Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Hudson Way Capital Management LLC

  • KKR
  • CHDN
  • TDG
  • SSNC
  • TPX
  • HLT
  • V
Hudson Way Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 16
Filing on May 12, 2025 Q1 2025

Connors Investor Services Inc

  • PLTR
  • SPY
  • AAPL
  • MSFT
  • MS
  • AMZN
  • NVDA
Connors Investor Services Inc's Q1 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 158
Filing on May 15, 2025 Q1 2025

Core View Capital Management LTD

  • JD
  • TCOM
  • SE
  • BZ
  • BEKE
  • TAL
  • KWEB
Core View Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 11
Filing on May 09, 2025 Q1 2025

Intrust Bank Na

  • VOO
  • IEFA
  • IJH
  • VEA
  • AAPL
  • MSFT
  • VLUE
Intrust Bank Na's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 700
Filing on May 13, 2025 Q1 2025

Discerene Group LP

  • BABA
  • JD
  • EDU
  • WU
  • SLB
  • SABR
  • INTC
Discerene Group LP's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 13
Filing on Apr 18, 2025 Q1 2025

Wendell David Associates Inc

  • AAPL
  • MA
  • ADP
  • MSFT
  • TJX
  • SYK
  • LLY
Wendell David Associates Inc's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 151
Filing on May 06, 2025 Q1 2025

Forbes J M & CO LLP

  • IAU
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • XLE
Forbes J M & CO LLP's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 142
Filing on May 15, 2025 Q1 2025

Sepio Capital, LP

  • VOO
  • VEA
  • ABBV
  • VTV
  • ABT
  • VWO
  • VBR
Sepio Capital, LP's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 287
Filing on Nov 12, 2024 Q3 2024

Clari Vest Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • INDA
  • GOOGL
Clari Vest Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 1 Billion
Stocks 844
Filing on Apr 09, 2025 Q1 2025

Woodstock Corp

  • NVDA
  • MSFT
  • ORLY
  • ISRG
  • AAPL
  • FTNT
  • GOOG
Woodstock Corp's Q1 2025 Portfolio
Portfolio Value 1 Billion
Stocks 153
Filing on Jul 24, 2023 Q2 2023

Bergan Kdv Wealth Management, LLC

  • SCHR
  • SCHF
  • MBB
  • VCSH
  • VIG
  • SCHA
  • IEFA
Bergan Kdv Wealth Management, LLC's Q2 2023 Portfolio
Portfolio Value 999 Million
Stocks 862
Filing on Apr 29, 2025 Q1 2025

One Day In July LLC

  • VOO
  • SPTI
  • VYM
  • SPTL
  • VUG
  • SGOV
  • IJR
One Day In July LLC's Q1 2025 Portfolio
Portfolio Value 998 Million
Stocks 135
Filing on Apr 11, 2025 Q1 2025

Magnus Financial Group LLC

  • SPYV
  • VUG
  • IJH
  • JEPI
  • IJR
  • AAPL
  • TPYP
Magnus Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 998 Million
Stocks 366
Filing on May 12, 2025 Q1 2025

Bank Of Finland

  • IDEV
  • PABU
  • IVV
Bank Of Finland's Q1 2025 Portfolio
Portfolio Value 997 Million
Stocks 4
Filing on May 08, 2025 Q1 2025

Slate Stone Wealth, LLC

  • AAPL
  • MSFT
  • NVDA
  • QUAL
  • IWF
  • AMZN
  • JPM
Slate Stone Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 996 Million
Stocks 288
Filing on May 14, 2025 Q1 2025

North Peak Capital Management, LLC

  • HGV
  • RSP
  • SCHW
  • ELV
  • DRVN
  • CVNA
  • WDAY
North Peak Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 996 Million
Stocks 8
Filing on May 01, 2025 Q1 2025

Marks Group Wealth Management, Inc

  • GOOG
  • AAPL
  • RSG
  • ICE
  • SYK
  • V
  • FDS
Marks Group Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 996 Million
Stocks 478
Filing on Apr 11, 2025 Q1 2025

Godsey & Gibb Associates

  • AAPL
  • T
  • COST
  • ETR
  • IBM
  • V
  • AVGO
Godsey & Gibb Associates's Q1 2025 Portfolio
Portfolio Value 995 Million
Stocks 390