Largest Portfolios by Value

Filing on Nov 08, 2022 Q3 2022

Sp Asset Management

  • META
  • PFF
  • UNH
  • AAPL
  • ICSH
  • ABBV
  • BRKB
Sp Asset Management's Q3 2022 Portfolio
Portfolio Value 731 Million
Stocks 107
Filing on Nov 14, 2025 Q3 2025

Power Corp Of Canada

  • BEN
Power Corp Of Canada's Q3 2025 Portfolio
Portfolio Value 730 Million
Stocks 1
Filing on Nov 03, 2025 Q3 2025

One Wealth Advisors, LLC

  • SPLG
  • AAPL
  • DYNF
  • QUAL
  • IVW
  • IVV
  • VTEB
One Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 730 Million
Stocks 307
Filing on Jan 05, 2026 Q4 2025

First Hawaiian Bank

  • IVV
  • IEFA
  • IVW
  • VYMI
  • AGG
  • VYM
  • DYNF
First Hawaiian Bank's Q4 2025 Portfolio
Portfolio Value 729 Million
Stocks 146
Filing on Nov 04, 2025 Q3 2025

Flaharty Asset Management, LLC

  • IWF
  • MINT
  • IWD
  • JAAA
  • XLF
  • FTSL
  • KORP
Flaharty Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 728 Million
Stocks 130
Filing on Jul 17, 2025 Q2 2025

Smith Anglin Financial, LLC

  • WTV
  • DGRO
  • FYLD
  • EYLD
  • TLH
  • WCBR
  • IVW
Smith Anglin Financial, LLC's Q2 2025 Portfolio
Portfolio Value 728 Million
Stocks 209
Filing on Nov 12, 2025 Q3 2025

New England Private Wealth Advisors LLC

  • VTI
  • VIG
  • FVD
  • JAAA
  • RPG
  • SPLV
  • VXF
New England Private Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 727 Million
Stocks 178
Filing on Nov 10, 2025 Q3 2025

Colonial Trust CO / Sc

  • AAPL
  • MSFT
  • IVV
  • JPM
  • NVDA
  • GOOGL
  • ORCL
Colonial Trust CO / Sc's Q3 2025 Portfolio
Portfolio Value 727 Million
Stocks 1088
Filing on Nov 14, 2025 Q3 2025

New England Asset Management Inc

  • SPY
  • VOO
  • IEFA
  • VYM
  • IDEV
  • IVV
  • VTI
New England Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 726 Million
Stocks 127
Filing on Nov 14, 2025 Q3 2025

Lynrock Lake LP

  • TDC
  • VMEO
  • YEXT
  • ALLT
  • ONTF
  • BIGC
  • RDCM
Lynrock Lake LP's Q3 2025 Portfolio
Portfolio Value 726 Million
Stocks 29
Filing on Nov 12, 2024 Q3 2024

Financial Planning & Information Services, Inc.

  • JCPB
  • SPYG
  • HTRB
  • SLYV
  • DON
  • VTV
  • DFAI
Financial Planning & Information Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 725 Million
Stocks 88
Filing on Oct 03, 2025 Q3 2025

Jackson Wealth Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • SPLG
  • VOO
  • KLAC
  • IVV
Jackson Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 725 Million
Stocks 168
Filing on Jan 14, 2026 Q4 2025

Thompson Investment Management, Inc.

  • GOOGL
  • MSFT
  • WBD
  • XOM
  • C
  • QCOM
  • JPM
Thompson Investment Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 725 Million
Stocks 526
Filing on Nov 03, 2025 Q3 2025

Efg Asset Management (North America) Corp.

  • NVDA
  • AMZN
  • GOOGL
  • AVGO
  • META
  • LLY
  • NFLX
Efg Asset Management (North America) Corp.'s Q3 2025 Portfolio
Portfolio Value 724 Million
Stocks 168
Filing on Oct 20, 2025 Q3 2025

Fcf Advisors LLC

  • ABBV
  • MA
  • APP
  • BKNG
  • AAPL
  • RBLX
  • VRSN
Fcf Advisors LLC's Q3 2025 Portfolio
Portfolio Value 723 Million
Stocks 60
Filing on Oct 21, 2025 Q3 2025

Northcape Capital Pty LTD

  • AMX
  • MELI
  • HDB
  • ITUB
  • PAC
  • FMX
  • TLK
Northcape Capital Pty LTD's Q3 2025 Portfolio
Portfolio Value 723 Million
Stocks 8
Filing on Nov 14, 2025 Q3 2025

Cim, LLC

  • NVDA
  • GOOGL
  • META
  • SPOT
  • ISTB
  • BRK-B
  • PGR
Cim, LLC's Q3 2025 Portfolio
Portfolio Value 722 Million
Stocks 171
Filing on Nov 10, 2025 Q3 2025

Main Street Investment Advisors LLC

  • IJH
  • EFA
  • MSFT
  • AAPL
  • VGSH
  • JPM
  • IJR
Main Street Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 721 Million
Stocks 161