Largest Portfolios by Value

Filing on Nov 07, 2025 Q3 2025

Cfo4 Life Group, LLC

  • VOO
  • DYNF
  • QUAL
  • IEFA
  • AAPL
  • UPS
  • MSFT
Cfo4 Life Group, LLC's Q3 2025 Portfolio
Portfolio Value 648 Million
Stocks 236
Filing on Nov 14, 2025 Q3 2025

Front Street Capital Management, Inc.

  • 0HVP.L
  • CGNX
  • VOO
  • BRK-B
  • MTW
  • DHR
  • COST
Front Street Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 648 Million
Stocks 72
Filing on Dec 01, 2025 Q3 2025

Greenhaven Road Investment Management, L.P.

  • TLT
  • IWM
  • PAR
  • HGTY
  • CLBT
  • KKR
  • KFS
Greenhaven Road Investment Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 648 Million
Stocks 17
Filing on Nov 14, 2025 Q3 2025

Newbrook Capital Advisors LP

  • AMZN
  • TSM
  • VST
  • PM
  • APO
  • RCL
  • FICO
Newbrook Capital Advisors LP's Q3 2025 Portfolio
Portfolio Value 647 Million
Stocks 20
Filing on Oct 21, 2025 Q3 2025

Sjs Investment Consulting Inc.

  • DFAC
  • DFIC
  • DFSD
  • AAPL
  • LLY
  • VTIP
  • AVUS
Sjs Investment Consulting Inc.'s Q3 2025 Portfolio
Portfolio Value 647 Million
Stocks 2101
Filing on Oct 17, 2025 Q3 2025

Valley National Advisers Inc

  • SCHX
  • SCHB
  • SCHG
  • AAPL
  • FBND
  • VTV
  • MSFT
Valley National Advisers Inc's Q3 2025 Portfolio
Portfolio Value 646 Million
Stocks 973
Filing on Oct 24, 2025 Q3 2025

Hudock, Inc.

  • IVV
  • VCIT
  • IJH
  • VWO
  • IJR
  • QQQ
  • QQQM
Hudock, Inc.'s Q3 2025 Portfolio
Portfolio Value 645 Million
Stocks 199
Filing on Oct 27, 2025 Q3 2025

Arcadia Investment Management Corp

  • AVGO
  • NVDA
  • MSFT
  • PANW
  • AAPL
  • SYK
  • GOOGL
Arcadia Investment Management Corp's Q3 2025 Portfolio
Portfolio Value 645 Million
Stocks 256
Filing on Aug 14, 2024 Q2 2024

3 G Sahana Capital Management LP

  • WAB
  • WTW
  • CSX
  • SIX
  • VVV
  • CHTR
  • TPX
3 G Sahana Capital Management LP's Q2 2024 Portfolio
Portfolio Value 645 Million
Stocks 10
Filing on Nov 13, 2025 Q3 2025

Mc Gowan Group Asset Management, Inc.

  • AWF
  • HYT
  • DSL
  • UTF
  • BTI
  • XOM
  • PAGP
Mc Gowan Group Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 644 Million
Stocks 121
Filing on Oct 16, 2025 Q3 2025

Greenup Street Wealth Management LLC

  • AVDE
  • QQQ
  • IVV
  • AVEM
  • SLQD
  • IVE
  • VTV
Greenup Street Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 644 Million
Stocks 142
Filing on Nov 10, 2025 Q3 2025

Sava Infond D.O.O.

  • NVDA
  • AVGO
  • MSFT
  • GOOGL
  • NOW
  • TSM
  • META
Sava Infond D.O.O.'s Q3 2025 Portfolio
Portfolio Value 643 Million
Stocks 212
Filing on Jan 15, 2026 Q4 2025

Warwick Investment Management, Inc.

  • SCHK
  • DFAC
  • VTV
  • QQQ
  • VGSH
  • VUG
  • VIOO
Warwick Investment Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 642 Million
Stocks 149
Filing on Jan 15, 2026 Q4 2025

Adams Asset Advisors, LLC

  • OXY
  • SUN
  • ET
  • AAPL
  • DMLP
  • BTI
  • NEM
Adams Asset Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 642 Million
Stocks 83
Filing on Nov 13, 2025 Q3 2025

L2 Asset Management, LLC

  • SGOV
  • NVDA
  • MSFT
  • AAPL
  • SCHI
  • META
  • BRK-B
L2 Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 642 Million
Stocks 363
Filing on Oct 30, 2025 Q3 2025

Leelyn Smith, LLC

  • MGK
  • MOAT
  • SCHD
  • VNLA
  • MINT
  • JSMD
  • NVDA
Leelyn Smith, LLC's Q3 2025 Portfolio
Portfolio Value 641 Million
Stocks 144
Filing on Jan 16, 2026 Q4 2025

Formidable Asset Management, LLC

  • AAPL
  • PG
  • NVDA
  • MSFT
  • KONG
  • FORH
  • META
Formidable Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 641 Million
Stocks 397
Filing on Oct 12, 2022 Q3 2022

Btr Capital Management Inc

  • AAPL
  • MSFT
  • GOOGL
  • UNH
  • TMO
  • PEP
  • V
Btr Capital Management Inc's Q3 2022 Portfolio
Portfolio Value 641 Million
Stocks 162