Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Woodbridge CO LTD

  • GOOGL
  • AMZN
  • ENB
  • BRK-B
  • JPM
  • RY
  • TD
Woodbridge CO LTD's Q3 2025 Portfolio
Portfolio Value 624 Million
Stocks 34
Filing on Nov 14, 2025 Q3 2025

Permian Investment Partners, LP

  • GRFS
  • KBR
  • NRG
  • ARMK
  • APG
  • REZI
Permian Investment Partners, LP's Q3 2025 Portfolio
Portfolio Value 624 Million
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Aperture Investors, LLC

  • AAON
  • IDCC
  • STRL
  • AGX
  • MTN
  • VXUS
  • BC
Aperture Investors, LLC's Q3 2025 Portfolio
Portfolio Value 623 Million
Stocks 84
Filing on Nov 05, 2025 Q3 2025

Wellington Shields Capital Management, LLC

  • MSFT
  • GOOG
  • AAPL
  • BX
  • GOOGL
  • AMZN
  • JPM
Wellington Shields Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 623 Million
Stocks 335
Filing on Nov 14, 2025 Q3 2025

Think Investments LP

  • AMZN
  • TASK
  • SMTC
  • TTMI
  • GTLB
  • BABA
  • MELI
Think Investments LP's Q3 2025 Portfolio
Portfolio Value 622 Million
Stocks 20
Filing on Jan 07, 2026 Q4 2025

Wilsey Asset Management Inc

  • MSFT
  • WFC
  • GM
  • JPM
  • CAG
  • ALL
  • VZ
Wilsey Asset Management Inc's Q4 2025 Portfolio
Portfolio Value 622 Million
Stocks 29
Filing on Jan 25, 2023 Q4 2022

Boenning & Scattergood, Inc.

  • AAPL
  • MSFT
  • JNJ
  • ABBV
  • BRK-B
  • JPM
  • PEP
Boenning & Scattergood, Inc.'s Q4 2022 Portfolio
Portfolio Value 622 Million
Stocks 398
Filing on Nov 07, 2025 Q3 2025

Calton & Associates, Inc.

  • QQQ
  • SPLG
  • SPY
  • AAPL
  • FDVV
  • BIL
  • VFH
Calton & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 622 Million
Stocks 425
Filing on Oct 29, 2025 Q3 2025

St. James Investment Company, LLC

  • BRK-B
  • FNV
  • L
  • GBIL
  • AEM
  • UL
  • ENB
St. James Investment Company, LLC's Q3 2025 Portfolio
Portfolio Value 621 Million
Stocks 30
Filing on Nov 14, 2025 Q3 2025

Permanens Capital L.P.

  • VTV
  • VUG
  • IAU
  • BIL
  • SLV
  • DBEU
  • DXJ
Permanens Capital L.P.'s Q3 2025 Portfolio
Portfolio Value 620 Million
Stocks 62
Filing on Nov 21, 2025 Q3 2025

Blue Fin Capital, Inc.

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • GOOGL
  • IGSB
Blue Fin Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 620 Million
Stocks 147
Filing on Nov 04, 2025 Q3 2025

Allied Investment Advisors, LLC

  • SCHD
  • VHT
  • MSFT
  • JPM
  • CAT
  • AAON
  • RTX
Allied Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 619 Million
Stocks 97
Filing on Jan 13, 2026 Q4 2025

Well Done, LLC

  • BRK-A
  • IVV
  • BRK-B
  • USMV
  • IJH
  • QUAL
  • VTV
Well Done, LLC's Q4 2025 Portfolio
Portfolio Value 619 Million
Stocks 197
Filing on Oct 24, 2025 Q3 2025

Towercrest Capital Management

  • IVV
  • SCHX
  • AGG
  • HYG
  • FLOT
  • SCHZ
  • IEFA
Towercrest Capital Management's Q3 2025 Portfolio
Portfolio Value 619 Million
Stocks 99
Filing on Nov 06, 2025 Q3 2025

Cincinnati Life Insurance CO

  • KINS
Cincinnati Life Insurance CO's Q3 2025 Portfolio
Portfolio Value 619 Million
Stocks 1
Filing on Nov 13, 2025 Q3 2025

Total Investment Management Inc

  • BKUI
  • SPY
  • EEM
  • QQQM
  • FNK
  • BKAG
  • RSP
Total Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 618 Million
Stocks 81
Filing on Oct 30, 2025 Q3 2025

Mountain Pacific Investment Advisers Inc

  • APH
  • AME
  • FISV
  • DHR
  • AJG
  • ROP
  • XYL
Mountain Pacific Investment Advisers Inc's Q3 2025 Portfolio
Portfolio Value 618 Million
Stocks 144
Filing on Nov 13, 2025 Q3 2025

Simcoe Capital Management, LLC

  • GIL
  • SEAS
  • FLEX
  • DFIN
  • BCO
  • NGVT
  • MAT
Simcoe Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 618 Million
Stocks 34