Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Brant Point Investment Management LLC

  • ORLY
  • AJG
  • APH
  • PFGC
  • WSBC
  • USFD
  • META
Brant Point Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 375 Million
Stocks 153
Filing on May 15, 2025 Q1 2025

Glenn Welling

Engaged Capital LLC
  • VFC
  • PTLO
  • GTLS
  • YETI
  • EVH
  • GXO
  • BRCC
Glenn Welling's Q1 2025 Portfolio
Portfolio Value 374 Million
Stocks 9
Filing on May 15, 2025 Q1 2025

Thorn Tree Capital Partners LP

  • META
  • KMX
  • INTU
  • CSGP
  • AFRM
  • NFLX
  • NU
Thorn Tree Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 374 Million
Stocks 19
Filing on May 28, 2025 Q1 2025

Ellsworth Advisors, LLC

  • GLD
  • FTSM
  • NVDA
  • AAPL
  • JNJ
  • DRI
  • PKG
Ellsworth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 374 Million
Stocks 168
Filing on May 15, 2025 Q1 2025

Mcdonald Partners LLC

  • MSFT
  • AAPL
  • BRK-B
  • ETN
  • JPM
  • AMGN
  • RTX
Mcdonald Partners LLC's Q1 2025 Portfolio
Portfolio Value 374 Million
Stocks 240
Filing on May 05, 2025 Q1 2025

Mystic Asset Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • META
  • QQQ
  • AVGO
Mystic Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 374 Million
Stocks 224
Filing on Jan 26, 2023 Q4 2022

Regent Investment Management LLC

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • HZNP
  • JNJ
  • CVS
Regent Investment Management LLC's Q4 2022 Portfolio
Portfolio Value 373 Million
Stocks 231
Filing on Apr 22, 2025 Q1 2025

Systelligence, LLC

  • VFMO
  • IWP
  • FSMD
  • SCHG
  • QQQ
  • VTV
  • WTV
Systelligence, LLC's Q1 2025 Portfolio
Portfolio Value 373 Million
Stocks 46
Filing on Apr 23, 2025 Q1 2025

Genworth Financial Inc

  • IVV
  • SPLV
Genworth Financial Inc's Q1 2025 Portfolio
Portfolio Value 373 Million
Stocks 2
Filing on Apr 21, 2025 Q1 2025

L.M. Kohn & Company

  • AAPL
  • NVDA
  • GABC
  • AMZN
  • COST
  • SPY
  • MSFT
L.M. Kohn & Company's Q1 2025 Portfolio
Portfolio Value 373 Million
Stocks 275
Filing on May 05, 2025 Q1 2025

Morse Asset Management, Inc

  • NVDA
  • META
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • HD
Morse Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 341
Filing on May 14, 2025 Q1 2025

New Harbor Financial Group, LLC

  • RSP
  • GDX
  • TLT
  • HGER
  • IEI
  • AMLP
  • XLF
New Harbor Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 50
Filing on May 15, 2025 Q1 2025

Bienville Capital Management, LLC

  • JBBB
  • ACIO
  • CPNG
  • DKNG
  • GTLB
  • MELI
  • MNDY
Bienville Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 66
Filing on May 15, 2025 Q1 2025

Turim 21 Investimentos Ltda.

  • SPY
  • EFA
  • BIL
  • VALE
  • RSP
  • MSFT
  • AMZN
Turim 21 Investimentos Ltda.'s Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 81
Filing on Apr 10, 2025 Q1 2025

Triangle Securities Wealth Management

  • JAVA
  • SCHM
  • VGT
  • MSFT
  • SLYV
  • TPYP
  • IUSB
Triangle Securities Wealth Management's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 201
Filing on May 09, 2025 Q1 2025

Roof Eidam & Maycock

  • JPST
  • VEA
  • JQUA
  • VIG
  • VB
  • VUG
  • JSCP
Roof Eidam & Maycock's Q1 2025 Portfolio
Portfolio Value 372 Million
Stocks 121
Filing on Apr 05, 2023 Q1 2023

Stillwater Investment Management, LLC

  • IVV
  • IWR
  • IWM
  • AAPL
  • XLK
  • XLE
  • XLF
Stillwater Investment Management, LLC's Q1 2023 Portfolio
Portfolio Value 372 Million
Stocks 82
Filing on Nov 14, 2024 Q3 2024

Hamilton Wealth, LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • GCOW
  • EDV
  • VFH
Hamilton Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 372 Million
Stocks 107