Largest Portfolios by Value

Filing on Jul 22, 2025 Q2 2025

Sava Infond D.O.O.

  • NVDA
  • AVGO
  • MSFT
  • NOW
  • META
  • AMZN
  • GOOGL
Sava Infond D.O.O.'s Q2 2025 Portfolio
Portfolio Value 640 Billion
Stocks 216
Filing on Jul 21, 2025 Q2 2025

Crews Bank & Trust

  • SPLG
  • SLQD
  • VYM
  • VIG
  • SPSM
  • VUG
  • SPMD
Crews Bank & Trust's Q2 2025 Portfolio
Portfolio Value 635 Billion
Stocks 618
Filing on Jul 17, 2025 Q2 2025

Rubicon Global Capital LTD

  • MNDY
  • META
  • CPNG
  • GOOG
  • AMZN
  • MSFT
  • BRK-A
Rubicon Global Capital LTD's Q2 2025 Portfolio
Portfolio Value 632 Billion
Stocks 10
Filing on May 12, 2025 Q1 2025

Renaissancere Holdings LTD

  • MBB
  • HYDB
  • ESNT
  • UVE
  • TRUP
Renaissancere Holdings LTD's Q1 2025 Portfolio
Portfolio Value 626 Billion
Stocks 5
Filing on May 13, 2025 Q1 2025

Foresight Group LTD Liability Partnership

  • XYL
  • AMT
  • ECL
  • AZN
  • ADSK
  • TRMB
  • PEAK
Foresight Group LTD Liability Partnership's Q1 2025 Portfolio
Portfolio Value 625 Billion
Stocks 62
Filing on Jul 10, 2025 Q2 2025

Kingstone Capital Partners Texas, LLC

  • NVDA
  • AAPL
  • MSFT
  • QQQ
  • EVT
  • META
  • JEPI
Kingstone Capital Partners Texas, LLC's Q2 2025 Portfolio
Portfolio Value 624 Billion
Stocks 406
Filing on Jul 22, 2025 Q2 2025

Unique Wealth, LLC

  • IVV
  • SPY
  • EFA
  • AGG
  • SCHG
  • MUB
  • DYNF
Unique Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 619 Billion
Stocks 174
Filing on Jul 17, 2025 Q2 2025

Enclave Advisors LLC

  • VIG
  • IWB
  • IVV
  • JPIE
  • VO
  • VGT
  • XAR
Enclave Advisors LLC's Q2 2025 Portfolio
Portfolio Value 619 Billion
Stocks 116
Filing on May 14, 2025 Q1 2025

Estabrook Capital Management

  • MSFT
  • JPM
  • AAPL
  • COST
  • IBM
  • HON
  • JNJ
Estabrook Capital Management's Q1 2025 Portfolio
Portfolio Value 619 Billion
Stocks 330
Filing on Jul 14, 2025 Q2 2025

Strategic Planning Group, LLC

  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • HYDB
  • GOOG
  • NFLX
Strategic Planning Group, LLC's Q2 2025 Portfolio
Portfolio Value 616 Billion
Stocks 77
Filing on Jul 09, 2025 Q2 2025

Breakwater Capital Group

  • JQUA
  • PRF
  • AAPL
  • RSP
  • IWF
  • IVV
  • VTV
Breakwater Capital Group's Q2 2025 Portfolio
Portfolio Value 614 Billion
Stocks 340
Filing on Apr 14, 2025 Q1 2025

Portside Wealth Group, LLC

  • JPST
  • AMZN
  • MSFT
  • SPYG
  • V
  • AAPL
  • SPDW
Portside Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 613 Billion
Stocks 824
Filing on Jul 22, 2025 Q2 2025

Compass Financial Group, Inc/Sd

  • VDC
  • VGT
  • VOO
  • SCHB
  • VIS
  • VTI
  • VIG
Compass Financial Group, Inc/Sd's Q2 2025 Portfolio
Portfolio Value 610 Billion
Stocks 99
Filing on Jul 08, 2025 Q2 2025

Allen Mooney & Barnes Investment Advisors LLC

  • META
  • AAPL
  • GOOGL
  • MSFT
  • JPM
  • AXP
  • XOM
Allen Mooney & Barnes Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 609 Billion
Stocks 153
Filing on May 15, 2025 Q1 2025

Capital Investment Counsel, LLC

  • BSCT
  • BSCV
  • AAPL
  • AVGO
  • FTSL
  • MSFT
  • HYDB
Capital Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 120
Filing on May 15, 2025 Q1 2025

Glen Eagle Advisors, LLC

  • DGRW
  • RSP
  • SPY
  • BKAG
  • BUFT
  • MSFT
  • NVDA
Glen Eagle Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 604 Billion
Stocks 1080
Filing on May 07, 2025 Q1 2025

Serenus Wealth Advisors, LLC

  • USFR
  • SPY
  • IVV
  • QQQ
  • DGRW
  • IJH
  • MDY
Serenus Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 603 Billion
Stocks 64
Filing on May 08, 2025 Q1 2025

De Lisle Partners LLP

  • BBW
  • CLMB
  • MUSA
  • CCJ
  • UFPT
  • HWKN
  • BLDR
De Lisle Partners LLP's Q1 2025 Portfolio
Portfolio Value 602 Billion
Stocks 186