Largest Portfolios by Value

Filing on Nov 06, 2025 Q3 2025

Ddd Partners, LLC

  • MSFT
  • BRK-B
  • AAPL
  • AMZN
  • ELAN
  • AVGO
  • GOOG
Ddd Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 129
Filing on Oct 22, 2025 Q3 2025

Sather Financial Group Inc

  • BRK-B
  • GOOG
  • MSFT
  • V
  • MNST
  • ROST
  • DG
Sather Financial Group Inc's Q3 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 132
Filing on Nov 10, 2025 Q3 2025

Kensington Asset Management, LLC

  • VOO
  • QQQ
  • USHY
  • VUG
  • IWF
  • MGK
  • SPHY
Kensington Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 37
Filing on Nov 06, 2025 Q3 2025

Cidel Asset Management Inc

  • RY
  • MSFT
  • FTS
  • WTW
  • AZN
  • V
  • TD
Cidel Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 357
Filing on Nov 03, 2025 Q3 2025

Principle Wealth Partners LLC

  • XLG
  • JPM
  • AAPL
  • VUG
  • MSFT
  • NVDA
  • VIG
Principle Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 359
Filing on Nov 14, 2025 Q3 2025

Punch & Associates Investment Management, Inc.

  • SNEX
  • RDNT
  • LAUR
  • UTI
  • ACA
  • GSL
  • GOOGL
Punch & Associates Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 160
Filing on Nov 04, 2025 Q3 2025

Nichols & Pratt Advisers LLP

  • AAPL
  • GOOG
  • MSFT
  • JNJ
  • ADP
  • MA
  • TJX
Nichols & Pratt Advisers LLP 's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 193
Filing on Nov 07, 2025 Q3 2025

Essex Financial Services, Inc.

  • AAPL
  • QQQ
  • MSFT
  • VOOG
  • NVDA
  • SPY
  • GLD
Essex Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 748
Filing on Nov 14, 2025 Q3 2025

Main Street Financial Solutions, LLC

  • VTI
  • SCHG
  • SCHD
  • NVDA
  • SPY
  • AAPL
  • NMM
Main Street Financial Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 608
Filing on Nov 05, 2025 Q3 2025

Mcf Advisors LLC

  • VOO
  • IDEV
  • GOVT
  • SPY
  • SPSB
  • IJH
  • IEMG
Mcf Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 993
Filing on Nov 06, 2025 Q3 2025

True Link Financial Advisors, LLC

  • BIV
  • IVV
  • BSV
  • ITOT
  • DFCF
  • IEFA
  • VTIP
True Link Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 92
Filing on Nov 10, 2025 Q3 2025

Fj Investments, LLC

  • VOO
  • GOOGL
  • PARR
  • AMZN
  • BRK-B
Fj Investments, LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 6
Filing on Nov 07, 2025 Q3 2025

Bbr Partners, LLC

  • SPY
  • IVV
  • UPS
  • AAPL
  • MSFT
  • VTI
  • VOO
Bbr Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 270
Filing on Dec 01, 2025 Q3 2025

Cambria Investment Management, L.P.

  • EYLD
  • FYLD
  • VAMO
  • BTU
  • BLDG
  • THC
  • FOXA
Cambria Investment Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 569
Filing on Nov 14, 2025 Q3 2025

Tpg Gp A, LLC

  • LFST
  • LTH
  • AMRX
  • ALLO
  • TRTX
  • RLYB
Tpg Gp A, LLC's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 9
Filing on Jan 16, 2026 Q4 2025

Howard Capital Management Group, LLC

  • NVDA
  • AAPL
  • SPY
  • MSFT
  • GOOGL
  • AMZN
  • JPM
Howard Capital Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 143
Filing on Nov 12, 2025 Q3 2025

Roundview Capital LLC

  • AAPL
  • BRK-B
  • MSFT
  • GOOG
  • VOO
  • AMZN
  • SCHB
Roundview Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 336
Filing on Oct 29, 2025 Q3 2025

J.Safra Asset Management Corp

  • QQQ
  • XLK
  • IWF
  • XLC
  • XLF
  • AAXJ
  • VEU
J.Safra Asset Management Corp's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 469