Largest Portfolios by Value

Filing on Jan 12, 2026 Q4 2025

First Merchants Corp

  • BSV
  • AAPL
  • MSFT
  • GOOGL
  • LLY
  • AVGO
  • NOW
First Merchants Corp's Q4 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 513
Filing on Nov 07, 2025 Q3 2025

Avestar Capital, LLC

  • NVDA
  • GOOG
  • AAPL
  • META
  • MSFT
  • AMZN
  • SPY
Avestar Capital, LLC's Q3 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 481
Filing on Oct 21, 2025 Q3 2025

Gam Holding Ag

  • MSFT
  • NVDA
  • GOOGL
  • AAPL
  • META
  • AMZN
  • UBS
Gam Holding Ag's Q3 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 373
Filing on Nov 04, 2025 Q3 2025

Simmons Bank

  • ORLY
  • NVDA
  • SPY
  • MSFT
  • IWF
  • AAPL
  • AMZN
Simmons Bank's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 787
Filing on Nov 13, 2025 Q3 2025

Wcg Wealth Advisors LLC

  • NVDA
  • AAPL
  • AVUS
  • MSFT
  • IVV
  • IWF
  • JAVA
Wcg Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 331
Filing on Oct 31, 2025 Q3 2025

Gds Wealth Management

  • LQD
  • VCIT
  • VCLT
  • IAGG
  • IDV
  • GOOGL
  • AAPL
Gds Wealth Management's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 186
Filing on Nov 14, 2025 Q3 2025

Adelante Capital Management LLC

  • WELL
  • PLD
  • EQIX
  • SPG
  • DLR
  • O
  • PSA
Adelante Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 43
Filing on Jan 13, 2026 Q4 2025

Trust Asset Management LLC

  • SPY
  • XLI
  • NVDA
  • AAPL
  • MSFT
  • XLE
  • GOOG
Trust Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 226
Filing on Nov 03, 2025 Q3 2025

Ruffer LLP

  • AMZN
  • EQX
  • BAC
  • BP
  • NEM
  • BABA
  • CGAU
Ruffer LLP's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 101
Filing on Nov 13, 2025 Q3 2025

Greenbrier Partners Capital Management, LLC

  • AAPL
  • META
  • COST
  • AMZN
  • GOOG
  • GOOGL
  • MSFT
Greenbrier Partners Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 13
Filing on Jan 08, 2026 Q4 2025

Stephens Group Asset Management, LLC

  • VOE
  • VTV
  • VUG
  • VOT
  • IWS
  • SPTI
  • IWD
Stephens Group Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 26
Filing on Oct 16, 2025 Q3 2025

Portman Square Capital LLP

  • NEE
  • KKR
  • BA
  • GLD
  • HYG
  • GPN
  • UGI
Portman Square Capital LLP's Q3 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 107
Filing on Oct 27, 2025 Q3 2025

Meritage Portfolio Management

  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • NVDA
  • AMZN
  • BABA
Meritage Portfolio Management's Q3 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 329
Filing on Nov 13, 2025 Q3 2025

Kentucky Retirement Systems Insurance Trust Fund

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Kentucky Retirement Systems Insurance Trust Fund's Q3 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 494
Filing on Nov 07, 2025 Q3 2025

First National Bank Of Omaha

  • MSFT
  • DFAI
  • AAPL
  • NVDA
  • JPM
  • VOO
  • AMZN
First National Bank Of Omaha's Q3 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 509
Filing on Aug 12, 2024 Q2 2024

Herr Investment Group LLC

  • SMH
  • AAPL
  • CMG
  • SLV
  • XLY
  • DECK
  • VGSH
Herr Investment Group LLC's Q2 2024 Portfolio
Portfolio Value 1.47 Billion
Stocks 71
Filing on Nov 13, 2025 Q3 2025

Sage Financial Group Inc

  • SCHX
  • IJH
  • VUG
  • IJR
  • VTV
  • VOO
  • VEU
Sage Financial Group Inc's Q3 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 97
Filing on Jan 08, 2026 Q4 2025

Charles Schwab Trust CO

  • SCHZ
  • VOO
  • SCHX
  • SCHF
  • FNDX
  • AGG
  • VEA
Charles Schwab Trust CO's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 171