Largest Portfolios by Value

Filing on Oct 16, 2025 Q3 2025

Cohen Klingenstein LLC

  • SPY
  • VBK
  • QQQ
  • IWO
  • MSFT
  • AMZN
  • AAPL
Cohen Klingenstein LLC's Q3 2025 Portfolio
Portfolio Value 3.07 Billion
Stocks 204
Filing on Jan 07, 2026 Q4 2025

Covea Finance

  • MSFT
  • NOW
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • AVGO
Covea Finance's Q4 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 128
Filing on Nov 06, 2025 Q3 2025

Wedbush Securities Inc

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • COST
  • AMZN
  • QQQ
Wedbush Securities Inc's Q3 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 1168
Filing on Nov 07, 2025 Q3 2025

Ingalls & Snyder LLC

  • CORT
  • MSFT
  • AAPL
  • WMB
  • BRK-B
  • XOM
  • CNQ
Ingalls & Snyder LLC's Q3 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 482
Filing on Nov 10, 2025 Q3 2025

Trivest Advisors LTD

  • NVDA
  • BE
  • MSFT
  • GOOGL
  • BABA
  • AVGO
  • STX
Trivest Advisors LTD's Q3 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 32
Filing on Nov 12, 2025 Q3 2025

Sumitomo Life Insurance CO

  • SCHD
  • TIP
  • PBP
  • EMB
  • VWO
  • IVV
  • NVDA
Sumitomo Life Insurance CO's Q3 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 268
Filing on Nov 12, 2025 Q3 2025

Kcm Investment Advisors LLC

  • AAPL
  • XLK
  • MSFT
  • COST
  • AMZN
  • NVDA
  • JPM
Kcm Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 383
Filing on Nov 13, 2025 Q3 2025

Gulf International Bank (Uk) LTD

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOGL
Gulf International Bank (Uk) LTD's Q3 2025 Portfolio
Portfolio Value 3.05 Billion
Stocks 591
Filing on Nov 14, 2025 Q3 2025

1922 Investment CO LLC

  • BRK-B
  • GOOGL
  • ITOT
1922 Investment CO LLC's Q3 2025 Portfolio
Portfolio Value 3.04 Billion
Stocks 3
Filing on Oct 16, 2025 Q3 2025

Hbk Sorce Advisory LLC

  • SCHX
  • VEA
  • AAPL
  • SCHB
  • SPY
  • VOO
  • OMFL
Hbk Sorce Advisory LLC's Q3 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 629
Filing on Nov 14, 2025 Q3 2025

Senvest Management, LLC

  • WIX
  • TSEM
  • EPAM
  • PATH
  • ILMN
  • RH
  • VAC
Senvest Management, LLC's Q3 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 52
Filing on Oct 31, 2025 Q3 2025

Intact Investment Management Inc.

  • TD
  • RY
  • RCI
  • BNS
  • PBA
  • BIP
  • SLF
Intact Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 3.01 Billion
Stocks 254
Filing on Feb 05, 2024 Q4 2023

Cannell & Co.

  • MSFT
  • GOOG
  • BRK-B
  • AMZN
  • AAPL
  • LOW
  • LH
Cannell & Co.'s Q4 2023 Portfolio
Portfolio Value 3.01 Billion
Stocks 269
Filing on Jan 06, 2026 Q4 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • VUG
  • DGRO
  • VOT
  • VOE
  • JAVA
  • IVV
  • BRK-B
Nelson, Van Denburg & Campbell Wealth Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 3.01 Billion
Stocks 739
Filing on Oct 29, 2025 Q3 2025

Americana Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • AVGO
  • EPD
  • ABBV
Americana Partners, LLC's Q3 2025 Portfolio
Portfolio Value 3.01 Billion
Stocks 457
Filing on Jan 15, 2026 Q4 2025

Members Trust CO

  • AGG
  • SPY
  • VTV
  • IEFA
  • LQD
  • IGSB
  • IJH
Members Trust CO's Q4 2025 Portfolio
Portfolio Value 3 Billion
Stocks 248
Filing on Nov 13, 2025 Q3 2025

Quadrant Capital Group LLC

  • IVV
  • NVDA
  • AAPL
  • MSFT
  • FNDX
  • JPST
  • GOOGL
Quadrant Capital Group LLC's Q3 2025 Portfolio
Portfolio Value 3 Billion
Stocks 2675
Filing on Nov 12, 2025 Q3 2025

Systematic Alpha Investments, LLC

  • VOO
  • LLY
  • NVDA
  • VTV
  • AAPL
  • MSFT
  • GOOGL
Systematic Alpha Investments, LLC's Q3 2025 Portfolio
Portfolio Value 3 Billion
Stocks 227