Largest Portfolios by Value

Filing on Aug 12, 2024 Q2 2024

Girard Partners Ltd.

  • SPLG
  • VXUS
  • AAPL
  • MSFT
  • SPAB
  • AMZN
  • GOOGL
Girard Partners Ltd.'s Q2 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 259
Filing on Feb 18, 2025 Q4 2024

Cape Cod Five Cents Savings Bank

  • IVV
  • IJH
  • VCIT
  • IEFA
  • SPTS
  • AAPL
  • IJR
Cape Cod Five Cents Savings Bank's Q4 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 303
Filing on Apr 24, 2025 Q1 2025

Trust CO Of Virginia

  • MSFT
  • SPIB
  • GVI
  • VO
  • AVGO
  • VB
  • AAPL
Trust CO Of Virginia 's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 379
Filing on Apr 14, 2025 Q1 2025

Bangor Savings Bank

  • IVV
  • VGIT
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHO
Bangor Savings Bank's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 729
Filing on May 12, 2025 Q1 2025

Globeflex Capital L P

  • GILD
  • BMY
  • V
  • EXEL
  • TMHC
  • AIZ
  • HPE
Globeflex Capital L P's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 424
Filing on May 14, 2025 Q1 2025

Nea Management Company, LLC

  • ACLX
  • VRNA
  • RYTM
  • COUR
  • TRVI
  • SVRA
  • CRSP
Nea Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 38
Filing on May 07, 2025 Q1 2025

Pinnacle Wealth Management Advisory Group, LLC

  • AAPL
  • QUAL
  • VYM
  • VTI
  • VB
  • MSFT
  • SPY
Pinnacle Wealth Management Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 366
Filing on May 15, 2025 Q1 2025

Sir Capital Management, L.P.

  • KMI
  • PR
  • CTRA
  • TRP
  • HAL
  • OKE
  • GPOR
Sir Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 76
Filing on May 09, 2025 Q1 2025

Delta Asset Management LLC

  • MSFT
  • SPGI
  • LOW
  • WMT
  • GS
  • HON
  • PG
Delta Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 606
Filing on May 14, 2025 Q1 2025

Van Hulzen Asset Management, LLC

  • AAPL
  • MSFT
  • CSCO
  • IBM
  • AJG
  • GOOGL
  • MCD
Van Hulzen Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 313
Filing on May 12, 2025 Q1 2025

First American Trust, Fsb

  • AAPL
  • MSFT
  • AMZN
  • VTV
  • EFV
  • LLY
  • NVDA
First American Trust, Fsb's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 397
Filing on May 13, 2025 Q1 2025

Strategy Capital LLC

  • AXON
  • SHOP
  • AMZN
  • META
  • NET
  • DDOG
  • TSM
Strategy Capital LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 10
Filing on Apr 29, 2025 Q1 2025

China Universal Asset Management Co., Ltd.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • GOOGL
China Universal Asset Management Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 486
Filing on Apr 22, 2025 Q1 2025

Xml Financial, LLC

  • SCHG
  • SCHV
  • DGRO
  • AAPL
  • IWF
  • IWB
  • MSFT
Xml Financial, LLC's Q1 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 373
Filing on May 08, 2025 Q1 2025

Nicolet Advisory Services, LLC

  • SPYV
  • SPYG
  • AAPL
  • ITOT
  • BRK-B
  • AVEM
  • VTEB
Nicolet Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 380
Filing on Apr 23, 2025 Q1 2025

Penobscot Investment Management Company, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • AVGO
  • V
  • GOOGL
Penobscot Investment Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 301
Filing on Apr 17, 2025 Q1 2025

Hengehold Capital Management LLC

  • SCHB
  • PG
  • SCHZ
  • MGK
  • SPY
  • QUAL
  • CWI
Hengehold Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 200
Filing on May 14, 2025 Q1 2025

Tradition Wealth Management, LLC

  • SCHG
  • JCPB
  • BUFR
  • BBUS
  • AAPL
  • SCHV
  • DBEF
Tradition Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 439