Largest Portfolios by Value
Filing on Oct 30, 2025
Q3 2025
Independent Investors Inc
- AAPL
- MSFT
- JPM
- JNJ
- ABBV
- HON
- ORCL
Filing on Apr 26, 2023
Q1 2023
Investment Management Of Virginia LLC
- VGT
- REGL
- MSFT
- DIA
- AXP
- ABBV
- QQQ
Filing on Nov 14, 2022
Q3 2022
Filing on Nov 13, 2025
Q3 2025
Lynx1 Capital Management LP
- MRUS
- STOK
- GHRS
- PTGX
- CGEM
- CCCC
- TCRX
Filing on Oct 14, 2025
Q3 2025
Filing on Jan 06, 2026
Q4 2025
Filing on Nov 14, 2025
Q3 2025
P2 Capital Partners, LLC
- CBZ
- ACHC
- JBT
- IAS
- BLKB
- TNC
- ZETA
Filing on Nov 05, 2025
Q3 2025
First Fiduciary Investment Counsel, Inc.
- JPM
- MSFT
- GS
- LOW
- HON
- NVS
- JNJ
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 15, 2025
Q3 2025
Curbstone Financial Management Corp
- FLRN
- MDY
- SCHF
- VOO
- SCHG
- VCSH
- AAPL
Filing on Nov 07, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Praesidium Investment Management Company, LLC
- JBL
- INTA
- FROG
- NOW
- ALKT
- PCOR
- TDG
Filing on Oct 19, 2023
Q3 2023
Ropes Wealth Advisors LLC
- AAPL
- MSFT
- IVV
- VTI
- XOM
- AMZN
- PG
Filing on Nov 03, 2025
Q3 2025
Ritter Daniher Financial Advisory LLC
- IVV
- DGRO
- IEFA
- AVEM
- IJH
- IJR
- VNLA
Filing on Feb 07, 2025
Q4 2024
River & Mercantile Asset Management LLP
- MSFT
- GOOGL
- TSM
- AVGO
- FIX
- MA
- COST
Filing on Nov 13, 2025
Q3 2025
Stamos Capital Partners, L.P.
- AGG
- VTEB
- MRK
- GOOGL
- XOM
- UNH
- CVX
Filing on Oct 23, 2025
Q3 2025
Childress Capital Advisors, LLC
- FDVV
- GS
- SPY
- XOM
- NVDA
- MSFT
- AAPL
Filing on Oct 31, 2025
Q3 2025
Jfg Wealth Management, LLC
- VV
- VEA
- MINT
- VWO
- SCHC
- VB
- NVDA