Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Atika Capital Management LLC

  • AMZN
  • VRT
  • MSFT
  • SPOT
  • LLY
  • ISRG
  • MLM
Atika Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 595 Million
Stocks 186
Filing on Apr 22, 2025 Q1 2025

Live Oak Private Wealth LLC

  • BRK-B
  • SCHW
  • AAPL
  • BAC
  • MSFT
  • LOW
  • GOOG
Live Oak Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 593 Million
Stocks 188
Filing on Apr 10, 2025 Q1 2025

Matrix Trust CO

  • ILCV
  • SCHF
  • VEA
  • VWO
  • SCHX
  • USFR
  • SCHP
Matrix Trust CO's Q1 2025 Portfolio
Portfolio Value 593 Million
Stocks 255
Filing on May 15, 2025 Q1 2025

Crosslink Capital Inc

  • WEAV
  • NTNX
  • SGH
  • MELI
  • CLBT
  • DASH
  • META
Crosslink Capital Inc's Q1 2025 Portfolio
Portfolio Value 592 Million
Stocks 18
Filing on Feb 14, 2025 Q4 2024

Canal Capital Management, LLC

  • ODFL
  • AAPL
  • MSFT
  • BX
  • LQD
  • MO
  • AVGO
Canal Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 592 Million
Stocks 171
Filing on May 15, 2025 Q1 2025

Insight Wealth Partners, LLC

  • SPY
  • BSJQ
  • LQD
  • IAU
  • FBND
  • JPST
  • TIP
Insight Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 592 Million
Stocks 108
Filing on May 15, 2025 Q1 2025

Mcmorgan & CO LLC

  • BND
  • IUSB
  • HEFA
  • VEA
  • DYNF
  • SPTL
  • IVW
Mcmorgan & CO LLC's Q1 2025 Portfolio
Portfolio Value 591 Million
Stocks 57
Filing on May 13, 2025 Q1 2025

Versor Investments LP

  • BERY
  • ITCI
  • DFS
  • HEES
  • ANSS
  • JWN
  • CMRX
Versor Investments LP's Q1 2025 Portfolio
Portfolio Value 591 Million
Stocks 681
Filing on Apr 11, 2025 Q1 2025

Horizon Wealth Management, LLC

  • SJNK
  • QQQ
  • DGRW
  • SPLG
  • USMV
  • IVE
  • LONZ
Horizon Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 590 Million
Stocks 104
Filing on May 15, 2025 Q1 2025

Redwood Capital Management, LLC

  • AER
  • SATS
  • X
  • APEI
  • TDS
  • ATUS
  • MSC
Redwood Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 589 Million
Stocks 13
Filing on May 15, 2025 Q1 2025

Thrive Capital Management, LLC

  • CVNA
  • OSCR
  • VMEO
  • AMPL
Thrive Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 589 Million
Stocks 4
Filing on Feb 07, 2023 Q4 2022

Canandaigua National Corp

  • MSFT
  • XOM
  • AAPL
  • JNJ
  • JPM
  • PG
  • MRK
Canandaigua National Corp's Q4 2022 Portfolio
Portfolio Value 589 Million
Stocks 252
Filing on May 15, 2025 Q1 2025

Francisco Partners Management, LP

  • GDRX
  • LZ
  • ETWO
  • SATX
Francisco Partners Management, LP's Q1 2025 Portfolio
Portfolio Value 589 Million
Stocks 5
Filing on May 15, 2025 Q1 2025

Mak Capital One LLC

  • SKY
  • SKY
  • AGYS
  • HSII
  • SUPV
  • CTRA
  • LOMA
Mak Capital One LLC's Q1 2025 Portfolio
Portfolio Value 589 Million
Stocks 10
Filing on Apr 10, 2025 Q1 2025

Lake Street Financial LLC

  • VTV
  • AAPL
  • VUG
  • NVDA
  • QQQ
  • MSFT
  • BAR
Lake Street Financial LLC's Q1 2025 Portfolio
Portfolio Value 588 Million
Stocks 246
Filing on Apr 23, 2025 Q1 2025

Financial Enhancement Group LLC

  • SPLG
  • QEFA
  • LMBS
  • JMBS
  • LGOV
  • SPLV
  • IEF
Financial Enhancement Group LLC's Q1 2025 Portfolio
Portfolio Value 587 Million
Stocks 113
Filing on May 14, 2025 Q1 2025

Mc Gowan Group Asset Management, Inc.

  • AWF
  • DSL
  • UTF
  • HYT
  • XOM
  • ARCC
  • PAGP
Mc Gowan Group Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 586 Million
Stocks 124
Filing on May 06, 2025 Q1 2025

Lifeworks Advisors, LLC

  • SPDW
  • GOVT
  • LQD
  • MBB
  • BNDX
  • VTIP
  • IAU
Lifeworks Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 584 Million
Stocks 307