Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Johnson Financial Group, LLC
- VV
- VEA
- MINT
- VWO
- VTI
- SCHC
- VB
Filing on Nov 14, 2025
Q3 2025
Madison Avenue Partners, LP
- GHC
- MKL
- GMED
- TBPH
- GLPG
- BTI
- WLY
Filing on Nov 10, 2022
Q3 2022
Filing on Oct 28, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Amica Mutual Insurance CO
- IXUS
- NVDA
- MSFT
- AAPL
- AMZN
- META
- GOOGL
Filing on Jan 12, 2026
Q4 2025
Ars Wealth Advisors Group, LLC
- TBUX
- SPTM
- XLK
- AVGO
- AAPL
- MSFT
- AMZN
Filing on Jan 07, 2026
Q4 2025
Northside Capital Management, LLC
- DVY
- GLD
- EPD
- TXN
- GOOGL
- MSFT
- ET
Filing on Oct 30, 2025
Q3 2025
Heritage Financial Services, LLC
- VGIT
- IDEV
- DFAC
- JPIE
- DFEM
- USRT
- ITOT
Filing on Nov 13, 2025
Q3 2025
Callodine Capital Management, LP
- SPB
- WWW
- VTRS
- OWL
- EQH
- MTCH
- COF
Filing on Nov 07, 2025
Q3 2025
Sg Capital Management LLC
- WLY
- MIDD
- TTMI
- WMS
- LRN
- AZZ
- GLW
Filing on Nov 05, 2025
Q3 2025
Filing on Nov 24, 2025
Q3 2025
Td Capital Management LLC
- ITOT
- VTI
- BSV
- IVV
- LDUR
- QUAL
- BND
Filing on Nov 07, 2025
Q3 2025
Levin Capital Strategies, L.P.
- MSFT
- JPM
- BK
- GOOGL
- JNJ
- COF
- CAT
Filing on Oct 21, 2025
Q3 2025
Cap Wealth Advisors, LLC
- PLTR
- WMB
- MSFT
- BRK-B
- GLW
- IBM
- LUMN
Filing on May 07, 2025
Q1 2025
Sheaff Brock Investment Advisors, LLC
- AAPL
- NVDA
- LLY
- MSFT
- AMZN
- IPDP
- IBM
Filing on Oct 31, 2025
Q3 2025
Nicola Wealth Management Ltd.
- TRP
- CM
- MSFT
- TD
- TU
- BNS
- WCN
Filing on Jul 30, 2024
Q2 2024