Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

L1 Capital Pty LTD

  • EGO
  • NXE
  • CVE
  • HBM
  • RYAAY
  • EQX
  • AA
L1 Capital Pty LTD's Q1 2025 Portfolio
Portfolio Value 837 Million
Stocks 14
Filing on May 13, 2025 Q1 2025

Klcm Advisors, Inc.

  • NVDA
  • BA
  • C
  • ATI
  • APA
  • CAG
  • BMY
Klcm Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 178
Filing on May 15, 2025 Q1 2025

Tremblant Capital Group

  • SPY
  • SPOT
  • GRAB
  • DASH
  • DIS
  • CHTR
  • MELI
Tremblant Capital Group's Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 46
Filing on Apr 11, 2025 Q1 2025

Hudson Valley Investment Advisors Inc

  • SPIB
  • LLY
  • ISRG
  • SPSB
  • MSFT
  • NVDA
  • AAPL
Hudson Valley Investment Advisors Inc 's Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 169
Filing on Apr 09, 2025 Q1 2025

Smith Anglin Financial, LLC

  • VUG
  • DGRO
  • AVUS
  • EYLD
  • FYLD
  • TLH
  • WCBR
Smith Anglin Financial, LLC's Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 214
Filing on May 15, 2025 Q1 2025

Apriem Advisors

  • SCHX
  • BND
  • AAPL
  • VEA
  • MOAT
  • MGK
  • SCHF
Apriem Advisors's Q1 2025 Portfolio
Portfolio Value 836 Million
Stocks 182
Filing on Nov 13, 2023 Q3 2023

Front Barnett Associates LLC

  • AAPL
  • GOOGL
  • TMO
  • LOW
  • GOOG
  • AMZN
  • JPM
Front Barnett Associates LLC's Q3 2023 Portfolio
Portfolio Value 833 Million
Stocks 113
Filing on May 09, 2025 Q1 2025

Iq Eq Fund Management (Ireland) LTD

  • MSFT
  • TSM
  • JPM
  • GOOGL
  • AAPL
  • JNJ
  • MRK
Iq Eq Fund Management (Ireland) LTD's Q1 2025 Portfolio
Portfolio Value 833 Million
Stocks 305
Filing on Apr 18, 2025 Q1 2025

Shepherd Financial Partners LLC

  • SPY
  • SPTM
  • IEFA
  • IVV
  • QUAL
  • SPYG
  • DYNF
Shepherd Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 831 Million
Stocks 230
Filing on May 15, 2025 Q1 2025

Css LLC

  • MSTR
  • VOO
  • SPY
  • AXON
  • TLT
  • AAL
  • SPY
Css LLC's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 909
Filing on May 05, 2025 Q1 2025

Twin Capital Management Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • AVGO
Twin Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 291
Filing on Apr 30, 2025 Q1 2025

Sierra Capital LLC

  • VOO
  • BRK-B
  • AAPL
  • VO
  • IVV
  • AMZN
  • SHV
Sierra Capital LLC's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 235
Filing on Apr 21, 2025 Q1 2025

Heartwood Wealth Advisors LLC

  • VV
  • VB
  • VEA
  • SCHE
  • GDXJ
  • VONE
  • VO
Heartwood Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 173
Filing on Apr 23, 2025 Q1 2025

Penn Davis Mcfarland Inc

  • GOOG
  • NVDA
  • KMI
  • AAPL
  • EPD
  • PYPL
  • SHEL
Penn Davis Mcfarland Inc's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 75
Filing on Apr 28, 2025 Q1 2025

Global Strategic Investment Solutions, LLC

  • IEFA
  • VONV
  • VONG
  • MUB
  • AVLV
  • SPDW
  • VUG
Global Strategic Investment Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 830 Million
Stocks 147
Filing on May 15, 2025 Q1 2025

Ardmore Road Asset Management LP

  • META
  • SQ
  • SNOW
  • CSCO
  • BKNG
  • ROKU
  • JD
Ardmore Road Asset Management LP's Q1 2025 Portfolio
Portfolio Value 829 Million
Stocks 38
Filing on Apr 08, 2025 Q1 2025

Winthrop Advisory Group LLC

  • ITOT
  • IVV
  • IWB
  • QQQ
  • ICSH
  • ACWX
  • VTI
Winthrop Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 828 Million
Stocks 156
Filing on May 12, 2025 Q1 2025

Kohmann Bosshard Financial Services, LLC

  • SCHX
  • VEA
  • VCSH
  • SCHZ
  • VIG
  • SCHP
  • SCHD
Kohmann Bosshard Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 827 Million
Stocks 285