Largest Portfolios by Value
Filing on May 21, 2025
Q1 2025
Schmidt P J Investment Management Inc
- AAPL
- MSFT
- IGIB
- GOVT
- SNDR
- AVGO
- GOOG
Filing on May 13, 2025
Q1 2025
Value Holdings Management Co. LLC
- ROL
- WAB
- EME
- XOM
- MTDR
- TTEK
- PRIM
Filing on May 07, 2025
Q1 2025
Zweig Di Menna Associates LLC
- AMZN
- AVGO
- APP
- PWR
- CYBR
- BABA
- NTRA
Filing on May 01, 2024
Q1 2024
Broad Peak Investment Holdings Ltd.
- NVDA
- LVS
- WGO
- DASH
- HTHT
- NTES
- YUMC
Filing on May 14, 2024
Q1 2024
American Family Insurance Mutual Holding CO
- HYDW
- VCSH
- VCIT
- IWP
- IGIB
- IGSB
- TDW
Filing on Apr 22, 2025
Q1 2025
North Point Portfolio Managers Corp
- V
- APH
- COST
- AJG
- AMZN
- ACN
- HD
Filing on Apr 21, 2025
Q1 2025
Filing on May 07, 2025
Q1 2025
Chandler Asset Management, Inc.
- BND
- IVV
- IJH
- VB
- VEA
- VNQ
- VTI
Filing on May 14, 2025
Q1 2025
Bell Asset Management LTD
- MSFT
- NVDA
- GOOGL
- AMZN
- AAPL
- UNH
- PEP
Filing on May 01, 2025
Q1 2025
Filing on Apr 16, 2025
Q1 2025
Stanley Laman Group, Ltd.
- MSFT
- OKTA
- LIN
- VOO
- CCJ
- RTX
- ETR
Filing on Feb 18, 2025
Q4 2024
Blue Fin Capital, Inc.
- NVDA
- AAPL
- MSFT
- AMZN
- META
- GOOGL
- IGSB
Filing on Apr 25, 2025
Q1 2025
Heritage Investment Group, Inc.
- DFAC
- IVV
- SUB
- DFUV
- REET
- VTEB
- DFUS
Filing on Apr 22, 2025
Q1 2025
Buck Wealth Strategies, LLC
- IVV
- AGG
- BOND
- VO
- AAPL
- VNLA
- TIP
Filing on May 02, 2025
Q1 2025
Lineweaver Wealth Advisors, LLC
- IVV
- QUAL
- FBND
- AGG
- JPIE
- AAPL
- EFG
Filing on Apr 28, 2025
Q1 2025
Filing on May 12, 2025
Q1 2025
Aveo Capital Partners, LLC
- DFAU
- SGOV
- OEF
- IUS
- QQQM
- DFAE
- DFIC
Filing on May 08, 2025
Q1 2025
12th Street Asset Management Company, LLC
- BIL
- KEX
- LKQ
- CLH
- PNFP
- AZO
- BERY