Largest Portfolios by Value
Filing on Feb 04, 2025
Q4 2024
Summit Asset Management, LLC
- BRK-A
- SCHD
- SCHG
- SCHM
- MOAT
- SCHF
- SCHV
Filing on Feb 14, 2025
Q4 2024
Tremblant Capital Group
- GRAB
- SPOT
- AMZN
- ROKU
- MELI
- DASH
- SKX
Filing on Jan 23, 2025
Q4 2024
Sol Capital Management CO
- SPLG
- VO
- CGXU
- QQQM
- PAXS
- PDO
- KKR
Filing on Feb 10, 2025
Q4 2024
Stokes Family Office, LLC
- VIG
- AAPL
- IVW
- INTF
- IUSB
- XOM
- DYNF
Filing on Jan 23, 2025
Q4 2024
Verus Financial Partners, Inc.
- VTI
- BND
- AVSF
- VXUS
- VBR
- AVIG
- MGC
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 07, 2025
Q4 2024
Tortoise Investment Management, LLC
- IVV
- STIP
- AVUS
- SGOV
- VGLT
- IEMG
- ITOT
Filing on Jan 28, 2025
Q4 2024
Silicon Valley Capital Partners
- SPY
- QQQ
- AAPL
- VGT
- SPGP
- GOOGL
- MSFT
Filing on Feb 14, 2025
Q4 2024
Atalan Capital Partners, LP
- SPGI
- USFD
- WTW
- TDG
- APH
- WDC
- MRVL
Filing on Jan 10, 2025
Q4 2024
Ccm Investment Advisers LLC
- NVDA
- AAPL
- AMZN
- AVGO
- GOOGL
- MSFT
- META
Filing on Feb 05, 2025
Q4 2024
Filing on Jan 30, 2025
Q4 2024
Cap Wealth Advisors, LLC
- WMB
- BRK-B
- PLTR
- MSFT
- DOW
- IBM
- BAC
Filing on Feb 12, 2025
Q4 2024
Mv Capital Management, Inc.
- IVV
- IWF
- IWD
- ABBV
- IVW
- ABT
- AGG
Filing on Feb 14, 2025
Q4 2024
Hook Mill Capital Partners, LP
- CCL
- TPR
- BURL
- CNK
- FIVE
- PFGC
- DKS
Filing on Feb 10, 2025
Q4 2024
Carret Asset Management, LLC
- AAPL
- MSFT
- JPM
- GOOG
- BRK-B
- GOOGL
- ORCL
Filing on Feb 12, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Iron Triangle Partners LP
- A
- GMED
- ABBV
- UNH
- UNH
- TEVA
- BSX
Filing on Feb 05, 2025
Q4 2024
Van Cleef Asset Management,Inc
- PGR
- AAPL
- VXF
- MSFT
- PLTR
- GOOGL
- LAMR