Largest Portfolios by Value

Filing on Oct 29, 2025 Q3 2025

Verdence Capital Advisors LLC

  • AAPL
  • BIL
  • MSFT
  • SPY
  • FLOT
  • AGG
  • JPM
Verdence Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 704
Filing on Nov 13, 2025 Q3 2025

Broadwood Capital Inc

  • MNST
  • AXON
  • STAA
  • IWM
  • LCTX
  • UAL
  • AAL
Broadwood Capital Inc's Q3 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 12
Filing on Jan 15, 2026 Q4 2025

Jaffetilchin Investment Partners, LLC

  • ITOT
  • AAPL
  • VTI
  • NVDA
  • SCHX
  • VV
  • QQQ
Jaffetilchin Investment Partners, LLC's Q4 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 453
Filing on Oct 03, 2025 Q3 2025

Aaron Wealth Advisors LLC

  • SGOV
  • IEFA
  • NVDA
  • VONG
  • VONV
  • MSFT
  • AMGN
Aaron Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 629
Filing on Oct 09, 2025 Q3 2025

Franklin Street Advisors Inc

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • AVGO
Franklin Street Advisors Inc 's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 170
Filing on Nov 10, 2025 Q3 2025

Alaska Permanent Fund Corp

  • IVV
  • ONEV
  • ONEY
  • IAUM
  • ONEO
  • GLDM
  • HYG
Alaska Permanent Fund Corp's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 7
Filing on Nov 13, 2025 Q3 2025

Divisadero Street Capital Management, LP

  • SGHC
  • SGHC
  • TPB
  • CVNA
  • RSI
  • FLYW
  • LRN
Divisadero Street Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 168
Filing on Oct 30, 2025 Q3 2025

3 Edge Asset Management, LP

  • GLDM
  • SPEM
  • BBJP
  • STIP
  • VXUS
  • BIL
  • IVV
3 Edge Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 97
Filing on Nov 14, 2025 Q3 2025

Tig Advisors, LLC

  • SPLG
  • CYBR
  • MRUS
  • K
  • EA
  • VRNA
  • FYBR
Tig Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 75
Filing on Nov 12, 2025 Q3 2025

Empire Life Investments Inc.

  • MSFT
  • VOO
  • AMZN
  • GOOG
  • AAPL
  • NVDA
  • VST
Empire Life Investments Inc.'s Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 107
Filing on Nov 14, 2025 Q3 2025

Soleus Capital Management, L.P.

  • KRYS
  • TGTX
  • NVCR
  • XBI
  • ELV
  • UTHR
  • TERN
Soleus Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 88
Filing on Oct 21, 2025 Q3 2025

Tectonic Advisors LLC

  • BOND
  • VOO
  • TOTL
  • IVV
  • SPLG
  • BND
  • VEA
Tectonic Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 421
Filing on Nov 12, 2025 Q3 2025

Oak Associates LTD

  • AMZN
  • GOOG
  • KLAC
  • ORCL
  • AVGO
  • MSFT
  • META
Oak Associates LTD 's Q3 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 130
Filing on Nov 06, 2025 Q3 2025

S&Co Inc

  • MSFT
  • BRK-B
  • ECL
  • ADP
  • XOM
  • AAPL
  • CHD
S&Co Inc's Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 222
Filing on Nov 13, 2025 Q3 2025

Sofinnova Investments, Inc.

  • NTRA
  • GILD
  • VERA
  • UTHR
  • JAZZ
  • AZN
  • BSX
Sofinnova Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 62
Filing on Oct 31, 2025 Q3 2025

General American Investors CO Inc

  • MSFT
  • BRK-A
  • RSG
  • TJX
  • GOOG
  • AAPL
  • AMZN
General American Investors CO Inc's Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 80
Filing on Nov 10, 2025 Q3 2025

Monaco Asset Management Sam

  • SPY
  • SLV
  • QQQ
  • EWZ
  • MSFT
  • COST
  • SMH
Monaco Asset Management Sam's Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 85
Filing on Jan 14, 2026 Q4 2025

Clarius Group, LLC

  • PCAR
  • MSFT
  • VOO
  • IDEV
  • DIHP
  • AMZN
  • VTI
Clarius Group, LLC's Q4 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 384