Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Mission Creek Capital Partners, Inc.

  • NU
  • AAPL
  • GLDM
  • BRK-B
  • JPM
  • NVDA
  • MSFT
Mission Creek Capital Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 452 Million
Stocks 197
Filing on Apr 14, 2025 Q1 2025

Robert Vinall

Rv Capital Ag
  • CVNA
  • META
  • CACC
  • WIX
  • PDD
  • IBKR
  • YUMC
Robert Vinall's Q1 2025 Portfolio
Portfolio Value 451 Million
Stocks 11
Filing on May 02, 2025 Q1 2025

Sea Bridge Investment Advisors LLC

  • GOVT
  • AAPL
  • MSFT
  • SPTS
  • VMBS
  • JMBS
  • BRK-B
Sea Bridge Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 451 Million
Stocks 197
Filing on Jun 11, 2025 Q1 2025

Stanley Capital Management, LLC

  • ELV
  • META
  • MCK
  • VRT
  • CTVA
  • CNC
  • ORCL
Stanley Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 451 Million
Stocks 37
Filing on Apr 09, 2025 Q1 2025

Bourgeon Capital Management LLC

  • JPM
  • GOOGL
  • MSFT
  • MRK
  • AMZN
  • AMGN
  • AAPL
Bourgeon Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 450 Million
Stocks 105
Filing on Apr 10, 2025 Q1 2025

Contravisory Investment Management, Inc.

  • SPOT
  • NFLX
  • CTAS
  • UBS
  • JPM
  • COST
  • AFL
Contravisory Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 450 Million
Stocks 373
Filing on May 03, 2024 Q1 2024

Coulter & Justus Financial Services, LLC

  • JPM
  • GOOG
  • AXP
  • SYK
  • APH
  • QCOM
  • A
Coulter & Justus Financial Services, LLC's Q1 2024 Portfolio
Portfolio Value 450 Million
Stocks 94
Filing on Nov 07, 2023 Q3 2023

Madison Wealth Management

  • MSFT
  • AAPL
  • USFR
  • GOOG
  • BRK-B
  • VOO
  • CBRE
Madison Wealth Management's Q3 2023 Portfolio
Portfolio Value 449 Million
Stocks 151
Filing on May 09, 2025 Q1 2025

Capital Performance Advisors LLP

  • DFAC
  • DFAT
  • IVV
  • AAPL
  • DFIV
  • DFUV
  • AGG
Capital Performance Advisors LLP's Q1 2025 Portfolio
Portfolio Value 449 Million
Stocks 260
Filing on May 14, 2025 Q1 2025

Citizens Business Bank

  • IWR
  • VEA
  • NVDA
  • FPEI
  • AAPL
  • PLTR
  • AVGO
Citizens Business Bank's Q1 2025 Portfolio
Portfolio Value 449 Million
Stocks 191
Filing on Apr 16, 2025 Q1 2025

Marshall Financial Group LLC

  • OBND
  • HTRB
  • JBBB
  • QLD
  • JEPQ
  • LGOV
  • SCHR
Marshall Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 449 Million
Stocks 232
Filing on Apr 10, 2025 Q1 2025

Gen Wealth Group, Inc.

  • TLT
  • IAU
  • GLD
  • SCHV
  • IEF
  • VUG
  • VOO
Gen Wealth Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 448 Million
Stocks 71
Filing on May 08, 2025 Q1 2025

Goodman Financial Corp

  • SPDW
  • RSP
  • VCSH
  • PAGP
  • SCHW
  • MKTX
  • AMZN
Goodman Financial Corp's Q1 2025 Portfolio
Portfolio Value 448 Million
Stocks 61
Filing on Apr 08, 2025 Q1 2025

Investors Research Corp

  • IWY
  • SPYG
  • SCHX
  • SPLG
  • OEF
  • VV
  • FTCS
Investors Research Corp's Q1 2025 Portfolio
Portfolio Value 448 Million
Stocks 962
Filing on May 15, 2025 Q1 2025

Steginsky Capital LLC

  • COST
  • GOOG
  • MKL
  • FAST
  • MLM
  • BRK-B
  • GOOGL
Steginsky Capital LLC's Q1 2025 Portfolio
Portfolio Value 447 Million
Stocks 7
Filing on May 12, 2025 Q1 2025

Prestige Wealth Management Group LLC

  • DGRW
  • BND
  • AGGY
  • USHY
  • ICVT
  • AAPL
  • XLV
Prestige Wealth Management Group LLC's Q1 2025 Portfolio
Portfolio Value 447 Million
Stocks 1297
Filing on Oct 16, 2024 Q3 2024

Sweet Financial Partners, LLC

  • VOO
  • SCHD
  • RDVY
  • VEU
  • XT
  • LMBS
  • FTLS
Sweet Financial Partners, LLC's Q3 2024 Portfolio
Portfolio Value 447 Million
Stocks 198
Filing on Apr 14, 2025 Q1 2025

Chicago Trust CO Na

  • AAPL
  • MSFT
  • NVDA
  • ABT
  • ABBV
  • AMZN
  • JPM
Chicago Trust CO Na's Q1 2025 Portfolio
Portfolio Value 447 Million
Stocks 638