Largest Portfolios by Value

Filing on Oct 31, 2025 Q3 2025

Trek Financial, LLC

  • XLK
  • XLF
  • VOO
  • IEMG
  • SPY
  • VUG
  • XLY
Trek Financial, LLC's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 437
Filing on Nov 04, 2025 Q3 2025

Wilkinson Global Asset Management LLC

  • MSFT
  • TJX
  • JPM
  • AAPL
  • NVDA
  • TSM
  • SHW
Wilkinson Global Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 102
Filing on Oct 10, 2025 Q3 2025

Thomasville National Bank

  • MSFT
  • AMZN
  • TSM
  • GOOG
  • BRK-B
  • AAPL
  • BKNG
Thomasville National Bank's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 319
Filing on Nov 13, 2025 Q3 2025

Himension Capital (Singapore) Pte. Ltd.

  • TSM
  • NVDA
  • GOOGL
  • AVGO
  • AAPL
  • TSLA
  • MSFT
Himension Capital (Singapore) Pte. Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 92
Filing on Jan 15, 2026 Q4 2025

Frank, Rimerman Advisors LLC

  • NVDA
  • QQQ
  • AAPL
  • GOOGL
  • NFLX
  • MSFT
  • SPY
Frank, Rimerman Advisors LLC's Q4 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 600
Filing on Nov 12, 2025 Q3 2025

Trustmark National Bank Trust Department

  • VO
  • AGG
  • VB
  • EFA
  • VUG
  • VTV
  • VGSH
Trustmark National Bank Trust Department's Q3 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 356
Filing on Oct 10, 2025 Q3 2025

Foster Victor Wealth Advisors, LLC

  • VTV
  • AMZN
  • MSFT
  • SCHX
  • MA
  • IQLT
  • GOOGL
Foster Victor Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 221
Filing on Feb 14, 2023 Q4 2022

Zeke Capital Advisors, LLC

  • RRR
  • GLD
  • VTV
  • VICI
  • GOOGL
  • WWE
  • VUG
Zeke Capital Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 1.53 Billion
Stocks 744
Filing on Oct 07, 2025 Q3 2025

Lbmc Investment Advisors, LLC

  • IVV
  • RSP
  • IWM
  • HDV
  • IEFA
  • EFA
  • IBHH
Lbmc Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 236
Filing on Oct 15, 2025 Q3 2025

Patriot Investment Management Inc.

  • VTI
  • BND
  • VEA
  • VCIT
  • VEU
  • VWO
  • VCSH
Patriot Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 242
Filing on Nov 21, 2025 Q3 2025

Maple Capital Management, Inc.

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • COST
Maple Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 114
Filing on Aug 14, 2025 Q2 2025

Hps Investment Partners, LLC

  • AON
  • MDIA
Hps Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 2
Filing on Oct 16, 2025 Q3 2025

Fulton Breakefield Broenniman LLC

  • IVV
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • TSM
  • VEA
Fulton Breakefield Broenniman LLC's Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 204
Filing on Oct 10, 2025 Q3 2025

Tci Wealth Advisors, Inc.

  • DFUS
  • DFAS
  • DFUV
  • AVUV
  • DFAC
  • DFIV
  • DUHP
Tci Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 262
Filing on Nov 12, 2025 Q3 2025

Cramer Rosenthal Mcglynn LLC

  • VSCO
  • BKU
  • SKY
  • FAF
  • RRX
  • SPY
  • EVR
Cramer Rosenthal Mcglynn LLC's Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 94
Filing on Jan 12, 2024 Q4 2023

Wealthsource Partners, LLC

  • SCHX
  • SPAB
  • QUAL
  • ESGU
  • EFV
  • EFG
  • EMXC
Wealthsource Partners, LLC's Q4 2023 Portfolio
Portfolio Value 1.52 Billion
Stocks 503
Filing on Oct 27, 2025 Q3 2025

Cullinan Associates Inc

  • AAPL
  • MSFT
  • KO
  • COIN
  • SPGI
  • WMT
  • PG
Cullinan Associates Inc's Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 213
Filing on Jan 09, 2026 Q4 2025

Appleton Partners Inc

  • AAPL
  • MSFT
  • GSLC
  • SCHX
  • GOOG
  • AMZN
  • AVGO
Appleton Partners Inc's Q4 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 263