Largest Portfolios by Value
Filing on Feb 13, 2025
Q4 2024
Mesirow Institutional Investment Management, Inc.
- KD
- FLR
- MRCY
- ELF
- KMPR
- PB
- ALK
Filing on Feb 14, 2025
Q4 2024
Infrastructure Capital Advisors, LLC
- SPY
- MPLX
- SUN
- ET
- PAA
- EPD
- WES
Filing on Feb 14, 2025
Q4 2024
Cormorant Asset Management, LP
- MLTX
- JANX
- ACLX
- EWTX
- EYPT
- CRNX
- INSM
Filing on Jan 29, 2025
Q4 2024
Bristlecone Advisors, LLC
- MSFT
- AAPL
- IVV
- NVDA
- AMZN
- AGG
- SPDW
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Kanawha Capital Management LLC
- MSFT
- AAPL
- LOW
- ADP
- BRK-B
- ORCL
- JPM
Filing on Jan 27, 2025
Q4 2024
Money Concepts Capital Corp
- SVAL
- SPMO
- XMMO
- IWS
- VOO
- QQQ
- MSFT
Filing on Jan 16, 2025
Q4 2024
Harbor Investment Advisory, LLC
- MAR
- BRK-B
- AAPL
- AMZN
- HUBS
- MSFT
- GOOGL
Filing on Feb 14, 2025
Q4 2024
Lombard Odier Asset Management (Usa) Corp
- SPY
- CCL
- AAL
- XOP
- AAPL
- GDX
- X
Filing on Jan 16, 2025
Q4 2024
Lbmc Investment Advisors, LLC
- IVV
- RSP
- IWM
- HDV
- IEFA
- EFA
- DVY
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Sax Wealth Advisors, LLC
- DFUS
- QUAL
- QQQM
- DFAC
- FBND
- DFAT
- IJH
Filing on Feb 13, 2025
Q4 2024
First Long Island Investors, LLC
- MSFT
- AMZN
- ADP
- UNH
- NVDA
- ABT
- PH
Filing on Jan 24, 2025
Q4 2024
Baskin Financial Services Inc.
- AAPL
- GOOG
- COST
- MSFT
- V
- TFII
- AMZN
Filing on Jan 23, 2025
Q4 2024
Synergy Asset Management, LLC
- BIL
- MSFT
- SGOV
- NVDA
- AAPL
- META
- AMZN
Filing on Jan 23, 2025
Q4 2024
Nationwide Fund Advisors
- IVV
- IEF
- IEMG
- TLT
- IEFA
- GOVT
- IJR
Filing on Feb 12, 2025
Q4 2024