Largest Portfolios by Value
Filing on Feb 12, 2025
Q4 2024
St. James Investment Company, LLC
- BRK-B
- GBIL
- AEM
- L
- UL
- BIL
- ENB
Filing on Jan 31, 2025
Q4 2024
Filing on Feb 05, 2025
Q4 2024
Filing on Feb 14, 2025
Q4 2024
Filing on Feb 13, 2025
Q4 2024
Affinity Asset Advisors, LLC
- XBI
- XENE
- ACLX
- ALKS
- TEVA
- VRNA
- MDGL
Filing on Feb 10, 2025
Q4 2024
Filing on Jan 14, 2025
Q4 2024
Financial Enhancement Group LLC
- SPLG
- QEFA
- OEF
- IJR
- JMBS
- QQQ
- OMFL
Filing on Feb 13, 2025
Q4 2024
American Investment Services, Inc.
- VUG
- DFUS
- GLDM
- DFUV
- AAPL
- VYMI
- QQQ
Filing on Aug 12, 2024
Q2 2024
Mckinley Capital Management LLC
- MSFT
- NVDA
- AAPL
- AMZN
- GOOG
- META
- AVGO
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 14, 2025
Q4 2024
Christopher Bloomstran
Semper Augustus Investments Group LLC
- BRK-B
- BRK-A
- DLTR
- DG
- KGC
- NEM
- VLO
Filing on Jan 24, 2025
Q4 2024
Valley National Advisers Inc
- SCHX
- AAPL
- SCHB
- SCHG
- MSFT
- FBND
- SCHF
Filing on Jan 14, 2025
Q4 2024
Capital Advisors Wealth Management, LLC
- IWF
- IVV
- VIG
- VCIT
- VGT
- BLV
- JPIE
Filing on Feb 13, 2025
Q4 2024
Ratan Capital Management LP
- NVDA
- TSLA
- MSFT
- AMZN
- VRT
- VST
- META
Filing on Jan 23, 2025
Q4 2024
Hamilton Point Investment Advisors, LLC
- BRK-A
- AAPL
- MSFT
- EME
- AXP
- GOOG
- RTX
Filing on Jan 23, 2023
Q4 2022
Autus Asset Management, LLC
- VB
- VEA
- VCIT
- AAPL
- CVX
- VCSH
- HYG
Filing on Feb 14, 2025
Q4 2024
Permian Investment Partners, LP
- NRG
- GRFS
- APG
- KBR
- ARMK
Filing on Feb 10, 2025
Q4 2024
Ironwood Investment Counsel, LLC
- MSFT
- AAPL
- FNDA
- GOOGL
- AMZN
- AXP
- ACN