Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Montag A & Associates Inc

  • IVV
  • SPY
  • AAPL
  • MSFT
  • MDY
  • GOOG
  • AMZN
Montag A & Associates Inc's Q3 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 1121
Filing on Nov 14, 2025 Q3 2025

Reynders Mc Veigh Capital Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • MA
  • ROK
  • APH
  • ADI
Reynders Mc Veigh Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 201
Filing on Nov 05, 2025 Q3 2025

Flagship Harbor Advisors, LLC

  • SPYG
  • SPYV
  • NVDA
  • SGOV
  • AAPL
  • SPY
  • SPLG
Flagship Harbor Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 803
Filing on Nov 05, 2025 Q3 2025

South State Corp

  • MSFT
  • AAPL
  • AVGO
  • BRK-B
  • V
  • PHYS
  • JPM
South State Corp's Q3 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 2119
Filing on Feb 04, 2025 Q4 2024

Lake Street Advisors Group, LLC

  • SPY
  • SGOV
  • VOO
  • VWO
  • VEA
  • VTI
  • IWB
Lake Street Advisors Group, LLC's Q4 2024 Portfolio
Portfolio Value 2.12 Billion
Stocks 646
Filing on Feb 08, 2024 Q4 2023

Tamarack Advisers, LP

  • STRM
Tamarack Advisers, LP's Q4 2023 Portfolio
Portfolio Value 2.12 Billion
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Thematics Asset Management

  • NVDA
  • NOW
  • SNPS
  • CDNS
  • SNOW
  • CLH
  • ESTC
Thematics Asset Management's Q3 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 125
Filing on Oct 24, 2025 Q3 2025

First Horizon Corp

  • SPY
  • AAPL
  • MSFT
  • EFA
  • JPM
  • VUG
  • AVGO
First Horizon Corp's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 1419
Filing on Nov 14, 2025 Q3 2025

Granahan Investment Management, LLC

  • PRCH
  • GENI
  • MGNI
  • VCTR
  • FIX
  • INDI
  • CRS
Granahan Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 146
Filing on Nov 07, 2025 Q3 2025

Sageworth Trust CO

  • VTI
  • VXUS
  • ACWI
  • VOO
  • SPY
  • ACWX
  • VT
Sageworth Trust CO's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 268
Filing on Nov 14, 2025 Q3 2025

Hill Path Capital LP

  • SEAS
  • HGV
  • PLAY
  • PENN
  • ELY
  • ACEL
  • CARS
Hill Path Capital LP's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 8
Filing on Nov 07, 2025 Q3 2025

Woodley Farra Manion Portfolio Management Inc

  • AVGO
  • GOOGL
  • SGOV
  • MSFT
  • ASML
  • MS
  • DIS
Woodley Farra Manion Portfolio Management Inc's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 117
Filing on Oct 20, 2025 Q3 2025

Jb Capital LLC

  • IVV
  • DYNF
  • IVW
  • QUAL
  • IVE
  • EFV
  • IUSB
Jb Capital LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 252
Filing on Oct 23, 2025 Q3 2025

Tributary Capital Management, LLC

  • NPO
  • ESE
  • AEIS
  • MC
  • ITGR
  • AUB
  • ADUS
Tributary Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 190
Filing on Nov 10, 2025 Q3 2025

Dearborn Partners LLC

  • AAPL
  • MSFT
  • ADP
  • MCD
  • CASY
  • HD
  • WEC
Dearborn Partners LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 273
Filing on Nov 13, 2025 Q3 2025

Btg Pactual Asset Management Us LLC

  • SPY
  • SPY
  • IWF
  • SPY
  • MGK
  • IREN
  • CIFR
Btg Pactual Asset Management Us LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 248
Filing on Nov 06, 2025 Q3 2025

Savvy Advisors, Inc.

  • VOO
  • NVDA
  • IUSB
  • IVV
  • AAPL
  • SCHG
  • JQUA
Savvy Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 820
Filing on Nov 14, 2025 Q3 2025

Darlington Partners Capital Management, LP

  • WMG
  • FOUR
  • CRM
  • TPG
  • LPLA
  • MLNK
  • LNG
Darlington Partners Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 14