Largest Portfolios by Value

Filing on Apr 28, 2025 Q1 2025

Uscf Advisers LLC

  • FSLR
  • CSIQ
  • MP
  • ARRY
  • SQM
  • RNW
  • ALB
Uscf Advisers LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 20
Filing on Nov 14, 2022 Q3 2022

Beaumont Financial Partners, LLC

  • SGOV
  • AAPL
  • DBMF
  • MSFT
  • VOO
  • IVV
  • GOOGL
Beaumont Financial Partners, LLC's Q3 2022 Portfolio
Portfolio Value 1.04 Billion
Stocks 302
Filing on May 13, 2025 Q1 2025

Verus Capital Partners, LLC

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • IVV
  • AMD
  • SPYG
Verus Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 465
Filing on May 12, 2025 Q1 2025

Condor Capital Management

  • VOO
  • VTV
  • VUG
  • IEFA
  • VONV
  • AAPL
  • VOE
Condor Capital Management's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 190
Filing on May 07, 2025 Q1 2025

Central Securities Corp

  • PGR
  • ADI
  • GOOGL
  • MSI
  • SCHW
  • META
  • COF
Central Securities Corp's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 27
Filing on Apr 29, 2025 Q1 2025

Capital Investment Advisory Services, LLC

  • BIL
  • AAPL
  • NVDA
  • JPST
  • AMZN
  • VTV
  • SPLV
Capital Investment Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 1000
Filing on May 15, 2025 Q1 2025

Naspers LTD

  • RELY
  • UDMY
  • SMWB
  • SKIL
Naspers LTD's Q1 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 4
Filing on May 14, 2025 Q1 2025

Smith, Moore & Co.

  • IVV
  • VTI
  • IVE
  • AAPL
  • MDY
  • SPY
  • IWF
Smith, Moore & Co.'s Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 480
Filing on Apr 29, 2025 Q1 2025

Dt Investment Partners, LLC

  • SPY
  • VEA
  • IVV
  • IJH
  • GVI
  • VEU
  • IWB
Dt Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 597
Filing on May 09, 2025 Q1 2025

M.D. Sass Investors Services, Inc.

  • APH
  • CLH
  • APG
  • WELL
  • DHR
  • AME
  • ICE
M.D. Sass Investors Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 32
Filing on Feb 14, 2025 Q4 2024

Strategic Wealth Partners, Ltd.

  • MSFT
  • MBB
  • AAPL
  • SPSB
  • EFA
  • IEI
  • AVGO
Strategic Wealth Partners, Ltd.'s Q4 2024 Portfolio
Portfolio Value 1.03 Billion
Stocks 303
Filing on Feb 13, 2023 Q4 2022

Seeyond

  • AAPL
  • MSFT
  • SPY
  • JNJ
  • GILD
  • GOOG
  • AMZN
Seeyond's Q4 2022 Portfolio
Portfolio Value 1.03 Billion
Stocks 602
Filing on May 14, 2025 Q1 2025

Blue Whale Capital LLP

  • NVDA
  • AVGO
  • APO
  • TSM
  • PM
  • DHR
  • VRT
Blue Whale Capital LLP's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 21
Filing on Apr 30, 2025 Q1 2025

Alpha Star Capital Management, LLC

  • SGOV
  • SPYG
  • SPLG
  • SPYV
  • SPDW
  • SPAB
  • SPMD
Alpha Star Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 184
Filing on May 15, 2025 Q1 2025

Providence Equity Partners L.L.C.

  • ELY
  • DV
  • OUT
Providence Equity Partners L.L.C.'s Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 3
Filing on May 05, 2025 Q1 2025

Hartford Funds Management CO LLC

  • HTRB
  • HCRB
  • RODM
  • HFGO
  • HSUN
  • ROUS
  • AAPL
Hartford Funds Management CO LLC's Q1 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 99
Filing on Apr 07, 2025 Q1 2025

Tompkins Financial Corp

  • IWL
  • TMP
  • AAPL
  • MSFT
  • VTHR
  • NVDA
  • LLY
Tompkins Financial Corp's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 767
Filing on Apr 08, 2025 Q1 2025

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • PG
  • JNJ
  • APD
Armstrong Henry H Associates Inc's Q1 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 58