Largest Portfolios by Value

Filing on Apr 14, 2025 Q1 2025

Soa Wealth Advisors, Llc.

  • VBR
  • AAPL
  • IWY
  • MSFT
  • IWM
  • VOO
  • COST
Soa Wealth Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 850 Million
Stocks 882
Filing on May 13, 2025 Q1 2025

Prospector Partners LLC

  • BRO
  • BRK-B
  • GL
  • AJG
  • ABT
  • RE
  • PRI
Prospector Partners LLC's Q1 2025 Portfolio
Portfolio Value 850 Million
Stocks 93
Filing on May 15, 2025 Q1 2025

Ironvine Capital Partners, LLC

  • MSFT
  • AMZN
  • BRK-B
  • V
  • SPGI
  • GOOG
  • ADI
Ironvine Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 850 Million
Stocks 50
Filing on May 01, 2025 Q1 2025

Sentinel Trust CO Lba

  • ITOT
  • IWV
  • VXUS
  • VEU
  • PLTR
  • ACWI
  • EMXC
Sentinel Trust CO Lba's Q1 2025 Portfolio
Portfolio Value 848 Million
Stocks 134
Filing on Jul 05, 2024 Q2 2024

Institutional & Family Asset Management, LLC

  • SPY
  • IEFA
  • VOO
  • CCOR
  • SPY
  • VYM
  • IEF
Institutional & Family Asset Management, LLC's Q2 2024 Portfolio
Portfolio Value 846 Million
Stocks 748
Filing on May 14, 2025 Q1 2025

Wealth Architects, LLC

  • IVV
  • TDTF
  • VEA
  • IJR
  • AAPL
  • VIG
  • GII
Wealth Architects, LLC's Q1 2025 Portfolio
Portfolio Value 846 Million
Stocks 229
Filing on May 09, 2025 Q1 2025

Marble Harbor Investment Counsel, LLC

  • AAPL
  • MSFT
  • ADP
  • ABBV
  • ORLY
  • IRM
  • CSCO
Marble Harbor Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 846 Million
Stocks 206
Filing on Jan 31, 2025 Q4 2024

Buckingham Capital Management, Inc.

  • SPIB
  • AAPL
  • SPSB
  • IEI
  • SCHB
  • VEU
  • SCHM
Buckingham Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 844 Million
Stocks 131
Filing on May 15, 2025 Q1 2025

Symmetry Investments LP

  • HES
  • IR
  • GOOGL
  • NVDA
  • AMZN
  • QQQ
  • CVNA
Symmetry Investments LP's Q1 2025 Portfolio
Portfolio Value 844 Million
Stocks 188
Filing on May 12, 2025 Q1 2025

Neumeier Poma Investment Counsel LLC

  • EXLS
  • OSIS
  • ATGE
  • CR
  • IDCC
  • HURN
  • CBZ
Neumeier Poma Investment Counsel LLC's Q1 2025 Portfolio
Portfolio Value 843 Million
Stocks 46
Filing on Jul 22, 2022 Q2 2022

Dixon Hubard Feinour & Brown Inc

  • AAPL
  • MSFT
  • CME
  • VGSH
  • ADBE
  • SCHM
  • MBB
Dixon Hubard Feinour & Brown Inc's Q2 2022 Portfolio
Portfolio Value 842 Million
Stocks 280
Filing on May 09, 2025 Q1 2025

Middleton & CO Inc

  • AAPL
  • AMZN
  • GOOGL
  • IVV
  • V
  • COST
  • AVGO
Middleton & CO Inc's Q1 2025 Portfolio
Portfolio Value 841 Million
Stocks 156
Filing on Nov 07, 2024 Q3 2024

S Wa N & Legend Advisors, LLC

  • PINS
  • ABNB
S Wa N & Legend Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 841 Million
Stocks 2
Filing on May 06, 2025 Q1 2025

Ima Wealth, Inc.

  • SCHD
  • SUSA
  • VV
  • DMXF
  • DSI
  • SCHX
  • JCPB
Ima Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 841 Million
Stocks 344
Filing on May 14, 2025 Q1 2025

Rhenman & Partners Asset Management Ab

  • UNH
  • LLY
  • VRTX
  • MCK
  • BSX
  • GKOS
  • GILD
Rhenman & Partners Asset Management Ab's Q1 2025 Portfolio
Portfolio Value 840 Million
Stocks 94
Filing on Nov 14, 2024 Q3 2024

Alera Investment Advisors, LLC

  • SPLG
  • IVW
  • IWF
  • SPYV
  • DYNF
  • SCHZ
  • IVE
Alera Investment Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 838 Million
Stocks 1016
Filing on Feb 14, 2023 Q4 2022

Perpetual Investment Management LTD

  • LNW
  • MRK
  • APD
  • ORCL
  • FERG
  • CMCSA
  • IPG
Perpetual Investment Management LTD's Q4 2022 Portfolio
Portfolio Value 838 Million
Stocks 211
Filing on May 15, 2025 Q1 2025

Governors Lane LP

  • HYG
  • ITCI
  • AVGO
  • INTC
  • AMZN
  • HES
  • DFS
Governors Lane LP's Q1 2025 Portfolio
Portfolio Value 837 Million
Stocks 58