Largest Portfolios by Value

Filing on Apr 30, 2025 Q1 2025

Stratos Wealth Advisors, LLC

  • SPY
  • IBTF
  • AAPL
  • SGOV
  • NVDA
  • VOO
  • SCHO
Stratos Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 663
Filing on May 14, 2025 Q1 2025

Basswood Capital Management, L.L.C.

  • JPM
  • WBS
  • USB
  • DCOM
  • COOP
  • BAC
  • PFSI
Basswood Capital Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 114
Filing on May 15, 2025 Q1 2025

John Paulson

Paulson & Co. Inc.
  • MDGL
  • PPTA
  • BSIG
  • BHC
  • AEM
  • NG
  • THRY
John Paulson's Q1 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 14
Filing on May 15, 2025 Q1 2025

Hps Investment Partners, LLC

  • AON
  • XPRO
Hps Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 3
Filing on May 13, 2025 Q1 2025

Silicon Valley Community Foundation

  • SPY
  • BRK-A
  • SQ
  • BRK-B
Silicon Valley Community Foundation's Q1 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 4
Filing on May 07, 2025 Q1 2025

Equitable Trust CO

  • IAU
  • VOO
  • VTV
  • HCA
  • MSFT
  • AAPL
  • GOOGL
Equitable Trust CO's Q1 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 730
Filing on May 05, 2025 Q1 2025

Pfg Advisors

  • AAPL
  • QQQ
  • VUG
  • MSFT
  • VTI
  • VOO
  • VIG
Pfg Advisors's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 695
Filing on May 14, 2025 Q1 2025

Fernbridge Capital Management LP

  • INTU
  • PTC
  • CRM
  • WDAY
  • AMZN
  • LYV
  • BKNG
Fernbridge Capital Management LP's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 17
Filing on Apr 15, 2025 Q1 2025

Livforsakringsbolaget Skandia, Omsesidigt

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • META
  • JPM
Livforsakringsbolaget Skandia, Omsesidigt's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 677
Filing on Apr 15, 2025 Q1 2025

Simon Quick Advisors, LLC

  • SPY
  • VUG
  • VTV
  • SPYV
  • IWF
  • JAAA
  • AAPL
Simon Quick Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 611
Filing on May 14, 2025 Q1 2025

Bank Of Hawaii

  • VEA
  • IVV
  • VUG
  • SPY
  • VTI
  • VTV
  • IXUS
Bank Of Hawaii's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 298
Filing on Apr 30, 2025 Q1 2025

Fundamentun, LLC

  • ITOT
  • DFAC
  • DGRW
  • RECS
  • DFCF
  • SPAB
  • DYNF
Fundamentun, LLC's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 316
Filing on May 12, 2025 Q1 2025

Motley Fool Asset Management LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GOOG
  • META
  • BRK-B
Motley Fool Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 223
Filing on May 15, 2025 Q1 2025

Granahan Investment Management, LLC

  • PRCH
  • GENI
  • VCTR
  • SPSC
  • TOST
  • LTH
  • COMP
Granahan Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 159
Filing on Apr 29, 2025 Q1 2025

Deroy & Devereaux Private Investment Counsel Inc

  • FISV
  • AZO
  • RS
  • JPM
  • HCA
  • RJF
  • MS
Deroy & Devereaux Private Investment Counsel Inc's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 168
Filing on Nov 14, 2023 Q3 2023

Arboretum Ventures, LLC

  • INGN
Arboretum Ventures, LLC's Q3 2023 Portfolio
Portfolio Value 1.72 Billion
Stocks 1
Filing on May 15, 2025 Q1 2025

Gw Henssler & Associates LTD

  • BUFD
  • AAPL
  • IJJ
  • MSFT
  • PM
  • ICE
  • META
Gw Henssler & Associates LTD's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 183
Filing on May 08, 2025 Q1 2025

Investment House LLC

  • AAPL
  • META
  • MSFT
  • AMZN
  • COST
  • GOOGL
  • NVDA
Investment House LLC's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 213