Largest Portfolios by Value
Filing on Nov 13, 2025
Q3 2025
Beaird Harris Wealth Management, LLC
- DFSD
- DFCF
- AVLV
- VOO
- AVUV
- DUHP
- DFUV
Filing on Oct 24, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Sandhill Capital Partners LLC
- BIL
- PANW
- APH
- UBER
- ACM
- NOW
- GE
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Colonial Trust Advisors
- AAPL
- MSFT
- IVV
- NVDA
- JPM
- GOOGL
- AMZN
Filing on Oct 20, 2025
Q3 2025
Koss Olinger Consulting, LLC
- SCHX
- JPSE
- BOND
- SPMD
- USHY
- BLV
- SPEM
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Penobscot Investment Management Company, Inc.
- NVDA
- AAPL
- MSFT
- AVGO
- JPM
- GOOGL
- SPY
Filing on Oct 30, 2025
Q3 2025
Charter Oak Capital Management, LLC
- IVV
- AGG
- VXUS
- IGIB
- VXF
- BSV
- VEU
Filing on Nov 14, 2025
Q3 2025
Cardiff Park Advisors, LLC
- DFAC
- VTI
- META
- VOO
- DFAX
- SPY
- DFUV
Filing on Nov 12, 2025
Q3 2025
Technology Crossover Management Ix, Ltd.
- SRAD
- Z
- LZ
- TRIP
- PTON
- ZG
Filing on Feb 13, 2025
Q4 2024
Mesirow Institutional Investment Management, Inc.
- KD
- FLR
- MRCY
- ELF
- KMPR
- PB
- ALK
Filing on Nov 13, 2025
Q3 2025
Van Hulzen Asset Management, LLC
- AAPL
- MSFT
- GOOGL
- TSLA
- ADM
- AVGO
- CSCO
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Washington Trust Advisors, Inc.
- AAPL
- PWR
- META
- GOOG
- PANW
- V
- AMZN
Filing on Nov 14, 2025
Q3 2025
Blue Chip Partners, Inc.
- FBND
- AVGO
- AAPL
- MSFT
- JPM
- GOOG
- ABBV
Filing on Oct 28, 2025
Q3 2025
Campbell & CO Investment Adviser LLC
- WPM
- RIO
- SFM
- AEM
- OGE
- PTC
- PAYX
Filing on Nov 05, 2025
Q3 2025