Largest Portfolios by Value

Filing on Oct 15, 2025 Q3 2025

Inspire Investing, LLC

  • CAT
  • APH
  • SCHO
  • WWJD
  • IBD
  • KLAC
  • IBKR
Inspire Investing, LLC's Q3 2025 Portfolio
Portfolio Value 957 Million
Stocks 846
Filing on Jan 14, 2026 Q4 2025

Stillwater Capital Advisors, LLC

  • XLK
  • AVGO
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • LLY
Stillwater Capital Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 957 Million
Stocks 70
Filing on Nov 12, 2025 Q3 2025

May Tech Global Investments, LLC

  • NVDA
  • META
  • GOOG
  • AMZN
  • MELI
  • MA
  • NOW
May Tech Global Investments, LLC's Q3 2025 Portfolio
Portfolio Value 956 Million
Stocks 24
Filing on Nov 04, 2025 Q3 2025

Van Cleef Asset Management,Inc

  • PGR
  • AAPL
  • PLTR
  • VXF
  • MSFT
  • GOOGL
  • VEU
Van Cleef Asset Management,Inc's Q3 2025 Portfolio
Portfolio Value 955 Million
Stocks 118
Filing on Nov 04, 2025 Q3 2025

Villere St Denis J & CO LLC

  • JPM
  • LGND
  • V
  • POOL
  • AMZN
  • ROP
  • CVX
Villere St Denis J & CO LLC's Q3 2025 Portfolio
Portfolio Value 954 Million
Stocks 81
Filing on Nov 21, 2025 Q3 2025

Tcm Advisors, LLC

  • IWM
  • DIA
  • QQQ
  • TLT
  • GLD
  • BIL
  • IYR
Tcm Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 952 Million
Stocks 65
Filing on Oct 20, 2025 Q3 2025

Dupont Capital Management Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • META
  • VWO
Dupont Capital Management Corp's Q3 2025 Portfolio
Portfolio Value 951 Million
Stocks 109
Filing on Oct 21, 2025 Q3 2025

Arrow Financial Corp

  • VOO
  • QQQ
  • IJH
  • AROW
  • IJR
  • SPYV
  • IDEV
Arrow Financial Corp's Q3 2025 Portfolio
Portfolio Value 951 Million
Stocks 288
Filing on Oct 28, 2025 Q3 2025

Lodestar Private Asset Management LLC

  • IVV
  • QQQ
  • AAPL
  • QQQM
  • SCHD
  • SPAB
  • CWI
Lodestar Private Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 948 Million
Stocks 225
Filing on Nov 10, 2025 Q3 2025

Helikon Investments LTD

  • SKE
  • CAAP
  • MGM
  • TGS
  • IAC
  • PAM
  • IFS
Helikon Investments LTD's Q3 2025 Portfolio
Portfolio Value 947 Million
Stocks 17
Filing on Nov 14, 2022 Q3 2022

Noked Capital LTD

  • INMD
  • AAPL
  • MSFT
  • ENPH
  • PANW
  • SEDG
  • MNDY
Noked Capital LTD's Q3 2022 Portfolio
Portfolio Value 946 Million
Stocks 48
Filing on Nov 10, 2025 Q3 2025

Global Strategic Investment Solutions, LLC

  • IEFA
  • VONV
  • VONG
  • AVLV
  • VUG
  • IUSB
  • SPDW
Global Strategic Investment Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 946 Million
Stocks 153
Filing on Oct 07, 2025 Q3 2025

Beacon Financial Group

  • DGRW
  • VYM
  • VUG
  • DYNF
  • BRK-B
  • TFLO
  • FDL
Beacon Financial Group's Q3 2025 Portfolio
Portfolio Value 944 Million
Stocks 346
Filing on Nov 14, 2025 Q3 2025

Khrom Capital Management LLC

  • AMCR
  • HCI
  • ACHC
  • THC
  • SNX
  • SYF
  • UHS
Khrom Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 944 Million
Stocks 13
Filing on Nov 14, 2025 Q3 2025

Uniplan Investment Counsel, Inc.

  • WELL
  • EQIX
  • AMT
  • SPG
  • EGP
  • TRNO
  • KRG
Uniplan Investment Counsel, Inc.'s Q3 2025 Portfolio
Portfolio Value 943 Million
Stocks 226
Filing on Nov 14, 2025 Q3 2025

Hook Mill Capital Partners, LP

  • FIVE
  • MCD
  • HD
  • W
  • CCL
  • MDLZ
  • PFGC
Hook Mill Capital Partners, LP's Q3 2025 Portfolio
Portfolio Value 943 Million
Stocks 38
Filing on May 13, 2025 Q1 2025

Taurus Asset Management, LLC

  • AAPL
  • MSFT
  • JPM
  • AMZN
  • V
  • GOOG
  • INTU
Taurus Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 942 Million
Stocks 87
Filing on Nov 12, 2025 Q3 2025

Rock Creek Group, LP

  • ITOT
  • RSP
  • ISHG
  • CHH
  • GLD
  • JPST
  • IDEV
Rock Creek Group, LP's Q3 2025 Portfolio
Portfolio Value 942 Million
Stocks 62