Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Mantle Ridge LP

  • APD
  • DLTR
Mantle Ridge LP's Q1 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 2
Filing on May 14, 2025 Q1 2025

Silvant Capital Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • LLY
Silvant Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 396
Filing on May 08, 2025 Q1 2025

Waldron Private Wealth LLC

  • VTV
  • IWF
  • VUG
  • IXUS
  • IWD
  • OMFL
  • SPY
Waldron Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 293
Filing on Apr 17, 2025 Q1 2025

Sowell Financial Services LLC

  • AAPL
  • MSFT
  • QQQ
  • IVV
  • SPY
  • NVDA
  • AMZN
Sowell Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 1007
Filing on May 01, 2025 Q1 2025

Bogart Wealth, LLC

  • XOM
  • VOO
  • BND
  • QUAL
  • UITB
  • CGDV
  • ACWI
Bogart Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 1413
Filing on May 14, 2025 Q1 2025

Shell Asset Management CO

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • BRK-B
  • GOOG
Shell Asset Management CO's Q1 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 1260
Filing on May 08, 2025 Q1 2025

Seizert Capital Partners, LLC

  • BRK-B
  • AYI
  • CSCO
  • JPM
  • LKQ
  • WFC
  • ELV
Seizert Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 156
Filing on May 16, 2025 Q1 2025

Logan Capital Management Inc

  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • MA
  • META
  • NFLX
Logan Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 733
Filing on Apr 08, 2025 Q1 2025

Livelsberger Financial Advisory

  • ABBV
  • AAPL
  • ABT
  • XOM
  • PH
Livelsberger Financial Advisory's Q1 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 5
Filing on Apr 15, 2025 Q1 2025

Northeast Investment Management

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • COST
  • V
  • GOOGL
Northeast Investment Management's Q1 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 180
Filing on May 14, 2025 Q1 2025

Berkshire Asset Management LLC

  • JPM
  • ABBV
  • MSFT
  • CVX
  • AAPL
  • CSCO
  • WM
Berkshire Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 282
Filing on May 14, 2025 Q1 2025

Capital Counsel LLC

  • V
  • COST
  • CME
  • ADP
  • GOOG
  • IDXX
  • MSFT
Capital Counsel LLC's Q1 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 56
Filing on May 08, 2025 Q1 2025

North Star Asset Management Inc

  • AAPL
  • SCHB
  • MSFT
  • V
  • SSNC
  • SPLG
  • VTI
North Star Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 420
Filing on Nov 14, 2022 Q2 2022

Brewin Dolphin LTD

  • MSFT
  • BRKB
  • AMZN
  • ICE
  • V
  • FAST
  • TMO
Brewin Dolphin LTD's Q2 2022 Portfolio
Portfolio Value 2.08 Billion
Stocks 647
Filing on May 12, 2025 Q1 2025

First Western Trust Bank

  • SYK
  • VOO
  • IWR
  • SPY
  • RSP
  • IWM
  • VTI
First Western Trust Bank's Q1 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 262
Filing on May 14, 2025 Q1 2025

Maplelane Capital, LLC

  • TSM
  • TWLO
  • INTC
  • AMZN
  • AMZN
  • APP
  • APP
Maplelane Capital, LLC's Q1 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 249
Filing on May 14, 2025 Q1 2025

F

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • MA
  • META
F's Q1 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 391
Filing on May 15, 2025 Q1 2025

Gladstone Institutional Advisory LLC

  • AAPL
  • USFR
  • SPY
  • NVDA
  • IVV
  • SPLG
  • BUFR
Gladstone Institutional Advisory LLC's Q1 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 714