Largest Portfolios by Value
Filing on Oct 03, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Vise Technologies, Inc.
- DFUS
- NVDA
- AAPL
- MSFT
- GOOG
- AMZN
- META
Filing on Oct 30, 2025
Q3 2025
Avidian Wealth Solutions, LLC
- IVV
- IEFA
- NVDA
- SPLG
- USIG
- IJH
- MBB
Filing on Oct 09, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Filing on Jan 14, 2026
Q4 2025
Waldron Private Wealth LLC
- VTV
- VUG
- IWF
- IXUS
- IWD
- VONG
- SPY
Filing on Oct 22, 2025
Q3 2025
Gladstone Institutional Advisory LLC
- NVDA
- AAPL
- IVV
- VOO
- SPY
- SPLG
- MSFT
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Marathon Asset Management LTD
- CNHI
- AMZN
- CCEP
- MSFT
- GOOGL
- ELV
- SCCO
Filing on Nov 14, 2025
Q3 2025
American Capital Management Inc
- AVAV
- KTOS
- CYBR
- MEDP
- IDXX
- CVLT
- RMD
Filing on Nov 14, 2025
Q3 2025
Kohlberg Kravis Roberts & Co. L.P.
- HSIC
- BBIO
- BV
- CRGY
- KREF
- MSGS
- BHC
Filing on Nov 14, 2025
Q3 2025
Susquehanna Fundamental Investments, LLC
- NEM
- GD
- HON
- CM
- C
- CRM
- DELL
Filing on Oct 28, 2025
Q3 2025
Eagle Global Advisors LLC
- AAPL
- ET
- MPLX
- TRGP
- EPD
- MSFT
- LNG
Filing on Jan 14, 2026
Q4 2025
Chesley Taft & Associates LLC
- GOOG
- MSFT
- NVDA
- AVGO
- AAPL
- AMZN
- COST
Filing on Oct 26, 2023
Q3 2023
Advisor Partners Ii, LLC
- AAPL
- MSFT
- NVDA
- AMZN
- GOOG
- META
- UNH
Filing on Nov 14, 2025
Q3 2025
Nantahala Capital Management, LLC
- IWM
- EW
- ESTA
- XBI
- HGV
- TBBK
- QURE
Filing on Aug 08, 2023
Q2 2023
Filing on Nov 14, 2025
Q3 2025