Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Madison Avenue Partners, LP
- GHC
- WLY
- TBPH
- ACHC
- EDR
- STGW
- NNI
Filing on Feb 14, 2025
Q4 2024
Palo Alto Investors LP
- INSM
- FOLD
- BMRN
- UTHR
- ACAD
- ALNY
- BIIB
Filing on Jan 30, 2025
Q4 2024
Covenant Asset Management, LLC
- CMG
- AVGO
- NVDA
- NOW
- MSFT
- AAPL
- AMZN
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 07, 2025
Q4 2024
Northcape Capital Pty LTD
- HDB
- AMX
- MELI
- ITUB
- PAC
- FMX
- TLK
Filing on Jan 30, 2025
Q4 2024
Beacon Capital Management, LLC
- SPY
- VTI
- QQQ
- MGK
- VUG
- DIA
- VOOV
Filing on Jan 17, 2025
Q4 2024
Vantagepoint Investment Advisers LLC
- AGG
- TLT
- IVV
- VTV
- VCSH
- VUG
- IGSB
Filing on Jan 17, 2025
Q4 2024
Johnson Bixby & Associates, LLC
- ITOT
- CGCP
- CGDV
- CGGO
- CGGR
- GOVT
- TLH
Filing on Feb 14, 2025
Q4 2024
Philadelphia Financial Management Of San Francisco, LLC
- IWM
- SLM
- KIE
- AJG
- FIP
- ALL
- RE
Filing on Feb 03, 2025
Q4 2024
Arcadia Investment Management Corp
- AVGO
- AAPL
- PANW
- NVDA
- MSFT
- SYK
- COST
Filing on Jan 17, 2025
Q4 2024
Capital Planning Advisors, LLC
- USFR
- SPHQ
- XMHQ
- GLDM
- IWF
- AAPL
- GOVT
Filing on Jan 25, 2023
Q4 2022
Boenning & Scattergood, Inc.
- AAPL
- MSFT
- JNJ
- ABBV
- BRK-B
- JPM
- PEP
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Garnet Equity Capital Holdings, Inc.
- SPY
- GRPN
- HEAR
- GLNG
- KTOS
- ATEX
- GLNG
Filing on Feb 14, 2025
Q4 2024
Cat Rock Capital Management LP
- META
- PDD
- SEMR
- GOOG
- MSFT
- TSM
- FOUR
Filing on Feb 13, 2025
Q4 2024
M Holdings Securities, Inc.
- SPY
- QQQ
- IVV
- VTV
- IJR
- VCIT
- AAPL
Filing on Jan 16, 2025
Q4 2024
Filing on Jan 28, 2025
Q4 2024
Stockman Wealth Management, Inc.
- IJR
- IGSB
- AAPL
- IDEV
- MSFT
- AMZN
- JPM