Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Coliseum Capital Management, LLC

  • LAZY
  • GMS
  • HRI
  • UTI
  • SONO
  • OMI
  • GIL
Coliseum Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 17
Filing on Nov 13, 2023 Q3 2023

Lowell Blake & Associates Inc.

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • V
  • PG
  • BDX
Lowell Blake & Associates Inc.'s Q3 2023 Portfolio
Portfolio Value 1.4 Billion
Stocks 62
Filing on Apr 29, 2025 Q1 2025

Nichols & Pratt Advisers LLP

  • AAPL
  • ADP
  • JNJ
  • MA
  • GOOG
  • MSFT
  • PG
Nichols & Pratt Advisers LLP 's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 184
Filing on May 07, 2025 Q1 2025

Knights Of Columbus Asset Advisors LLC

  • MSFT
  • AAPL
  • NVDA
  • META
  • BRK-B
  • XOM
  • JPM
Knights Of Columbus Asset Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 361
Filing on May 15, 2025 Q1 2025

Spyglass Capital Management LLC

  • AFRM
  • SG
  • FOUR
  • SNOW
  • APP
  • MEDP
  • KNSL
Spyglass Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 25
Filing on Apr 22, 2025 Q1 2025

Guyasuta Investment Advisors Inc

  • MSFT
  • RSG
  • MA
  • BRK-B
  • GOOG
  • VST
  • TMO
Guyasuta Investment Advisors Inc's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 250
Filing on May 15, 2025 Q1 2025

Tairen Capital LTD

  • AMZN
  • META
  • MSFT
  • SNOW
  • HOOD
  • FUTU
  • TSM
Tairen Capital LTD's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 88
Filing on May 14, 2025 Q1 2025

Bbr Partners, LLC

  • SPY
  • IVV
  • KKR
  • UPS
  • HAYW
  • AAPL
  • VOO
Bbr Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 245
Filing on May 15, 2025 Q1 2025

Infrastructure Capital Advisors, LLC

  • SPY
  • OKE
  • ET
  • HESM
  • USAC
  • GLP
  • TRP
Infrastructure Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 136
Filing on May 12, 2025 Q1 2025

Global Alpha Capital Management Ltd.

  • ORA
  • SANM
  • LMNR
  • VRNT
  • GMED
  • UMBF
  • ANIP
Global Alpha Capital Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 58
Filing on Apr 22, 2025 Q1 2025

Cullinan Associates Inc

  • AAPL
  • KO
  • MSFT
  • SPGI
  • COIN
  • WMT
  • PG
Cullinan Associates Inc's Q1 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 216
Filing on Oct 19, 2022 Q3 2022

Roosevelt Investment Group LLC

  • IEFA
  • AAPL
  • MSFT
  • BRKB
  • VTV
  • GOOGL
  • UNH
Roosevelt Investment Group LLC's Q3 2022 Portfolio
Portfolio Value 1.39 Billion
Stocks 288
Filing on Jul 22, 2022 Q2 2022

Altium Wealth Management LLC

  • VOO
  • IEFA
  • IJH
  • IEMG
  • VEA
  • AAPL
  • VO
Altium Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 1.39 Billion
Stocks 374
Filing on Apr 24, 2025 Q1 2025

Transcend Capital Advisors, LLC

  • AAPL
  • BRK-B
  • MSFT
  • ORCC
  • GLD
  • FSK
  • OWL
Transcend Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 608
Filing on May 09, 2025 Q1 2025

Kontiki Capital Management (Hk) Ltd.

  • SE
  • NU
  • HDB
  • CPNG
  • TCOM
  • YMM
Kontiki Capital Management (Hk) Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 8
Filing on Apr 16, 2025 Q1 2025

Krilogy Financial LLC

  • SCHG
  • DFAU
  • SCHV
  • MINT
  • AAPL
  • IBTM
  • XLK
Krilogy Financial LLC's Q1 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 222
Filing on Apr 25, 2025 Q1 2025

Albion Financial Group

  • VOO
  • AAPL
  • IWR
  • MSFT
  • AMZN
  • GOOGL
  • IJR
Albion Financial Group 's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 607
Filing on May 15, 2025 Q1 2025

Punch & Associates Investment Management, Inc.

  • SNEX
  • RDNT
  • LAUR
  • SFM
  • ACA
  • UTI
  • GSL
Punch & Associates Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 164