Largest Portfolios by Value
Filing on Oct 23, 2025
Q3 2025
Jtc Employer Solutions Trustee LTD
- JPM
- UNP
- GOOGL
- AAPL
- C
- NVDA
- COST
Filing on Nov 14, 2025
Q3 2025
Two Creeks Capital Management, LP
- FND
- CMG
- ASML
- MIR
- UBER
- V
- LOW
Filing on Nov 15, 2022
Q3 2022
Filing on Nov 10, 2025
Q3 2025
Waddell & Associates, LLC
- FDX
- PAVE
- MDY
- DGRW
- FNDA
- AUSF
- CAPE
Filing on Nov 12, 2025
Q3 2025
Neumeier Poma Investment Counsel LLC
- CR
- TSEM
- ATGE
- DY
- OSIS
- SIMO
- EXLS
Filing on Jan 14, 2026
Q4 2025
Filing on Oct 28, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Slate Stone Wealth, LLC
- AAPL
- NVDA
- MSFT
- QUAL
- VXF
- GOOGL
- JPM
Filing on Nov 12, 2025
Q3 2025
Smith Chas P & Associates Pa Cpas
- AAPL
- GOOG
- JPM
- MSFT
- BRK-B
- HD
- WMT
Filing on Nov 18, 2025
Q3 2025
Digital Bridge Group, Inc.
- EQIX
- SBAC
- DOX
- T
- HPE
- STX
- CIEN
Filing on Feb 13, 2025
Q4 2024
Executive Wealth Management, LLC
- ITOT
- VMBS
- AAPL
- VGIT
- SPYG
- GSIE
- SPLG
Filing on Oct 10, 2024
Q3 2024
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Hilton Capital Management, LLC
- VCSH
- VCIT
- JEPQ
- MBB
- JPIE
- JEPI
- MSFT
Filing on Nov 10, 2025
Q3 2025
Willow Creek Wealth Management Inc.
- DFAT
- BSV
- SPAB
- DFUS
- DFUV
- DFAI
- SUB
Filing on Nov 05, 2025
Q3 2025
Capital Investment Advisory Services, LLC
- NVDA
- AAPL
- AMZN
- JPST
- VTV
- GOOG
- SSO
Filing on Oct 22, 2025
Q3 2025
Galvin, Gaustad & Stein, LLC
- IEFA
- HCA
- MSFT
- VEA
- JPM
- AZO
- SCHR