Largest Portfolios by Value

Filing on Apr 15, 2025 Q1 2025

Total Wealth Planning, LLC

  • SCHZ
  • VTV
  • VUG
  • VCSH
  • DFEM
  • DFIV
  • DFIS
Total Wealth Planning, LLC's Q1 2025 Portfolio
Portfolio Value 611 Million
Stocks 91
Filing on May 15, 2025 Q1 2025

South Street Advisors LLC

  • NVDA
  • AAPL
  • MSFT
  • LLY
  • TJX
  • APH
  • COOP
South Street Advisors LLC's Q1 2025 Portfolio
Portfolio Value 611 Million
Stocks 65
Filing on May 15, 2025 Q1 2025

12 West Capital Management LP

  • SHAK
  • GDS
  • RBLX
  • TOST
  • RGEN
  • KRUS
  • MRVI
12 West Capital Management LP's Q1 2025 Portfolio
Portfolio Value 610 Million
Stocks 17
Filing on May 09, 2025 Q1 2025

Wallington Asset Management, LLC

  • VEA
  • TJX
  • MSFT
  • AAPL
  • V
  • WRB
  • IJR
Wallington Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 610 Million
Stocks 94
Filing on Apr 21, 2025 Q1 2025

Beacon Capital Management, LLC

  • SPY
  • VTI
  • QQQ
  • MGK
  • VUG
  • DIA
  • VOOV
Beacon Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 609 Million
Stocks 1134
Filing on May 14, 2025 Q1 2025

Vivaldi Capital Management LP

  • AAPL
  • BK
  • AMGN
  • SPLG
  • MDT
  • NVDA
  • AMAT
Vivaldi Capital Management LP's Q1 2025 Portfolio
Portfolio Value 609 Million
Stocks 283
Filing on May 13, 2025 Q1 2025

Fox Run Management, L.L.C.

  • XLE
  • XLF
  • IYR
  • MRVL
  • MELI
  • DT
  • PFE
Fox Run Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 608 Million
Stocks 870
Filing on May 15, 2025 Q1 2025

Power Corp Of Canada

  • BEN
Power Corp Of Canada's Q1 2025 Portfolio
Portfolio Value 607 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Shay Capital LLC

  • SLV
  • SPY
  • GEO
  • ASHR
  • PLTR
  • XLF
  • PCT
Shay Capital LLC's Q1 2025 Portfolio
Portfolio Value 606 Million
Stocks 309
Filing on Apr 16, 2025 Q1 2025

Arkansas Financial Group, Inc.

  • DIA
  • IJH
  • VO
  • IGSB
  • SPSB
  • IVV
  • QQQ
Arkansas Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 606 Million
Stocks 77
Filing on May 05, 2025 Q1 2025

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

  • SPY
  • XLK
  • VOO
  • XLF
  • FXI
  • TSEM
  • PAVE
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)'s Q1 2025 Portfolio
Portfolio Value 605 Million
Stocks 65
Filing on May 13, 2025 Q1 2025

Elequin Capital LP

  • MSFT
  • MSFT
  • AAPL
  • AAPL
  • META
  • META
  • TSLA
Elequin Capital LP's Q1 2025 Portfolio
Portfolio Value 605 Million
Stocks 324
Filing on Apr 29, 2025 Q1 2025

Proffitt & Goodson Inc

  • VEA
  • VOO
  • VGIT
  • SPY
  • VTI
  • VCSH
  • VWO
Proffitt & Goodson Inc's Q1 2025 Portfolio
Portfolio Value 605 Million
Stocks 259
Filing on Apr 18, 2025 Q1 2025

Tennessee Valley Asset Management Partners

  • SPLG
  • IUSG
  • VTI
  • SPYV
  • IEFA
  • DYNF
  • BRK-B
Tennessee Valley Asset Management Partners's Q1 2025 Portfolio
Portfolio Value 604 Million
Stocks 158
Filing on Apr 09, 2025 Q1 2025

Dudley & Shanley, Inc.

  • WPM
  • AON
  • V
  • RYAN
  • SCI
  • APH
  • ECL
Dudley & Shanley, Inc.'s Q1 2025 Portfolio
Portfolio Value 604 Million
Stocks 37
Filing on Apr 15, 2025 Q1 2025

Usa Financial Portformulas Corp

  • SPY
  • DIA
  • IVW
  • IVV
  • LQD
  • BIL
  • IEF
Usa Financial Portformulas Corp's Q1 2025 Portfolio
Portfolio Value 603 Million
Stocks 274
Filing on May 14, 2025 Q1 2025

Gabelli & CO Investment Advisers, Inc.

  • HES
  • K
  • ITCI
  • FYBR
  • FNA
  • AMED
  • BECN
Gabelli & CO Investment Advisers, Inc.'s Q1 2025 Portfolio
Portfolio Value 603 Million
Stocks 251
Filing on May 15, 2025 Q1 2025

Index Venture Associates Vi LTD

  • HOOD
Index Venture Associates Vi LTD's Q1 2025 Portfolio
Portfolio Value 602 Million
Stocks 1