Largest Portfolios by Value

Filing on Oct 30, 2024 Q3 2024

Cary Street Partners Asset Management LLC

  • TACK
  • VTV
  • SPYG
  • VUG
  • JEPI
  • VONV
  • SPSM
Cary Street Partners Asset Management LLC's Q3 2024 Portfolio
Portfolio Value 687 Million
Stocks 209
Filing on Feb 14, 2025 Q4 2024

Clearline Capital LP

  • ADBE
  • PRGO
  • ALIT
  • PLAY
  • GLNG
  • MU
  • BMRN
Clearline Capital LP's Q4 2024 Portfolio
Portfolio Value 686 Million
Stocks 94
Filing on Feb 14, 2025 Q4 2024

Archetype Wealth Partners

  • VOO
  • MUB
  • BND
  • IEFA
  • SPY
  • VCIT
  • IEF
Archetype Wealth Partners's Q4 2024 Portfolio
Portfolio Value 686 Million
Stocks 132
Filing on Feb 03, 2025 Q4 2024

Jlb & Associates Inc

  • AAPL
  • MA
  • ORCL
  • MSFT
  • TJX
  • APH
  • CPRT
Jlb & Associates Inc's Q4 2024 Portfolio
Portfolio Value 686 Million
Stocks 78
Filing on Jan 30, 2025 Q4 2024

Scarborough Advisors, LLC

  • SCHX
  • QUAL
  • QQQM
  • SPYV
  • DYNF
  • IGIB
  • SPLG
Scarborough Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 686 Million
Stocks 110
Filing on Feb 10, 2025 Q4 2024

King Wealth

  • IVV
  • QQQ
  • MSFT
  • AAPL
  • SPY
  • NVDA
  • IJH
King Wealth's Q4 2024 Portfolio
Portfolio Value 686 Million
Stocks 154
Filing on Feb 14, 2025 Q4 2024

Nitorum Capital, L.P.

  • CHDN
  • MLM
  • MNKD
  • BYD
  • UTHR
  • CNNE
  • FIS
Nitorum Capital, L.P.'s Q4 2024 Portfolio
Portfolio Value 684 Million
Stocks 26
Filing on Oct 14, 2022 Q3 2022

Redpoint Investment Management Pty LTD

  • MSFT
  • AMZN
  • GOOGL
  • GOOG
  • UNH
  • JNJ
  • XOM
Redpoint Investment Management Pty LTD's Q3 2022 Portfolio
Portfolio Value 684 Million
Stocks 584
Filing on Feb 13, 2025 Q4 2024

Stansberry Asset Management, LLC

  • GOOGL
  • AMZN
  • AXS
  • WRB
  • V
  • SHEL
  • MSFT
Stansberry Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 683 Million
Stocks 123
Filing on Jul 09, 2024 Q2 2024

Arden Trust CO

  • TOTL
  • DEM
  • CGGR
  • MATX
  • DFIC
  • INTF
  • IUSB
Arden Trust CO's Q2 2024 Portfolio
Portfolio Value 683 Million
Stocks 401
Filing on Feb 14, 2025 Q4 2024

Wallace Capital Management Inc.

  • WTM
  • GHC
  • BRK-B
  • L
  • JNJ
  • RSG
  • UL
Wallace Capital Management Inc.'s Q4 2024 Portfolio
Portfolio Value 682 Million
Stocks 81
Filing on Feb 14, 2025 Q4 2024

Naya Capital Management Uk LTD

  • AMAT
  • WWD
  • ORCL
Naya Capital Management Uk LTD's Q4 2024 Portfolio
Portfolio Value 681 Million
Stocks 5
Filing on Feb 04, 2025 Q4 2024

Moisand Fitzgerald Tamayo, LLC

  • DFAI
  • AVLV
  • DFAS
  • AVUV
  • SCHR
  • SCHO
  • BSV
Moisand Fitzgerald Tamayo, LLC's Q4 2024 Portfolio
Portfolio Value 681 Million
Stocks 600
Filing on Jan 30, 2025 Q4 2024

American Financial Advisors, LLC

  • QQQ
  • BRK-B
  • IWB
  • VIG
  • VBK
  • VIGI
  • FTCS
American Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 681 Million
Stocks 150
Filing on Feb 10, 2025 Q4 2024

Zevin Asset Management LLC

  • AAPL
  • V
  • MSFT
  • ADP
  • MELI
  • AMZN
  • COST
Zevin Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 679 Million
Stocks 86
Filing on Feb 13, 2025 Q4 2024

2 Xideas Ag

  • FTNT
  • PTC
  • ICE
  • IQV
  • RMD
  • NYT
  • KNSL
2 Xideas Ag's Q4 2024 Portfolio
Portfolio Value 679 Million
Stocks 59
Filing on Feb 12, 2025 Q4 2024

George Kaiser Family Foundation

  • BOKF
  • EE
  • ASPN
  • INTA
  • NOW
  • JBL
  • PTC
George Kaiser Family Foundation's Q4 2024 Portfolio
Portfolio Value 679 Million
Stocks 17
Filing on Jan 28, 2025 Q4 2024

Thompson Investment Management, Inc.

  • GOOGL
  • MSFT
  • XOM
  • WBD
  • META
  • EXAS
  • PYPL
Thompson Investment Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 678 Million
Stocks 505