Largest Portfolios by Value

Filing on Jan 23, 2025 Q4 2024

Zimmermann Investment Management & Planning LLC

  • QQQ
  • BX
  • IWY
  • RWL
  • NVDA
  • OEF
  • AAPL
Zimmermann Investment Management & Planning LLC's Q4 2024 Portfolio
Portfolio Value 2.27 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

Prana Capital Management, LP

  • MA
  • BAC
  • ICE
  • KKR
  • USB
  • AON
  • NDAQ
Prana Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 97
Filing on May 12, 2025 Q1 2025

Ns Partners LTD

  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • META
  • AMZN
  • INTU
Ns Partners LTD's Q1 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 130
Filing on May 15, 2025 Q1 2025

Ascent Group, LLC

  • SPLG
  • IVW
  • IVE
  • DYNF
  • AAPL
  • MSFT
  • MUB
Ascent Group, LLC's Q1 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 3344
Filing on Apr 29, 2025 Q1 2025

Chilton Capital Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOG
  • XOM
Chilton Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 532
Filing on May 13, 2025 Q1 2025

Cambiar Investors LLC

  • UBER
  • CME
  • ELV
  • BMY
  • TXN
  • MDT
  • CVX
Cambiar Investors LLC's Q1 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 154
Filing on May 15, 2025 Q1 2025

Voyager Global Management LP

  • GOOGL
  • MSFT
  • TSM
  • AMZN
  • BKNG
  • CMCSA
  • V
Voyager Global Management LP's Q1 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 11
Filing on Apr 14, 2025 Q1 2025

Pallas Capital Advisors LLC

  • BRKR
  • GLP
  • AAPL
  • MSFT
  • JMBS
  • AMZN
  • FBND
Pallas Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 762
Filing on May 08, 2025 Q1 2025

Profund Advisors LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • META
  • NFLX
Profund Advisors LLC's Q1 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 984
Filing on May 14, 2025 Q1 2025

Bnp Paribas

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • HYG
  • GOOG
  • V
Bnp Paribas's Q1 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 657
Filing on Apr 29, 2025 Q1 2025

Alpha Cubed Investments, LLC

  • AAPL
  • MSFT
  • BRK-B
  • AMZN
  • NVDA
  • PANW
  • JPM
Alpha Cubed Investments, LLC's Q1 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 301
Filing on May 05, 2025 Q1 2025

Balentine LLC

  • VUG
  • AGG
  • VV
  • OMFL
  • VTV
  • MUB
  • SGOV
Balentine LLC's Q1 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 199
Filing on May 15, 2025 Q1 2025

Atairos Group, Inc.

  • TNET
  • BOWL
  • EXLS
  • CLVT
Atairos Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 4
Filing on May 16, 2025 Q1 2025

Northeast Financial Consultants Inc

  • VUG
  • VOO
  • VIG
  • BXSL
  • SPY
  • DGRO
  • QQQ
Northeast Financial Consultants Inc's Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 278
Filing on May 15, 2025 Q1 2025

Nantahala Capital Management, LLC

  • IWM
  • HYG
  • QQQ
  • XBI
  • HGV
  • ESTA
  • HLF
Nantahala Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 145
Filing on Jul 18, 2024 Q2 2024

La Financiere De L'Echiquier

  • MSFT
  • AMZN
  • NVDA
  • V
  • GOOGL
  • TSM
  • FMX
La Financiere De L'Echiquier's Q2 2024 Portfolio
Portfolio Value 2.22 Billion
Stocks 104
Filing on May 14, 2025 Q1 2025

Lasalle Investment Management Securities LLC

  • EQIX
  • WELL
  • PLD
  • O
  • PSA
  • AMT
  • EQR
Lasalle Investment Management Securities LLC's Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 47
Filing on Apr 23, 2025 Q1 2025

Daymark Wealth Partners, LLC

  • AAPL
  • NVDA
  • MSFT
  • PG
  • AMZN
  • JPM
  • VOO
Daymark Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 498