Largest Portfolios by Value
Filing on Apr 15, 2025
Q1 2025
Filing on Nov 13, 2025
Q3 2025
Portolan Capital Management, LLC
- MOD
- TTMI
- ELF
- KTOS
- SMTC
- AVAV
- POWL
Filing on Nov 12, 2025
Q3 2025
Arete Wealth Advisors, LLC
- NVDA
- AAPL
- DIS
- RSP
- SPLG
- SPAB
- FBND
Filing on Oct 21, 2025
Q3 2025
Guyasuta Investment Advisors Inc
- MSFT
- GOOG
- VST
- BRK-B
- MA
- RSG
- TMO
Filing on Nov 07, 2025
Q3 2025
Jacobi Capital Management LLC
- SPY
- BRK-B
- QQQ
- VTI
- GLD
- IWP
- AAPL
Filing on Nov 06, 2025
Q3 2025
Alpine Associates Management Inc.
- NSC
- VRNA
- K
- GTLS
- SPR
- CYBR
- COOP
Filing on Nov 05, 2025
Q3 2025
Plante Moran Financial Advisors, LLC
- VOO
- VXF
- VEA
- VV
- MUB
- VBR
- SPY
Filing on Oct 30, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Segment Wealth Management, LLC
- VTI
- BRK-B
- AVGO
- QQQ
- SPGI
- AAPL
- MSFT
Filing on Nov 14, 2025
Q3 2025
Osterweis Capital Management Inc
- GOOG
- MSFT
- AMZN
- AVGO
- AZO
- V
- DHR
Filing on Nov 13, 2025
Q3 2025
Hite Hedge Asset Management LLC
- DTE
- ETR
- XEL
- POR
- AEE
- NI
- CNP
Filing on Oct 25, 2022
Q3 2022
Balasa Dinverno & Foltz LLC
- DFUV
- IWF
- VBK
- MTUM
- IVV
- QUAL
- GSIE
Filing on Nov 07, 2025
Q3 2025
Bok Financial Private Wealth, Inc.
- VOO
- VUG
- VEA
- VTV
- IJH
- VTIP
- IVV
Filing on Jan 12, 2026
Q4 2025
Evanson Asset Management, LLC
- DFAC
- PHYS
- DFAS
- DFAX
- AAPL
- DFUS
- DFIV
Filing on Feb 11, 2025
Q4 2024
Zions Bancorporation, N.A.
- IWS
- IVV
- VTI
- IWP
- VWO
- AGG
- NVDA
Filing on Nov 12, 2025
Q3 2025
Filing on Jan 13, 2026
Q4 2025
Avity Investment Management Inc.
- NOW
- AAPL
- APH
- MSFT
- AMZN
- NVDA
- GOOG
Filing on Nov 14, 2025
Q3 2025