Largest Portfolios by Value
Filing on Jul 22, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Rubicon Global Capital LTD
- MNDY
- META
- CPNG
- GOOG
- AMZN
- MSFT
- BRK-A
Filing on May 12, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Foresight Group LTD Liability Partnership
- XYL
- AMT
- ECL
- AZN
- ADSK
- TRMB
- PEAK
Filing on Jul 10, 2025
Q2 2025
Kingstone Capital Partners Texas, LLC
- NVDA
- AAPL
- MSFT
- QQQ
- EVT
- META
- JEPI
Filing on Jul 22, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Filing on May 14, 2025
Q1 2025
Estabrook Capital Management
- MSFT
- JPM
- AAPL
- COST
- IBM
- HON
- JNJ
Filing on Jul 14, 2025
Q2 2025
Strategic Planning Group, LLC
- NVDA
- AMZN
- AAPL
- MSFT
- HYDB
- GOOG
- NFLX
Filing on Jul 09, 2025
Q2 2025
Filing on Apr 14, 2025
Q1 2025
Portside Wealth Group, LLC
- JPST
- AMZN
- MSFT
- SPYG
- V
- AAPL
- SPDW
Filing on Jul 22, 2025
Q2 2025
Compass Financial Group, Inc/Sd
- VDC
- VGT
- VOO
- SCHB
- VIS
- VTI
- VIG
Filing on Jul 08, 2025
Q2 2025
Allen Mooney & Barnes Investment Advisors LLC
- META
- AAPL
- GOOGL
- MSFT
- JPM
- AXP
- XOM
Filing on May 15, 2025
Q1 2025
Capital Investment Counsel, LLC
- BSCT
- BSCV
- AAPL
- AVGO
- FTSL
- MSFT
- HYDB
Filing on May 15, 2025
Q1 2025
Glen Eagle Advisors, LLC
- DGRW
- RSP
- SPY
- BKAG
- BUFT
- MSFT
- NVDA
Filing on May 07, 2025
Q1 2025
Serenus Wealth Advisors, LLC
- USFR
- SPY
- IVV
- QQQ
- DGRW
- IJH
- MDY
Filing on May 08, 2025
Q1 2025