Largest Portfolios by Value

Filing on Oct 22, 2025 Q3 2025

Summit Financial Strategies, Inc.

  • DFIC
  • JCPB
  • IVV
  • FBND
  • SCHB
  • AVEM
  • PKG
Summit Financial Strategies, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 155
Filing on Jan 06, 2026 Q4 2025

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • JNJ
  • PG
  • GOOG
Armstrong Henry H Associates Inc's Q4 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 63
Filing on Oct 22, 2025 Q3 2025

Motco

  • AVGO
  • SPY
  • MSFT
  • GOOGL
  • JPM
  • AAPL
  • APH
Motco's Q3 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 847
Filing on Jan 12, 2026 Q4 2025

Certified Advisory Corp

  • VUG
  • QQQ
  • COWZ
  • VTV
  • IVV
  • FNDX
  • FBND
Certified Advisory Corp's Q4 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 317
Filing on Nov 14, 2025 Q3 2025

Valiant Capital Management, L.P.

  • TSM
  • GLD
  • SPY
  • IWM
  • AGX
  • AVGO
  • MSFT
Valiant Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 32
Filing on Nov 17, 2025 Q3 2025

Conservest Capital Advisors, Inc.

  • SPY
  • XLK
  • MDY
  • XLV
  • JIRE
  • IWB
  • XLP
Conservest Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 126
Filing on Oct 30, 2025 Q3 2025

First Business Financial Services, Inc.

  • VTI
  • IEFA
  • IWF
  • IJR
  • DGRO
  • IWD
  • IJH
First Business Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 185
Filing on Nov 10, 2025 Q3 2025

Mar Vista Investment Partners LLC

  • MSFT
  • AAPL
  • ORCL
  • TDG
  • NVDA
  • AMZN
  • APH
Mar Vista Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 32
Filing on Nov 12, 2025 Q3 2025

Hartford Funds Management CO LLC

  • HTRB
  • HCRB
  • RODM
  • HFGO
  • HSUN
  • ROUS
  • MSFT
Hartford Funds Management CO LLC's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 99
Filing on Nov 03, 2025 Q3 2025

Capital Investment Services Of America, Inc.

  • NVDA
  • ORCL
  • MSFT
  • VCSH
  • GOOG
  • PTC
  • NOW
Capital Investment Services Of America, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 84
Filing on Nov 14, 2025 Q3 2025

Clearwater Capital Advisors, LLC

  • NEAR
  • DGRW
  • LRGF
  • INTF
  • SCHO
  • IGSB
  • SPDW
Clearwater Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 169
Filing on Oct 15, 2025 Q3 2025

Private Trust CO Na

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • AMZN
  • GOOGL
  • IVV
Private Trust CO Na's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 2570
Filing on Apr 20, 2023 Q1 2023

High Tower Trust Services, Lta

  • XOM
  • SCI
  • MSFT
  • AAPL
  • BX
  • PM
  • KO
High Tower Trust Services, Lta's Q1 2023 Portfolio
Portfolio Value 1.07 Billion
Stocks 221
Filing on Nov 10, 2025 Q3 2025

Advisor Os, LLC

  • VOO
  • MINT
  • JAAA
  • VIG
  • AAPL
  • IWD
  • NOC
Advisor Os, LLC's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 1831
Filing on Nov 10, 2025 Q3 2025

Partners Group Holding Ag

  • APO
  • NU
  • AMT
  • ARES
  • KKR
  • BX
  • AWK
Partners Group Holding Ag's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 38
Filing on Nov 01, 2024 Q3 2024

Pegasus Partners Ltd.

  • ITOT
  • IVV
  • IWY
  • IWV
  • IWX
  • IWR
  • SPY
Pegasus Partners Ltd.'s Q3 2024 Portfolio
Portfolio Value 1.07 Billion
Stocks 171
Filing on Nov 13, 2025 Q3 2025

Sepio Capital, LP

  • VOO
  • VEA
  • VTV
  • VWO
  • ABBV
  • ICOW
  • MSFT
Sepio Capital, LP's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 312
Filing on Nov 14, 2025 Q3 2025

Harvey Partners, LLC

  • NPO
  • BWXT
  • AZZ
  • GLDD
  • ADEA
  • LASR
  • BV
Harvey Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 46