Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Cadence Bank

  • MUSA
  • MGC
  • AVGO
  • MSFT
  • AAPL
  • MUR
  • CADE
Cadence Bank's Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 611
Filing on Oct 07, 2025 Q3 2025

Country Club Bank

  • VTI
  • VXUS
  • IVV
  • MSFT
  • EFA
  • WMT
  • AAPL
Country Club Bank 's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 555
Filing on Nov 12, 2025 Q3 2025

Angeles Wealth Management, LLC

  • MGK
  • VT
  • SPYV
  • VXUS
  • VOO
  • MUB
  • SCHG
Angeles Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 408
Filing on Nov 14, 2025 Q3 2025

Harvard Management CO Inc

  • MSFT
  • AMZN
  • GLD
  • BKNG
  • GOOGL
  • META
  • NVDA
Harvard Management CO Inc's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 18
Filing on Nov 10, 2025 Q3 2025

Thoroughbred Financial Services, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • QQQ
  • QQQM
Thoroughbred Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 564
Filing on Oct 20, 2025 Q3 2025

Cushing Asset Management, LP

  • ET
  • TRGP
  • LNG
  • MPLX
  • OKE
  • HESM
  • DTM
Cushing Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 59
Filing on Nov 13, 2025 Q3 2025

Hills Bank & Trust CO

  • SPY
  • VEA
  • SPMD
  • MDY
  • VWO
  • BSCQ
  • BSCR
Hills Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 471
Filing on Nov 12, 2025 Q3 2025

Fukoku Mutual Life Insurance CO

  • AVGO
  • ABBV
  • JPM
  • MSFT
  • NVDA
  • KO
  • IDV
Fukoku Mutual Life Insurance CO's Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 261
Filing on Nov 06, 2025 Q3 2025

Willis Johnson & Associates, Inc.

  • SPYV
  • SPYG
  • VGK
  • VWO
  • MBB
  • VPL
  • IJK
Willis Johnson & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 191
Filing on Nov 14, 2022 Q3 2022

Bluestein R H & CO LLC

  • AAPL
  • AMZN
  • GOOG
  • MSFT
  • COST
  • CVX
  • LNG
Bluestein R H & CO LLC's Q3 2022 Portfolio
Portfolio Value 1.61 Billion
Stocks 340
Filing on Nov 07, 2025 Q3 2025

Investure, LLC

  • VOO
  • VTI
  • IEFA
  • XBI
  • IEMG
  • CRBN
  • ESS
Investure, LLC's Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 16
Filing on Oct 20, 2025 Q3 2025

Albion Financial Group

  • VOO
  • AAPL
  • IWR
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
Albion Financial Group 's Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 651
Filing on Dec 16, 2025 Q3 2025

Keel Point, LLC

  • VOO
  • NFLX
  • SPY
  • VEA
  • AGG
  • IWB
  • EFA
Keel Point, LLC's Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 530
Filing on Oct 27, 2025 Q3 2025

Janney Capital Management LLC

  • IEFA
  • XLK
  • MSFT
  • XLC
  • AVGO
  • TSM
  • JPM
Janney Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 244
Filing on Nov 12, 2025 Q3 2025

Glendon Capital Management LP

  • FYBR
  • CHK
  • VST
  • NRG
  • ALLY
  • ACT
  • GASS
Glendon Capital Management LP's Q3 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 24
Filing on Oct 31, 2025 Q3 2025

Patten & Patten Inc

  • AAPL
  • MSFT
  • IXN
  • GOOGL
  • VGSH
  • ABBV
  • JPM
Patten & Patten Inc's Q3 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 344
Filing on Oct 15, 2025 Q3 2025

Bar Harbor Wealth Management

  • XLK
  • IVV
  • AAPL
  • AGG
  • LLY
  • MSFT
  • JNJ
Bar Harbor Wealth Management's Q3 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 257
Filing on Nov 14, 2025 Q3 2025

Nea Management Company, LLC

  • RYTM
  • ACLX
  • VRNA
  • COUR
  • TRVI
  • CELC
  • SVRA
Nea Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 29