Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Bruce Berkowitz

Fairholme Capital Management LLC
  • JOE
  • EPD
  • OZK
  • BRK-B
  • WRB
  • OXY
  • ET
Bruce Berkowitz's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 12
Filing on Nov 07, 2025 Q3 2025

Hemenway Trust CO LLC

  • NVDA
  • MSFT
  • GOOGL
  • AAPL
  • MA
  • AMZN
  • ABT
Hemenway Trust CO LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 125
Filing on Jan 16, 2026 Q4 2025

Beaumont Financial Advisors, LLC

  • AAPL
  • GOOGL
  • IVV
  • MSFT
  • SGOV
  • NVDA
  • SAMT
Beaumont Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 371
Filing on Aug 09, 2024 Q2 2024

Payden & Rygel Investment Group

  • AJG
  • JPM
  • QQQM
  • MSFT
  • XOM
  • MCK
  • WMT
Payden & Rygel Investment Group's Q2 2024 Portfolio
Portfolio Value 1.24 Billion
Stocks 122
Filing on Oct 23, 2025 Q3 2025

United Asset Strategies, Inc.

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • XLK
  • META
United Asset Strategies, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 250
Filing on Nov 13, 2025 Q3 2025

Recurrent Investment Advisors LLC

  • CVE
  • ET
  • TRGP
  • OKE
  • SU
  • PBA
  • PSX
Recurrent Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 64
Filing on Nov 14, 2025 Q3 2025

Long Pond Capital, LP

  • CPT
  • IRT
  • NSA
  • COLD
  • TMHC
  • JBGS
  • TRTX
Long Pond Capital, LP's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 28
Filing on Jan 14, 2026 Q4 2025

Waycross Partners, LLC

  • NVDA
  • NOW
  • MSFT
  • GOOGL
  • AAPL
  • AMZN
  • META
Waycross Partners, LLC's Q4 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 94
Filing on Nov 14, 2025 Q3 2025

Novo Holdings

  • VTI
  • ASML
  • MIRM
  • EWTX
  • CRM
  • MRUS
  • CRNX
Novo Holdings's Q3 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 27
Filing on Oct 31, 2025 Q3 2025

Cfs Investment Advisory Services, LLC

  • PTLC
  • SPLG
  • VUG
  • DYNF
  • IWD
  • IVV
  • QUAL
Cfs Investment Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 341
Filing on Nov 14, 2025 Q3 2025

Nbc Securities, Inc.

  • AAPL
  • SPY
  • MSFT
  • SPLG
  • NVDA
  • AMZN
  • AVGO
Nbc Securities, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 2795
Filing on Jan 16, 2026 Q4 2025

Bouchey Financial Group LTD

  • VOO
  • QQQM
  • QQQ
  • DUHP
  • DGRW
  • AGG
  • AAPL
Bouchey Financial Group LTD's Q4 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 163
Filing on Nov 14, 2025 Q3 2025

Keywise Capital Management (Hk) LTD

  • PLTR
  • GOOGL
  • NVDA
  • MNSO
  • EL
  • PDD
  • BILI
Keywise Capital Management (Hk) LTD's Q3 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 23
Filing on Jan 16, 2026 Q4 2025

Bangor Savings Bank

  • IVV
  • VGIT
  • IEFA
  • SCHX
  • IJH
  • SCHO
  • IJR
Bangor Savings Bank's Q4 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 769
Filing on Nov 14, 2025 Q3 2025

Qvt Financial LP

  • ROIV
  • HYG
  • IONQ
  • CVNA
  • QQQ
  • ALLT
  • GS
Qvt Financial LP's Q3 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 54
Filing on Jan 23, 2023 Q4 2022

Sargent Bickham Lagudis LLC

  • AGG
  • SPY
  • VOO
  • VEA
  • IVV
  • VTWO
  • VTEB
Sargent Bickham Lagudis LLC's Q4 2022 Portfolio
Portfolio Value 1.22 Billion
Stocks 1409
Filing on Nov 17, 2025 Q3 2025

Keystone Financial Group

  • SPY
  • AAPL
  • PLTR
  • NVDA
  • TSLA
  • VTI
  • SPLG
Keystone Financial Group's Q3 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 442
Filing on Nov 10, 2025 Q3 2025

Payden & Rygel

  • QQQM
  • JPM
  • GOOGL
  • DUK
  • MS
  • AMZN
  • BAC
Payden & Rygel's Q3 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 113