Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Zuckerman Investment Group, LLC

  • VRT
  • ULTA
  • MCK
  • BRK-B
  • GOOGL
  • MSFT
  • DKS
Zuckerman Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 899 Million
Stocks 164
Filing on Apr 08, 2025 Q1 2025

Lvm Capital Management LTD

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • ABBV
  • PG
  • XOM
Lvm Capital Management LTD's Q1 2025 Portfolio
Portfolio Value 897 Million
Stocks 151
Filing on May 12, 2025 Q1 2025

Ward Ferry Management (Bvi) LTD

  • SE
  • YMM
  • BZ
  • GRAB
  • HTHT
  • ATAT
  • FRSH
Ward Ferry Management (Bvi) LTD's Q1 2025 Portfolio
Portfolio Value 896 Million
Stocks 7
Filing on May 14, 2025 Q1 2025

Affinity Asset Advisors, LLC

  • SPY
  • IWM
  • XENE
  • XBI
  • VRNA
  • ACLX
  • ALKS
Affinity Asset Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 896 Million
Stocks 98
Filing on Apr 30, 2025 Q1 2025

Caas Capital Management LP

  • MSFT
  • GOOGL
  • MSFT
  • GOOGL
  • AAPL
  • GS
  • AAPL
Caas Capital Management LP's Q1 2025 Portfolio
Portfolio Value 895 Million
Stocks 469
Filing on May 06, 2025 Q1 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • AAPL
  • MSFT
  • META
  • FBND
  • AMZN
  • ITOT
  • BRK-B
W.G. Shaheen & Associates Dba Whitney & CO's Q1 2025 Portfolio
Portfolio Value 894 Million
Stocks 134
Filing on Apr 30, 2025 Q1 2025

Telos Capital Management, Inc.

  • AAPL
  • VTI
  • QCOM
  • HD
  • V
  • PEP
  • VEU
Telos Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 894 Million
Stocks 191
Filing on May 09, 2025 Q1 2025

Waycross Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • META
  • GOOGL
  • AMZN
  • GS
Waycross Partners, LLC's Q1 2025 Portfolio
Portfolio Value 890 Million
Stocks 63
Filing on Apr 15, 2025 Q1 2025

Mv Capital Management, Inc.

  • IWD
  • IWF
  • IVV
  • ABBV
  • ABT
  • IVW
  • AGG
Mv Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 889 Million
Stocks 1065
Filing on Apr 21, 2025 Q1 2025

Dupont Capital Management Corp

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • MA
Dupont Capital Management Corp's Q1 2025 Portfolio
Portfolio Value 889 Million
Stocks 114
Filing on May 14, 2025 Q1 2025

Quantum Capital Management, LLC

  • VEEV
  • ODFL
  • CPRT
  • NVR
  • PRI
  • FAST
  • BKNG
Quantum Capital Management, LLC 's Q1 2025 Portfolio
Portfolio Value 889 Million
Stocks 33
Filing on May 14, 2025 Q1 2025

Bain Capital Public Equity Management Ii, LLC

  • PFGC
  • TDG
  • ICE
  • META
  • SCHW
  • AMZN
  • KKR
Bain Capital Public Equity Management Ii, LLC's Q1 2025 Portfolio
Portfolio Value 889 Million
Stocks 16
Filing on Apr 10, 2025 Q1 2025

Steigerwald, Gordon & Koch Inc.

  • AAPL
  • MSFT
  • JPM
  • V
  • CHKP
  • DKS
  • CACI
Steigerwald, Gordon & Koch Inc.'s Q1 2025 Portfolio
Portfolio Value 888 Million
Stocks 118
Filing on Apr 04, 2025 Q1 2025

Webster Bank, N. A.

  • SPY
  • VOO
  • AAPL
  • MSFT
  • NVDA
  • USFR
  • JPM
Webster Bank, N. A.'s Q1 2025 Portfolio
Portfolio Value 886 Million
Stocks 733
Filing on May 15, 2025 Q1 2025

Parsifal Capital Management, LP

  • ACI
  • HGV
  • MMM
  • AVPT
  • TEVA
  • GMED
  • UNH
Parsifal Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 885 Million
Stocks 21
Filing on May 14, 2025 Q1 2025

Royal Fund Management, LLC

  • VOO
  • QQQ
  • DIA
  • XLF
  • SHY
  • MSFT
  • RSP
Royal Fund Management, LLC's Q1 2025 Portfolio
Portfolio Value 885 Million
Stocks 331
Filing on May 08, 2025 Q1 2025

Private Advisory Group LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • LLY
  • GOOG
  • COST
Private Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 883 Million
Stocks 290
Filing on Apr 25, 2025 Q1 2025

Mmbg Investment Advisors Co.

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • BWMX
  • META
  • JPM
Mmbg Investment Advisors Co.'s Q1 2025 Portfolio
Portfolio Value 883 Million
Stocks 168