Largest Portfolios by Value

Filing on Feb 14, 2025 Q4 2024

Browning West LP

  • TPX
  • GIL
  • CAE
Browning West LP's Q4 2024 Portfolio
Portfolio Value 998 Million
Stocks 3
Filing on Jan 06, 2025 Q4 2024

Canandaigua National Bank & Trust CO

  • IUSV
  • SPYG
  • SPY
  • MSFT
  • AAPL
  • MDYV
  • FNDF
Canandaigua National Bank & Trust CO's Q4 2024 Portfolio
Portfolio Value 997 Million
Stocks 324
Filing on Jan 15, 2025 Q4 2024

Nexus Investment Management Ulc

  • RY
  • JPM
  • META
  • GOOG
  • TD
  • CSCO
  • CAE
Nexus Investment Management Ulc's Q4 2024 Portfolio
Portfolio Value 996 Million
Stocks 69
Filing on Feb 14, 2025 Q4 2024

Unc Management Company, Inc.

  • IVV
  • IWV
  • REPX
Unc Management Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 995 Million
Stocks 4
Filing on Jan 13, 2025 Q4 2024

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • PG
  • JNJ
  • GOOG
Armstrong Henry H Associates Inc's Q4 2024 Portfolio
Portfolio Value 995 Million
Stocks 58
Filing on Jan 14, 2025 Q4 2024

Uscf Advisers LLC

  • FSLR
  • CSIQ
  • EAF
  • ARRY
  • RNW
  • ALB
  • NEE
Uscf Advisers LLC's Q4 2024 Portfolio
Portfolio Value 995 Million
Stocks 21
Filing on Feb 13, 2025 Q4 2024

Soft Vest Advisors, LLC

  • TPL
  • XOP
  • SPY
  • XOP
  • PBT
  • TLT
  • TLT
Soft Vest Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 993 Million
Stocks 10
Filing on Feb 14, 2025 Q4 2024

Eversept Partners, LP

  • NTRA
  • QQQ
  • VERA
  • INSP
  • HCA
  • TEVA
  • PKI
Eversept Partners, LP's Q4 2024 Portfolio
Portfolio Value 991 Million
Stocks 65
Filing on Feb 14, 2025 Q4 2024

Lakewood Capital Management, LP

  • CI
  • ELV
  • KMPR
  • GPI
  • C
  • SSNC
  • SIG
Lakewood Capital Management, LP's Q4 2024 Portfolio
Portfolio Value 990 Million
Stocks 45
Filing on Jan 27, 2025 Q4 2024

Capital Investment Services Of America, Inc.

  • NVDA
  • MSFT
  • VCSH
  • NOW
  • GOOG
  • ORCL
  • PTC
Capital Investment Services Of America, Inc.'s Q4 2024 Portfolio
Portfolio Value 988 Million
Stocks 77
Filing on Feb 04, 2025 Q4 2024

Kovack Advisors, Inc.

  • IVV
  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • SPY
  • QQQ
Kovack Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 985 Million
Stocks 610
Filing on Feb 10, 2025 Q4 2024

Bronte Capital Management Pty Ltd.

  • IJR
  • REGN
  • IBKR
  • GOOGL
  • BRK-B
  • AMZN
  • PM
Bronte Capital Management Pty Ltd.'s Q4 2024 Portfolio
Portfolio Value 984 Million
Stocks 24
Filing on Feb 13, 2025 Q4 2024

Taurus Asset Management, LLC

  • AAPL
  • MSFT
  • AMZN
  • JPM
  • GOOG
  • V
  • DHR
Taurus Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 984 Million
Stocks 88
Filing on Jan 10, 2025 Q4 2024

Jacobs & CO

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • META
  • V
  • COST
Jacobs & CO's Q4 2024 Portfolio
Portfolio Value 983 Million
Stocks 126
Filing on Jan 16, 2025 Q4 2024

Gemmer Asset Management LLC

  • SCHV
  • SCHF
  • FNDX
  • SCHG
  • BSV
  • SCHM
  • NVDA
Gemmer Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 982 Million
Stocks 151
Filing on Feb 14, 2025 Q4 2024

Teewinot Capital Advisers, L.L.C.

  • GOOGL
  • AMZN
  • LLY
  • META
  • NFLX
  • RTX
  • BAC
Teewinot Capital Advisers, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 979 Million
Stocks 30
Filing on Feb 14, 2025 Q4 2024

Legacy Advisors, LLC

  • MTZ
  • VERX
  • AAPL
  • IWB
  • MSFT
  • IJR
  • SPY
Legacy Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 978 Million
Stocks 411
Filing on Feb 12, 2025 Q4 2024

Intrust Bank Na

  • VOO
  • IEFA
  • IJH
  • VEA
  • AAPL
  • MSFT
  • VLUE
Intrust Bank Na's Q4 2024 Portfolio
Portfolio Value 978 Million
Stocks 717