Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Mmbg Investment Advisors Co.
- AAPL
- AMZN
- MSFT
- GOOGL
- META
- BWMX
- JPM
Filing on Jan 28, 2025
Q4 2024
Alpha Star Capital Management, LLC
- SPYG
- SPLG
- SPYV
- SGOV
- SPDW
- SPAB
- SPMD
Filing on Feb 12, 2025
Q4 2024
Neumeier Poma Investment Counsel LLC
- EXLS
- OSIS
- DY
- IDCC
- LMB
- CR
- CBZ
Filing on Jan 22, 2025
Q4 2024
Strategic Investment Advisors
- VOO
- VUG
- MGK
- VEA
- VTV
- IEFA
- MGV
Filing on Feb 13, 2025
Q4 2024
Cornerstone Capital, Inc.
- MSFT
- GOOGL
- AMZN
- V
- SHOP
- AJG
- ABBV
Filing on Feb 12, 2025
Q4 2024
Headlands Technologies LLC
- SPY
- AAPL
- MSFT
- AMZN
- VOO
- NVDA
- BAC
Filing on Jan 27, 2025
Q4 2024
Barton Investment Management
- NFLX
- SHOP
- AMZN
- GLBE
- OWL
- EQIX
- AL
Filing on Feb 04, 2025
Q4 2024
Cable Hill Partners, LLC
- DFAI
- BRK-A
- VTV
- VUG
- QUAL
- DFAE
- AGG
Filing on Jan 13, 2025
Q4 2024
Moody National Bank Trust Division
- NVDA
- AAPL
- MSFT
- VOO
- IVV
- AMZN
- VXF
Filing on May 13, 2024
Q1 2024
Perella Weinberg Partners Capital Management LP
- IEF
- SPY
- SCHP
- SHY
- BBJP
- BWX
- GLD
Filing on Feb 10, 2025
Q4 2024
Telemark Asset Management, LLC
- NVDA
- CCJ
- AMZN
- HEI
- CLH
- TSM
- META
Filing on Feb 14, 2025
Q4 2024
Petrus Trust Company, Lta
- SPY
- AMZN
- UNH
- MSFT
- CRM
- MA
- AON
Filing on Feb 14, 2025
Q4 2024
Optimus Prime Fund Management Co., Ltd.
- FROG
- ESTC
- SNOW
- NET
- CFLT
- OKTA
- ZS
Filing on Oct 28, 2022
Q3 2022
Filing on Feb 14, 2025
Q4 2024
Ionic Capital Management LLC
- HYG
- HYG
- QQQ
- EEM
- EEM
- ALIT
- DNB
Filing on Jan 21, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Means Investment Co., Inc.
- AAPL
- MGK
- VOO
- MGV
- AMZN
- MSFT
- VEU
Filing on Jan 29, 2025
Q4 2024