Largest Portfolios by Value

Filing on Jan 16, 2026 Q4 2025

Penn Davis Mcfarland Inc

  • GOOG
  • NVDA
  • AAPL
  • GOOGL
  • KMI
  • UNH
  • PYPL
Penn Davis Mcfarland Inc's Q4 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 75
Filing on Oct 23, 2025 Q3 2025

Webster Bank, N. A.

  • SPY
  • VOO
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • JPM
Webster Bank, N. A.'s Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 809
Filing on Aug 14, 2025 Q2 2025

Camber Capital Management LP

  • SPY
  • ZBH
  • BAX
  • HUM
  • CVS
  • GMED
  • ICLR
Camber Capital Management LP's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 25
Filing on Nov 10, 2025 Q3 2025

Cornerstone Capital, Inc.

  • MSFT
  • GLW
  • V
  • GOOGL
  • SHOP
  • ABBV
  • AMZN
Cornerstone Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 108
Filing on Feb 14, 2023 Q4 2022

Laurel Wealth Advisors, Inc.

  • AAPL
  • MSFT
  • SPY
  • UCON
  • JEPI
  • SHYG
  • AMZN
Laurel Wealth Advisors, Inc.'s Q4 2022 Portfolio
Portfolio Value 1.01 Billion
Stocks 641
Filing on Oct 30, 2025 Q3 2025

Wendell David Associates Inc

  • MSFT
  • AAPL
  • MA
  • TJX
  • ADP
  • SYK
  • LLY
Wendell David Associates Inc's Q3 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 149
Filing on Nov 14, 2025 Q3 2025

Sora Investors LLC

  • NVDA
  • AMAT
  • ASML
  • MSFT
  • FSLR
  • AMZN
  • MCHP
Sora Investors LLC's Q3 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 82
Filing on Jan 16, 2026 Q4 2025

Crewe Advisors LLC

  • IVV
  • SPY
  • IJH
  • IEFA
  • BND
  • BRK-A
  • ESGV
Crewe Advisors LLC's Q4 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 1099
Filing on Nov 04, 2025 Q3 2025

Telos Capital Management, Inc.

  • AAPL
  • VTI
  • QCOM
  • GOOGL
  • VEU
  • HD
  • MS
Telos Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 194
Filing on Jan 25, 2024 Q4 2023

Bridgeworth, LLC

  • DFAC
  • SPYG
  • SPLG
  • SPMD
  • DFIC
  • SPSM
  • BNDX
Bridgeworth, LLC's Q4 2023 Portfolio
Portfolio Value 1.01 Billion
Stocks 177
Filing on Jan 12, 2026 Q4 2025

Ccm Investment Advisers LLC

  • NVDA
  • GOOGL
  • AMZN
  • AVGO
  • AAPL
  • MSFT
  • CAT
Ccm Investment Advisers LLC's Q4 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 89
Filing on Nov 14, 2025 Q3 2025

Insight Holdings Group, LLC

  • UDMY
  • S
  • MSFT
  • NVDA
  • AMZN
  • META
  • TSM
Insight Holdings Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 27
Filing on Oct 28, 2025 Q3 2025

Pembroke Management, LTD

  • REZI
  • PSTG
  • AAON
  • MPWR
  • CNM
  • SITE
  • WK
Pembroke Management, LTD's Q3 2025 Portfolio
Portfolio Value 1 Billion
Stocks 89
Filing on Oct 10, 2025 Q3 2025

Falcon Wealth Planning

  • AVLV
  • MGK
  • AAPL
  • QQQ
  • FBND
  • DFIV
  • DFAE
Falcon Wealth Planning's Q3 2025 Portfolio
Portfolio Value 1 Billion
Stocks 191
Filing on Nov 12, 2024 Q3 2024

Clari Vest Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • INDA
  • GOOGL
Clari Vest Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 1 Billion
Stocks 844
Filing on Nov 14, 2025 Q3 2025

Graham Holdings CO

  • BRK-A
  • GOOG
  • BRK-B
  • MKL
  • CABO
  • PUBM
Graham Holdings CO's Q3 2025 Portfolio
Portfolio Value 999 Million
Stocks 6
Filing on Jul 24, 2023 Q2 2023

Bergan Kdv Wealth Management, LLC

  • SCHR
  • SCHF
  • MBB
  • VCSH
  • VIG
  • SCHA
  • IEFA
Bergan Kdv Wealth Management, LLC's Q2 2023 Portfolio
Portfolio Value 999 Million
Stocks 862
Filing on Oct 21, 2025 Q3 2025

Townsend & Associates, Inc

  • SHV
  • ISTB
  • TLT
  • GLD
  • HDV
  • IUSV
  • NTR
Townsend & Associates, Inc's Q3 2025 Portfolio
Portfolio Value 998 Million
Stocks 112