Largest Portfolios by Value

Filing on May 05, 2025 Q1 2025

Lindbrook Capital, LLC

  • VTI
  • VXUS
  • AAPL
  • GBDC
  • SPY
  • IWF
  • NVDA
Lindbrook Capital, LLC's Q1 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 2787
Filing on Jul 21, 2023 Q2 2023

First Command Bank

  • IEFA
  • IVV
  • VO
  • DGRO
  • SPYD
  • SPYG
  • SPHQ
First Command Bank's Q2 2023 Portfolio
Portfolio Value 1.06 Billion
Stocks 417
Filing on Jul 21, 2023 Q2 2023

First Command Financial Services, Inc.

  • IEFA
  • IVV
  • VO
  • DGRO
  • SPYD
  • SPYG
  • SPHQ
First Command Financial Services, Inc.'s Q2 2023 Portfolio
Portfolio Value 1.06 Billion
Stocks 417
Filing on Jan 12, 2026 Q4 2025

Lvm Capital Management LTD

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • ABBV
  • GOOGL
  • MS
Lvm Capital Management LTD's Q4 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 161
Filing on Nov 18, 2025 Q3 2025

Rdst Capital LLC

  • ENTG
  • UNP
  • OWL
  • MSFT
  • MLM
  • MRVL
  • DDOG
Rdst Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 19
Filing on Jan 15, 2026 Q4 2025

Royal Fund Management, LLC

  • VOO
  • QQQ
  • XLU
  • IWM
  • NVDA
  • SPY
  • WMT
Royal Fund Management, LLC's Q4 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 306
Filing on Nov 14, 2022 Q3 2022

Cpwm, LLC

  • PCAR
  • MSFT
  • AAPL
  • AMZN
  • DFAC
  • SBUX
  • VIG
Cpwm, LLC's Q3 2022 Portfolio
Portfolio Value 1.06 Billion
Stocks 333
Filing on Nov 14, 2025 Q3 2025

En Cap Energy Capital Fund Xi, L.P.

  • DVN
  • FANG
  • PR
En Cap Energy Capital Fund Xi, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 3
Filing on Jan 02, 2026 Q4 2025

Jacobs & CO

  • AAPL
  • NVDA
  • MSFT
  • LLY
  • AMZN
  • META
  • V
Jacobs & CO's Q4 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 124
Filing on Nov 05, 2025 Q3 2025

Allen Holding Inc

  • KO
  • PLTR
  • BRK-A
  • PFE
  • IAC
  • AFRM
  • BAC
Allen Holding Inc 's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Silicon Valley Capital Partners

  • SPY
  • QQQ
  • VGT
  • GOOGL
  • MSFT
  • NVDA
  • AAPL
Silicon Valley Capital Partners's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 283
Filing on Nov 12, 2025 Q3 2025

Altra Vue Capital, LLC

  • SNEX
  • VSEC
  • WINA
  • TBK
  • PLUS
  • AGX
  • IESC
Altra Vue Capital, LLC's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 45
Filing on Nov 06, 2025 Q3 2025

Connable Office Inc

  • SPY
  • VEA
  • EEM
  • IEMG
  • GUNR
  • AGG
  • DGRW
Connable Office Inc's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 220
Filing on Nov 17, 2025 Q3 2025

Palisade Asset Management, LLC

  • MSFT
  • AAPL
  • ORCL
  • ABT
  • IBM
  • UNH
  • HD
Palisade Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 701
Filing on Nov 14, 2025 Q3 2025

Alua Capital Management LP

  • COF
  • VVV
  • IBN
  • AMZN
  • AZO
  • CCL
  • BURL
Alua Capital Management LP's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 21
Filing on Aug 12, 2024 Q2 2024

Girard Partners Ltd.

  • SPLG
  • VXUS
  • AAPL
  • MSFT
  • SPAB
  • AMZN
  • GOOGL
Girard Partners Ltd.'s Q2 2024 Portfolio
Portfolio Value 1.06 Billion
Stocks 259
Filing on Nov 14, 2025 Q3 2025

Bares Capital Management, Inc.

  • PEGA
  • WDAY
  • IBKR
  • SQ
  • CSGP
  • ETSY
  • ALGN
Bares Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 24
Filing on Nov 14, 2025 Q3 2025

Greenvale Capital LLP

  • RUN
  • RBLX
  • ZETA
  • VRNS
  • FCN
  • OKTA
  • ACEL
Greenvale Capital LLP's Q3 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 16