Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Toyota Motor Corp/

  • GRAB
  • JOBY
  • UBER
  • AUR
Toyota Motor Corp/'s Q1 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 6
Filing on May 09, 2025 Q1 2025

Core Cap Advisors, LLC

  • VTI
  • SPYG
  • VOO
  • BND
  • QQQ
  • XLK
  • SPYV
Core Cap Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 3140
Filing on Apr 24, 2025 Q1 2025

Joel Isaacson & Co., LLC

  • SDY
  • VIG
  • VTI
  • VYM
  • VO
  • AAPL
  • GOOG
Joel Isaacson & Co., LLC's Q1 2025 Portfolio
Portfolio Value 2.17 Billion
Stocks 398
Filing on Feb 12, 2024 Q4 2023

Seven One Seven Capital Management

  • VOO
  • CORP
  • SCHZ
  • XMMO
  • SCHD
  • IBTE
  • PDBC
Seven One Seven Capital Management's Q4 2023 Portfolio
Portfolio Value 2.17 Billion
Stocks 12
Filing on May 15, 2025 Q1 2025

Kohlberg Kravis Roberts & Co. L.P.

  • HSIC
  • BBIO
  • BV
  • KREF
  • MSGS
  • BHC
  • FSK
Kohlberg Kravis Roberts & Co. L.P.'s Q1 2025 Portfolio
Portfolio Value 2.17 Billion
Stocks 77
Filing on May 15, 2025 Q1 2025

Glazer Capital, LLC

  • ITCI
  • PDCO
  • ATSG
  • PLYA
  • K
  • SWI
  • ESGR
Glazer Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 208
Filing on Apr 10, 2025 Q1 2025

Hennion & Walsh Asset Management, Inc.

  • IVV
  • GSLC
  • VTV
  • IGEB
  • RSP
  • DDWM
  • PFFD
Hennion & Walsh Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 870
Filing on May 12, 2025 Q1 2025

Staley Capital Advisers Inc

  • IWF
  • MSFT
  • QCOM
  • JPM
  • BRK-B
  • GOOG
  • CVX
Staley Capital Advisers Inc's Q1 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 190
Filing on May 15, 2025 Q1 2025

Blue Crest Capital Management LTD

  • ASHR
  • GLD
  • QQQ
  • GLD
  • ASHR
  • ASHR
  • CRTO
Blue Crest Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 74
Filing on May 15, 2025 Q1 2025

Newlight Partners LP

  • NOVA
Newlight Partners LP's Q1 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 1
Filing on May 12, 2025 Q1 2025

South State Corp

  • AAPL
  • MSFT
  • DFUS
  • BRK-B
  • V
  • DFAI
  • PHYS
South State Corp's Q1 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 2540
Filing on May 15, 2025 Q1 2025

Corvex Management LP

  • SWX
  • ILMN
  • DLTR
  • MGM
  • IAC
  • AMZN
  • MDU
Corvex Management LP's Q1 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 34
Filing on May 15, 2025 Q1 2025

Palestra Capital Management LLC

  • HSIC
  • META
  • PTC
  • COF
  • CVNA
  • PFGC
  • INTU
Palestra Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 26
Filing on May 15, 2025 Q1 2025

Greenhouse Funds Lllp

  • NCR
  • SRAD
  • MCW
  • BILL
  • AVDX
  • FLR
  • CHEF
Greenhouse Funds Lllp's Q1 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 39
Filing on May 06, 2025 Q1 2025

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • MA
  • AAPL
  • MSFT
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 237
Filing on Feb 04, 2025 Q4 2024

Lake Street Advisors Group, LLC

  • SPY
  • SGOV
  • VOO
  • VWO
  • VEA
  • VTI
  • IWB
Lake Street Advisors Group, LLC's Q4 2024 Portfolio
Portfolio Value 2.12 Billion
Stocks 646
Filing on May 02, 2025 Q1 2025

Larson Financial Group LLC

  • VOO
  • VO
  • AAPL
  • NVDA
  • QQQ
  • EFV
  • VWO
Larson Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 3120
Filing on Feb 08, 2024 Q4 2023

Tamarack Advisers, LP

  • STRM
Tamarack Advisers, LP's Q4 2023 Portfolio
Portfolio Value 2.12 Billion
Stocks 1