Largest Portfolios by Value
Filing on Aug 14, 2023
Q2 2023
Filing on Aug 08, 2023
Q2 2023
Vigilant Capital Management, LLC
- AAPL
- MSFT
- JPM
- ACN
- V
- ABT
- UNH
Filing on Nov 14, 2022
Q3 2022
Corient Capital Partners, LLC
- VOOG
- MSFT
- IVV
- AAPL
- GOOG
- VEA
- MDY
Filing on Oct 31, 2025
Q3 2025
Alaska Permanent Capital Management
- SPY
- IJH
- BND
- IEFA
- NFRA
- IVV
- BNDX
Filing on Oct 28, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Verus Capital Partners, LLC
- AAPL
- NVDA
- AMZN
- MSFT
- AMD
- GOF
- SPYG
Filing on Oct 16, 2025
Q3 2025
Litman Gregory Wealth Management LLC
- IVV
- VOO
- VEA
- IDEV
- VTI
- VWO
- IJH
Filing on Nov 12, 2025
Q3 2025
Pro Vise Management Group, LLC
- DGRO
- MSFT
- GOOG
- IWY
- BRK-B
- JPM
- SPDW
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Hmi Capital Management, L.P.
- GTLB
- CPNG
- NCNO
- TOST
- NICE
- WDAY
- OWL
Filing on Nov 14, 2025
Q3 2025
Bramshill Investments, LLC
- SHYG
- PFF
- TLT
- NEAR
- MINT
- SLQD
- GSY
Filing on Feb 07, 2023
Q4 2022
Gamble Jones Investment Counsel
- PG
- AAPL
- MSFT
- TXN
- GOOGL
- BRK-B
- AMZN
Filing on Jan 15, 2026
Q4 2025
Silver Oak Securities, Inc
- FTCS
- CGUS
- AAPL
- CDC
- CGDV
- NVDA
- RDVY
Filing on Jan 12, 2026
Q4 2025
Schaper Benz & Wise Investment Counsel Inc
- AAPL
- GOOG
- CSCO
- AXP
- WAT
- SYK
- GOOGL
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
1607 Capital Partners, LLC
- EUFN
- BKLN
- GOVT
- USHY
- FEZ
- BBJP
- EWJ