Largest Portfolios by Value

Filing on Jan 28, 2025 Q4 2024

Moloney Securities Asset Management, LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • SPY
  • QQQ
  • BRK-B
Moloney Securities Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 706 Million
Stocks 477
Filing on Feb 14, 2025 Q4 2024

Mid West One Financial Group, Inc.

  • MOFG
  • AAPL
  • SCHV
  • VONG
  • VCLT
  • SPLG
  • IEFA
Mid West One Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 706 Million
Stocks 366
Filing on Jan 15, 2025 Q4 2024

Trium Capital LLP

  • HYG
  • SPY
  • ACI
  • ARCH
  • EWY
  • KWEB
  • VNM
Trium Capital LLP's Q4 2024 Portfolio
Portfolio Value 705 Million
Stocks 40
Filing on Feb 12, 2025 Q4 2024

Massachusetts Institute Of Technology

  • CPNG
  • BOC
  • TOST
  • SE
  • IOT
  • CAT
  • TXT
Massachusetts Institute Of Technology's Q4 2024 Portfolio
Portfolio Value 705 Million
Stocks 10
Filing on Feb 11, 2025 Q4 2024

Efg Asset Management (North America) Corp.

  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • PLTR
  • AVGO
Efg Asset Management (North America) Corp.'s Q4 2024 Portfolio
Portfolio Value 705 Million
Stocks 174
Filing on Feb 12, 2025 Q4 2024

Rodgers Brothers Inc.

  • LLY
  • WSM
  • ABBV
  • PG
  • BMI
  • MSFT
  • EMR
Rodgers Brothers Inc.'s Q4 2024 Portfolio
Portfolio Value 704 Million
Stocks 230
Filing on Jan 17, 2025 Q4 2024

Southern Farm Bureau Life Insurance

  • SPY
  • VOO
  • MOAT
  • TUA
  • RSP
  • IEMG
  • IEFA
Southern Farm Bureau Life Insurance's Q4 2024 Portfolio
Portfolio Value 704 Million
Stocks 16
Filing on Jan 22, 2025 Q4 2024

Patriot Financial Group Insurance Agency, LLC

  • IVV
  • B
  • IVE
  • AAPL
  • MSFT
  • SCHG
  • NVDA
Patriot Financial Group Insurance Agency, LLC's Q4 2024 Portfolio
Portfolio Value 704 Million
Stocks 481
Filing on Feb 11, 2025 Q4 2024

Symmetry Partners, LLC

  • DFAC
  • BNDX
  • MTUM
  • BND
  • DFUV
  • AAPL
  • BSV
Symmetry Partners, LLC's Q4 2024 Portfolio
Portfolio Value 701 Million
Stocks 190
Filing on Jan 29, 2025 Q4 2024

Sycomore Asset Management

  • MSFT
  • NVDA
  • WCN
  • WDAY
  • NOW
  • ACN
  • MA
Sycomore Asset Management's Q4 2024 Portfolio
Portfolio Value 701 Million
Stocks 74
Filing on Jan 28, 2025 Q4 2024

Portfolio Strategies, Inc.

  • MGK
  • IXN
  • IWY
  • SMH
  • IYW
  • QQQ
  • FTEC
Portfolio Strategies, Inc.'s Q4 2024 Portfolio
Portfolio Value 701 Million
Stocks 40
Filing on Feb 14, 2025 Q4 2024

Rdst Capital LLC

  • MSFT
  • CSX
  • ENTG
  • QSR
  • MRVL
  • WDAY
  • SPY
Rdst Capital LLC's Q4 2024 Portfolio
Portfolio Value 700 Million
Stocks 20
Filing on Feb 11, 2025 Q4 2024

Technology Crossover Management X, Ltd.

  • NU
  • RKT
  • TOST
  • PTON
  • GTLB
  • GDRX
Technology Crossover Management X, Ltd.'s Q4 2024 Portfolio
Portfolio Value 699 Million
Stocks 6
Filing on Feb 07, 2025 Q4 2024

St. Louis Trust CO

  • SPY
  • VTI
  • IJR
  • VXUS
  • IWB
  • VEU
  • VOO
St. Louis Trust CO's Q4 2024 Portfolio
Portfolio Value 699 Million
Stocks 159
Filing on Oct 21, 2024 Q3 2024

Cedar Brook Financial Partners, LLC

  • ADP
  • MSFT
  • META
Cedar Brook Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 698 Million
Stocks 3
Filing on Jan 23, 2025 Q4 2024

Gilbert & Cook, Inc.

  • IVV
  • IWL
  • VEA
  • BND
  • JHMM
  • IWR
  • ARCC
Gilbert & Cook, Inc.'s Q4 2024 Portfolio
Portfolio Value 697 Million
Stocks 200
Filing on Feb 06, 2025 Q4 2024

Gryphon Financial Partners LLC

  • IVV
  • AAPL
  • DY
  • VTI
  • MSFT
  • SPY
  • META
Gryphon Financial Partners LLC's Q4 2024 Portfolio
Portfolio Value 696 Million
Stocks 518
Filing on Feb 14, 2025 Q4 2024

Night Owl Capital Management, LLC

  • AMZN
  • GOOG
  • SAP
  • AON
  • MSFT
  • CEG
  • FISV
Night Owl Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 694 Million
Stocks 28