Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Coerente Capital Management

  • GOOGL
  • MSFT
  • SAP
  • JNJ
  • ABT
  • AMZN
  • ITW
Coerente Capital Management's Q3 2025 Portfolio
Portfolio Value 562 Million
Stocks 39
Filing on Jul 29, 2025 Q2 2025

Schnieders Capital Management LLC

  • MSFT
  • AAPL
  • AMZN
  • META
  • QQQ
  • GOOGL
  • NVDA
Schnieders Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 562 Million
Stocks 224
Filing on Nov 12, 2025 Q3 2025

Mcia Inc

  • VTV
  • VUG
  • FNDF
  • HTRB
  • VB
  • ATFV
  • SCHE
Mcia Inc's Q3 2025 Portfolio
Portfolio Value 562 Million
Stocks 84
Filing on Oct 07, 2025 Q3 2025

Ignite Planners, LLC

  • SCHG
  • AAPL
  • BUFR
  • NVDA
  • MSFT
  • AMZN
  • BRK-B
Ignite Planners, LLC's Q3 2025 Portfolio
Portfolio Value 562 Million
Stocks 377
Filing on Nov 12, 2025 Q3 2025

Act Two Investors LLC

  • MSFT
  • GOOG
  • AMZN
  • TMUS
  • V
  • IQV
  • ES
Act Two Investors LLC's Q3 2025 Portfolio
Portfolio Value 561 Million
Stocks 39
Filing on Nov 07, 2025 Q3 2025

Oakmont Corp

  • MSFT
  • AMZN
  • MA
  • NVDA
  • AAPL
  • SPGI
  • FICO
Oakmont Corp's Q3 2025 Portfolio
Portfolio Value 559 Million
Stocks 30
Filing on Oct 31, 2025 Q3 2025

Tufton Capital Management

  • MSFT
  • AAPL
  • JPM
  • GOOG
  • TJX
  • GLW
  • ADP
Tufton Capital Management's Q3 2025 Portfolio
Portfolio Value 559 Million
Stocks 118
Filing on Nov 13, 2025 Q3 2025

Peak Asset Management, LLC

  • MSFT
  • AAPL
  • GOOGL
  • JPM
  • VGSH
  • BILS
  • ORCL
Peak Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 559 Million
Stocks 150
Filing on Aug 12, 2024 Q2 2024

Mckinley Capital Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • AVGO
Mckinley Capital Management LLC 's Q2 2024 Portfolio
Portfolio Value 558 Million
Stocks 115
Filing on Nov 10, 2025 Q3 2025

Robotti Robert

  • TDW
  • BLDR
  • FPH
  • LXU
  • JEF
  • WFG
  • CVCO
Robotti Robert's Q3 2025 Portfolio
Portfolio Value 558 Million
Stocks 80
Filing on Nov 14, 2024 Q3 2024

Gateway Advisory, LLC

  • SHV
  • BRK-B
  • IBDX
  • IBDW
  • IBDV
  • IBDU
  • IBDT
Gateway Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 558 Million
Stocks 131
Filing on Nov 13, 2025 Q3 2025

La Salle St. Investment Advisors, LLC

  • VTI
  • SHV
  • NVDA
  • VUG
  • VTV
  • SWAN
  • AAPL
La Salle St. Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 558 Million
Stocks 354
Filing on Nov 10, 2025 Q3 2025

Personal Cfo Solutions, LLC

  • CB
  • AAPL
  • MSFT
  • NVDA
  • IWM
  • GOOGL
  • AMZN
Personal Cfo Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 557 Million
Stocks 495
Filing on Nov 04, 2025 Q3 2025

Lebenthal Global Advisors, LLC

  • JEPI
  • SPY
  • ONEQ
  • VCIT
  • JEPQ
  • VTV
  • JMUB
Lebenthal Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 557 Million
Stocks 298
Filing on Oct 29, 2025 Q3 2025

Magnolia Group, LLC

  • NNI
  • BOC
  • ABG
  • ARLP
  • CCOI
  • CRMT
  • RMAX
Magnolia Group, LLC's Q3 2025 Portfolio
Portfolio Value 557 Million
Stocks 11
Filing on Nov 13, 2025 Q3 2025

Seven Bridge Financial Group, LLC

  • DRSK
  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • AMZN
  • JPM
Seven Bridge Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 556 Million
Stocks 212
Filing on Jan 23, 2023 Q4 2022

Autus Asset Management, LLC

  • VB
  • VEA
  • VCIT
  • AAPL
  • CVX
  • VCSH
  • HYG
Autus Asset Management, LLC's Q4 2022 Portfolio
Portfolio Value 556 Million
Stocks 397
Filing on Nov 13, 2025 Q3 2025

Mission Creek Capital Partners, Inc.

  • IOT
  • GLDM
  • AAPL
  • NVDA
  • BRK-B
  • JPM
  • MSFT
Mission Creek Capital Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 556 Million
Stocks 205