Largest Portfolios by Value
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Hamilton Point Investment Advisors, LLC
- BRK-A
- BNDX
- MSFT
- AAPL
- EME
- GOOG
- AXP
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Strategic Global Advisors, LLC
- NVDA
- GOOGL
- MSFT
- SPOT
- AAPL
- WIX
- META
Filing on Nov 12, 2025
Q3 2025
Filing on Jan 12, 2026
Q4 2025
Filing on Nov 05, 2025
Q3 2025
Lex Aurum Advisors, LLC
- GSLC
- JPST
- AVUS
- AAPL
- AVIG
- VTI
- GSIE
Filing on Oct 27, 2025
Q3 2025
Kera Capital Partners, Inc.
- NVDA
- SPY
- RSP
- CGGR
- CGDV
- HOOD
- COIN
Filing on Jan 14, 2026
Q4 2025
Lineweaver Wealth Advisors, LLC
- IVV
- FBND
- AGG
- USMV
- QUAL
- JPIE
- AAPL
Filing on Nov 03, 2025
Q3 2025
Townsquare Capital LLC
- AAPL
- MSFT
- SPYG
- META
- NVDA
- AMZN
- AVGO
Filing on Oct 22, 2025
Q3 2025
Cohen Capital Management, Inc.
- MSFT
- SYK
- AMAT
- TMO
- JPM
- SCHW
- ORCL
Filing on Oct 21, 2025
Q3 2025
Radnor Capital Management, LLC
- MRK
- AZO
- AAPL
- IBM
- JPM
- XOM
- MSFT
Filing on Nov 04, 2025
Q3 2025
Filing on Feb 14, 2025
Q4 2024
Filing on Nov 14, 2025
Q3 2025
Filing on Jan 07, 2026
Q4 2025
Henrickson Nauta Wealth Advisors, Inc.
- DFAC
- DFIC
- AVUS
- DFAT
- AVDE
- DISV
- DFEM
Filing on Nov 14, 2025
Q3 2025
Two Sigma Securities, LLC
- IEMG
- LQD
- FXI
- SPY
- IWB
- ACWI
- QQQ
Filing on Nov 04, 2025
Q3 2025