Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Ellevest, Inc.

  • VTI
  • VEA
  • MUB
  • VWO
  • ESGD
  • SUB
  • VTV
Ellevest, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.72 Billion
Stocks 412
Filing on Jan 24, 2025 Q4 2024

Osborne Partners Capital Management, LLC

  • VEU
  • AAPL
  • MSFT
  • VWO
  • VNQ
  • EWJ
  • VGK
Osborne Partners Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.71 Billion
Stocks 218
Filing on Jan 15, 2025 Q4 2024

Arkadios Wealth Advisors

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • IVV
  • OMFL
  • EUSA
Arkadios Wealth Advisors's Q4 2024 Portfolio
Portfolio Value 1.71 Billion
Stocks 940
Filing on Jan 21, 2025 Q4 2024

Goelzer Investment Management, Inc.

  • LLY
  • IVV
  • SLYV
  • IJH
  • AAPL
  • MSFT
  • SCHF
Goelzer Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.71 Billion
Stocks 235
Filing on Feb 04, 2025 Q4 2024

Checchi Capital Advisers, LLC

  • QQQ
  • SPY
  • VUG
  • AAPL
  • MSFT
  • NVDA
  • BWX
Checchi Capital Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 1.71 Billion
Stocks 563
Filing on Jan 27, 2025 Q4 2024

Financial Advocates Investment Management

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • SPYG
  • VTI
  • AMZN
Financial Advocates Investment Management's Q4 2024 Portfolio
Portfolio Value 1.71 Billion
Stocks 752
Filing on Feb 14, 2025 Q4 2024

Texas Permanent School Fund

  • RSP
  • SPMD
  • SPSM
  • SPY
  • VTWO
Texas Permanent School Fund's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 5
Filing on Feb 14, 2025 Q4 2024

Kgh LTD

  • TSLA
  • RRC
  • CRK
  • CHK
  • X
  • HCC
  • MT
Kgh LTD's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 26
Filing on Feb 14, 2025 Q4 2024

Harvard Management CO Inc

  • META
  • QQQ
  • GOOGL
  • LNW
  • NVDA
  • BKNG
  • AVGO
Harvard Management CO Inc's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 16
Filing on Jan 15, 2025 Q4 2024

Boston Common Asset Management, LLC

  • TSM
  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • NFLX
  • MRK
Boston Common Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 322
Filing on Jan 28, 2025 Q4 2024

Empirical Finance, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • GOOG
Empirical Finance, LLC's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 500
Filing on Feb 14, 2025 Q4 2024

Paloma Partners Management CO

  • SPY
  • COP
  • AA
  • INTC
  • TECK
  • ALGM
  • EQT
Paloma Partners Management CO's Q4 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 299
Filing on Feb 13, 2025 Q4 2024

Kensington Asset Management, LLC

  • QQQ
  • VOO
  • USHY
  • JNK
  • SPHY
  • JAAA
  • ANGL
Kensington Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 26
Filing on Feb 13, 2025 Q4 2024

Cramer Rosenthal Mcglynn LLC

  • FAF
  • SKY
  • ACVA
  • BOH
  • VNT
  • RRX
  • MASI
Cramer Rosenthal Mcglynn LLC's Q4 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 97
Filing on Feb 13, 2025 Q4 2024

Investure, LLC

  • VOO
  • VTI
  • XBI
  • IEFA
  • IEMG
  • MAA
  • UDR
Investure, LLC's Q4 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 15
Filing on Feb 03, 2025 Q4 2024

Sigma Investment Counselors Inc

  • IVV
  • IJH
  • VEA
  • IJR
  • SJNK
  • STIP
  • IWB
Sigma Investment Counselors Inc's Q4 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 197
Filing on Feb 14, 2025 Q4 2024

Basswood Capital Management, L.L.C.

  • JPM
  • DCOM
  • WBS
  • BAC
  • LEN
  • USB
  • OMF
Basswood Capital Management, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 1.69 Billion
Stocks 107
Filing on Feb 14, 2025 Q4 2024

Punch & Associates Investment Management, Inc.

  • SNEX
  • RDNT
  • UTI
  • BXC
  • SFM
  • CDMO
  • ACA
Punch & Associates Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 1.68 Billion
Stocks 168