Largest Portfolios by Value

Filing on May 01, 2025 Q1 2025

Leelyn Smith, LLC

  • MGK
  • MOAT
  • SCHD
  • VNLA
  • MINT
  • JSMD
  • USMV
Leelyn Smith, LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 129
Filing on May 08, 2025 Q1 2025

Riverstone Holdings LLC

  • PR
  • SLDP
  • SLDPW
  • LPI
Riverstone Holdings LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 5
Filing on Apr 29, 2025 Q1 2025

Artemis Wealth Advisors, LLC

  • QQQ
  • BRK-A
  • EMXC
  • IJH
  • AMZN
  • MSFT
  • AAPL
Artemis Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 22
Filing on May 13, 2025 Q1 2025

Hazelview Securities Inc.

  • PLD
  • EQIX
  • WELL
  • PSA
  • EQR
  • INVH
  • CPT
Hazelview Securities Inc.'s Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 33
Filing on Apr 21, 2025 Q1 2025

Advocate Group LLC

  • GIS
  • VEA
  • ABBV
  • VZ
  • VV
  • IBM
  • CSCO
Advocate Group LLC's Q1 2025 Portfolio
Portfolio Value 549 Million
Stocks 114
Filing on May 07, 2025 Q1 2025

Rwc Asset Advisors (Us) LLC

  • GFI
  • BABA
  • LI
  • PBR
  • MELI
  • PDD
  • SQM
Rwc Asset Advisors (Us) LLC's Q1 2025 Portfolio
Portfolio Value 548 Million
Stocks 19
Filing on Apr 10, 2025 Q1 2025

Capital Advantage, Inc.

  • VCIT
  • FNDF
  • VIGI
  • VYMI
  • MGV
  • VHT
  • SCHD
Capital Advantage, Inc.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 135
Filing on May 13, 2025 Q1 2025

American Investment Services, Inc.

  • GLDM
  • DFUS
  • VUG
  • DFUV
  • VYMI
  • SPY
  • QQQ
American Investment Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 157
Filing on May 15, 2025 Q1 2025

Nitorum Capital, L.P.

  • CHDN
  • MLM
  • MNKD
  • CNNE
  • FIS
  • BYD
  • ICUI
Nitorum Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 28
Filing on Apr 11, 2025 Q1 2025

Gleason Group, Inc.

  • VOO
  • VTI
  • VXF
  • VXUS
  • VTV
  • VUG
  • SCHX
Gleason Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 547 Million
Stocks 190
Filing on May 06, 2025 Q1 2025

Hamilton Point Investment Advisors, LLC

  • BRK-A
  • AAPL
  • MSFT
  • AXP
  • RTX
  • EME
  • GOOG
Hamilton Point Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 155
Filing on Oct 30, 2024 Q3 2024

Divergent Wealth Advisors

  • IVV
  • SHV
  • AGG
  • ONEQ
  • IDEV
  • TFLO
  • IJH
Divergent Wealth Advisors's Q3 2024 Portfolio
Portfolio Value 546 Million
Stocks 33
Filing on Oct 24, 2023 Q3 2023

Windsor Group LTD

  • IUSV
  • IUSG
  • IWS
  • LLY
  • COWZ
  • AVUV
  • VTEB
Windsor Group LTD's Q3 2023 Portfolio
Portfolio Value 546 Million
Stocks 157
Filing on May 05, 2025 Q1 2025

Morningstar Investment Services LLC

  • VTI
  • BND
  • VEA
  • VGIT
  • VWO
  • META
  • VMBS
Morningstar Investment Services LLC's Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 134
Filing on May 14, 2025 Q1 2025

Oarsman Capital, Inc.

  • VTV
  • SPYG
  • SCHF
  • GVI
  • IUSB
  • RSP
  • IVV
Oarsman Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 546 Million
Stocks 235
Filing on May 09, 2025 Q1 2025

Ironwood Investment Counsel, LLC

  • MSFT
  • FNDA
  • AAPL
  • AMZN
  • GOOGL
  • SCHW
  • AXP
Ironwood Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 545 Million
Stocks 240
Filing on May 14, 2025 Q1 2025

Rbo & CO LLC

  • ABBV
  • BRK-B
  • JNJ
  • MCD
  • PM
  • ABT
  • JPM
Rbo & CO LLC's Q1 2025 Portfolio
Portfolio Value 544 Million
Stocks 53
Filing on May 14, 2025 Q1 2025

Mirova

  • TMO
  • ECL
  • ACN
  • NVDA
  • MSFT
  • LLY
  • V
Mirova's Q1 2025 Portfolio
Portfolio Value 544 Million
Stocks 134