Largest Portfolios by Value

Filing on May 08, 2025 Q1 2025

Sp Asset Management LLC

  • META
  • BRK-B
  • UNH
  • ABBV
  • AAPL
  • VUG
  • IGV
Sp Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 120
Filing on May 12, 2025 Q1 2025

Cfs Investment Advisory Services, LLC

  • PTLC
  • SPLG
  • VUG
  • QUAL
  • IWD
  • DYNF
  • IVV
Cfs Investment Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 307
Filing on Feb 01, 2024 Q4 2023

Ardevora Asset Management LLP

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • GOOG
Ardevora Asset Management LLP's Q4 2023 Portfolio
Portfolio Value 1.12 Billion
Stocks 96
Filing on May 01, 2025 Q1 2025

Alphabet Inc.

  • FRSH
  • ASTS
  • RVMD
  • GTLB
  • PL
  • PATH
  • DXCM
Alphabet Inc.'s Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 44
Filing on May 15, 2025 Q1 2025

Soft Vest Advisors, LLC

  • TPL
  • SPY
  • XOP
  • XOP
  • PBT
  • ARLP
Soft Vest Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 6
Filing on May 15, 2025 Q1 2025

Silver Point Capital L.P.

  • GPOR
  • SPY
  • TPX
  • MSC
  • TDS
  • PCG
  • GM
Silver Point Capital L.P.'s Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 14
Filing on Apr 23, 2025 Q1 2025

Value Partners Investments Inc.

  • CVS
  • GOOGL
  • SLF
  • UPS
  • RCI
  • OTEX
  • CNI
Value Partners Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 100
Filing on May 15, 2025 Q1 2025

London & Capital Asset Management LTD

  • MSFT
  • GLD
  • IBM
  • TMUS
  • TMO
  • QCOM
  • UNH
London & Capital Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 95
Filing on May 07, 2025 Q1 2025

Taiyo Life Insurance CO

  • IVV
  • SPY
  • VOO
  • VGT
  • VTI
  • QQQ
  • SPLG
Taiyo Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 11
Filing on May 05, 2025 Q1 2025

Nwam LLC

  • MSFT
  • AAPL
  • VUG
  • AMZN
  • VTV
  • BRK-B
  • NVDA
Nwam LLC's Q1 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 504
Filing on May 01, 2025 Q1 2025

Kathmere Capital Management, LLC

  • VEA
  • VLUE
  • VV
  • VGIT
  • QUAL
  • MTUM
  • JEPI
Kathmere Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 441
Filing on Apr 16, 2025 Q1 2025

Mount Yale Investment Advisors, LLC

  • AAPL
  • SPYV
  • SPYG
  • QUS
  • IVV
  • COWZ
  • GOOGL
Mount Yale Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 537
Filing on May 09, 2025 Q1 2025

Harvard Management CO Inc

  • META
  • BKNG
  • MSFT
  • GOOGL
  • QQQ
  • LNW
  • UBER
Harvard Management CO Inc's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 14
Filing on May 15, 2025 Q1 2025

Deer Park Road Corp

  • SPY
  • QQQ
  • IWM
  • ASPS
Deer Park Road Corp's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 5
Filing on Apr 16, 2025 Q1 2025

Campbell Newman Asset Management Inc

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • V
  • MA
  • AJG
Campbell Newman Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 105
Filing on May 15, 2025 Q1 2025

Novo Holdings

  • VTI
  • EWTX
  • ASML
  • CRM
  • MIRM
  • INSM
  • RXRX
Novo Holdings's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 31
Filing on Jan 30, 2025 Q4 2024

Campbell Wealth Management

  • SCHX
  • AGG
  • SCHI
  • VUG
  • DIA
  • BSV
  • XLI
Campbell Wealth Management's Q4 2024 Portfolio
Portfolio Value 1.11 Billion
Stocks 97
Filing on May 02, 2025 Q1 2025

Hardy Reed LLC

  • VTI
  • VOO
  • IXUS
  • JPM
  • BNDX
  • FNDF
  • AAPL
Hardy Reed LLC's Q1 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 237