Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Adventist Health System Sunbelt Healthcare Corp

  • IVV
  • EMB
  • IAUM
  • IXUS
  • XEMD
  • EMLC
  • SCHP
Adventist Health System Sunbelt Healthcare Corp's Q3 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 22
Filing on Nov 14, 2025 Q3 2025

Paradigm Capital Management Inc

  • AVGO
  • MOD
  • FN
  • ONTO
  • JBL
  • EXTR
  • DCO
Paradigm Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 194
Filing on Oct 21, 2025 Q3 2025

Davidson Investment Advisors

  • IXUS
  • MSFT
  • GOOG
  • AMZN
  • AAPL
  • TSM
  • NVDA
Davidson Investment Advisors's Q3 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 122
Filing on Nov 14, 2025 Q3 2025

Logan Capital Management Inc

  • AAPL
  • AVGO
  • MSFT
  • AMZN
  • APH
  • APP
  • KLAC
Logan Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 642
Filing on Nov 14, 2025 Q3 2025

Cliff Sosin

Cas Investment Partners, LLC
  • CVNA
  • HGV
  • COF
  • CDLX
  • SWIM
Cliff Sosin's Q3 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 5
Filing on Nov 07, 2025 Q3 2025

Smithfield Trust CO

  • VOO
  • VGSH
  • BSV
  • SHY
  • VCSH
  • VO
  • AAPL
Smithfield Trust CO's Q3 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 1259
Filing on Nov 13, 2025 Q3 2025

Connecticut Wealth Management, LLC

  • QUAL
  • SPYG
  • SPYV
  • IEFA
  • IJH
  • IJR
  • VEA
Connecticut Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 317
Filing on Nov 14, 2025 Q3 2025

Twinbeech Capital LP

  • ROP
  • BSX
  • TXN
  • SPGI
  • SLB
  • WMT
  • CPRT
Twinbeech Capital LP's Q3 2025 Portfolio
Portfolio Value 2.23 Billion
Stocks 535
Filing on Jul 18, 2024 Q2 2024

La Financiere De L'Echiquier

  • MSFT
  • AMZN
  • NVDA
  • V
  • GOOGL
  • TSM
  • FMX
La Financiere De L'Echiquier's Q2 2024 Portfolio
Portfolio Value 2.22 Billion
Stocks 104
Filing on Oct 29, 2025 Q3 2025

Seizert Capital Partners, LLC

  • GS
  • GOOGL
  • JPM
  • QCOM
  • WFC
  • AYI
  • MTCH
Seizert Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 170
Filing on Nov 01, 2022 Q3 2022

Alleghany Corp

  • ROP
  • JPM
  • UNH
  • D
  • TMO
  • MSFT
  • JNJ
Alleghany Corp 's Q3 2022 Portfolio
Portfolio Value 2.21 Billion
Stocks 80
Filing on Nov 14, 2025 Q3 2025

Senator Investment Group LP

  • UAL
  • WWD
  • CVNA
  • AMZN
  • MSFT
  • COF
  • TECK
Senator Investment Group LP's Q3 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 62
Filing on Nov 14, 2025 Q3 2025

Bain Capital Investors LLC

  • SGRY
  • AVAH
  • NTNX
  • ADV
Bain Capital Investors LLC's Q3 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 6
Filing on Nov 14, 2025 Q3 2025

Gmt Capital Corp

  • HBM
  • DAL
  • ERO
  • CBRL
  • UAL
  • JAZZ
  • TNL
Gmt Capital Corp's Q3 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 68
Filing on Nov 13, 2025 Q3 2025

Crake Asset Management LLP

  • MSFT
  • AMZN
  • FCX
  • NVDA
  • TMUS
  • META
  • AAPL
Crake Asset Management LLP's Q3 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 15
Filing on Nov 10, 2025 Q3 2025

Ever Source Wealth Advisors, LLC

  • VUG
  • VEA
  • VTV
  • IAU
  • AAPL
  • NVDA
  • MSFT
Ever Source Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 11995
Filing on Nov 14, 2025 Q3 2025

Tang Capital Management LLC

  • TARS
  • GLPG
  • AUPH
  • PTCT
  • MIRM
  • IMCR
  • CMPX
Tang Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 194
Filing on Nov 06, 2025 Q3 2025

Fundamentun, LLC

  • DFAC
  • ITOT
  • RECS
  • DGRW
  • DFCF
  • DYNF
  • SPAB
Fundamentun, LLC's Q3 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 356