Largest Portfolios by Value

Filing on Oct 28, 2025 Q3 2025

Leavell Investment Management, Inc.

  • NVDA
  • MGC
  • AAPL
  • VO
  • MGK
  • MSFT
  • VOO
Leavell Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 589
Filing on Nov 06, 2025 Q3 2025

Cornerstone Investment Partners, LLC

  • GOOGL
  • META
  • AVGO
  • MU
  • KLAC
  • MSFT
  • V
Cornerstone Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 210
Filing on Jan 14, 2026 Q4 2025

Bell Bank

  • IEFA
  • VTV
  • VUG
  • QQQ
  • VTI
  • RSP
  • VOO
Bell Bank's Q4 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 236
Filing on Nov 13, 2025 Q3 2025

Capital Counsel LLC

  • GOOG
  • IDXX
  • V
  • MSFT
  • COST
  • CME
  • ADP
Capital Counsel LLC's Q3 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 60
Filing on Nov 14, 2025 Q3 2025

Lombard Odier Asset Management (Switzerland) Sa

  • NVDA
  • AAPL
  • GOOG
  • AMZN
  • BRK-B
  • AVGO
  • META
Lombard Odier Asset Management (Switzerland) Sa's Q3 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 272
Filing on Feb 13, 2025 Q4 2024

Merriman Wealth Management, LLC

  • AVUV
  • DUHP
  • QUAL
  • DISV
  • OEF
  • AVLV
  • DIHP
Merriman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 2.3 Billion
Stocks 211
Filing on Nov 14, 2025 Q3 2025

Encompass Capital Advisors LLC

  • ARKK
  • KEX
  • NESR
  • FSLR
  • UEC
  • SHLS
  • WMB
Encompass Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 56
Filing on Nov 10, 2025 Q3 2025

Integrated Advisors Network LLC

  • IVV
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • BX
  • AVGO
Integrated Advisors Network LLC's Q3 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 771
Filing on Oct 29, 2025 Q3 2025

Nippon Life Global Investors Americas, Inc.

  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • AAPL
  • C
Nippon Life Global Investors Americas, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 106
Filing on Jul 03, 2024 Q2 2024

A.P. Gilfoyle & Co., L.P.

  • AAPL
  • AMZN
  • TXN
  • META
  • BAC
  • BRK-B
  • CAT
A.P. Gilfoyle & Co., L.P.'s Q2 2024 Portfolio
Portfolio Value 2.29 Billion
Stocks 10
Filing on Nov 12, 2025 Q3 2025

Sprott Inc.

  • CDE
  • AEM
  • SII
  • WPM
  • FUND
  • EQX
  • IAG
Sprott Inc.'s Q3 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 214
Filing on Nov 06, 2025 Q3 2025

Berkshire Asset Management LLC

  • JPM
  • MSFT
  • ABBV
  • AAPL
  • CVX
  • BAC
  • CSCO
Berkshire Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 297
Filing on Nov 14, 2025 Q3 2025

Shapiro Capital Management LLC

  • ELY
  • NCR
  • PENN
  • ELAN
  • TENB
  • GPK
  • UCTT
Shapiro Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 2.28 Billion
Stocks 48
Filing on Nov 07, 2025 Q3 2025

Cercano Management LLC

  • MSFT
  • UNP
  • XPO
  • RSP
  • LLY
  • META
  • NVDA
Cercano Management LLC's Q3 2025 Portfolio
Portfolio Value 2.28 Billion
Stocks 173
Filing on Nov 18, 2025 Q3 2025

Gm Advisory Group, Inc.

  • SPLG
  • SGOV
  • IAU
  • VTI
  • SHY
  • IWV
  • BKLC
Gm Advisory Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.27 Billion
Stocks 303
Filing on Jan 23, 2025 Q4 2024

Zimmermann Investment Management & Planning LLC

  • QQQ
  • BX
  • IWY
  • RWL
  • NVDA
  • OEF
  • AAPL
Zimmermann Investment Management & Planning LLC's Q4 2024 Portfolio
Portfolio Value 2.27 Billion
Stocks 7
Filing on Nov 12, 2025 Q3 2025

Bowie Capital Management, LLC

  • GOOGL
  • MSFT
  • CPRT
  • AON
  • INTU
  • META
  • FICO
Bowie Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 34
Filing on Nov 05, 2025 Q3 2025

Linscomb & Williams, Inc.

  • VEA
  • IVV
  • IJH
  • PRF
  • DON
  • EFA
  • MSFT
Linscomb & Williams, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 307