Largest Portfolios by Value
Filing on Oct 27, 2025
Q3 2025
Obermeyer Wood Investment Counsel, Lllp
- MSFT
- QUAL
- GOOG
- VOO
- AAPL
- NVDA
- TSM
Filing on Nov 13, 2025
Q3 2025
Empirical Finance, LLC
- NVDA
- AAPL
- MSFT
- AMZN
- META
- GOOGL
- AVGO
Filing on Oct 27, 2025
Q3 2025
Retirement Planning Group
- VOO
- FSMD
- DIVO
- FDVV
- FRDM
- FBND
- NFLT
Filing on Nov 12, 2025
Q3 2025
Meiji Yasuda Asset Management CO Ltd.
- NVDA
- MSFT
- AAPL
- GOOGL
- AMZN
- ABBV
- META
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Rnc Capital Management LLC
- JPM
- NTRS
- CSCO
- ENB
- MTB
- MO
- CVX
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 14, 2026
Q4 2025
Goelzer Investment Management, Inc.
- LLY
- IVV
- SLYV
- IJH
- SCHF
- MSFT
- AAPL
Filing on Oct 16, 2025
Q3 2025
Halbert Hargrove Global Advisors, LLC
- IVV
- NTSX
- LRGF
- IWB
- IEFA
- NTSI
- IEMG
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
North Reef Capital Management LP
- FHN
- CADE
- CMA
- MKTX
- SBCF
- ABCB
- AUB
Filing on Oct 23, 2025
Q3 2025
Strategic Blueprint, LLC
- VOO
- VTV
- SCHG
- AVUS
- NVDA
- VUG
- QUAL
Filing on Nov 13, 2025
Q3 2025
Fernbridge Capital Management LP
- CRM
- WDAY
- PTC
- AMZN
- LPX
- VMC
- LYV
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Greenwich Wealth Management LLC
- IBKR
- SPY
- GBTC
- FUTU
- ORCL
- AAPL
- PIPR
Filing on Feb 14, 2024
Q4 2023