Largest Portfolios by Value

Filing on Nov 03, 2025 Q3 2025

Matson Money. Inc.

  • IGSB
  • IAGG
  • IVV
  • DFIS
  • VLUE
  • IEFA
  • IGIB
Matson Money. Inc.'s Q3 2025 Portfolio
Portfolio Value 3 Billion
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Castleark Management LLC

  • NVDA
  • MSFT
  • META
  • AAPL
  • GOOGL
  • AMZN
  • SPIB
Castleark Management LLC's Q3 2025 Portfolio
Portfolio Value 3 Billion
Stocks 284
Filing on Nov 10, 2025 Q3 2025

Hillsdale Investment Management Inc.

  • RY
  • CM
  • TD
  • SHOP
  • BNS
  • AEM
  • BMO
Hillsdale Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 3 Billion
Stocks 636
Filing on Nov 07, 2025 Q3 2025

Cornerstone Advisors, LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • META
  • TSLA
Cornerstone Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.99 Billion
Stocks 235
Filing on Jan 05, 2026 Q4 2025

Park National Corp

  • PRK
  • DDWM
  • SDVY
  • NVDA
  • MSFT
  • AAPL
  • JPM
Park National Corp 's Q4 2025 Portfolio
Portfolio Value 2.99 Billion
Stocks 511
Filing on Nov 03, 2025 Q3 2025

American International Group, Inc.

  • CRBG
  • RNR
American International Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.99 Billion
Stocks 3
Filing on Nov 12, 2025 Q3 2025

Fine Mark National Bank & Trust

  • SPY
  • IVV
  • UPS
  • AAPL
  • MSFT
  • AVGO
  • NVDA
Fine Mark National Bank & Trust's Q3 2025 Portfolio
Portfolio Value 2.99 Billion
Stocks 522
Filing on Nov 13, 2025 Q3 2025

Glazer Capital, LLC

  • VRNA
  • CYBR
  • MRUS
  • COOP
  • AVDX
  • ETNB
  • VBTX
Glazer Capital, LLC's Q3 2025 Portfolio
Portfolio Value 2.98 Billion
Stocks 329
Filing on Oct 27, 2025 Q3 2025

Exencial Wealth Advisors, LLC

  • AAPL
  • MSFT
  • VTV
  • RSP
  • GOOG
  • VBR
  • AMZN
Exencial Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 528
Filing on Nov 05, 2025 Q3 2025

Profund Advisors LLC

  • NVDA
  • AVGO
  • MSFT
  • AAPL
  • AMZN
  • META
  • TSLA
Profund Advisors LLC's Q3 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 1053
Filing on Nov 12, 2025 Q3 2025

Washington Trust CO

  • AAPL
  • SPY
  • AVGO
  • NVDA
  • MSFT
  • VOO
  • GOOGL
Washington Trust CO's Q3 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 482
Filing on Nov 14, 2025 Q3 2025

Owl Creek Asset Management, L.P.

  • SPY
  • QQQ
  • EWY
  • ATEX
  • PCG
  • SPY
  • ASHR
Owl Creek Asset Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 54
Filing on Jan 08, 2026 Q4 2025

Dynamic Advisor Solutions LLC

  • AAPL
  • MSFT
  • SPLG
  • NVDA
  • FBND
  • GSLC
  • AMZN
Dynamic Advisor Solutions LLC's Q4 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 932
Filing on Jan 12, 2026 Q4 2025

Daymark Wealth Partners, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • VOO
  • JPM
Daymark Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 603
Filing on Nov 13, 2025 Q3 2025

Bragg Financial Advisors, Inc

  • MSFT
  • AAPL
  • VBR
  • IDCC
  • FN
  • ORCL
  • SNX
Bragg Financial Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 344
Filing on Nov 14, 2025 Q3 2025

Orbimed Advisors LLC

  • EWTX
  • BSX
  • LLY
  • ALNY
  • SYK
  • EW
  • ISRG
Orbimed Advisors LLC's Q3 2025 Portfolio
Portfolio Value 2.93 Billion
Stocks 110
Filing on Nov 03, 2025 Q3 2025

Tandem Investment Advisors, Inc.

  • APH
  • V
  • ICE
  • RMD
  • ABT
  • BRO
  • MSFT
Tandem Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.93 Billion
Stocks 80
Filing on Nov 03, 2025 Q3 2025

Maj Invest Holding A

  • GOOGL
  • BRK-B
  • AMAT
  • QCOM
  • LOW
  • CSX
  • NEM
Maj Invest Holding A's Q3 2025 Portfolio
Portfolio Value 2.93 Billion
Stocks 42