Largest Portfolios by Value

Filing on Feb 24, 2025 Q4 2024

Cypress Asset Management Inc

  • AAPL
  • NVDA
  • MSFT
  • LLY
  • AVGO
  • AMZN
  • JPM
Cypress Asset Management Inc's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 105
Filing on Feb 11, 2025 Q4 2024

Advantage Alpha Capital Partners LP

  • AVDX
  • GTLS
  • BFAM
  • KEX
  • APG
  • WSC
  • MGNI
Advantage Alpha Capital Partners LP's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 153
Filing on Feb 14, 2025 Q4 2024

Sycamore Partners Management, L.P.

  • CURV
Sycamore Partners Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 1
Filing on Feb 12, 2025 Q4 2024

Pioneer Trust Bank N A

  • AAPL
  • MSFT
  • BRK-B
  • SPY
  • GOOG
  • VMI
  • ACN
Pioneer Trust Bank N A's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 129
Filing on Jan 30, 2025 Q4 2024

Genworth Financial Inc

  • IVV
  • SPLV
Genworth Financial Inc's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 2
Filing on Feb 07, 2025 Q4 2024

Shelter Mutual Insurance CO

  • BRK-A
  • VXUS
  • WMT
  • USIG
  • ORCL
  • V
  • VTI
Shelter Mutual Insurance CO's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 57
Filing on Jan 29, 2025 Q4 2024

Sunburst Financial Group, LLC

  • FBND
  • SCHB
  • SCHD
  • ACIO
  • VCSH
  • SPYG
  • IWF
Sunburst Financial Group, LLC's Q4 2024 Portfolio
Portfolio Value 387 Million
Stocks 109
Filing on Jan 27, 2025 Q4 2024

Hedeker Wealth, LLC

  • PLTR
  • AVGO
  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • SPY
Hedeker Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 386 Million
Stocks 85
Filing on Feb 14, 2025 Q4 2024

Great Mountain Partners LLC

  • NFE
Great Mountain Partners LLC's Q4 2024 Portfolio
Portfolio Value 386 Million
Stocks 2
Filing on Jan 30, 2025 Q4 2024

Newman Dignan & Sheerar, Inc.

  • SCHX
  • SCHD
  • AAPL
  • UITB
  • MSFT
  • SGOL
  • GOOGL
Newman Dignan & Sheerar, Inc.'s Q4 2024 Portfolio
Portfolio Value 386 Million
Stocks 181
Filing on Feb 14, 2025 Q4 2024

Indigo Partners LLC

  • ULCC
  • VLRS
Indigo Partners LLC's Q4 2024 Portfolio
Portfolio Value 386 Million
Stocks 2
Filing on Feb 03, 2025 Q4 2024

Redmond Asset Management, LLC

  • MSFT
  • XPO
  • JPM
  • CCOI
  • MKL
  • JNJ
  • V
Redmond Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 386 Million
Stocks 203
Filing on Feb 12, 2025 Q4 2024

Progressive Investment Management Corp

  • AAPL
  • MSFT
  • AMZN
  • GOOG
  • NVDA
  • COST
  • MCO
Progressive Investment Management Corp's Q4 2024 Portfolio
Portfolio Value 386 Million
Stocks 57
Filing on Feb 04, 2025 Q4 2024

Wrapmanager Inc

  • AGG
  • SPIB
  • SPYG
  • AAPL
  • SPDW
  • MSFT
  • NVDA
Wrapmanager Inc's Q4 2024 Portfolio
Portfolio Value 385 Million
Stocks 222
Filing on Jan 22, 2025 Q4 2024

Canal Insurance CO

  • MSFT
  • NOC
  • CVX
  • ABBV
  • DUK
  • IBM
  • LMT
Canal Insurance CO's Q4 2024 Portfolio
Portfolio Value 385 Million
Stocks 85
Filing on Feb 14, 2025 Q4 2024

Centerbridge Partners, L.P.

  • GTX
  • BANC
  • GDS
  • PERFWS
Centerbridge Partners, L.P.'s Q4 2024 Portfolio
Portfolio Value 385 Million
Stocks 13
Filing on Jan 16, 2025 Q4 2024

Kiley Juergens Wealth Management, LLC

  • MSFT
  • AAPL
  • COST
  • QQQ
  • NVDA
  • AMZN
  • BRK-B
Kiley Juergens Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 385 Million
Stocks 72
Filing on Jan 21, 2025 Q4 2024

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • FBND
  • PSTP
  • BUFF
  • SPEM
  • QQQ
Kfg Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 385 Million
Stocks 182