Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Mirova

  • TMO
  • ACN
  • ECL
  • NVDA
  • MSFT
  • LLY
  • V
Mirova's Q4 2024 Portfolio
Portfolio Value 568 Million
Stocks 129
Filing on Feb 14, 2025 Q4 2024

Howard Hughes Medical Institute

  • SPY
Howard Hughes Medical Institute's Q4 2024 Portfolio
Portfolio Value 568 Million
Stocks 2
Filing on Jan 13, 2025 Q4 2024

Gleason Group, Inc.

  • VOO
  • VTI
  • VXF
  • VUG
  • VTV
  • VXUS
  • SCHX
Gleason Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 567 Million
Stocks 196
Filing on May 04, 2023 Q1 2023

Barber Financial Group, Inc.

  • STIP
  • QQQ
  • SPY
  • IVW
  • SPTM
  • VOO
  • DIVO
Barber Financial Group, Inc.'s Q1 2023 Portfolio
Portfolio Value 567 Million
Stocks 148
Filing on Feb 03, 2025 Q4 2024

Greystone Financial Group, LLC

  • BSV
  • SHYG
  • BLV
  • BIV
  • EMB
  • AAPL
  • AVGO
Greystone Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 567 Million
Stocks 95
Filing on Jul 19, 2024 Q2 2024

Greylin Investment Mangement Inc

  • BRK-B
  • XOM
  • QCOM
  • INTC
  • OGN
  • JNJ
  • ALLY
Greylin Investment Mangement Inc's Q2 2024 Portfolio
Portfolio Value 566 Million
Stocks 82
Filing on Nov 14, 2023 Q3 2023

Alcentra LTD (Bny Mellon)

  • SKIL
Alcentra LTD (Bny Mellon)'s Q3 2023 Portfolio
Portfolio Value 566 Million
Stocks 1
Filing on Jan 24, 2025 Q4 2024

Founders Capital Management, LLC

  • GOOG
  • BRK-B
  • META
  • MSFT
  • AXP
  • WFC
  • AAPL
Founders Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 566 Million
Stocks 73
Filing on Feb 10, 2025 Q4 2024

Magnolia Group, LLC

  • NNI
  • ARLP
  • CRMT
  • BOC
  • ABG
  • RMAX
  • PCYO
Magnolia Group, LLC's Q4 2024 Portfolio
Portfolio Value 566 Million
Stocks 10
Filing on Jan 13, 2025 Q4 2024

Crane Advisory, LLC

  • VOO
  • PULS
  • VUG
  • FBND
  • SCHR
  • VTV
  • SPTS
Crane Advisory, LLC's Q4 2024 Portfolio
Portfolio Value 565 Million
Stocks 44
Filing on Jan 22, 2025 Q4 2024

Klaas Financial Asset Advisors, LLC

  • ITOT
  • IGIB
  • IGSB
  • IDEV
  • IEI
  • DFEM
  • JMOM
Klaas Financial Asset Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 565 Million
Stocks 46
Filing on Feb 03, 2025 Q4 2024

Investment Management Associates Inc

  • SPY
  • UBER
  • BSM
  • BTI
  • HII
  • IMXI
  • EPD
Investment Management Associates Inc 's Q4 2024 Portfolio
Portfolio Value 564 Million
Stocks 28
Filing on Feb 11, 2025 Q4 2024

Akuna Securities LLC

  • SPY
  • QQQ
  • NVDA
Akuna Securities LLC's Q4 2024 Portfolio
Portfolio Value 564 Million
Stocks 12
Filing on Feb 14, 2025 Q4 2024

Silver Rock Financial LP

  • SPY
  • CMCSA
  • CABO
  • SEAT
  • CYH
  • BRCC
  • ATUS
Silver Rock Financial LP's Q4 2024 Portfolio
Portfolio Value 563 Million
Stocks 28
Filing on Jan 27, 2025 Q4 2024

Schmidt P J Investment Management Inc

  • AAPL
  • MSFT
  • AVGO
  • SNDR
  • IGIB
  • GOVT
  • GOOG
Schmidt P J Investment Management Inc's Q4 2024 Portfolio
Portfolio Value 563 Million
Stocks 184
Filing on Feb 12, 2025 Q4 2024

Robotti Robert

  • TDW
  • BLDR
  • LXU
  • JEF
  • WFG
  • FPH
  • WLK
Robotti Robert's Q4 2024 Portfolio
Portfolio Value 563 Million
Stocks 86
Filing on Feb 14, 2025 Q4 2024

Mc Gowan Group Asset Management, Inc.

  • AWF
  • DSL
  • HYT
  • UTF
  • XOM
  • ARCC
  • PAGP
Mc Gowan Group Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 563 Million
Stocks 124
Filing on Feb 12, 2025 Q4 2024

Oarsman Capital, Inc.

  • SPYG
  • VTV
  • SCHF
  • IUSB
  • GVI
  • RSP
  • IVV
Oarsman Capital, Inc.'s Q4 2024 Portfolio
Portfolio Value 562 Million
Stocks 909