Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
North Reef Capital Management LP
- CMA
- FHN
- GPN
- WFC
- TCBI
- ABCB
- ACIW
Filing on May 13, 2025
Q1 2025
Filing on Apr 07, 2025
Q1 2025
Filing on Feb 13, 2025
Q4 2024
Merriman Wealth Management, LLC
- AVUV
- DUHP
- QUAL
- DISV
- OEF
- AVLV
- DIHP
Filing on Apr 14, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Oribel Capital Management, LP
- CAH
- CAH
- META
- META
- MSCI
- GPN
- DT
Filing on May 15, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Cardinal Capital Management, Inc.
- MFC
- SU
- GIL
- TRP
- PBA
- ENB
- BMO
Filing on May 09, 2025
Q1 2025
Cornerstone Advisors, LLC
- AAPL
- MSFT
- NVDA
- AMZN
- GOOG
- XLK
- META
Filing on Apr 29, 2025
Q1 2025
Braun Stacey Associates Inc
- AAPL
- NVDA
- MSFT
- AMZN
- META
- GOOGL
- JPM
Filing on May 14, 2025
Q1 2025
Venture Visionary Partners LLC
- MSFT
- AAPL
- SPY
- RSP
- VUG
- VO
- JPM
Filing on May 06, 2025
Q1 2025
Filing on Jul 03, 2024
Q2 2024
A.P. Gilfoyle & Co., L.P.
- AAPL
- AMZN
- TXN
- META
- BAC
- BRK-B
- CAT
Filing on May 15, 2025
Q1 2025
Suvretta Capital Management, LLC
- SPY
- ARQT
- LEGN
- INSM
- ETNB
- META
- ITCI
Filing on May 12, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Filing on May 14, 2025
Q1 2025
Level Four Advisory Services, LLC
- AAPL
- QQQ
- MSFT
- AMZN
- USFR
- MOAT
- NVDA
Filing on May 08, 2025
Q1 2025
Banque Cantonale Vaudoise
- UBS
- ALC
- MSFT
- AAPL
- NVDA
- AMZN
- V