Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Bvf Inc

  • KYMR
  • RVMD
  • PTGX
  • MLTX
  • GHRS
  • MIRM
  • XOMA
Bvf Inc's Q3 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 46
Filing on Nov 14, 2025 Q3 2025

Heard Capital LLC

  • FICO
  • TDG
  • AMT
  • APO
  • PLTR
  • BX
  • AVAV
Heard Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 21
Filing on Nov 14, 2025 Q3 2025

Ausdal Financial Partners, Inc.

  • AAPL
  • SHV
  • SCHG
  • NVDA
  • QQQ
  • CAT
  • BIL
Ausdal Financial Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 1603
Filing on Oct 20, 2025 Q3 2025

Smith, Salley & Associates

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • JPM
Smith, Salley & Associates's Q3 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 264
Filing on Oct 15, 2025 Q3 2025

Ws Portfolio Advisory, LLC

  • SGOV
  • PHYS
  • APH
  • TSM
  • NVDA
  • META
  • AMZN
Ws Portfolio Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 18
Filing on Nov 14, 2025 Q3 2025

Capstone Financial Advisors, Inc.

  • VTI
  • IWB
  • DFAC
  • NFRA
  • BND
  • VXUS
  • IXUS
Capstone Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 184
Filing on Nov 14, 2025 Q3 2025

Southeastern Asset Management Inc

  • CNX
  • MAT
  • RYN
  • KHC
  • IAC
  • FDX
  • PCH
Southeastern Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 87
Filing on Nov 07, 2025 Q3 2025

Center Book Partners LP

  • AMZN
  • META
  • V
  • AMD
  • MSFT
  • GOOGL
  • REGN
Center Book Partners LP's Q3 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 544
Filing on Nov 14, 2025 Q3 2025

Deer Park Road Corp

  • SPY
  • QQQ
  • IWM
Deer Park Road Corp's Q3 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 8
Filing on Nov 14, 2025 Q3 2025

Cartenna Capital, LP

  • MMM
  • ETN
  • WMT
  • SAIA
  • APH
  • GLNG
  • NKE
Cartenna Capital, LP's Q3 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 40
Filing on Nov 10, 2025 Q3 2025

Alerus Financial Na

  • VOO
  • DFAX
  • IXUS
  • NVDA
  • MSFT
  • AAPL
  • AVGO
Alerus Financial Na's Q3 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 539
Filing on Jan 09, 2026 Q4 2025

Community Trust & Investment CO

  • NVDA
  • MSFT
  • CTBI
  • GOOG
  • AAPL
  • AMZN
  • AVGO
Community Trust & Investment CO's Q4 2025 Portfolio
Portfolio Value 1.83 Billion
Stocks 263
Filing on Jan 12, 2026 Q4 2025

Traynor Capital Management, Inc.

  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • NFLX
  • AVGO
  • LLY
Traynor Capital Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 366
Filing on May 05, 2025 Q1 2025

Foundry Partners, LLC

  • JPM
  • VZ
  • DUK
  • C
  • SHEL
  • BK
  • HIG
Foundry Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 259
Filing on Nov 03, 2025 Q3 2025

Mc Kinley Carter Wealth Services, Inc.

  • VXUS
  • IVV
  • IWB
  • FBND
  • IEFA
  • AGG
  • VEA
Mc Kinley Carter Wealth Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 319
Filing on Nov 13, 2025 Q3 2025

Compass Capital Management, Inc

  • MSFT
  • APH
  • GOOGL
  • FAST
  • JNJ
  • TMO
  • MRK
Compass Capital Management, Inc's Q3 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 86
Filing on Nov 06, 2025 Q3 2025

Svb Wealth LLC

  • AAPL
  • MSFT
  • IWY
  • AVGO
  • AMZN
  • IWX
  • AGG
Svb Wealth LLC's Q3 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 1510
Filing on Nov 07, 2025 Q3 2025

Heartland Advisors Inc

  • TCBI
  • SIMO
  • LINC
  • TDY
  • CCS
  • CGAU
  • PSA
Heartland Advisors Inc's Q3 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 237