Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Community Bank, N.A.

  • AAPL
  • IEFA
  • IVV
  • IBM
  • MSFT
  • JPM
  • VTI
Community Bank, N.A.'s Q1 2025 Portfolio
Portfolio Value 734 Million
Stocks 574
Filing on May 15, 2025 Q1 2025

Greenvale Capital LLP

  • CYBR
  • RUN
  • RBLX
  • PLNT
  • PWR
  • ZS
  • FCN
Greenvale Capital LLP's Q1 2025 Portfolio
Portfolio Value 734 Million
Stocks 15
Filing on May 01, 2025 Q1 2025

Slow Capital, Inc.

  • SGOV
  • AVGO
  • NFLX
  • NVDA
  • MELI
  • AMZN
  • ISRG
Slow Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 733 Million
Stocks 111
Filing on Oct 27, 2023 Q3 2023

Dubuque Bank & Trust CO

  • VTV
  • HTLF
  • VUG
  • ITM
  • EFV
  • EFG
  • AAPL
Dubuque Bank & Trust CO's Q3 2023 Portfolio
Portfolio Value 733 Million
Stocks 352
Filing on May 01, 2025 Q1 2025

Greatmark Investment Partners, Inc.

  • AFL
  • AAPL
  • AXP
  • MSFT
  • SCHW
  • QCOM
  • AN
Greatmark Investment Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 733 Million
Stocks 141
Filing on May 15, 2025 Q1 2025

Wallace Capital Management Inc.

  • GHC
  • BRK-B
  • WTM
  • L
  • JNJ
  • RSG
  • TAP
Wallace Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 732 Million
Stocks 83
Filing on May 15, 2025 Q1 2025

Aprio Wealth Management, LLC

  • DUHP
  • DIHP
  • EMXC
  • TOLZ
  • COWZ
  • REZ
  • TDIV
Aprio Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 374
Filing on May 15, 2025 Q1 2025

Grs Advisors, LLC

  • WELL
  • DLR
  • ADC
  • CCL
  • KIM
  • CTRE
  • CPT
Grs Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 32
Filing on Apr 30, 2025 Q1 2025

Ntv Asset Management LLC

  • SPY
  • QQQ
  • LLY
  • AAPL
  • RSP
  • IWM
  • MSFT
Ntv Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 272
Filing on Aug 09, 2023 Q2 2023

Endurance Wealth Management, Inc.

  • AAPL
  • QCOM
  • MTD
  • TMO
  • KMI
  • EW
  • HD
Endurance Wealth Management, Inc.'s Q2 2023 Portfolio
Portfolio Value 731 Million
Stocks 775
Filing on May 12, 2025 Q1 2025

Cooper Financial Group

  • SCHV
  • AAPL
  • BIV
  • MSFT
  • NVDA
  • AMZN
  • JPST
Cooper Financial Group's Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 379
Filing on Nov 08, 2022 Q3 2022

Sp Asset Management

  • META
  • PFF
  • UNH
  • AAPL
  • ICSH
  • ABBV
  • BRKB
Sp Asset Management's Q3 2022 Portfolio
Portfolio Value 731 Million
Stocks 107
Filing on May 15, 2025 Q1 2025

Nellore Capital Management LLC

  • AMZN
  • MELI
  • APPF
  • VEEV
  • CPNG
  • MSFT
  • DASH
Nellore Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 16
Filing on Apr 23, 2025 Q1 2025

Adams Natural Resources Fund, Inc.

  • XOM
  • TPL
  • MLM
  • PSX
  • CF
  • COP
  • IP
Adams Natural Resources Fund, Inc.'s Q1 2025 Portfolio
Portfolio Value 731 Million
Stocks 52
Filing on May 14, 2025 Q1 2025

Monashee Investment Management LLC

  • IVV
  • VOO
  • VEA
  • IEFA
  • VWO
  • IEMG
  • ITOT
Monashee Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 730 Million
Stocks 46
Filing on May 15, 2025 Q1 2025

Vancity Investment Management LTD

  • MSFT
  • V
  • CPRT
  • AAPL
  • BRO
  • SPGI
  • AMZN
Vancity Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 730 Million
Stocks 73
Filing on Apr 24, 2025 Q1 2025

Jag Capital Management, LLC

  • AAPL
  • AMZN
  • NVDA
  • META
  • MSFT
  • NFLX
  • MA
Jag Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 729 Million
Stocks 147
Filing on Apr 15, 2025 Q1 2025

Ibex Wealth Advisors

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • WMB
  • OKE
  • IBM
Ibex Wealth Advisors's Q1 2025 Portfolio
Portfolio Value 728 Million
Stocks 122