Largest Portfolios by Value
Filing on May 14, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Water Island Capital LLC
- AMED
- HES
- HEES
- K
- EVRI
- BECN
- ANSS
Filing on Apr 08, 2025
Q1 2025
Allied Investment Advisors, LLC
- SCHD
- VHT
- MSFT
- VPU
- JPM
- CAT
- WFC
Filing on May 15, 2025
Q1 2025
Canyon Capital Advisors LLC
- CBL
- BERY
- FFWM
- AMBP
- RUN
- ALLY
- HOUS
Filing on Apr 29, 2025
Q1 2025
Horst & Graben Wealth Management LLC
- SPLG
- IUSB
- SCHZ
- QUAL
- DYNF
- IVW
- MBB
Filing on May 02, 2025
Q1 2025
Pax Financial Group, LLC
- IVV
- IUSB
- QUAL
- IVW
- WWJD
- DYNF
- BOND
Filing on Apr 16, 2025
Q1 2025
Affinity Capital Advisors, LLC
- IUSB
- IVV
- VUG
- VTV
- AAPL
- EFV
- ESGU
Filing on Apr 14, 2025
Q1 2025
Sentinel Pension Advisors Inc
- BKLC
- SPY
- JCPB
- BKIE
- SPTI
- GLDM
- FBND
Filing on May 14, 2025
Q1 2025
Lebenthal Global Advisors, LLC
- SPY
- JEPQ
- JEPI
- ICVT
- VCIT
- ONEQ
- VTV
Filing on Apr 09, 2025
Q1 2025
West Financial Advisors, LLC
- VOO
- BND
- SPY
- VEA
- VTEB
- DFAE
- IJH
Filing on Apr 15, 2025
Q1 2025
Dividend Assets Capital, LLC
- MSFT
- COST
- OKE
- NVO
- V
- ET
- AMP
Filing on May 16, 2025
Q1 2025
Front Street Capital Management, Inc.
- BRK-B
- 0HVP.L
- CGNX
- VOO
- MTW
- DHR
- COST
Filing on Apr 29, 2025
Q1 2025
Hexagon Capital Partners LLC
- WMT
- JBHT
- META
- DDS
- AAPL
- NVDA
- VUG
Filing on May 15, 2025
Q1 2025
Broad Run
Broad Run Investment Management, LLC
- ASTS
- AON
- MKL
- ORLY
- CCOI
- AMAT
- AMT
Filing on Oct 04, 2024
Q3 2024
Filing on May 13, 2025
Q1 2025
Tyler Stone Wealth Management
- NVDA
- AAPL
- DGRW
- IVV
- PH
- PLTR
- JAVA
Filing on May 14, 2025
Q1 2025
Filing on Apr 04, 2025
Q1 2025