Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Blackhill Capital Inc

  • WSM
  • LLY
  • AAPL
  • ABBV
  • ABT
  • MSFT
  • ZTS
Blackhill Capital Inc's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 49
Filing on May 08, 2025 Q1 2025

Smith Chas P & Associates Pa Cpas

  • AAPL
  • BRK-B
  • JPM
  • MSFT
  • HD
  • WMT
  • GOOG
Smith Chas P & Associates Pa Cpas's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 163
Filing on Apr 21, 2025 Q1 2025

Osborne Partners Capital Management, LLC

  • VEU
  • AAPL
  • VWO
  • MSFT
  • VNQ
  • EWJ
  • VGK
Osborne Partners Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 212
Filing on May 15, 2025 Q1 2025

Soma Equity Partners LP

  • RBLX
  • WIX
  • TTWO
  • UBER
  • VRNS
  • RIVN
  • AMZN
Soma Equity Partners LP's Q1 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 18
Filing on Apr 28, 2025 Q1 2025

Goelzer Investment Management, Inc.

  • LLY
  • IVV
  • IJH
  • SLYV
  • SCHF
  • AAPL
  • MSFT
Goelzer Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 237
Filing on May 07, 2025 Q1 2025

Heartland Advisors Inc

  • TCBI
  • TDY
  • PSA
  • MHK
  • NOV
  • CNC
  • SIMO
Heartland Advisors Inc's Q1 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 202
Filing on Jun 26, 2025 Q1 2025

Ag2 R La Mondiale Gestion D'Actifs

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • JPM
Ag2 R La Mondiale Gestion D'Actifs's Q1 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 381
Filing on Apr 30, 2025 Q1 2025

Argi Investment Services, LLC

  • VOO
  • IEF
  • SCHP
  • VT
  • BWX
  • GLD
  • VWO
Argi Investment Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 24
Filing on Apr 03, 2025 Q1 2025

Boston Common Asset Management, LLC

  • TSM
  • MSFT
  • AAPL
  • NVDA
  • V
  • NFLX
  • TMUS
Boston Common Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 307
Filing on May 05, 2025 Q1 2025

High Point Advisor Group LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • JPM
  • ABBV
  • META
High Point Advisor Group LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 664
Filing on May 15, 2025 Q1 2025

Standard Investments LLC

  • SHEL
  • PTC
  • ADBE
  • ADSK
  • AMZN
  • NGG
  • MSFT
Standard Investments LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 13
Filing on Feb 14, 2025 Q4 2024

Kgh LTD

  • TSLA
  • RRC
  • CRK
  • CHK
  • X
  • HCC
  • MT
Kgh LTD's Q4 2024 Portfolio
Portfolio Value 1.7 Billion
Stocks 26
Filing on May 23, 2025 Q1 2025

Strategic Financial Services, Inc,

  • INTF
  • SMLF
  • LRGF
  • VGIT
  • GLDM
  • EMGF
  • VCSH
Strategic Financial Services, Inc,'s Q1 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 133
Filing on May 08, 2025 Q1 2025

Allianz Investment Management U.S. LLC

  • LQD
  • JAAA
  • VCLT
  • IGLB
  • EMNT
  • HYG
  • VWOB
Allianz Investment Management U.S. LLC's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 63
Filing on May 15, 2025 Q1 2025

Xn LP

  • SHW
  • TRU
  • TSM
  • TOST
  • PCOR
  • GE
  • CRM
Xn LP's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 19
Filing on May 05, 2025 Q1 2025

1 St Source Bank

  • SRCE
  • IWF
  • IWD
  • SPY
  • SDY
  • EMXC
  • EFA
1 St Source Bank's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 401
Filing on May 14, 2025 Q1 2025

Dorsey & Whitney Trust CO LLC

  • MSFT
  • NVDA
  • AAPL
  • PCAR
  • LLY
  • IVV
  • AMZN
Dorsey & Whitney Trust CO LLC's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 4005
Filing on May 20, 2025 Q1 2025

Belpointe Asset Management LLC

  • SGOV
  • AAPL
  • SPY
  • QQQ
  • NVDA
  • BIL
  • BMI
Belpointe Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 914