Largest Portfolios by Value

Filing on Feb 10, 2025 Q4 2024

Investment House LLC

  • AAPL
  • META
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
  • COST
Investment House LLC's Q4 2024 Portfolio
Portfolio Value 1.81 Billion
Stocks 199
Filing on Feb 14, 2025 Q4 2024

Black Barn Capital Partners LP

  • SPY
  • TSLA
  • ROIV
  • UNH
  • MOH
  • TEVA
  • AMRX
Black Barn Capital Partners LP's Q4 2024 Portfolio
Portfolio Value 1.81 Billion
Stocks 17
Filing on Jan 30, 2025 Q4 2024

Csenge Advisory Group

  • SPY
  • RSP
  • FDL
  • FTSM
  • RDVY
  • QQQ
  • AAPL
Csenge Advisory Group's Q4 2024 Portfolio
Portfolio Value 1.81 Billion
Stocks 694
Filing on Jan 24, 2025 Q4 2024

Rheos Capital Works Inc.

  • GS
  • MSFT
  • V
  • AMZN
  • RACE
  • NVDA
  • C
Rheos Capital Works Inc.'s Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 97
Filing on Feb 12, 2025 Q4 2024

Heartland Advisors Inc

  • TCBI
  • MHK
  • TDY
  • GBCI
  • CNC
  • PSA
  • GTLS
Heartland Advisors Inc's Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 198
Filing on Jan 22, 2025 Q4 2024

Parsons Capital Management Inc

  • AAPL
  • MSFT
  • BRK-B
  • MMM
  • AMZN
  • JPM
  • NVDA
Parsons Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 442
Filing on Feb 14, 2025 Q4 2024

59 North Capital Management, LP

  • AER
  • NWSA
  • LPX
  • CEG
  • IWM
  • GLD
  • WDC
59 North Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 13
Filing on Oct 26, 2022 Q3 2022

Inverness Counsel LLC

  • ROP
  • CSL
  • DOV
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
Inverness Counsel LLC 's Q3 2022 Portfolio
Portfolio Value 1.8 Billion
Stocks 187
Filing on Feb 13, 2025 Q4 2024

Bank Of Hawaii

  • VEA
  • VUG
  • IVV
  • SPY
  • VTI
  • VTV
  • IXUS
Bank Of Hawaii's Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 280
Filing on Feb 11, 2025 Q4 2024

Motley Fool Wealth Management, LLC

  • AMZN
  • META
  • GOOG
  • BKNG
  • CRM
  • BSCP
  • NFLX
Motley Fool Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 133
Filing on Jan 29, 2025 Q4 2024

Index Fund Advisors, Inc.

  • DFAS
  • DFAT
  • DFUS
  • DFUV
  • DFIV
  • DFSV
  • AAPL
Index Fund Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.8 Billion
Stocks 106
Filing on Feb 11, 2025 Q4 2024

Hillsdale Investment Management Inc.

  • RY
  • MFC
  • ENB
  • SHOP
  • CM
  • AEM
  • PBA
Hillsdale Investment Management Inc.'s Q4 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 2108
Filing on Feb 05, 2025 Q4 2024

Halbert Hargrove Global Advisors, LLC

  • IVV
  • NTSX
  • LRGF
  • IWB
  • IEFA
  • IEMG
  • NTSI
Halbert Hargrove Global Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 334
Filing on Jul 25, 2024 Q2 2024

Hyman Charles D

  • BRK-B
  • MSFT
  • AAPL
  • COST
  • FRPH
  • CAT
  • VMC
Hyman Charles D's Q2 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 242
Filing on Feb 14, 2025 Q4 2024

Bowie Capital Management, LLC

  • GOOGL
  • MSFT
  • FICO
  • UNH
  • META
  • CPRT
  • ASML
Bowie Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 30
Filing on Feb 12, 2025 Q4 2024

Sun Life Financial Inc

  • SPY
  • IVV
  • VOO
  • EWT
  • QQQ
  • IGSB
  • EWY
Sun Life Financial Inc's Q4 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 39
Filing on Feb 14, 2025 Q4 2024

Standard Investments LLC

  • SHEL
  • PTC
  • ADSK
  • AMZN
  • CDW
  • HON
  • NGG
Standard Investments LLC's Q4 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 18
Filing on Feb 10, 2025 Q4 2024

Gm Advisory Group, Inc.

  • SPLG
  • SGOV
  • IAU
  • VTI
  • IWV
  • SPTS
  • SHY
Gm Advisory Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.79 Billion
Stocks 258