Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Jb Capital Partners LP

  • RDNT
  • ARCH
  • BLDR
  • BXC
  • RYI
  • OPY
  • TPC
Jb Capital Partners LP's Q4 2024 Portfolio
Portfolio Value 508 Million
Stocks 81
Filing on Jan 15, 2025 Q4 2024

B & T Capital Management Dba Alpha Capital Management

  • QQQ
  • VIGI
  • SCHG
  • SCHX
  • BIL
  • VNQ
  • XLE
B & T Capital Management Dba Alpha Capital Management's Q4 2024 Portfolio
Portfolio Value 508 Million
Stocks 114
Filing on Feb 13, 2025 Q4 2024

Speece Thorson Capital Group Inc

  • FMC
  • WTM
  • RPM
  • ZBH
  • HXL
  • ARW
  • TTC
Speece Thorson Capital Group Inc's Q4 2024 Portfolio
Portfolio Value 507 Million
Stocks 41
Filing on Feb 13, 2025 Q4 2024

Kelman Lazarov, Inc.

  • FNDX
  • SCHG
  • MOAT
  • GSLC
  • GSIE
  • STIP
  • IJR
Kelman Lazarov, Inc.'s Q4 2024 Portfolio
Portfolio Value 507 Million
Stocks 109
Filing on Jan 24, 2025 Q4 2024

Princeton Global Asset Management LLC

  • AVGO
  • MSFT
  • TSM
  • BX
  • JPM
  • AAPL
  • DGRO
Princeton Global Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 507 Million
Stocks 658
Filing on Feb 14, 2025 Q4 2024

Hohimer Wealth Management, LLC

  • MSFT
  • BSV
  • GBIL
  • VUG
  • AAPL
  • AVGO
  • GOOGL
Hohimer Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 505 Million
Stocks 241
Filing on Feb 03, 2025 Q4 2024

First Bank & Trust

  • VTI
  • VEA
  • AGG
  • VWO
  • VOO
  • MSFT
  • DAKT
First Bank & Trust's Q4 2024 Portfolio
Portfolio Value 505 Million
Stocks 362
Filing on Feb 04, 2025 Q4 2024

Lineweaver Wealth Advisors, LLC

  • IVV
  • QUAL
  • FBND
  • AAPL
  • AGG
  • USMV
  • JPIE
Lineweaver Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 505 Million
Stocks 134
Filing on Feb 13, 2025 Q4 2024

Act Two Investors LLC

  • MSFT
  • GOOG
  • AMZN
  • TMUS
  • V
  • NXPI
  • SYY
Act Two Investors LLC's Q4 2024 Portfolio
Portfolio Value 504 Million
Stocks 46
Filing on Feb 12, 2025 Q4 2024

Tree Line Advisors (Hong Kong) Ltd.

  • SE
  • CPNG
  • AVGO
  • NVDA
  • FCX
  • GRAB
  • MRVL
Tree Line Advisors (Hong Kong) Ltd.'s Q4 2024 Portfolio
Portfolio Value 504 Million
Stocks 9
Filing on Jan 21, 2025 Q4 2024

Asio Capital, LLC

  • IVV
  • JMUB
  • MUB
  • NVDA
  • IJR
  • GOOG
  • AAPL
Asio Capital, LLC's Q4 2024 Portfolio
Portfolio Value 504 Million
Stocks 104
Filing on Feb 12, 2025 Q4 2024

American Money Management, LLC

  • VGSH
  • AAPL
  • VCSH
  • MSFT
  • BIV
  • JCPB
  • VEA
American Money Management, LLC's Q4 2024 Portfolio
Portfolio Value 504 Million
Stocks 139
Filing on Jan 22, 2025 Q4 2024

Patton Fund Management, Inc.

  • IEF
  • IVV
  • VWO
  • SPY
  • EFA
  • IWM
  • IWR
Patton Fund Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 504 Million
Stocks 76
Filing on Jan 13, 2025 Q4 2024

Tlwm

  • SPY
  • IWV
  • ACWX
  • BSCQ
  • BSCS
  • BSCU
  • BSCP
Tlwm's Q4 2024 Portfolio
Portfolio Value 503 Million
Stocks 73
Filing on Feb 14, 2025 Q4 2024

Mission Creek Capital Partners, Inc.

  • AAPL
  • NVDA
  • IOT
  • MSFT
  • JPM
  • AMZN
  • SPY
Mission Creek Capital Partners, Inc.'s Q4 2024 Portfolio
Portfolio Value 503 Million
Stocks 234
Filing on Feb 13, 2025 Q4 2024

Capital Group Investment Management Pte. Ltd.

  • META
  • AVGO
  • MSFT
  • TSLA
  • NVDA
  • NFLX
  • AMZN
Capital Group Investment Management Pte. Ltd.'s Q4 2024 Portfolio
Portfolio Value 503 Million
Stocks 139
Filing on Jan 22, 2025 Q4 2024

Greenup Street Wealth Management LLC

  • QQQ
  • AVDE
  • IVV
  • SLQD
  • IVE
  • AVEM
  • VTV
Greenup Street Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 502 Million
Stocks 95
Filing on Feb 13, 2025 Q4 2024

Nicolet Bankshares Inc

  • NIC
  • SPYV
  • SPYG
  • AAPL
  • SPY
  • MSFT
  • IVW
Nicolet Bankshares Inc's Q4 2024 Portfolio
Portfolio Value 502 Million
Stocks 200