Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Keeley Teton Advisors, LLC

  • IVV
  • CR
  • VTI
  • FTI
  • ENSG
  • COLB
  • PRGO
Keeley Teton Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 805 Million
Stocks 371
Filing on Jan 16, 2025 Q4 2024

Lvw Advisors, LLC

  • SCHD
  • HEFA
  • VONG
  • STIP
  • VUG
  • AAPL
  • SCHO
Lvw Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 804 Million
Stocks 310
Filing on Feb 14, 2025 Q4 2024

Southernsun Asset Management, LLC

  • BCO
  • BDC
  • DAR
  • USPH
  • LPX
  • BOOT
  • DY
Southernsun Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 803 Million
Stocks 30
Filing on Jan 17, 2025 Q4 2024

Sheets Smith Wealth Management

  • VOO
  • IVV
  • GOOG
  • AMZN
  • KO
  • SCHX
  • V
Sheets Smith Wealth Management's Q4 2024 Portfolio
Portfolio Value 802 Million
Stocks 375
Filing on Feb 12, 2025 Q4 2024

Rit Capital Partners PLC

  • BAC
  • LEN
  • AMZN
  • ICE
  • MA
  • CPNG
  • JPM
Rit Capital Partners PLC's Q4 2024 Portfolio
Portfolio Value 802 Million
Stocks 16
Filing on Jan 17, 2025 Q4 2024

Bedrijfstakpensioenfonds Voor De Media Pno

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • ISRG
  • NOW
Bedrijfstakpensioenfonds Voor De Media Pno's Q4 2024 Portfolio
Portfolio Value 802 Million
Stocks 40
Filing on Jan 13, 2025 Q4 2024

Graves Light Lenhart Wealth, Inc.

  • AGG
  • IEFA
  • BRK-B
  • IJR
  • AAPL
  • IJH
  • SDY
Graves Light Lenhart Wealth, Inc.'s Q4 2024 Portfolio
Portfolio Value 801 Million
Stocks 185
Filing on Feb 06, 2025 Q4 2024

Nj State Employees Deferred Compensation Plan

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOG
  • META
  • JPM
Nj State Employees Deferred Compensation Plan's Q4 2024 Portfolio
Portfolio Value 800 Million
Stocks 462
Filing on Feb 07, 2025 Q4 2024

Isthmus Partners, LLC

  • AAPL
  • AMCR
  • MSFT
  • BK
  • PYPL
  • TT
  • ALSN
Isthmus Partners, LLC's Q4 2024 Portfolio
Portfolio Value 800 Million
Stocks 217
Filing on Feb 03, 2025 Q4 2024

Leuthold Group, LLC

  • MSFT
  • META
  • IGIB
  • SPDN
  • IGOV
  • SPIB
  • NFLX
Leuthold Group, LLC's Q4 2024 Portfolio
Portfolio Value 799 Million
Stocks 191
Filing on Feb 13, 2025 Q4 2024

Rossmore Private Capital

  • XOM
  • AAPL
  • IVV
  • MSFT
  • CVX
  • JPM
  • AMZN
Rossmore Private Capital's Q4 2024 Portfolio
Portfolio Value 798 Million
Stocks 233
Filing on Feb 06, 2025 Q4 2024

Cypress Capital Group

  • IVV
  • AAPL
  • LLY
  • MSFT
  • V
  • ABBV
  • NVDA
Cypress Capital Group's Q4 2024 Portfolio
Portfolio Value 797 Million
Stocks 331
Filing on Feb 14, 2025 Q4 2024

Gluskin Sheff & Assoc Inc

  • AON
  • APO
  • MSFT
  • AAPL
  • SPGI
  • GOOGL
  • AMZN
Gluskin Sheff & Assoc Inc's Q4 2024 Portfolio
Portfolio Value 797 Million
Stocks 111
Filing on Jan 23, 2025 Q4 2024

Cortland Associates Inc

  • KD
  • BKNG
  • V
  • WTW
  • FCNCA
  • AMZN
  • OWL
Cortland Associates Inc's Q4 2024 Portfolio
Portfolio Value 795 Million
Stocks 59
Filing on Feb 13, 2025 Q4 2024

Trigran Investments, Inc.

  • SYNA
  • THRM
  • MDXG
  • MTRN
  • HLIT
  • SONO
  • RDVT
Trigran Investments, Inc.'s Q4 2024 Portfolio
Portfolio Value 795 Million
Stocks 52
Filing on Jan 28, 2025 Q4 2024

Lodestar Private Asset Management LLC

  • IVV
  • AAPL
  • QQQ
  • SCHD
  • QQQM
  • SPAB
  • VIG
Lodestar Private Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 795 Million
Stocks 212
Filing on Feb 04, 2025 Q4 2024

Capital Advisors, Ltd. LLC

  • SPY
  • IWF
  • VIG
  • QUAL
  • CZR
  • IWD
  • VTI
Capital Advisors, Ltd. LLC's Q4 2024 Portfolio
Portfolio Value 793 Million
Stocks 1537
Filing on Feb 13, 2025 Q4 2024

Lansdowne Partners (Uk) LLP

  • TSM
  • DAL
  • ADI
  • IONQ
  • GOLF
  • AMZN
  • ETN
Lansdowne Partners (Uk) LLP's Q4 2024 Portfolio
Portfolio Value 793 Million
Stocks 58