Largest Portfolios by Value

Filing on Nov 14, 2022 Q3 2022

Surevest, LLC

  • IWF
  • AGG
  • IXUS
  • ACWX
  • AAPL
  • ILCV
  • VWO
Surevest, LLC's Q3 2022 Portfolio
Portfolio Value 368 Million
Stocks 528
Filing on May 14, 2025 Q1 2025

Monetary Management Group Inc

  • AAPL
  • MSFT
  • NVDA
  • LLY
  • AMZN
  • HD
  • AVGO
Monetary Management Group Inc's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 324
Filing on May 15, 2025 Q1 2025

Crow'S Nest Holdings LP

  • AMZN
  • LPX
  • ENSG
  • TDG
  • TRU
  • PGR
  • GOOG
Crow'S Nest Holdings LP's Q1 2025 Portfolio
Portfolio Value 368 Million
Stocks 8
Filing on May 14, 2025 Q1 2025

Broadleaf Partners, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • SCHF
  • GOOG
  • META
Broadleaf Partners, LLC's Q1 2025 Portfolio
Portfolio Value 367 Million
Stocks 79
Filing on May 15, 2025 Q1 2025

Safeguard Investment Advisory Group, LLC

  • DFAC
  • DUHP
  • QQQ
  • SPY
  • DFSV
  • AAPL
  • IHI
Safeguard Investment Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 367 Million
Stocks 141
Filing on May 15, 2025 Q1 2025

Sarissa Capital Management LP

  • AMRN
  • INVA
  • NBIX
  • CYTK
  • IRWD
  • LNTH
  • VOR
Sarissa Capital Management LP's Q1 2025 Portfolio
Portfolio Value 366 Million
Stocks 7
Filing on Apr 10, 2025 Q1 2025

Diligent Investors, LLC

  • MSFT
  • AAPL
  • SPYV
  • SPYG
  • SPDW
  • BRK-B
  • V
Diligent Investors, LLC's Q1 2025 Portfolio
Portfolio Value 366 Million
Stocks 362
Filing on May 08, 2025 Q1 2025

Atlas Venture Advisors, Inc.

  • IAS
  • DKNG
  • ROKU
  • SNAP
Atlas Venture Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 366 Million
Stocks 4
Filing on May 15, 2025 Q1 2025

Rothschild Capital Partners, LLC

  • AAPL
  • JPM
  • AMZN
  • XLI
  • GLD
  • MSFT
  • GOOGL
Rothschild Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 91
Filing on May 15, 2025 Q1 2025

Marathon Capital Management

  • TROW
  • AAPL
  • AZN
  • CVX
  • MSFT
  • GLW
  • FANG
Marathon Capital Management's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 158
Filing on May 16, 2025 Q1 2025

Boundary Creek Advisors LP

  • MPW
  • KNX
  • EFA
  • VLO
  • MERC
  • SLSSF
  • KNX
Boundary Creek Advisors LP's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 20
Filing on Apr 03, 2025 Q1 2025

Collective Family Office LLC

  • JMUB
  • BSJP
  • DFAE
  • AVUV
  • FNDA
  • VTV
  • AVLV
Collective Family Office LLC's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 157
Filing on May 14, 2025 Q1 2025

Hershey Trust CO

  • HSY
  • NU
  • SNOW
  • WRBY
  • DASH
Hershey Trust CO's Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 6
Filing on Apr 21, 2025 Q1 2025

Davidson Capital Management Inc.

  • VCIT
  • SPHQ
  • XMMO
  • RSP
  • QQQ
  • VCLT
  • VIOO
Davidson Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 83
Filing on May 06, 2025 Q1 2025

Davis Rea Ltd.

  • META
  • GOOGL
  • MSFT
  • AMZN
  • JPM
  • TMO
  • SYK
Davis Rea Ltd.'s Q1 2025 Portfolio
Portfolio Value 365 Million
Stocks 51
Filing on May 14, 2025 Q1 2025

Stamos Capital Partners, L.P.

  • AGG
  • MRK
  • XOM
  • CVX
  • SHEL
  • BP
  • JNJ
Stamos Capital Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 140
Filing on May 07, 2025 Q1 2025

Inlet Private Wealth, LLC

  • AAPL
  • BRK-B
  • MCK
  • MSFT
  • JPM
  • CSCO
  • WM
Inlet Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 127
Filing on May 08, 2025 Q1 2025

Cordatus Wealth Management LLC

  • IWD
  • AAPL
  • MSFT
  • VOO
  • AVGO
  • SPY
  • NVDA
Cordatus Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 364 Million
Stocks 148