Largest Portfolios by Value

Filing on Feb 04, 2025 Q4 2024

Lincluden Management LTD

  • RY
  • TD
  • TRP
  • BNS
  • BCE
  • CNI
  • MFC
Lincluden Management LTD's Q4 2024 Portfolio
Portfolio Value 826 Million
Stocks 73
Filing on Feb 12, 2025 Q4 2024

Perennial Investment Advisors, LLC

  • SPYG
  • AAPL
  • SPYV
  • QUS
  • NVDA
  • SPGP
  • RDVY
Perennial Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 826 Million
Stocks 407
Filing on Jan 21, 2025 Q4 2024

Private Capital Advisors, Inc.

  • LLY
  • AAPL
  • GOOGL
  • PANW
  • NFLX
  • NVDA
  • UNH
Private Capital Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 826 Million
Stocks 75
Filing on Feb 05, 2025 Q4 2024

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • SCHZ
  • VCSH
  • VEA
  • VIG
  • SCHP
  • SCHD
Kohmann Bosshard Financial Services, LLC's Q4 2024 Portfolio
Portfolio Value 826 Million
Stocks 784
Filing on Feb 13, 2025 Q4 2024

Sunriver Management LLC

  • PFGC
  • IAS
  • DNB
  • HURN
  • WTW
  • KAR
  • RPAY
Sunriver Management LLC's Q4 2024 Portfolio
Portfolio Value 825 Million
Stocks 19
Filing on Feb 14, 2025 Q4 2024

Elequin Capital LP

  • AAPL
  • AAPL
  • MSFT
  • MSFT
  • NVDA
  • NVDA
  • MSTR
Elequin Capital LP's Q4 2024 Portfolio
Portfolio Value 825 Million
Stocks 516
Filing on Feb 19, 2025 Q4 2024

Invst, LLC

  • IVV
  • IUSB
  • SCHG
  • MTUM
  • QUAL
  • IVW
  • BNDX
Invst, LLC's Q4 2024 Portfolio
Portfolio Value 823 Million
Stocks 252
Filing on Jan 17, 2025 Q4 2024

Octavia Wealth Advisors, LLC

  • SPYV
  • SPYG
  • FBND
  • AAPL
  • IEMG
  • EFV
  • EFG
Octavia Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 822 Million
Stocks 221
Filing on Feb 13, 2025 Q4 2024

Clean Energy Transition LLP

  • EMR
  • FSLR
  • NVT
  • SWK
  • FTV
  • ETN
  • WMB
Clean Energy Transition LLP's Q4 2024 Portfolio
Portfolio Value 821 Million
Stocks 16
Filing on Jan 22, 2025 Q4 2024

Maple Brown Abbott LTD

  • AEE
  • EXC
  • CCI
  • ETR
  • NI
  • D
  • AEP
Maple Brown Abbott LTD's Q4 2024 Portfolio
Portfolio Value 820 Million
Stocks 16
Filing on Jan 06, 2025 Q4 2024

Bard Financial Services, Inc.

  • AAPL
  • MSFT
  • WMT
  • HD
  • BRK-B
  • MCD
  • TY
Bard Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 819 Million
Stocks 209
Filing on Feb 14, 2025 Q4 2024

Sora Investors LLC

  • MSFT
  • AMZN
  • EQIX
  • MCHP
  • ASML
  • TRMB
  • DKNG
Sora Investors LLC's Q4 2024 Portfolio
Portfolio Value 819 Million
Stocks 66
Filing on Jan 30, 2025 Q4 2024

James Investment Research Inc

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • JPM
  • IAU
  • WMT
James Investment Research Inc's Q4 2024 Portfolio
Portfolio Value 819 Million
Stocks 330
Filing on Jan 28, 2025 Q4 2024

Dock Street Asset Management Inc

  • NVDA
  • AMZN
  • PLTR
  • AAPL
  • V
  • GOOG
  • MSFT
Dock Street Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 819 Million
Stocks 49
Filing on Jan 21, 2025 Q4 2024

Toth Financial Advisory Corp

  • MSFT
  • AAPL
  • QLD
  • SYK
  • FISV
  • REGL
  • V
Toth Financial Advisory Corp's Q4 2024 Portfolio
Portfolio Value 817 Million
Stocks 699
Filing on Feb 14, 2025 Q4 2024

Yale University

  • ITOT
  • REI
Yale University's Q4 2024 Portfolio
Portfolio Value 815 Million
Stocks 3
Filing on Feb 12, 2025 Q4 2024

Daido Life Insurance CO

  • SPY
  • IVV
  • IWB
  • VOO
  • SPLG
  • OMFL
Daido Life Insurance CO's Q4 2024 Portfolio
Portfolio Value 815 Million
Stocks 6
Filing on Feb 13, 2025 Q4 2024

Savvy Advisors, Inc.

  • NVDA
  • VOO
  • FFIU
  • IUSB
  • AAPL
  • MSFT
  • JQUA
Savvy Advisors, Inc.'s Q4 2024 Portfolio
Portfolio Value 815 Million
Stocks 454