VUG
  • NVDA
  • MSFT
  • AMZN
  • GOOG
  • GS
Perfromance Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 3.51 Billion
Stocks 203