Largest Portfolios by Value
Filing on Nov 13, 2025
Q3 2025
Claret Asset Management Corp
- BRK-B
- GIB
- META
- GOOGL
- MSFT
- OLLI
- ULTA
Filing on Nov 05, 2025
Q3 2025
Regents Of The University Of California
- ASML
- STT
- OWL
- SRZNW
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2024
Q3 2024
Alera Investment Advisors, LLC
- SPLG
- IVW
- IWF
- SPYV
- DYNF
- SCHZ
- IVE
Filing on Nov 14, 2025
Q3 2025
Night Owl Capital Management, LLC
- GOOG
- MSFT
- SAP
- AMZN
- META
- GE
- TSM
Filing on Nov 12, 2025
Q3 2025
Pinnacle Wealth Planning Services, Inc.
- FLTR
- SPSM
- ET
- SPYV
- AAPL
- NVDA
- SPAB
Filing on Feb 14, 2023
Q4 2022
Perpetual Investment Management LTD
- LNW
- MRK
- APD
- ORCL
- FERG
- CMCSA
- IPG
Filing on Nov 14, 2025
Q3 2025
Southernsun Asset Management, LLC
- CR
- BCO
- USPH
- MOD
- LPX
- MUSA
- DAR
Filing on Nov 12, 2025
Q3 2025
Quantum Capital Management, LLC
- VEEV
- ODFL
- CPRT
- NVR
- PRI
- MSCI
- IDXX
Filing on Jan 12, 2026
Q4 2025
Viking Fund Management LLC
- AVGO
- TRP
- NEE
- CVX
- PEP
- ETR
- TPL
Filing on Oct 24, 2025
Q3 2025
Alley Investment Management Company, LLC
- JPM
- MSFT
- AAPL
- GOOGL
- PM
- ABBV
- AMP
Filing on Oct 31, 2025
Q3 2025
Red Cedar Investment Management, LLC
- VONE
- IWB
- IJH
- EWJ
- IEMG
- GDX
- SCHF
Filing on Nov 14, 2025
Q3 2025
First Light Asset Management, LLC
- AXGN
- CNTA
- NEO
- AMLX
- CRNX
- HCAT
- ORGO
Filing on Nov 13, 2023
Q3 2023
Front Barnett Associates LLC
- AAPL
- GOOGL
- TMO
- LOW
- GOOG
- AMZN
- JPM
Filing on Oct 14, 2025
Q3 2025
Rtd Financial Advisors, Inc.
- IVV
- BND
- IWF
- GTO
- IJH
- IWB
- IJR
Filing on Oct 14, 2025
Q3 2025
Sloy Dahl & Holst, LLC
- TSLA
- AAPL
- NVDA
- COIN
- PLTR
- MSFT
- GBTC
Filing on Nov 13, 2025
Q3 2025
Nelson Capital Management, LLC
- NVDA
- VEA
- MSFT
- IGSB
- AAPL
- SPTS
- XLI
Filing on Oct 31, 2025
Q3 2025
Greatmark Investment Partners, Inc.
- AFL
- AXP
- MSFT
- AAPL
- AN
- MPC
- SCHW