Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Corvex Management LP

  • SWX
  • ILMN
  • AMZN
  • MGM
  • UNP
  • QSR
  • DIS
Corvex Management LP's Q3 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 32
Filing on Jan 15, 2026 Q4 2025

Rockland Trust CO

  • MSFT
  • GOOGL
  • GLD
  • AAPL
  • INDB
  • IVOV
  • NOBL
Rockland Trust CO's Q4 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 537
Filing on Oct 17, 2025 Q3 2025

Sowell Financial Services LLC

  • AAPL
  • NVDA
  • MSFT
  • QQQ
  • IVV
  • SPY
  • AMZN
Sowell Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 1068
Filing on Oct 27, 2025 Q3 2025

Bogart Wealth, LLC

  • XOM
  • VOO
  • ACWI
  • JIRE
  • BND
  • CGDV
  • UITB
Bogart Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 1529
Filing on Nov 17, 2025 Q3 2025

Dark Forest Capital Management LP

  • L
  • EWZ
  • SPG
  • VWO
  • INDA
  • COF
  • BAH
Dark Forest Capital Management LP's Q3 2025 Portfolio
Portfolio Value 2.45 Billion
Stocks 1111
Filing on Nov 14, 2025 Q3 2025

Michael & Susan Dell Foundation

  • IVV
  • AVGO
  • HAYW
  • DELL
Michael & Susan Dell Foundation's Q3 2025 Portfolio
Portfolio Value 2.45 Billion
Stocks 4
Filing on Nov 12, 2025 Q3 2025

Lasalle Investment Management Securities LLC

  • EQIX
  • WELL
  • PLD
  • PSA
  • VTR
  • ARE
  • AMH
Lasalle Investment Management Securities LLC's Q3 2025 Portfolio
Portfolio Value 2.45 Billion
Stocks 44
Filing on Nov 06, 2025 Q3 2025

Cloud Alpha Capital Management Limited

  • NVDA
  • TSLA
  • QQQ
  • NVDA
  • TSLA
  • GOOGL
  • GOOG
Cloud Alpha Capital Management Limited's Q3 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 55
Filing on Nov 14, 2025 Q3 2025

Karpus Management, Inc.

  • VOO
  • BLV
  • BTT
  • NRK
  • MHD
  • VB
  • IVV
Karpus Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 204
Filing on Nov 10, 2025 Q3 2025

Premier Fund Managers LTD

  • V
  • SCI
  • ROP
  • MAR
  • ROL
  • HQY
  • WCN
Premier Fund Managers LTD's Q3 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 176
Filing on Nov 13, 2025 Q3 2025

Intermede Investment Partners LTD

  • TSM
  • AAPL
  • GOOG
  • META
  • MA
  • SCHW
  • UBER
Intermede Investment Partners LTD's Q3 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 31
Filing on Nov 13, 2025 Q3 2025

Rgm Capital, LLC

  • PKI
  • DT
  • CSGP
  • VRNS
  • TYL
  • PCOR
  • NOW
Rgm Capital, LLC's Q3 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 19
Filing on Aug 12, 2025 Q2 2025

Martin Currie LTD

  • TSM
  • HDB
  • RACE
  • MSFT
  • NVDA
  • BABA
  • IBN
Martin Currie LTD's Q2 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 85
Filing on Oct 31, 2025 Q3 2025

Partners Capital Investment Group, LLP

  • IVV
  • VGSH
  • HEFA
  • VOO
  • VTV
  • IEMG
  • STIP
Partners Capital Investment Group, LLP's Q3 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 162
Filing on Jan 09, 2026 Q4 2025

Chickasaw Capital Management LLC

  • TRGP
  • MPLX
  • ET
  • WES
  • OKE
  • WMB
  • PAGP
Chickasaw Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 93
Filing on Nov 10, 2025 Q3 2025

Zhang Financial LLC

  • VOO
  • VTI
  • DFUS
  • ITOT
  • VXUS
  • DFAC
  • VT
Zhang Financial LLC's Q3 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 316
Filing on Nov 06, 2025 Q3 2025

Krilogy Financial LLC

  • SCHG
  • DFAU
  • SCHV
  • AAPL
  • XLK
  • IBTM
  • AVUV
Krilogy Financial LLC's Q3 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 878
Filing on Jan 16, 2026 Q4 2025

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • MSFT
  • AAPL
  • IAU
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q4 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 262