Largest Portfolios by Value

Filing on Oct 28, 2022 Q3 2022

Brightworth

  • IXUS
  • IVV
  • VTEB
  • XLK
  • BND
  • AAPL
  • COST
Brightworth's Q3 2022 Portfolio
Portfolio Value 933 Million
Stocks 126
Filing on May 09, 2025 Q1 2025

City Of London Investment Management CO LTD

  • TWN
  • TDF
  • CAF
  • AEF
  • EMF
  • MXF
  • CHN
City Of London Investment Management CO LTD's Q1 2025 Portfolio
Portfolio Value 933 Million
Stocks 86
Filing on May 15, 2025 Q1 2025

Atlas Frm LLC

  • SLVM
  • IP
  • SUZ
  • PKG
  • MHK
  • MERC
  • SEE
Atlas Frm LLC's Q1 2025 Portfolio
Portfolio Value 933 Million
Stocks 14
Filing on Apr 25, 2025 Q1 2025

Salomon & Ludwin, LLC

  • IVW
  • SUB
  • JMST
  • BIL
  • VOO
  • XLK
  • IVE
Salomon & Ludwin, LLC's Q1 2025 Portfolio
Portfolio Value 933 Million
Stocks 717
Filing on May 15, 2025 Q1 2025

Unc Management Company, Inc.

  • IVV
  • IWV
  • WRBY
Unc Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 933 Million
Stocks 3
Filing on Jun 02, 2025 Q1 2025

Hodges Capital Management Inc.

  • TPL
  • UBER
  • NVDA
  • EXP
  • MTDR
  • MSFT
  • BANC
Hodges Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 932 Million
Stocks 207
Filing on May 14, 2025 Q1 2025

Rivulet Capital, LLC

  • WDAY
  • PTC
  • SBAC
  • DHR
  • TPX
  • MA
  • MIDD
Rivulet Capital, LLC's Q1 2025 Portfolio
Portfolio Value 932 Million
Stocks 13
Filing on May 09, 2025 Q1 2025

Connable Office Inc

  • SPY
  • VEA
  • EEM
  • SYK
  • GUNR
  • IEMG
  • AGG
Connable Office Inc's Q1 2025 Portfolio
Portfolio Value 931 Million
Stocks 217
Filing on May 15, 2025 Q1 2025

Chescapmanager LLC

  • SPY
  • AMZN
  • NVDA
  • XLF
  • MSFT
  • VRT
  • GOOGL
Chescapmanager LLC's Q1 2025 Portfolio
Portfolio Value 931 Million
Stocks 30
Filing on May 14, 2025 Q1 2025

Kopernik Global Investors, LLC

  • RRC
  • KT
  • GOLD
  • SA
  • CHK
  • SQM
  • NG
Kopernik Global Investors, LLC's Q1 2025 Portfolio
Portfolio Value 929 Million
Stocks 31
Filing on Apr 04, 2025 Q1 2025

Moody National Bank Trust Division

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • IVV
  • VXF
  • VEA
Moody National Bank Trust Division's Q1 2025 Portfolio
Portfolio Value 928 Million
Stocks 788
Filing on Apr 10, 2025 Q1 2025

Garrett Investment Advisors LLC

  • JCPB
  • SPYV
  • SPYG
  • SPDW
  • AVDE
  • VTI
  • JMBS
Garrett Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 926 Million
Stocks 289
Filing on May 15, 2025 Q1 2025

Keywise Capital Management (Hk) LTD

  • PLTR
  • MNSO
  • PDD
  • NVDA
  • GOOGL
  • YMM
  • PDD
Keywise Capital Management (Hk) LTD's Q1 2025 Portfolio
Portfolio Value 925 Million
Stocks 15
Filing on May 13, 2025 Q1 2025

Kensington Asset Management, LLC

  • USHY
  • JNK
  • VOO
  • SPHY
  • ANGL
  • JAAA
  • SRLN
Kensington Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 923 Million
Stocks 31
Filing on May 13, 2025 Q1 2025

Ethos Financial Group, LLC

  • SCHB
  • EFA
  • AAPL
  • SGOL
  • VT
  • SCHX
  • MOAT
Ethos Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 923 Million
Stocks 467
Filing on May 21, 2025 Q1 2025

Mbl Wealth, LLC

  • SPY
  • BIL
  • IJH
  • GLDM
  • DIVO
  • ISTB
  • DFNM
Mbl Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 923 Million
Stocks 258
Filing on May 13, 2025 Q1 2025

Keystone Financial Group

  • AAPL
  • SPY
  • SPLG
  • SPYG
  • VTI
  • NVDA
  • TSLA
Keystone Financial Group's Q1 2025 Portfolio
Portfolio Value 922 Million
Stocks 405
Filing on May 14, 2025 Q1 2025

Redwood Investment Management, LLC

  • IWM
  • LSAF
  • VOO
  • LSAT
  • SQEW
  • QQQ
  • SPMO
Redwood Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 922 Million
Stocks 286