Largest Portfolios by Value

Filing on Jan 16, 2025 Q4 2024

Transform Wealth, LLC

  • POWL
  • AAPL
  • MSFT
  • SGOV
  • AVGO
  • NVDA
  • AMZN
Transform Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 1.75 Billion
Stocks 262
Filing on Jan 24, 2025 Q4 2024

Deroy & Devereaux Private Investment Counsel Inc

  • FISV
  • RJF
  • DAL
  • DFS
  • JPM
  • AZO
  • MS
Deroy & Devereaux Private Investment Counsel Inc's Q4 2024 Portfolio
Portfolio Value 1.75 Billion
Stocks 171
Filing on Feb 14, 2025 Q4 2024

Srb Corp

  • MSFT
  • VGT
  • SAFT
  • MRK
  • RNR
  • AMZN
  • SHW
Srb Corp's Q4 2024 Portfolio
Portfolio Value 1.74 Billion
Stocks 40
Filing on Feb 14, 2025 Q4 2024

Electron Capital Partners, LLC

  • SPY
  • CEG
  • MTZ
  • MMM
  • PWR
  • PCG
  • EIX
Electron Capital Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.74 Billion
Stocks 41
Filing on Feb 10, 2025 Q4 2024

1 St Source Bank

  • SRCE
  • IWF
  • IWD
  • SPY
  • SDY
  • AAPL
  • EMXC
1 St Source Bank's Q4 2024 Portfolio
Portfolio Value 1.74 Billion
Stocks 404
Filing on Feb 14, 2025 Q4 2024

Wms Partners, LLC

  • AVDE
  • VTI
  • GSLC
  • TROW
  • AVUS
  • GSIE
  • JCPB
Wms Partners, LLC's Q4 2024 Portfolio
Portfolio Value 1.74 Billion
Stocks 298
Filing on Jan 21, 2025 Q4 2024

Smith Chas P & Associates Pa Cpas

  • AAPL
  • MSFT
  • GOOG
  • JPM
  • BRK-B
  • HD
  • WMT
Smith Chas P & Associates Pa Cpas's Q4 2024 Portfolio
Portfolio Value 1.74 Billion
Stocks 159
Filing on Feb 13, 2025 Q4 2024

Unigestion Holding Sa

  • AAPL
  • MSFT
  • MA
  • V
  • CSCO
  • ADP
  • MSI
Unigestion Holding Sa's Q4 2024 Portfolio
Portfolio Value 1.73 Billion
Stocks 352
Filing on Jan 27, 2025 Q4 2024

Rnc Capital Management LLC

  • JPM
  • MTB
  • AVGO
  • T
  • CSCO
  • ENB
  • EMR
Rnc Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 1.73 Billion
Stocks 163
Filing on Jan 16, 2025 Q4 2024

Zhang Financial LLC

  • DFUS
  • VOO
  • VTI
  • DFAC
  • ITOT
  • VXUS
  • VT
Zhang Financial LLC's Q4 2024 Portfolio
Portfolio Value 1.73 Billion
Stocks 295
Filing on Feb 14, 2025 Q4 2024

Cadian Capital Management, LP

  • ESTC
  • GH
  • BRZE
  • SPT
  • RELY
  • CRTO
  • NTNX
Cadian Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 26
Filing on Jan 29, 2025 Q4 2024

Equitable Trust CO

  • VOO
  • IAU
  • VTV
  • AAPL
  • MSFT
  • GOOGL
  • HCA
Equitable Trust CO's Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 749
Filing on Nov 14, 2023 Q3 2023

Arboretum Ventures, LLC

  • INGN
Arboretum Ventures, LLC's Q3 2023 Portfolio
Portfolio Value 1.72 Billion
Stocks 1
Filing on Jan 23, 2025 Q4 2024

Highland Capital Management, LLC

  • MSFT
  • AAPL
  • AVGO
  • IVV
  • NVDA
  • JPM
  • AMZN
Highland Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 377
Filing on Feb 04, 2025 Q4 2024

Sabal Trust CO

  • MSFT
  • JPM
  • AAPL
  • HD
  • WM
  • ABBV
  • XOM
Sabal Trust CO's Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 329
Filing on Feb 14, 2025 Q4 2024

Spyglass Capital Management LLC

  • AFRM
  • APP
  • FOUR
  • DASH
  • SNOW
  • CSGP
  • MEDP
Spyglass Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 25
Filing on Feb 14, 2025 Q4 2024

Fairview Capital Investment Management, LLC

  • LPLA
  • LNG
  • BX
  • GOOG
  • BRK-B
  • MSFT
  • WMG
Fairview Capital Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 162
Filing on Feb 14, 2025 Q4 2024

Cliff Sosin

Cas Investment Partners, LLC
  • CVNA
  • HGV
  • COF
  • CDLX
Cliff Sosin's Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 4