Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Stony Point Capital LLC

  • PANW
  • QQQ
  • RACE
  • META
  • DDOG
  • SPOT
  • TW
Stony Point Capital LLC's Q1 2025 Portfolio
Portfolio Value 959 Million
Stocks 48
Filing on Apr 22, 2025 Q1 2025

Palisade Asset Management, LLC

  • MSFT
  • AAPL
  • UNH
  • ABT
  • ORCL
  • IBM
  • HD
Palisade Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 959 Million
Stocks 193
Filing on May 07, 2025 Q1 2025

Allen Holding Inc

  • KO
  • BRK-A
  • PLTR
  • IAC
  • PFE
  • BAC
  • AFRM
Allen Holding Inc 's Q1 2025 Portfolio
Portfolio Value 959 Million
Stocks 14
Filing on May 09, 2025 Q1 2025

Prairie View Partners, LLC

  • VTI
  • AVSF
  • AVLV
  • AVIV
  • VGIT
  • VTV
  • AVDV
Prairie View Partners, LLC's Q1 2025 Portfolio
Portfolio Value 958 Million
Stocks 387
Filing on May 14, 2025 Q1 2025

Needham Investment Management LLC

  • VICR
  • PDFS
  • FARO
  • NVMI
  • ODC
  • UIS
  • VRT
Needham Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 957 Million
Stocks 314
Filing on Apr 25, 2025 Q1 2025

Townsend & Associates, Inc

  • SHV
  • ISTB
  • HDV
  • IUSV
  • TLT
  • EFV
  • AIG
Townsend & Associates, Inc's Q1 2025 Portfolio
Portfolio Value 956 Million
Stocks 99
Filing on May 15, 2025 Q1 2025

Redmile Group, LLC

  • SRRK
  • KRYS
  • FOLD
  • NRIX
  • REPL
  • LIVN
  • AKRO
Redmile Group, LLC's Q1 2025 Portfolio
Portfolio Value 952 Million
Stocks 56
Filing on May 15, 2025 Q1 2025

Qvt Financial LP

  • ROIV
  • GS
  • MP
  • BRK-B
  • NNI
  • NXST
  • ALLT
Qvt Financial LP's Q1 2025 Portfolio
Portfolio Value 951 Million
Stocks 40
Filing on May 15, 2025 Q1 2025

Mark Asset Management LP

  • QQQ
  • META
  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • RTX
Mark Asset Management LP's Q1 2025 Portfolio
Portfolio Value 951 Million
Stocks 52
Filing on May 14, 2025 Q1 2025

Schwerin Boyle Capital Management Inc

  • BRK-B
  • META
  • WFC
  • AXP
  • GOOG
  • ACN
  • MA
Schwerin Boyle Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 949 Million
Stocks 53
Filing on Apr 24, 2025 Q1 2025

Villere St Denis J & CO LLC

  • JPM
  • V
  • POOL
  • ROP
  • PLMR
  • CVX
  • AMZN
Villere St Denis J & CO LLC's Q1 2025 Portfolio
Portfolio Value 949 Million
Stocks 83
Filing on Apr 07, 2025 Q1 2025

Bath Savings Trust CO

  • AAPL
  • MA
  • TJX
  • SYK
  • MSFT
  • INTU
  • ADP
Bath Savings Trust CO's Q1 2025 Portfolio
Portfolio Value 949 Million
Stocks 264
Filing on May 12, 2025 Q1 2025

Johnson Financial Group, LLC

  • VV
  • MINT
  • VEA
  • VWO
  • VTI
  • SCHC
  • VB
Johnson Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 947 Million
Stocks 99
Filing on May 14, 2025 Q1 2025

Finepoint Capital LP

  • SPY
  • IWM
  • LBRDK
  • SWTX
  • ASND
  • RVMD
  • MLTX
Finepoint Capital LP's Q1 2025 Portfolio
Portfolio Value 947 Million
Stocks 25
Filing on Nov 14, 2022 Q3 2022

Noked Capital LTD

  • INMD
  • AAPL
  • MSFT
  • ENPH
  • PANW
  • SEDG
  • MNDY
Noked Capital LTD's Q3 2022 Portfolio
Portfolio Value 946 Million
Stocks 48
Filing on May 02, 2025 Q1 2025

Asset Advisors Investment Management, LLC

  • SCHD
  • MSFT
  • SCHB
  • COST
  • INTU
  • CTAS
  • XLK
Asset Advisors Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 945 Million
Stocks 113
Filing on Feb 14, 2025 Q4 2024

Willow Creek Wealth Management Inc.

  • DFAT
  • BSV
  • SPAB
  • DFUS
  • DFUV
  • VTEB
  • SUB
Willow Creek Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 945 Million
Stocks 153
Filing on May 05, 2025 Q1 2025

Conservest Capital Advisors, Inc.

  • SPY
  • MDY
  • XLK
  • XLV
  • JIRE
  • XLP
  • IWB
Conservest Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 945 Million
Stocks 110