Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Dennis Hong

Shaw Spring Partners LLC
  • INTU
  • NCNO
  • PCOR
  • MNDY
  • CSGP
  • BRZE
  • FOUR
Dennis Hong's Q1 2025 Portfolio
Portfolio Value 728 Million
Stocks 10
Filing on Apr 15, 2025 Q1 2025

Greenwood Capital Associates LLC

  • AAPL
  • MSFT
  • IVV
  • BBEU
  • GOOGL
  • BRK-B
  • AMZN
Greenwood Capital Associates LLC's Q1 2025 Portfolio
Portfolio Value 727 Million
Stocks 234
Filing on Apr 22, 2025 Q1 2025

Continuum Advisory, LLC

  • CGDV
  • AAPL
  • JCPB
  • VTI
  • VXF
  • MSFT
  • BND
Continuum Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 727 Million
Stocks 1658
Filing on Apr 07, 2025 Q1 2025

Howard Financial Services, Ltd.

  • QUAL
  • SCHD
  • SPGP
  • RSP
  • VIG
  • GTO
  • AAPL
Howard Financial Services, Ltd.'s Q1 2025 Portfolio
Portfolio Value 726 Million
Stocks 183
Filing on Nov 12, 2024 Q3 2024

Financial Planning & Information Services, Inc.

  • JCPB
  • SPYG
  • HTRB
  • SLYV
  • DON
  • VTV
  • DFAI
Financial Planning & Information Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 725 Million
Stocks 88
Filing on May 15, 2025 Q1 2025

Khrom Capital Management LLC

  • HCI
  • BERY
  • SYF
  • SNX
  • THC
  • UAL
  • ACHC
Khrom Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 725 Million
Stocks 16
Filing on Apr 03, 2025 Q1 2025

Insight Wealth Strategies, LLC

  • CVX
  • VCLT
  • TLT
  • IEF
  • PFF
  • QUAL
  • LVHI
Insight Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 725 Million
Stocks 158
Filing on Apr 23, 2025 Q1 2025

La Fleur & Godfrey LLC

  • AAPL
  • JPM
  • MSFT
  • SYK
  • RTX
  • JNJ
  • ECL
La Fleur & Godfrey LLC's Q1 2025 Portfolio
Portfolio Value 725 Million
Stocks 145
Filing on Apr 17, 2025 Q1 2025

Columbus Macro, LLC

  • HYDW
  • IDEV
  • IVV
  • MLPA
  • SCHZ
  • VWOB
  • STIP
Columbus Macro, LLC's Q1 2025 Portfolio
Portfolio Value 723 Million
Stocks 201
Filing on May 14, 2025 Q1 2025

State Of Wyoming

  • SPY
  • EFA
  • EMXC
  • AAPL
  • IWM
  • NVDA
  • ACWX
State Of Wyoming's Q1 2025 Portfolio
Portfolio Value 723 Million
Stocks 1621
Filing on May 14, 2025 Q1 2025

Pertento Partners LLP

  • USFD
  • EWJ
  • SIMO
  • SLM
  • MDU
  • CLBT
  • ASML
Pertento Partners LLP's Q1 2025 Portfolio
Portfolio Value 722 Million
Stocks 21
Filing on May 15, 2025 Q1 2025

8 Knots Management, LLC

  • CNC
  • UNH
  • ALHC
  • PNTG
  • EHAB
  • CVS
  • ACHC
8 Knots Management, LLC's Q1 2025 Portfolio
Portfolio Value 721 Million
Stocks 18
Filing on May 06, 2025 Q1 2025

Hendershot Investments Inc.

  • BRK-B
  • AAPL
  • GOOGL
  • TJX
  • BKNG
  • JNJ
  • V
Hendershot Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 721 Million
Stocks 129
Filing on Jul 13, 2022 Q2 2022

Murphy Capital Management Inc

  • AAPL
  • SPY
  • MSFT
  • QQQ
  • XLY
  • VGT
  • XLV
Murphy Capital Management Inc's Q2 2022 Portfolio
Portfolio Value 720 Million
Stocks 217
Filing on May 05, 2025 Q1 2025

Mainstay Capital Management LLC

  • SPMO
  • SIXH
  • QGRO
  • SIXA
  • FEZ
  • SPYG
  • SPHQ
Mainstay Capital Management LLC 's Q1 2025 Portfolio
Portfolio Value 720 Million
Stocks 119
Filing on May 07, 2025 Q1 2025

Bedel Financial Consulting, Inc.

  • LLY
  • DFAI
  • VTEB
  • AAPL
  • DFAE
  • LLY
  • MSFT
Bedel Financial Consulting, Inc.'s Q1 2025 Portfolio
Portfolio Value 720 Million
Stocks 264
Filing on Apr 16, 2025 Q1 2025

Everhart Financial Group, Inc.

  • VTV
  • VUG
  • VTI
  • BIV
  • AAPL
  • NVDA
  • MSFT
Everhart Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 719 Million
Stocks 328
Filing on Apr 08, 2025 Q1 2025

Mechanics Bank Trust Department

  • AAPL
  • SPY
  • MSFT
  • GOOGL
  • JEPI
  • COST
  • LQD
Mechanics Bank Trust Department's Q1 2025 Portfolio
Portfolio Value 719 Million
Stocks 378