Largest Portfolios by Value

Filing on May 14, 2024 Q1 2024

Cook Street Consulting, Inc.

  • ENB
  • SWN
Cook Street Consulting, Inc.'s Q1 2024 Portfolio
Portfolio Value 326 Million
Stocks 2
Filing on Feb 07, 2025 Q4 2024

American Assets Inc

  • AAT
  • WFC
  • BAC
  • XOM
  • COF
  • CELH
  • PBI
American Assets Inc's Q4 2024 Portfolio
Portfolio Value 326 Million
Stocks 23
Filing on Oct 19, 2023 Q3 2023

Pm Capital LTD

  • TECK
  • BAC
  • WFC
  • FCX
  • JPM
  • SCHW
  • TFC
Pm Capital LTD's Q3 2023 Portfolio
Portfolio Value 326 Million
Stocks 9
Filing on Feb 14, 2025 Q4 2024

Adw Capital Management, LLC

  • PAR
  • RICK
  • GFL
  • APG
  • FAT
Adw Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 5
Filing on Aug 13, 2024 Q2 2024

Correct Capital Wealth Management

  • DGRO
  • AVUV
  • COWZ
  • AVDE
  • FBND
  • AVEM
  • PULS
Correct Capital Wealth Management's Q2 2024 Portfolio
Portfolio Value 325 Million
Stocks 118
Filing on Jan 31, 2025 Q4 2024

Pegasus Asset Management, Inc.

  • BRK-A
  • SCHB
  • AAPL
  • MSFT
  • GOOG
  • NVDA
  • ETN
Pegasus Asset Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 66
Filing on Feb 14, 2025 Q4 2024

Riverview Capital Advisers, LLC

  • AAPL
  • VB
  • AMZN
  • BRK-B
  • RSP
  • VO
  • BXP
Riverview Capital Advisers, LLC's Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 91
Filing on Feb 12, 2025 Q4 2024

Kidder Stephen W

  • AAPL
  • GOOGL
  • ADP
  • MA
  • MSFT
  • AMZN
  • NVDA
Kidder Stephen W's Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 264
Filing on Jan 28, 2025 Q4 2024

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMUB
  • AVUV
Opal Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 191
Filing on Feb 12, 2025 Q4 2024

Watchman Group, Inc.

  • SHY
  • DFAC
  • DFAT
  • VSLU
  • DFIC
  • DFEM
  • FBND
Watchman Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 84
Filing on Feb 07, 2025 Q4 2024

Knuff & CO LLC

  • AAPL
  • MSFT
  • PG
  • NFLX
  • TTD
  • FTNT
  • COST
Knuff & CO LLC's Q4 2024 Portfolio
Portfolio Value 325 Million
Stocks 142
Filing on Feb 13, 2025 Q4 2024

Us Financial Advisors, LLC

  • IWB
  • IVV
  • EFA
  • VO
  • SPTI
  • IWD
  • RDVY
Us Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 89
Filing on Jan 14, 2025 Q4 2024

Legacy Wealth Asset Management, LLC

  • TFLO
  • MLPA
  • BLES
  • ISMD
  • GBTC
  • AVGO
  • AAPL
Legacy Wealth Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 348
Filing on Feb 13, 2025 Q4 2024

Sentinus, LLC

  • IVV
  • IVW
  • VTI
  • IUSB
  • DYNF
  • QUAL
  • SPY
Sentinus, LLC's Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 185
Filing on Jan 14, 2025 Q4 2024

Ayalon Insurance Comp Ltd.

  • XLK
  • ACWI
  • XLV
  • XLC
  • XLF
  • SPY
  • XLY
Ayalon Insurance Comp Ltd.'s Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 62
Filing on Nov 13, 2024 Q3 2024

Rk Capital Management, LLC

  • IWM
  • LAD
  • SRAD
  • GENI
  • BV
  • KBR
  • MGRC
Rk Capital Management, LLC's Q3 2024 Portfolio
Portfolio Value 324 Million
Stocks 19
Filing on Feb 10, 2025 Q4 2024

Midwest Professional Planners, Ltd.

  • SPY
  • NVDA
  • AVGO
  • COST
  • JPM
  • AAPL
  • IEI
Midwest Professional Planners, Ltd.'s Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 152
Filing on Feb 14, 2025 Q4 2024

King Street Capital Management, L.P.

  • BA
  • NVDA
  • SGRY
  • AVAH
  • BLCO
  • PCG
  • UNIT
King Street Capital Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 324 Million
Stocks 15