Largest Portfolios by Value

Filing on May 07, 2025 Q1 2025

Financial Management Network Inc

  • IVV
  • MOAT
  • IJH
  • IJR
  • AVUV
  • AVDV
  • AAPL
Financial Management Network Inc's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 153
Filing on Apr 28, 2025 Q1 2025

Moody Aldrich Partners LLC

  • WTFC
  • CWAN
  • CASH
  • PLMR
  • SWX
  • COOP
  • INDB
Moody Aldrich Partners LLC's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 168
Filing on May 14, 2025 Q1 2025

Jb Capital Partners LP

  • RDNT
  • RYI
  • BLDR
  • OPY
  • BXC
  • DAN
  • TPC
Jb Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 79
Filing on May 12, 2025 Q1 2025

Montag & Caldwell, LLC

  • AMZN
  • AAPL
  • V
  • TTWO
  • GOOGL
  • INTU
  • MSFT
Montag & Caldwell, LLC's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 131
Filing on May 13, 2025 Q1 2025

Community Bank & Trust, Waco, Texas

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • NVDA
  • BX
  • WMT
Community Bank & Trust, Waco, Texas's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 143
Filing on May 13, 2025 Q1 2025

Holderness Investments CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • QQQ
  • AMAT
  • IBM
Holderness Investments CO's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 247
Filing on Apr 11, 2025 Q1 2025

Sovereign Financial Group, Inc.

  • VEA
  • SPY
  • VUG
  • VTV
  • QQQ
  • IVV
  • AAPL
Sovereign Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 286
Filing on Apr 24, 2025 Q1 2025

Canal Insurance CO

  • MSFT
  • NOC
  • CVX
  • ABBV
  • DUK
  • IBM
  • LMT
Canal Insurance CO's Q1 2025 Portfolio
Portfolio Value 425 Million
Stocks 89
Filing on May 13, 2025 Q1 2025

United Capital Management Of Ks, Inc.

  • SCHO
  • PLTR
  • AAPL
  • TSLA
  • AMZN
  • PANW
  • XLF
United Capital Management Of Ks, Inc.'s Q1 2025 Portfolio
Portfolio Value 424 Million
Stocks 92
Filing on May 12, 2025 Q1 2025

La Salle St. Investment Advisors, LLC

  • VTI
  • SHV
  • VUG
  • AAPL
  • VTV
  • IUSV
  • NVDA
La Salle St. Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 424 Million
Stocks 318
Filing on May 13, 2025 Q1 2025

Harfst & Associates, Inc.

  • RJF
  • IVV
  • QQQ
  • VIS
  • PG
  • AAPL
  • LAD
Harfst & Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 423 Million
Stocks 116
Filing on May 07, 2025 Q1 2025

Mycio Wealth Partners, LLC

  • CB
  • IEFA
  • IVV
  • SPY
  • AAPL
  • EFA
  • NOBL
Mycio Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 423 Million
Stocks 50
Filing on Apr 09, 2025 Q1 2025

Strong Tower Advisory Services

  • MSTR
  • FSK
  • HYG
  • LQD
  • FBRT
  • NVDA
  • RSP
Strong Tower Advisory Services's Q1 2025 Portfolio
Portfolio Value 423 Million
Stocks 97
Filing on May 14, 2025 Q1 2025

Lodge Hill Capital, LLC

  • CSL
  • BDX
  • MHK
  • BC
  • COOP
  • DIS
  • BLDR
Lodge Hill Capital, LLC's Q1 2025 Portfolio
Portfolio Value 423 Million
Stocks 22
Filing on May 06, 2025 Q1 2025

M. Kulyk & Associates, LLC

  • STIP
  • SGOV
  • SHV
  • LEVI
  • MSFT
  • NVDA
  • AAPL
M. Kulyk & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 422 Million
Stocks 101
Filing on Jul 31, 2024 Q2 2024

Oikos Holdings LLC

  • VTI
  • VXUS
  • ITOT
  • SCHP
  • VXF
  • VNQ
  • VOO
Oikos Holdings LLC's Q2 2024 Portfolio
Portfolio Value 422 Million
Stocks 9
Filing on May 09, 2025 Q1 2025

Beacon Harbor Wealth Advisors, Inc.

  • BND
  • VOO
  • VXF
  • IEFA
  • IAU
  • MLPX
  • COMB
Beacon Harbor Wealth Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 422 Million
Stocks 75
Filing on May 05, 2025 Q1 2025

Stordahl Capital Management, Inc.

  • VOO
  • VOOV
  • DFAS
  • DFIC
  • BND
  • DFSV
  • STIP
Stordahl Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 421 Million
Stocks 57