Largest Portfolios by Value
Filing on Nov 14, 2023
Q3 2023
Akaris Global Partners, LP
- MELI
- APO
- AMZN
- CCK
- SLB
- TSM
- BERY
Filing on Aug 07, 2025
Q2 2025
Martin Investment Management, LLC
- CHKP
- SONY
- NVS
- ALC
- AZN
- NICE
- TM
Filing on Jul 21, 2025
Q2 2025
Curran Financial Partners, LLC
- SCHD
- SPYD
- BIL
- JEPI
- VXUS
- MLPX
- VB
Filing on Nov 14, 2024
Q3 2024
Susquehanna International Group Ltd.
- HYG
- INDA
- EMB
- AMZN
- MSFT
- NVDA
- AAPL
Filing on Jul 25, 2024
Q2 2024
Levy Wealth Management Group, LLC
- VTI
- VIG
- BSV
- QQQM
- JQUA
- SPAB
- SPYG
Filing on Jul 24, 2025
Q2 2025
Filing on Aug 06, 2025
Q2 2025
Summit Wealth Group, LLC
- VOO
- BND
- IGIB
- VEA
- DFAC
- VXF
- BNDX
Filing on Nov 14, 2024
Q3 2024
Susquehanna International Securities, Ltd.
- STLA
- STLA
- STLA
- ALC
- RACE
- RACE
- DB
Filing on Aug 13, 2025
Q2 2025
Brant Point Investment Management LLC
- APH
- ORLY
- WSBC
- META
- FLEX
- AJG
- PFGC
Filing on Jul 12, 2022
Q2 2022
Minot Wealth Management LLC
- SCHD
- AAPL
- SPY
- BRKB
- MSFT
- ABBV
- MDYV
Filing on Apr 01, 2025
Q1 2025
Centre Asset Management, LLC
- AAPL
- MSFT
- NVDA
- AMZN
- GOOG
- PARA
- MDT
Filing on Jul 23, 2025
Q2 2025
Ellsworth Advisors, LLC
- NVDA
- GLD
- FTSM
- HGER
- META
- MSFT
- AAPL
Filing on Aug 05, 2025
Q2 2025
Montanaro Asset Management LTD
- BSY
- TYL
- NVMI
- LRN
- TMDX
- TREX
- TECH
Filing on Aug 13, 2025
Q2 2025
Rosenblum Silverman Sutton S F Inc
- NVDA
- NFLX
- MSFT
- META
- AMZN
- V
- COST
Filing on Aug 08, 2024
Q2 2024
Tmd Wealth Management, LLC
- VTV
- VUG
- QUAL
- DGRW
- BTAL
- IAU
- JMBS
Filing on Aug 07, 2025
Q2 2025
Winch Advisory Services, LLC
- SPTM
- NVDA
- VGSH
- VCIT
- AAPL
- BIL
- MSFT
Filing on Jul 29, 2025
Q2 2025
Progressive Investment Management Corp
- MSFT
- NVDA
- AAPL
- AMZN
- GOOG
- COST
- MCO
Filing on Jul 30, 2025
Q2 2025