Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Two Creeks Capital Management, LP

  • FND
  • V
  • LOW
  • CMG
  • EQT
  • ADBE
  • UBER
Two Creeks Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 23
Filing on May 14, 2025 Q1 2025

Cadence Bank

  • MUSA
  • MGC
  • MSFT
  • MUR
  • AAPL
  • AVGO
  • WMT
Cadence Bank's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 584
Filing on May 06, 2025 Q1 2025

Mcf Advisors LLC

  • VOO
  • GOVT
  • IDEV
  • SPY
  • SPSB
  • SCHO
  • IEMG
Mcf Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 937
Filing on Feb 10, 2025 Q4 2024

Carlson Capital Management

  • DSTL
  • VCSH
  • BSV
  • DIHP
  • COWZ
  • AVUV
  • DFEM
Carlson Capital Management's Q4 2024 Portfolio
Portfolio Value 1.38 Billion
Stocks 112
Filing on Apr 25, 2025 Q1 2025

Cidel Asset Management Inc

  • RY
  • MSFT
  • WTW
  • QSR
  • ABT
  • AZN
  • FTS
Cidel Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 340
Filing on May 14, 2025 Q1 2025

Sax Wealth Advisors, LLC

  • DFUS
  • FBND
  • QUAL
  • QQQM
  • DFAC
  • DFAT
  • BRK-A
Sax Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 360
Filing on Apr 28, 2025 Q1 2025

Financial Advocates Investment Management

  • NVDA
  • SPY
  • SPYG
  • VTI
  • AMZN
  • GOVT
  • IVW
Financial Advocates Investment Management's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 722
Filing on May 05, 2025 Q1 2025

Y Intercept (Hong Kong) LTD

  • NVO
  • GOOG
  • MRVL
  • DECK
  • NOW
  • BX
  • GOOGL
Y Intercept (Hong Kong) LTD's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 1142
Filing on Apr 07, 2025 Q1 2025

Summit Global Investments

  • AGG
  • SPDW
  • USMV
  • CL
  • SPLV
  • TSN
  • CMS
Summit Global Investments's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 426
Filing on Apr 29, 2025 Q1 2025

Jordan Park Group LLC

  • GOVT
  • IEMG
  • SPY
  • IWB
  • VGIT
  • IEFA
  • HEFA
Jordan Park Group LLC's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 68
Filing on Nov 14, 2024 Q3 2024

Jetstream Capital LLC

  • MTLS
Jetstream Capital LLC's Q3 2024 Portfolio
Portfolio Value 1.37 Billion
Stocks 1
Filing on Apr 17, 2025 Q1 2025

Nbt Bank N A

  • MSFT
  • AAPL
  • GUNR
  • JPM
  • EFG
  • GOOGL
  • GOOG
Nbt Bank N A 's Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 1369
Filing on May 15, 2025 Q1 2025

Ranger Investment Management, L.P.

  • TXRH
  • EE
  • PEGA
  • LMAT
  • OSW
  • CWST
  • ARIS
Ranger Investment Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 75
Filing on Apr 22, 2025 Q1 2025

Woodmont Investment Counsel LLC

  • VUG
  • VTV
  • VEA
  • IBDT
  • AAPL
  • IBDU
  • IBDS
Woodmont Investment Counsel LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 270
Filing on Apr 22, 2025 Q1 2025

Kentucky Retirement Systems Insurance Trust Fund

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • GOOGL
Kentucky Retirement Systems Insurance Trust Fund's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 493
Filing on May 01, 2025 Q1 2025

Fulton Breakefield Broenniman LLC

  • IVV
  • AAPL
  • MSFT
  • AMZN
  • BRK-B
  • GOOGL
  • IJH
Fulton Breakefield Broenniman LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 185
Filing on Jan 29, 2024 Q4 2023

Baystate Wealth Management LLC

  • IWY
  • SPDW
  • PRF
  • IVV
  • AGG
  • VTV
  • OMFL
Baystate Wealth Management LLC's Q4 2023 Portfolio
Portfolio Value 1.36 Billion
Stocks 1327
Filing on May 14, 2025 Q1 2025

Rpg Investment Advisory, LLC

  • NVDA
  • AAPL
  • GOOG
  • MSFT
  • RTX
  • FTNT
  • PLTR
Rpg Investment Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 98