Largest Portfolios by Value

Filing on Nov 06, 2025 Q3 2025

Edgemoor Investment Advisors, Inc.

  • MSFT
  • AAPL
  • BRK-B
  • URI
  • AVGO
  • GOOG
  • LOW
Edgemoor Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 190
Filing on Jul 21, 2025 Q2 2025

Grassi Investment Management

  • NVDA
  • MSFT
  • AAPL
  • LLY
  • AMAT
  • V
  • JPM
Grassi Investment Management's Q2 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 128
Filing on Jan 08, 2026 Q4 2025

Tompkins Financial Corp

  • IWL
  • VTHR
  • TMP
  • MSFT
  • NVDA
  • AAPL
  • VEA
Tompkins Financial Corp's Q4 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 827
Filing on Jan 02, 2026 Q4 2025

Cacti Asset Management LLC

  • GS
  • AAPL
  • AXP
  • J
  • CB
  • MRK
  • GLW
Cacti Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 79
Filing on Nov 13, 2025 Q3 2025

Nicolet Advisory Services, LLC

  • SPYV
  • SPYG
  • AAPL
  • ITOT
  • AVEM
  • VEA
  • BRK-B
Nicolet Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 415
Filing on Nov 14, 2025 Q3 2025

Warburg Pincus LLC

  • SHC
  • BANC
  • CWAN
Warburg Pincus LLC's Q3 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 4
Filing on Nov 04, 2025 Q3 2025

Sp Asset Management LLC

  • META
  • BRK-B
  • AAPL
  • VUG
  • ABBV
  • IGV
  • MSFT
Sp Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 139
Filing on Jan 07, 2026 Q4 2025

Cahaba Wealth Management, Inc.

  • IVV
  • IXUS
  • IJH
  • SPLG
  • IJR
  • ISTB
  • VXUS
Cahaba Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 156
Filing on Nov 14, 2025 Q3 2025

Stadion Money Management, LLC

  • SPLG
  • SPDW
  • SPY
  • QQQ
  • BKLC
  • SPEM
  • SPSM
Stadion Money Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 24
Filing on Nov 06, 2025 Q3 2025

Fusion Family Wealth LLC

  • VOO
  • RWL
  • VEA
  • VWO
  • VB
  • RWJ
  • RWK
Fusion Family Wealth LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 47
Filing on Oct 30, 2025 Q3 2025

Naples Global Advisors, LLC

  • AAPL
  • AVGO
  • MSFT
  • TSM
  • IVV
  • VOO
  • SCHF
Naples Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 436
Filing on Oct 21, 2025 Q3 2025

Hikari Power LTD

  • BRK-A
  • JNJ
  • V
  • ROP
  • DHR
  • GOOG
  • XOM
Hikari Power LTD's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 63
Filing on Oct 21, 2025 Q3 2025

Verity & Verity, LLC

  • AVGO
  • ABBV
  • MSFT
  • JPM
  • RTX
  • CVX
  • PFE
Verity & Verity, LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 134
Filing on Oct 30, 2025 Q3 2025

Wbh Advisory Inc

  • VTI
  • VGT
  • SCHB
  • SPLG
  • XLK
  • VXUS
  • FBND
Wbh Advisory Inc's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 343
Filing on Nov 14, 2025 Q3 2025

Rush Island Management, LP

  • SBAC
  • ESS
  • FRT
  • NNN
  • O
  • VTR
  • KRC
Rush Island Management, LP's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 17
Filing on Nov 12, 2025 Q3 2025

Pitcairn CO

  • IWV
  • QAI
  • NVDA
  • SPY
  • OUNZ
  • MSFT
  • AAPL
Pitcairn CO's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 624
Filing on Oct 22, 2025 Q3 2025

Mcdaniel Terry & CO

  • MSFT
  • AAPL
  • TSM
  • ADP
  • NDSN
  • APH
  • ITW
Mcdaniel Terry & CO's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 90
Filing on Nov 13, 2025 Q3 2025

Needham Investment Management LLC

  • TDUP
  • LASR
  • PDFS
  • NVMI
  • ODC
  • AIP
  • VICR
Needham Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 315