Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Skopos Labs, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • JPM
Skopos Labs, Inc.'s Q3 2025 Portfolio
Portfolio Value 813 Million
Stocks 660
Filing on Nov 14, 2025 Q3 2025

Petrus Trust Company, Lta

  • SPY
  • MSFT
  • AMZN
  • AON
  • WDAY
  • MA
  • AZO
Petrus Trust Company, Lta's Q3 2025 Portfolio
Portfolio Value 813 Million
Stocks 164
Filing on Nov 14, 2025 Q3 2025

Quest Investment Management LLC

  • NVDA
  • MSFT
  • AAPL
  • IVE
  • AVGO
  • AMZN
  • SPYG
Quest Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 813 Million
Stocks 134
Filing on Nov 03, 2025 Q3 2025

Cypress Capital Group

  • AAPL
  • LLY
  • MSFT
  • ABBV
  • V
  • JPM
  • NVDA
Cypress Capital Group's Q3 2025 Portfolio
Portfolio Value 813 Million
Stocks 271
Filing on Nov 14, 2025 Q3 2025

12 West Capital Management LP

  • GDS
  • SHAK
  • RBLX
  • TOST
  • U
  • MRVI
  • NET
12 West Capital Management LP's Q3 2025 Portfolio
Portfolio Value 813 Million
Stocks 17
Filing on Oct 17, 2025 Q3 2025

Total Wealth Planning, LLC

  • SCHZ
  • VUG
  • VTV
  • DFEM
  • VCSH
  • DFIV
  • DFIS
Total Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 812 Million
Stocks 109
Filing on Nov 10, 2025 Q3 2025

La Fleur & Godfrey LLC

  • AAPL
  • MSFT
  • JPM
  • SYK
  • JNJ
  • AVGO
  • RTX
La Fleur & Godfrey LLC's Q3 2025 Portfolio
Portfolio Value 812 Million
Stocks 142
Filing on Nov 12, 2025 Q3 2025

Oak Grove Capital LLC

  • NVDA
  • MU
  • NVDA
  • AMD
  • MU
  • NFLX
  • GOOGL
Oak Grove Capital LLC's Q3 2025 Portfolio
Portfolio Value 812 Million
Stocks 244
Filing on Oct 29, 2025 Q3 2025

Awm Capital, LLC

  • DFAC
  • SGOV
  • DFIC
  • DFEM
  • AVUS
  • DFNM
  • DFAU
Awm Capital, LLC's Q3 2025 Portfolio
Portfolio Value 811 Million
Stocks 103
Filing on Oct 21, 2025 Q3 2025

Mattern Capital Management, LLC

  • AAPL
  • MSFT
  • WMT
  • LOW
  • AVGO
  • COST
  • ADI
Mattern Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 811 Million
Stocks 172
Filing on Nov 14, 2025 Q3 2025

Community Bank, N.A.

  • AAPL
  • IVV
  • MSFT
  • IEFA
  • IBM
  • JPM
  • VOO
Community Bank, N.A.'s Q3 2025 Portfolio
Portfolio Value 811 Million
Stocks 706
Filing on Oct 28, 2025 Q3 2025

Consolidated Investment Group LLC

  • QQQ
  • SPY
  • RSP
  • IWR
  • IWM
  • AVGO
  • NVDA
Consolidated Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 810 Million
Stocks 69
Filing on May 14, 2024 Q1 2024

Segantii Capital Management LTD

  • WRK
  • BABA
  • ANSS
  • KWEB
  • HES
  • CERE
  • AMED
Segantii Capital Management LTD's Q1 2024 Portfolio
Portfolio Value 807 Million
Stocks 100
Filing on Nov 13, 2025 Q3 2025

Awm Investment Company, Inc.

  • AEHR
  • MASS
  • AMSC
  • AVAV
  • LASR
  • ADMA
  • PI
Awm Investment Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 807 Million
Stocks 104
Filing on Nov 14, 2025 Q3 2025

Sagefield Capital LP

  • CHK
  • PR
  • MTDR
  • COP
  • XOM
  • APA
  • RRC
Sagefield Capital LP's Q3 2025 Portfolio
Portfolio Value 805 Million
Stocks 186
Filing on Oct 31, 2025 Q3 2025

Capital Investment Counsel, Inc

  • AAPL
  • NVDA
  • COST
  • WMT
  • GOOG
  • MSFT
  • AMZN
Capital Investment Counsel, Inc's Q3 2025 Portfolio
Portfolio Value 805 Million
Stocks 196
Filing on Oct 21, 2025 Q3 2025

U S Global Investors Inc

  • LUV
  • DAL
  • UAL
  • AAL
  • ALGT
  • JBLU
  • SNCY
U S Global Investors Inc's Q3 2025 Portfolio
Portfolio Value 804 Million
Stocks 171
Filing on Nov 06, 2025 Q3 2025

Mid West One Financial Group, Inc.

  • MOFG
  • AAPL
  • SCHV
  • VONG
  • SPLG
  • IEFA
  • VCLT
Mid West One Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 803 Million
Stocks 380