Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Cardinal Capital Management

  • MSFT
  • AAPL
  • JNJ
  • LLY
  • COST
  • JPM
  • GOOGL
Cardinal Capital Management's Q3 2025 Portfolio
Portfolio Value 708 Million
Stocks 131
Filing on Jan 27, 2025 Q4 2024

Avitas Wealth Management LLC

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • COST
  • JPM
Avitas Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 708 Million
Stocks 190
Filing on Jan 14, 2026 Q4 2025

Mirador Capital Partners LP

  • BSJQ
  • BSJR
  • GOOG
  • AAPL
  • AMZN
  • BRK-B
  • JPM
Mirador Capital Partners LP's Q4 2025 Portfolio
Portfolio Value 708 Million
Stocks 204
Filing on Nov 10, 2025 Q3 2025

Intelligence Driven Advisers, LLC

  • DFUS
  • IWY
  • QEFA
  • IUSB
  • SCHR
  • DYNF
  • IUS
Intelligence Driven Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 707 Million
Stocks 124
Filing on Oct 23, 2025 Q3 2025

Tran Capital Management, L.P.

  • NVDA
  • MSFT
  • AMZN
  • META
  • PANW
  • DHR
  • TSM
Tran Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 707 Million
Stocks 71
Filing on Nov 14, 2025 Q3 2025

Engine Capital Management, LP

  • AVTR
  • LNW
  • ACHC
  • OFIX
  • KBR
  • NXST
  • CVEO
Engine Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 706 Million
Stocks 27
Filing on Oct 08, 2025 Q3 2025

Patriot Financial Group Insurance Agency, LLC

  • MSFT
  • IVV
  • AAPL
  • NVDA
  • VOO
  • BRK-B
  • AMZN
Patriot Financial Group Insurance Agency, LLC's Q3 2025 Portfolio
Portfolio Value 706 Million
Stocks 489
Filing on Nov 20, 2025 Q3 2025

Oarsman Capital, Inc.

  • AGG
  • SPYG
  • SCHF
  • VTV
  • RSP
  • SPMD
  • GVI
Oarsman Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 706 Million
Stocks 251
Filing on Nov 19, 2025 Q3 2025

Auxier Asset Management

  • MSFT
  • PM
  • KR
  • BK
  • UNH
  • GOOGL
  • MA
Auxier Asset Management's Q3 2025 Portfolio
Portfolio Value 706 Million
Stocks 175
Filing on Nov 10, 2025 Q3 2025

Brio Consultants, LLC

  • VOO
  • SCHG
  • BND
  • GTO
  • SPDW
  • GSIE
  • VONV
Brio Consultants, LLC's Q3 2025 Portfolio
Portfolio Value 706 Million
Stocks 137
Filing on Nov 07, 2025 Q3 2025

Capital Planning Advisors, LLC

  • VEA
  • GLDM
  • USFR
  • SPHQ
  • IWF
  • XMHQ
  • DYNF
Capital Planning Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 704 Million
Stocks 143
Filing on Jan 14, 2026 Q4 2025

Pathway Financial Advisors LLC

  • VTV
  • VUG
  • GBIL
  • VO
  • ACWI
  • VGIT
  • IEMG
Pathway Financial Advisors LLC's Q4 2025 Portfolio
Portfolio Value 704 Million
Stocks 147
Filing on Nov 14, 2025 Q3 2025

Manchester Capital Management LLC

  • SPY
  • AAPL
  • UPS
  • VOO
  • AMZN
  • MSFT
  • DSI
Manchester Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 703 Million
Stocks 1292
Filing on Nov 14, 2025 Q3 2025

Ardsley Advisory Partners LP

  • MRVL
  • FSLR
  • RUN
  • ORCL
  • AVGO
  • MSFT
  • GOOG
Ardsley Advisory Partners LP's Q3 2025 Portfolio
Portfolio Value 703 Million
Stocks 130
Filing on Nov 04, 2025 Q3 2025

Buck Wealth Strategies, LLC

  • IVV
  • AGG
  • BOND
  • VO
  • AAPL
  • VEA
  • GOOGL
Buck Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 703 Million
Stocks 170
Filing on Nov 17, 2025 Q3 2025

Texas Treasury Safekeeping Trust CO

  • SPY
  • VNLA
Texas Treasury Safekeeping Trust CO's Q3 2025 Portfolio
Portfolio Value 701 Million
Stocks 2
Filing on Nov 13, 2025 Q3 2025

Dean Investment Associates, LLC

  • LFUS
  • XEL
  • MO
  • JNJ
  • OMC
  • FLRN
  • CVX
Dean Investment Associates, LLC's Q3 2025 Portfolio
Portfolio Value 701 Million
Stocks 202
Filing on Nov 12, 2025 Q3 2025

Jt Stratford LLC

  • IWB
  • AGG
  • NVDA
  • SPDW
  • VIG
  • QQQ
  • IUSB
Jt Stratford LLC's Q3 2025 Portfolio
Portfolio Value 701 Million
Stocks 305