Largest Portfolios by Value

Filing on Feb 13, 2025 Q4 2024

Security Financial Services, Inc.

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • DFUS
  • VOO
  • EFV
Security Financial Services, Inc.'s Q4 2024 Portfolio
Portfolio Value 479 Million
Stocks 167
Filing on Feb 04, 2025 Q4 2024

Mengis Capital Management, Inc.

  • AAPL
  • MSFT
  • CVX
  • PCAR
  • JPM
  • GOOG
  • COST
Mengis Capital Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 479 Million
Stocks 188
Filing on Feb 12, 2025 Q4 2024

Te Ahumairangi Investment Management LTD

  • MSFT
  • VZ
  • AAPL
  • GOOGL
  • RE
  • VRSN
  • T
Te Ahumairangi Investment Management LTD's Q4 2024 Portfolio
Portfolio Value 478 Million
Stocks 81
Filing on Jan 14, 2025 Q4 2024

Paragon Capital Management LTD

  • VIG
  • ABNB
  • SPHQ
  • COIN
  • MSFT
  • CRM
  • COWZ
Paragon Capital Management LTD's Q4 2024 Portfolio
Portfolio Value 478 Million
Stocks 187
Filing on Feb 05, 2025 Q4 2024

Private Capital Management LLC

  • DFUS
  • DFAI
  • JCPB
  • SPHQ
  • UITB
  • VTV
  • VONE
Private Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 478 Million
Stocks 213
Filing on Jan 10, 2025 Q4 2024

Marotta Asset Management

  • VOE
  • VGT
  • VTIP
  • BNDX
  • XCEM
  • VBR
  • VDC
Marotta Asset Management's Q4 2024 Portfolio
Portfolio Value 478 Million
Stocks 110
Filing on Feb 11, 2025 Q4 2024

Blue Grotto Capital, LLC

  • CRS
  • SE
  • DESP
  • AMZN
  • GNRC
  • CACI
  • DAL
Blue Grotto Capital, LLC's Q4 2024 Portfolio
Portfolio Value 478 Million
Stocks 27
Filing on Nov 18, 2024 Q3 2024

Virtue Capital Management, LLC

  • RSP
  • MINT
  • SHV
  • FLTR
  • FTSL
  • QQQ
  • SPY
Virtue Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 477 Million
Stocks 264
Filing on Jan 30, 2025 Q4 2024

Everhart Financial Group, Inc.

  • VTI
  • AAPL
  • NVDA
  • MSFT
  • SCHG
  • VTV
  • AMZN
Everhart Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 477 Million
Stocks 309
Filing on Feb 03, 2025 Q4 2024

First National Bank & Trust CO Of Newtown

  • VTI
  • VCSH
  • AAPL
  • BIV
  • DVY
  • IEFA
  • MSFT
First National Bank & Trust CO Of Newtown's Q4 2024 Portfolio
Portfolio Value 477 Million
Stocks 228
Filing on Feb 14, 2025 Q4 2024

Stony Point Capital LLC

  • QQQ
  • DDOG
  • PANW
  • META
  • TTD
  • RACE
  • DLR
Stony Point Capital LLC's Q4 2024 Portfolio
Portfolio Value 477 Million
Stocks 37
Filing on Feb 14, 2025 Q4 2024

Sirios Capital Management L P

  • TSM
  • AMZN
  • GMED
  • ALC
  • CG
  • ROP
  • GE
Sirios Capital Management L P's Q4 2024 Portfolio
Portfolio Value 477 Million
Stocks 62
Filing on Feb 10, 2025 Q4 2024

United Capital Management Of Ks, Inc.

  • SCHO
  • PLTR
  • TSLA
  • NVDA
  • AAPL
  • AMZN
  • XBI
United Capital Management Of Ks, Inc.'s Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 88
Filing on Jan 22, 2025 Q4 2024

Hunter Perkins Capital Management, LLC

  • CASY
  • BRK-B
  • ELS
  • FISV
  • GOOGL
  • GPK
  • JNJ
Hunter Perkins Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 104
Filing on Jan 06, 2025 Q4 2024

Iowa State Bank

  • IEFA
  • IJH
  • AAPL
  • JPM
  • MSFT
  • IJR
  • PGX
Iowa State Bank's Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 108
Filing on Jan 16, 2025 Q4 2024

Ironwood Financial, LLC

  • IVV
  • AAPL
  • IVE
  • IJH
  • IVW
  • IJR
  • EUSA
Ironwood Financial, LLC's Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 158
Filing on Feb 24, 2025 Q4 2024

United Advisor Group, LLC

  • AAPL
  • NVDA
  • AMZN
  • DGRW
  • MSFT
  • ACIO
  • RDVY
United Advisor Group, LLC's Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 363
Filing on Jan 21, 2025 Q4 2024

Lex Aurum Advisors, LLC

  • GSLC
  • AAPL
  • VTI
  • SHW
  • AVUS
  • BRK-A
  • AVIG
Lex Aurum Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 476 Million
Stocks 334