Largest Portfolios by Value

Filing on Nov 04, 2025 Q3 2025

Capital Management Corp

  • IDCC
  • GTN
  • NXST
  • PBI
  • AEM
  • ACCO
  • ACU
Capital Management Corp 's Q3 2025 Portfolio
Portfolio Value 569 Million
Stocks 79
Filing on Nov 14, 2025 Q3 2025

Rptc Inc.

  • SCHW
  • IVV
  • VEA
  • IEFA
  • VWO
  • IEMG
Rptc Inc.'s Q3 2025 Portfolio
Portfolio Value 569 Million
Stocks 7
Filing on Nov 14, 2025 Q3 2025

Sompo Asset Management Co., Ltd.

  • VOO
  • IEF
  • IEMG
  • MSFT
  • NVDA
  • GOOGL
  • AAPL
Sompo Asset Management Co., Ltd.'s Q3 2025 Portfolio
Portfolio Value 569 Million
Stocks 183
Filing on Oct 16, 2025 Q3 2025

Amarillo National Bank

  • IVV
  • IVE
  • IDEV
  • AGG
  • IVW
  • EEM
  • SPY
Amarillo National Bank's Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 127
Filing on Oct 29, 2025 Q3 2025

Triasima Portfolio Management Inc.

  • RY
  • SHOP
  • KGC
  • CM
  • TD
  • MSFT
  • AVGO
Triasima Portfolio Management Inc.'s Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 149
Filing on Oct 23, 2025 Q3 2025

Duncker Streett & CO Inc

  • AVGO
  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • MA
  • ABBV
Duncker Streett & CO Inc's Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 534
Filing on Oct 17, 2025 Q3 2025

Manitou Investment Management Ltd.

  • BRK-B
  • GOOGL
  • IDXX
  • MSFT
  • AMZN
  • APH
  • MA
Manitou Investment Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 57
Filing on Nov 14, 2025 Q3 2025

Aequim Alternative Investments LP

  • SPY
  • SPOT
  • COIN
  • FLR
  • CYBR
  • CAKE
  • NTNX
Aequim Alternative Investments LP's Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 95
Filing on Oct 09, 2025 Q3 2025

Princeton Global Asset Management LLC

  • AVGO
  • MSFT
  • TSM
  • JPM
  • BX
  • GOOGL
  • PWR
Princeton Global Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 762
Filing on Nov 06, 2025 Q3 2025

Essex Investment Management CO LLC

  • KTOS
  • STRL
  • AMSC
  • TSEM
  • INSM
  • HCI
  • LGND
Essex Investment Management CO LLC's Q3 2025 Portfolio
Portfolio Value 567 Million
Stocks 299
Filing on May 04, 2023 Q1 2023

Barber Financial Group, Inc.

  • STIP
  • QQQ
  • SPY
  • IVW
  • SPTM
  • VOO
  • DIVO
Barber Financial Group, Inc.'s Q1 2023 Portfolio
Portfolio Value 567 Million
Stocks 148
Filing on Nov 24, 2025 Q3 2025

Opes Wealth Management LLC

  • AAPL
  • FNDF
  • CMF
  • GILD
  • FNDB
  • VOT
  • IUSB
Opes Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 567 Million
Stocks 144
Filing on Nov 12, 2025 Q3 2025

Rbo & CO LLC

  • ABBV
  • JNJ
  • BRK-B
  • MCD
  • PM
  • ABT
  • JPM
Rbo & CO LLC's Q3 2025 Portfolio
Portfolio Value 567 Million
Stocks 54
Filing on Nov 13, 2025 Q3 2025

Capital Group Investment Management Pte. Ltd.

  • META
  • MSFT
  • AVGO
  • TSLA
  • NVDA
  • NFLX
  • SHOP
Capital Group Investment Management Pte. Ltd.'s Q3 2025 Portfolio
Portfolio Value 566 Million
Stocks 139
Filing on Nov 14, 2025 Q3 2025

Efg Asset Management (Americas) Corp.

  • MSFT
  • NVDA
  • IJR
  • AMZN
  • JPM
  • AVGO
  • MA
Efg Asset Management (Americas) Corp.'s Q3 2025 Portfolio
Portfolio Value 566 Million
Stocks 146
Filing on Jul 19, 2024 Q2 2024

Greylin Investment Mangement Inc

  • BRK-B
  • XOM
  • QCOM
  • INTC
  • OGN
  • JNJ
  • ALLY
Greylin Investment Mangement Inc's Q2 2024 Portfolio
Portfolio Value 566 Million
Stocks 82
Filing on Oct 28, 2025 Q3 2025

Thames Capital Management LLC

  • IREN
  • RKT
  • MSFT
  • META
  • BITF
  • MA
  • SPOT
Thames Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 566 Million
Stocks 58
Filing on Nov 14, 2023 Q3 2023

Alcentra LTD (Bny Mellon)

  • SKIL
Alcentra LTD (Bny Mellon)'s Q3 2023 Portfolio
Portfolio Value 566 Million
Stocks 1