Largest Portfolios by Value

Filing on Oct 28, 2025 Q3 2025

Bfsg, LLC

  • VTI
  • NVDA
  • MSFT
  • IAU
  • IVV
  • NEM
  • AAPL
Bfsg, LLC's Q3 2025 Portfolio
Portfolio Value 998 Million
Stocks 705
Filing on Nov 13, 2025 Q3 2025

Carret Asset Management, LLC

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • ORCL
  • BRK-B
  • GOOGL
Carret Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 996 Million
Stocks 287
Filing on Oct 30, 2025 Q3 2025

Uscf Advisers LLC

  • MP
  • FSLR
  • CSIQ
  • ARRY
  • RUN
  • RNW
  • SQM
Uscf Advisers LLC's Q3 2025 Portfolio
Portfolio Value 996 Million
Stocks 20
Filing on Nov 07, 2025 Q3 2025

Shell Asset Management CO

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • GOOG
  • META
Shell Asset Management CO's Q3 2025 Portfolio
Portfolio Value 996 Million
Stocks 1191
Filing on Nov 12, 2025 Q3 2025

Ibex Wealth Advisors

  • NVDA
  • AVGO
  • PLTR
  • MSFT
  • APP
  • AAPL
  • WMB
Ibex Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 995 Million
Stocks 203
Filing on Nov 05, 2025 Q3 2025

Wescott Financial Advisory Group, LLC

  • VOO
  • QQQ
  • IWP
  • IEFA
  • IVV
  • DFIS
  • DFUV
Wescott Financial Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 995 Million
Stocks 193
Filing on Nov 14, 2025 Q3 2025

Park West Asset Management LLC

  • GOOGL
  • GOOGL
  • AMZN
  • FLEX
  • Z
  • WDC
  • TSEM
Park West Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 994 Million
Stocks 46
Filing on Nov 14, 2025 Q3 2025

Alta Park Capital, LP

  • QQQ
  • NU
  • APP
  • WDC
  • SMH
  • META
  • BABA
Alta Park Capital, LP's Q3 2025 Portfolio
Portfolio Value 994 Million
Stocks 40
Filing on Nov 13, 2025 Q3 2025

140 Summer Partners LP

  • COF
  • MTZ
  • AER
  • WBS
  • TMUS
  • COOP
  • PGR
140 Summer Partners LP's Q3 2025 Portfolio
Portfolio Value 994 Million
Stocks 21
Filing on Nov 18, 2025 Q3 2025

Provident Investment Management, Inc.

  • V
  • MSFT
  • VRTX
  • BKNG
  • GOOG
  • CPRT
  • SCHW
Provident Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 990 Million
Stocks 81
Filing on Oct 21, 2025 Q3 2025

Suncoast Equity Management

  • MSFT
  • NVDA
  • BKNG
  • GOOG
  • V
  • INTU
  • SYK
Suncoast Equity Management's Q3 2025 Portfolio
Portfolio Value 990 Million
Stocks 90
Filing on Oct 27, 2025 Q3 2025

Octavia Wealth Advisors, LLC

  • SPYV
  • SPYG
  • FBND
  • AAPL
  • IEMG
  • EFV
  • EFG
Octavia Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 990 Million
Stocks 259
Filing on Nov 06, 2025 Q3 2025

Ima Wealth, Inc.

  • VV
  • SUSA
  • DMXF
  • DSI
  • SCHX
  • VSGX
  • ESGV
Ima Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 989 Million
Stocks 552
Filing on Nov 13, 2025 Q3 2025

Klcm Advisors, Inc.

  • NVDA
  • AAPL
  • BA
  • ATI
  • C
  • META
  • MAN
Klcm Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 989 Million
Stocks 180
Filing on Nov 14, 2025 Q3 2025

Ashe Capital Management, LP

  • APPF
  • SHOP
  • VEEV
  • DDOG
Ashe Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 989 Million
Stocks 7
Filing on Nov 10, 2025 Q3 2025

Miller Investment Management, LP

  • SPY
  • BILS
  • BRK-B
  • EFA
  • VGSH
  • META
  • SMH
Miller Investment Management, LP's Q3 2025 Portfolio
Portfolio Value 988 Million
Stocks 98
Filing on Nov 10, 2025 Q3 2025

Telemark Asset Management, LLC

  • NVDA
  • CCJ
  • CSGP
  • HEI
  • META
  • AMZN
  • AMSC
Telemark Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 988 Million
Stocks 47
Filing on Jan 12, 2026 Q4 2025

Bath Savings Trust CO

  • AAPL
  • TJX
  • MA
  • GOOGL
  • MSFT
  • SYK
  • INTU
Bath Savings Trust CO's Q4 2025 Portfolio
Portfolio Value 988 Million
Stocks 271