Largest Portfolios by Value

Filing on Feb 11, 2025 Q4 2024

Lowe Brockenbrough & CO Inc

  • IVV
  • AAPL
  • MSFT
  • IJH
  • IXUS
  • JPM
  • VEA
Lowe Brockenbrough & CO Inc's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 263
Filing on Feb 13, 2025 Q4 2024

Center Book Partners LP

  • MSFT
  • BRK-B
  • AMZN
  • BKNG
  • GOOGL
  • AAPL
  • META
Center Book Partners LP's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 466
Filing on Feb 14, 2025 Q4 2024

Politan Capital Management LP

  • MASI
  • CNC
  • AZTA
Politan Capital Management LP's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 4
Filing on Feb 14, 2025 Q4 2024

Kohlberg Kravis Roberts & Co. L.P.

  • BBIO
  • BV
  • KREF
  • DASH
  • MSGS
  • BHC
  • FSK
Kohlberg Kravis Roberts & Co. L.P.'s Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 72
Filing on Jan 03, 2025 Q4 2024

Everence Capital Management Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • TSLA
Everence Capital Management Inc's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 814
Filing on Jan 23, 2025 Q4 2024

Strategic Blueprint, LLC

  • VTV
  • VUG
  • SCHG
  • VOO
  • AAPL
  • AVUS
  • QUAL
Strategic Blueprint, LLC's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 665
Filing on Jan 24, 2025 Q4 2024

Cullinan Associates Inc

  • AAPL
  • KO
  • COIN
  • MSFT
  • WMT
  • SPGI
  • PG
Cullinan Associates Inc's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 217
Filing on Jan 23, 2025 Q4 2024

Foster & Motley Inc

  • FNDF
  • AAPL
  • SCHF
  • RODM
  • JMBS
  • FNDE
  • SCHR
Foster & Motley Inc's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 373
Filing on Feb 13, 2025 Q4 2024

Ranger Investment Management, L.P.

  • PEGA
  • LMAT
  • TXRH
  • WK
  • OSW
  • EE
  • GWRE
Ranger Investment Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 89
Filing on Feb 11, 2025 Q4 2024

Oxford Financial Group LTD

  • VTI
  • LLY
  • INFL
  • ISRG
  • MUB
  • DSTL
  • AVUV
Oxford Financial Group LTD's Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 300
Filing on Feb 14, 2025 Q4 2024

Hilltop Holdings Inc.

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GLD
  • AVGO
  • SPY
Hilltop Holdings Inc.'s Q4 2024 Portfolio
Portfolio Value 1.54 Billion
Stocks 1353
Filing on Feb 14, 2025 Q4 2024

Pfm Health Sciences, LP

  • LLY
  • IEF
  • XLV
  • THC
  • ABBV
  • MCK
  • VRTX
Pfm Health Sciences, LP's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 83
Filing on Feb 11, 2025 Q4 2024

Univest Financial Corp

  • VXUS
  • SPLG
  • AAPL
  • MSFT
  • SPAB
  • GOOGL
  • AMZN
Univest Financial Corp's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 467
Filing on Feb 14, 2025 Q4 2024

Heitman Real Estate Securities LLC

  • EQIX
  • PLD
  • EQR
  • DLR
  • WELL
  • VTR
  • SPG
Heitman Real Estate Securities LLC's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 54
Filing on Feb 14, 2023 Q4 2022

Zeke Capital Advisors, LLC

  • RRR
  • GLD
  • VTV
  • VICI
  • GOOGL
  • WWE
  • VUG
Zeke Capital Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 1.53 Billion
Stocks 744
Filing on Feb 13, 2025 Q4 2024

Evensky & Katz LLC

  • SCHB
  • ITOT
  • DFIC
  • IWV
  • AVUV
  • IJJ
  • VGSH
Evensky & Katz LLC's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 78
Filing on Feb 06, 2025 Q4 2024

Grandfield & Dodd, LLC

  • MSFT
  • ADI
  • PAYX
  • JCI
  • BRK-B
  • GE
  • CB
Grandfield & Dodd, LLC's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 202
Filing on Feb 14, 2025 Q4 2024

Aureus Asset Management, LLC

  • MSFT
  • AMZN
  • GOOGL
  • AAPL
  • V
  • META
  • AVGO
Aureus Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 1.53 Billion
Stocks 209