Largest Portfolios by Value

Filing on Aug 11, 2022 Q2 2022

Advisor Partners LLC

  • AAPL
  • MSFT
  • AMZN
  • UNH
  • GOOGL
  • JNJ
  • GOOG
Advisor Partners LLC's Q2 2022 Portfolio
Portfolio Value 1.42 Billion
Stocks 835
Filing on Nov 13, 2025 Q3 2025

Philadelphia Trust CO

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • BRK-B
  • ABBV
  • AVGO
Philadelphia Trust CO's Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 259
Filing on Oct 10, 2025 Q3 2025

Fifth Third Securities, Inc.

  • VOO
  • QQQ
  • IVV
  • SPY
  • VTI
  • VUG
  • DGRO
Fifth Third Securities, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 311
Filing on Oct 24, 2025 Q3 2025

Corda Investment Management, Llc.

  • AAPL
  • BK
  • CME
  • SCHW
  • GOOGL
  • WELL
  • UL
Corda Investment Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 80
Filing on Oct 21, 2025 Q3 2025

Pds Planning, Inc

  • VEA
  • IVV
  • AGG
  • VO
  • AVUV
  • VWO
  • VIG
Pds Planning, Inc's Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 540
Filing on Jan 06, 2026 Q4 2025

Neville Rodie & Shaw Inc

  • AAPL
  • GOOGL
  • MSFT
  • PWR
  • GOOG
  • JPM
  • V
Neville Rodie & Shaw Inc's Q4 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 337
Filing on Nov 04, 2025 Q3 2025

Transcend Capital Advisors, LLC

  • AAPL
  • BRK-B
  • MSFT
  • GLD
  • ORCC
  • NVDA
  • SPYG
Transcend Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 701
Filing on Nov 13, 2025 Q3 2025

Theleme Partners LLP

  • META
  • WFC
  • MRNA
  • TRU
  • UBER
  • EFX
  • AMZN
Theleme Partners LLP's Q3 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 11
Filing on Oct 30, 2025 Q3 2025

Vantage Investment Partners, LLC

  • UNH
  • GOOG
  • NVDA
  • MSFT
  • EQT
  • ASML
  • WAB
Vantage Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 62
Filing on Nov 13, 2025 Q3 2025

Dundas Partners LLP

  • MSFT
  • WRB
  • TSM
  • APH
  • GOOG
  • AXP
  • V
Dundas Partners LLP's Q3 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 51
Filing on Nov 13, 2023 Q3 2023

Lowell Blake & Associates Inc.

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • V
  • PG
  • BDX
Lowell Blake & Associates Inc.'s Q3 2023 Portfolio
Portfolio Value 1.4 Billion
Stocks 62
Filing on Nov 05, 2025 Q3 2025

Iq Eq Fund Management (Ireland) LTD

  • TSLA
  • MSFT
  • TSM
  • PLTR
  • RBLX
  • JPM
  • GOOGL
Iq Eq Fund Management (Ireland) LTD's Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 315
Filing on Nov 13, 2025 Q3 2025

Sfmg, LLC

  • ATO
  • PTLC
  • SPHQ
  • GSLC
  • QUS
  • BRK-B
  • AAPL
Sfmg, LLC's Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 307
Filing on Nov 13, 2025 Q3 2025

Beese Fulmer Investment Management, Inc.

  • AAPL
  • MSFT
  • AVGO
  • AMZN
  • MA
  • GOOGL
  • ORLY
Beese Fulmer Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 285
Filing on Nov 14, 2025 Q3 2025

Clear Harbor Asset Management, LLC

  • ROP
  • AAPL
  • FLEX
  • SPY
  • PH
  • MSFT
  • JPM
Clear Harbor Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 422
Filing on Nov 03, 2025 Q3 2025

Rwwm, Inc.

  • BABA
  • CRI
  • DJCO
  • WFC
  • BRK-B
  • PII
  • FOXF
Rwwm, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 33
Filing on Nov 14, 2025 Q3 2025

No Street Gp LP

  • APP
  • CVNA
  • UBER
  • WIX
  • COOP
  • PGR
  • TWLO
No Street Gp LP's Q3 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 31
Filing on Jan 16, 2026 Q4 2025

Yhb Investment Advisors, Inc.

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
  • GOOG
  • COST
Yhb Investment Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 296