Largest Portfolios by Value
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
Filing on Jan 11, 2024
Q4 2023
Resource Consulting Group Inc
- DFUV
- DFAT
- DFIV
- QUAL
- DFAS
- IGSB
- BRK-A
Filing on Oct 20, 2025
Q3 2025
Armbruster Capital Management, Inc.
- VFVA
- MTUM
- SPLV
- RPV
- QUAL
- VFQY
- IVLU
Filing on Oct 30, 2025
Q3 2025
Ug Investment Advisers Ltd.
- BABA
- QCOM
- MU
- BEKE
- VCSH
- NVDA
- AMKR
Filing on Oct 14, 2025
Q3 2025
Capital Insight Partners, LLC
- PRAY
- AGG
- IVV
- NVDA
- XLK
- IXUS
- VMBS
Filing on Oct 31, 2025
Q3 2025
One Ascent Financial Services LLC
- OACP
- NVDA
- AAPL
- VOO
- IBD
- VTI
- BRK-B
Filing on Nov 14, 2025
Q3 2025
Laird Norton Trust Company, LLC
- MSFT
- VEU
- VTI
- VWO
- VEA
- AAPL
- IVW