Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Braidwell LP

  • NBIX
  • LEGN
  • ARGX
  • XENE
  • ALGN
  • KRYS
  • TMO
Braidwell LP's Q1 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 64
Filing on May 12, 2025 Q1 2025

Klingman & Associates, LLC

  • IVV
  • IJH
  • VTIP
  • SPY
  • SPYV
  • IJR
  • AAPL
Klingman & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 263
Filing on May 07, 2025 Q1 2025

Empirical Finance, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • GOOG
Empirical Finance, LLC's Q1 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 504
Filing on May 15, 2025 Q1 2025

Lombard Odier Asset Management (Switzerland) Sa

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • TSLA
Lombard Odier Asset Management (Switzerland) Sa's Q1 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 265
Filing on Apr 30, 2025 Q1 2025

First Interstate Bank

  • VCIT
  • FIBK
  • RSP
  • IVV
  • VGIT
  • PFF
  • HEFA
First Interstate Bank's Q1 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 292
Filing on Apr 07, 2025 Q1 2025

Stairway Partners, LLC

  • IEFA
  • IWD
  • AGG
  • IEMG
  • BND
  • IWF
  • IVV
Stairway Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 18
Filing on May 15, 2025 Q1 2025

Gobi Capital LLC

  • META
  • CACC
  • GOOG
  • CPRT
  • HCA
  • BRO
  • MSCI
Gobi Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 11
Filing on Apr 22, 2025 Q1 2025

Coho Partners, Ltd.

  • UNH
  • SYY
  • MMC
  • ROST
  • LOW
  • TMO
  • PM
Coho Partners, Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 36
Filing on May 15, 2025 Q1 2025

Barr E S & CO

  • BRK-B
  • MKL
  • JPM
  • GOOG
  • GS
  • AMZN
  • MCO
Barr E S & CO's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 106
Filing on May 15, 2025 Q1 2025

Platinum Investment Management LTD

  • ZTO
  • TRU
  • UBS
  • GOOGL
  • MRK
  • VAL
  • SLB
Platinum Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 115
Filing on Apr 11, 2025 Q1 2025

Procyon Advisors, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • SPBO
  • TLT
  • META
Procyon Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 595
Filing on May 15, 2025 Q1 2025

Rbf Capital, LLC

  • BRK-A
  • META
  • FICO
  • MA
  • V
  • DAC
  • BLDR
Rbf Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 575
Filing on Nov 14, 2022 Q3 2022

Bluestein R H & CO LLC

  • AAPL
  • AMZN
  • GOOG
  • MSFT
  • COST
  • CVX
  • LNG
Bluestein R H & CO LLC's Q3 2022 Portfolio
Portfolio Value 1.61 Billion
Stocks 340
Filing on May 06, 2025 Q1 2025

Accredited Investors Inc.

  • AVDV
  • IJH
  • SCHB
  • UPS
  • IJR
  • VTV
  • IVV
Accredited Investors Inc.'s Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 238
Filing on Apr 29, 2025 Q1 2025

Sigma Investment Counselors Inc

  • IVV
  • IJH
  • VEA
  • IJR
  • STIP
  • SJNK
  • IBDU
Sigma Investment Counselors Inc's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 187
Filing on May 15, 2025 Q1 2025

Hmi Capital Management, L.P.

  • CPNG
  • NICE
  • RBLX
  • GTLB
  • NCNO
  • WDAY
  • TOST
Hmi Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 12
Filing on May 09, 2025 Q1 2025

Thoroughbred Financial Services, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • COWZ
  • BRK-B
  • QQQ
Thoroughbred Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 671
Filing on Apr 15, 2025 Q1 2025

Transform Wealth, LLC

  • POWL
  • AAPL
  • SGOV
  • MSFT
  • NVDA
  • AGG
  • AMZN
Transform Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 242