Largest Portfolios by Value
Filing on Jan 23, 2025
Q4 2024
Strategic Point Investment Advisors, LLC
- SPY
- IEI
- IVV
- IVE
- ITOT
- IWF
- SPSB
Filing on Feb 14, 2025
Q4 2024
Kingdon Capital Management, L.L.C.
- TNDM
- SNDX
- IWM
- THC
- TAP
- ONON
- INSM
Filing on Feb 13, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Tcg Crossover Management, LLC
- DYN
- XNCR
- COGT
- CNTA
- OCUL
- SVRA
- TNGX
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Marquette Asset Management, LLC
- SCHG
- DFAI
- SCHD
- IWF
- AVUV
- AGG
- VO
Filing on Feb 06, 2025
Q4 2024
Academy Capital Management Inc
- AAPL
- MSFT
- AMZN
- MA
- META
- BRK-B
- GOOG
Filing on Jan 17, 2025
Q4 2024
Viking Fund Management LLC
- AVGO
- NEE
- ABBV
- TRP
- CVX
- ETR
- BMY
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 21, 2025
Q4 2024
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
- SPY
- XLK
- VOO
- XLF
- TEVA
- XLC
- XLV
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 15, 2025
Q4 2024
Lake Street Financial LLC
- AAPL
- VTV
- NVDA
- VUG
- QQQ
- MSFT
- AMZN
Filing on Feb 10, 2025
Q4 2024
First National Advisers, LLC
- AAPL
- MSFT
- DFAI
- NVDA
- AMZN
- GOOG
- JPM
Filing on Feb 13, 2025
Q4 2024
Oaktop Capital Management Ii, L.P.
- KLAC
- ADI
- AVGO
- ASPN
- PRGS
- BMY
- CEVA
Filing on Feb 06, 2025
Q4 2024
Atlas Venture Life Science Advisors, LLC
- KYMR
- DYN
- THRD
- DAWN
- VIGL
- GBIO
- IKNA
Filing on Jan 16, 2025
Q4 2024
Tarbox Family Office, Inc.
- IVV
- IJH
- AVEM
- IEFA
- IWM
- AVUV
- AVDE
Filing on Feb 14, 2025
Q4 2024