Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
B & T Capital Management Dba Alpha Capital Management
- QQQ
- VIGI
- BIL
- SCHG
- SCHX
- VNQ
- AAPL
Filing on Oct 27, 2025
Q3 2025
Wealth Plan Partners, LLC
- AAPL
- BRK-B
- NVDA
- DGRO
- BUFR
- MSFT
- IVV
Filing on Jan 13, 2026
Q4 2025
West Financial Advisors, LLC
- VOO
- VEA
- SPY
- VTEB
- BND
- DFAE
- IEFA
Filing on Oct 30, 2025
Q3 2025
Woodard & CO Asset Management Group Inc
- SPTM
- SPY
- SPYG
- IWF
- VV
- SPYV
- VMBS
Filing on Nov 10, 2025
Q3 2025
American Money Management, LLC
- VGSH
- VCSH
- MSFT
- AAPL
- BIV
- VEA
- JCPB
Filing on Nov 14, 2025
Q3 2025
Filing on Feb 07, 2023
Q4 2022
Canandaigua National Corp
- MSFT
- XOM
- AAPL
- JNJ
- JPM
- PG
- MRK
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 10, 2025
Q3 2025
Fox Run Management, L.L.C.
- XLE
- XLF
- IYR
- MCHP
- SBAC
- PCTY
- SFM
Filing on Jan 12, 2026
Q4 2025
Sentinel Pension Advisors Inc
- BKLC
- SPY
- JCPB
- BKIE
- GLDM
- SPTI
- FBND
Filing on Nov 07, 2025
Q3 2025
Herald Investment Management LTD
- FN
- PEGA
- SIMO
- VRNS
- ARLO
- RDWR
- DSGX
Filing on Nov 12, 2025
Q3 2025
Intrinsic Edge Capital Management LLC
- GLW
- POWL
- CSGP
- HOOD
- ATEC
- WLY
- GLD
Filing on Oct 27, 2025
Q3 2025
Schmidt P J Investment Management Inc
- MSFT
- AAPL
- AVGO
- IGIB
- GOOG
- GOVT
- SNDR
Filing on Jan 13, 2026
Q4 2025
Filing on Jan 08, 2026
Q4 2025
Filing on Nov 13, 2025
Q3 2025
Filing on Oct 09, 2025
Q3 2025
Secure Asset Management, LLC
- VGIT
- NVDA
- VOO
- AAPL
- QQQM
- IVV
- SRLN
Filing on Nov 14, 2025
Q3 2025
Water Island Capital LLC
- CYBR
- VRNT
- NSC
- VRNA
- AVDX
- INFA
- VBTX