Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Level Four Advisory Services, LLC

  • AAPL
  • MSFT
  • QQQ
  • NVDA
  • AMZN
  • GOOGL
  • AVGO
Level Four Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 2.66 Billion
Stocks 802
Filing on Oct 20, 2025 Q3 2025

Ascent Group, LLC

  • SPLG
  • IVW
  • DYNF
  • AAPL
  • MSFT
  • NVDA
  • IVE
Ascent Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.65 Billion
Stocks 4667
Filing on Nov 14, 2025 Q3 2025

Route One Investment Company, L.P.

  • GWRE
  • POST
  • AMZN
  • SCHW
  • NYT
  • GOOGL
  • GOOG
Route One Investment Company, L.P.'s Q3 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 18
Filing on Nov 03, 2025 Q3 2025

Pittenger & Anderson Inc

  • FISV
  • VV
  • QQQ
  • VO
  • VB
  • MSFT
  • GOOGL
Pittenger & Anderson Inc's Q3 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 456
Filing on Jan 15, 2026 Q4 2025

James Hambro & Partners

  • GOOG
  • MSFT
  • APH
  • JPM
  • AMZN
  • V
  • NVDA
James Hambro & Partners's Q4 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 55
Filing on Oct 23, 2025 Q3 2025

Hosking Partners LLP

  • GOOG
  • C
  • MU
  • AMZN
  • CBRE
  • AIG
  • IBKR
Hosking Partners LLP's Q3 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 116
Filing on Nov 13, 2025 Q3 2025

Johnson Financial Group, Inc.

  • IVV
  • IWF
  • IEFA
  • XLG
  • IEI
  • JOUT
  • AAPL
Johnson Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 1634
Filing on Nov 13, 2025 Q3 2025

Capital International LTD

  • META
  • MSFT
  • AVGO
  • TSLA
  • NVDA
  • NFLX
  • SHOP
Capital International LTD 's Q3 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 145
Filing on Oct 20, 2025 Q3 2025

Calamos Wealth Management LLC

  • AAPL
  • IVV
  • NVDA
  • MSFT
  • IVW
  • IVE
  • GOOGL
Calamos Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 432
Filing on Nov 14, 2025 Q3 2025

First Foundation Advisors

  • MSFT
  • IVV
  • GOOG
  • IEFA
  • JEPI
  • AAPL
  • MOAT
First Foundation Advisors's Q3 2025 Portfolio
Portfolio Value 2.62 Billion
Stocks 573
Filing on Nov 14, 2025 Q3 2025

Altrinsic Global Advisors LLC

  • CB
  • RE
  • MDT
  • AON
  • WTW
  • HDB
  • CHKP
Altrinsic Global Advisors LLC's Q3 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 129
Filing on Jan 07, 2026 Q4 2025

Cwa Asset Management Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • SHY
  • GLD
  • AMZN
  • GOOG
Cwa Asset Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 643
Filing on Nov 14, 2025 Q3 2025

Klingenstein Fields & CO LP

  • AVGO
  • MSFT
  • GOOGL
  • BRK-B
  • AAPL
  • PANW
  • AMZN
Klingenstein Fields & CO LP's Q3 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 265
Filing on Oct 23, 2025 Q3 2025

Kedalion Capital Management LLP

  • IVV
  • SPLG
Kedalion Capital Management LLP's Q3 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 5
Filing on Nov 12, 2025 Q3 2025

Saudi Central Bank

  • META
  • PLTR
  • SMH
  • XLE
  • QQQ
  • VTV
  • SPY
Saudi Central Bank's Q3 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 54
Filing on May 30, 2024 Q1 2024

Cambridge Trust CO

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AMZN
  • IEF
  • JPM
Cambridge Trust CO's Q1 2024 Portfolio
Portfolio Value 2.6 Billion
Stocks 900
Filing on Nov 14, 2025 Q3 2025

Stonepeak Gp Investors Holdings Manager LLC

  • CLNE
Stonepeak Gp Investors Holdings Manager LLC's Q3 2025 Portfolio
Portfolio Value 2.59 Billion
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Advent International Corp

  • OLPX
  • CCCS
  • CINT
  • DH
  • NU
  • CRS
  • TSM
Advent International Corp's Q3 2025 Portfolio
Portfolio Value 2.59 Billion
Stocks 26