Largest Portfolios by Value
Filing on Oct 17, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Rather & Kittrell, Inc.
- DFIC
- DFCF
- DFSD
- DFAC
- DFNM
- DFEM
- DFAR
Filing on Oct 31, 2025
Q3 2025
Filing on Oct 22, 2025
Q3 2025
Bernardo Wealth Planning LLC
- IVV
- MGK
- MGV
- VONV
- CGCP
- VONG
- ITOT
Filing on Nov 04, 2025
Q3 2025
Esl Trust Services, LLC
- IVV
- SPYG
- AVDE
- VIGI
- SCHD
- IJH
- XSOE
Filing on Apr 28, 2025
Q1 2025
Buffington Mohr Mc Neal
- SCHX
- IVV
- COST
- MSFT
- XLK
- JIRE
- JAAA
Filing on Nov 13, 2025
Q3 2025
Stieven Capital Advisors, L.P.
- WAL
- WBS
- COLB
- UMBF
- AUB
- EWBC
- AX
Filing on Nov 06, 2025
Q3 2025
Lafayette Investments, Inc.
- BRK-B
- MKL
- PGR
- KLAC
- META
- MSFT
- GOOG
Filing on Nov 14, 2025
Q3 2025
Palo Alto Investors LP
- INSM
- PTCT
- ACAD
- FOLD
- BMRN
- BIIB
- UTHR
Filing on Nov 05, 2025
Q3 2025
Blume Capital Management, Inc.
- AAPL
- DFIC
- GOOG
- DFCF
- UBER
- SCHW
- C
Filing on Oct 24, 2025
Q3 2025
Cedar Mountain Advisors, LLC
- IWF
- IWD
- IWP
- IWS
- IJR
- QQQ
- SPSB
Filing on Oct 23, 2025
Q3 2025
Filing on Nov 07, 2025
Q3 2025
Studio Investment Management LLC
- VTIP
- VTV
- VIG
- DFIC
- VBR
- FNDF
- BRK-B
Filing on Nov 14, 2025
Q3 2025
Dynamo Internacional Gestao De Recursos Ltda.
- EWZ
- MELI
- MELI
- NU
- VTEX
- VALE
- SUZ
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Hiddenite Capital Partners LP
- TLT
- SPY
- SHEL
- DKS
- GLD
- TQQQ
- FIX
Filing on Jan 12, 2026
Q4 2025
Rempart Asset Management Inc.
- MSFT
- RY
- TMO
- COST
- JCI
- NVT
- JPM
Filing on Nov 20, 2025
Q3 2025
Speece Thorson Capital Group Inc
- HXL
- ZBH
- RPM
- GNTX
- WTM
- ARW
- MTB