Largest Portfolios by Value
Filing on Oct 29, 2025
Q3 2025
Jackson Thornton Asset Management, LLC
- DFAC
- DFAT
- DFIV
- DFUV
- DFAX
- VGIT
- DISV
Filing on Jan 13, 2026
Q4 2025
Mayflower Financial Advisors, LLC
- HLI
- IVV
- SPLG
- AAPL
- MSFT
- W
- QUAL
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Sir Capital Management, L.P.
- PR
- KMI
- DVN
- OKE
- TRP
- MGY
- AR
Filing on Oct 16, 2025
Q3 2025
Filing on Nov 12, 2024
Q3 2024
Guardian Capital Advisors LP
- RY
- TD
- BMO
- BNS
- ENB
- MSFT
- CNI
Filing on Nov 05, 2025
Q3 2025
Rodgers & Associates, LTD
- VTV
- VBR
- VOE
- IWF
- IWP
- SPYG
- SPSB
Filing on May 02, 2025
Q1 2025
Cable Hill Partners, LLC
- DFAI
- BRK-A
- VTV
- QUAL
- VUG
- DFAE
- AGG
Filing on Oct 21, 2025
Q3 2025
Barton Investment Management
- NFLX
- SHOP
- AMZN
- GLBE
- OWL
- AL
- EQIX
Filing on Oct 31, 2025
Q3 2025
Mason Street Advisors, LLC
- AGG
- IVV
- SPTL
- SPMD
- IEFA
- SPSM
- VLUE
Filing on Nov 14, 2025
Q3 2025
Wny Asset Management, LLC
- CGCP
- CGGR
- CGDV
- DFAC
- DFAI
- JEPQ
- FLOT
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Filing on Oct 21, 2025
Q3 2025
Soa Wealth Advisors, Llc.
- VBR
- IWY
- AAPL
- MSFT
- VOO
- NVDA
- NFLX
Filing on Oct 16, 2025
Q3 2025
Hudson Valley Investment Advisors Inc
- NVDA
- SPIB
- MSFT
- LLY
- SPSB
- AAPL
- ISRG
Filing on Nov 14, 2025
Q3 2025
Sprucegrove Investment Management LTD
- RYAAY
- CPA
- DCI
- MKL
- CHRW
- BRK-B
- WFC
Filing on Oct 28, 2025
Q3 2025
Compass Ion Advisors, LLC
- VTI
- IXUS
- IUSB
- SPHQ
- SPLG
- DRSK
- FBND