Largest Portfolios by Value
Filing on Feb 14, 2025
Q4 2024
Delta Investment Management, LLC
- BIL
- VGSH
- SHV
- ACIO
- AAPL
- MSFT
- BSJP
Filing on Jan 10, 2025
Q4 2024
Filing on Jan 23, 2025
Q4 2024
Medicxi Ventures Management (Jersey) LTD
- CNTA
- PHAT
- RAPT
- AURA
- NAMS
Filing on Feb 14, 2025
Q4 2024
Studio Investment Management LLC
- VTIP
- VTV
- VIG
- VBR
- DFIC
- BRK-B
- FNDF
Filing on Jan 24, 2025
Q4 2024
Filing on Jan 02, 2025
Q4 2024
Versant Capital Management, Inc
- AVDE
- VWOB
- DFAC
- AVEM
- GUNR
- MSFT
- IXC
Filing on Feb 14, 2025
Q4 2024
Filing on Jan 13, 2025
Q4 2024
Filing on Feb 04, 2025
Q4 2024
Juniper Hill Capital Management LP
- SPY
- AGG
- QQQ
- IEF
- NVDA
- IEI
Filing on Feb 13, 2025
Q4 2024
Bain Capital Credit, LP
- BCSF
- TALO
- BKLN
- AMBC
- SRLN
- ASTL
- HYG
Filing on Jan 16, 2025
Q4 2024
Renaissance Investment Group LLC
- AVGO
- COST
- AAPL
- MSFT
- GOOGL
- TJX
- ISRG
Filing on Jan 21, 2025
Q4 2024
Requisite Capital Management, LLC
- IVV
- JEPI
- COWZ
- JEPQ
- RSP
- NOG
- JPST
Filing on Jan 28, 2025
Q4 2024
Triasima Portfolio Management Inc.
- RY
- CM
- KGC
- BNS
- TRP
- MFC
- AGI
Filing on Jan 29, 2025
Q4 2024
Filing on Feb 21, 2025
Q4 2024
Perennial Advisors, LLC
- MSFT
- AAPL
- NVDA
- AMZN
- GOOG
- KKR
- AXP
Filing on Feb 11, 2025
Q4 2024
Filing on Jan 24, 2025
Q4 2024
Great Point Wealth Advisors, LLC
- AVUS
- DFAI
- JPST
- DFAE
- BFAM
- AVUV
- JAAA
Filing on May 03, 2024
Q1 2024
Coulter & Justus Financial Services, LLC
- JPM
- GOOG
- AXP
- SYK
- APH
- QCOM
- A