Largest Portfolios by Value

Filing on May 06, 2025 Q1 2025

Trilogy Capital Inc.

  • VTI
  • QQQ
  • DLN
  • IVV
  • SPHQ
  • USIG
  • BND
Trilogy Capital Inc.'s Q1 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 339
Filing on May 13, 2025 Q1 2025

Granite Investment Partners, LLC

  • MSFT
  • AAPL
  • CBZ
  • CWST
  • AMZN
  • WTFC
  • V
Granite Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 256
Filing on May 13, 2025 Q1 2025

Sc China Holding LTD

  • PDD
  • FUTU
  • BEKE
  • BZ
  • DDL
  • NOAH
  • THCH
Sc China Holding LTD's Q1 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 23
Filing on Apr 15, 2025 Q1 2025

Zhang Financial LLC

  • DFUS
  • VOO
  • VTI
  • DFAC
  • VXUS
  • ITOT
  • VT
Zhang Financial LLC's Q1 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 301
Filing on May 15, 2025 Q1 2025

Darlington Partners Capital Management, LP

  • FOUR
  • WMG
  • LPLA
  • CRM
  • LNG
  • MLNK
  • BX
Darlington Partners Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 14
Filing on Nov 14, 2023 Q3 2023

Sylebra Capital LTD

  • ESTC
  • RNG
  • AMD
  • PI
  • PCT
  • FIVN
  • PAGS
Sylebra Capital LTD's Q3 2023 Portfolio
Portfolio Value 1.86 Billion
Stocks 20
Filing on Apr 28, 2025 Q1 2025

Leeward Investments, LLC Ma

  • EHC
  • FHN
  • ADC
  • PNFP
  • CLH
  • PBH
  • HURN
Leeward Investments, LLC Ma's Q1 2025 Portfolio
Portfolio Value 1.86 Billion
Stocks 143
Filing on May 13, 2025 Q1 2025

Cookson Peirce & CO Inc

  • TSM
  • AMZN
  • APH
  • GOOGL
  • FFIV
  • APO
  • BRO
Cookson Peirce & CO Inc's Q1 2025 Portfolio
Portfolio Value 1.86 Billion
Stocks 267
Filing on May 15, 2025 Q1 2025

Whitebox Advisors LLC

  • SPY
  • BERY
  • OIH
  • SPY
  • AAPL
  • LBRDK
  • SPY
Whitebox Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 312
Filing on May 15, 2025 Q1 2025

Angeles Investment Advisors, LLC

  • VOO
  • VXUS
  • VGK
  • VCLT
  • SJNK
  • MGK
  • USHY
Angeles Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 30
Filing on May 15, 2025 Q1 2025

Sachem Head Capital Management LP

  • TWLO
  • CVS
  • USFD
  • ZI
  • NCNO
  • STX
  • WBD
Sachem Head Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 16
Filing on May 13, 2025 Q1 2025

Ia Venture Strategies Fund Ii, LP

  • OB
Ia Venture Strategies Fund Ii, LP's Q1 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 2
Filing on Apr 18, 2025 Q1 2025

Bell Bank

  • IEFA
  • VTV
  • VUG
  • QQQ
  • VOO
  • VYM
  • SPYV
Bell Bank's Q1 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 261
Filing on May 13, 2025 Q1 2025

Distillate Capital Partners LLC

  • UNH
  • MRK
  • ABBV
  • JNJ
  • PG
  • TMUS
  • CMCSA
Distillate Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 119
Filing on May 15, 2025 Q1 2025

Aventail Capital Group, LP

  • ETR
  • PPL
  • TRGP
  • DTM
  • DVN
  • NRG
  • ED
Aventail Capital Group, LP's Q1 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 128
Filing on May 12, 2025 Q1 2025

Virtu Financial LLC

  • GOOGL
  • BRK-A
  • NFLX
  • AMZN
  • MSTR
  • AVGO
  • CRWD
Virtu Financial LLC's Q1 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 1290
Filing on May 14, 2025 Q1 2025

Csm Advisors, LLC

  • VUG
  • SPY
  • QQQ
  • VTV
  • EZU
  • XLF
  • HDV
Csm Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 141
Filing on May 13, 2025 Q1 2025

Summitry LLC

  • TSM
  • AMZN
  • GOOGL
  • ULTA
  • V
  • META
  • SCHW
Summitry LLC's Q1 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 144