Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Venator Management LLC

  • AMZN
  • META
  • GOOG
  • UBER
  • V
  • NFLX
  • BRP
Venator Management LLC's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 23
Filing on Jul 24, 2025 Q2 2025

Monument Capital Management

  • MSFT
  • ITOT
  • IWF
  • IWP
  • IWB
  • AAPL
  • EME
Monument Capital Management's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 219
Filing on Jul 10, 2025 Q2 2025

Triangle Securities Wealth Management

  • JAVA
  • SCHM
  • VGT
  • MSFT
  • SLYV
  • GS
  • SAMT
Triangle Securities Wealth Management's Q2 2025 Portfolio
Portfolio Value 380 Million
Stocks 219
Filing on Jul 30, 2025 Q2 2025

Benin Management Corp

  • SPY
  • MSFT
  • AAPL
  • V
  • QQQ
  • DIA
  • PEP
Benin Management Corp's Q2 2025 Portfolio
Portfolio Value 380 Million
Stocks 131
Filing on Aug 01, 2025 Q2 2025

Convergence Investment Partners, LLC

  • NVDA
  • META
  • MSFT
  • IBM
  • AMZN
  • AVGO
  • GOOGL
Convergence Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 380 Million
Stocks 233
Filing on Jul 25, 2022 Q2 2022

Corbenic Partners LLC

  • QQQ
  • DGRO
  • SCHD
  • VIG
  • MCD
  • SCHE
  • MUB
Corbenic Partners LLC's Q2 2022 Portfolio
Portfolio Value 380 Million
Stocks 230
Filing on Jul 17, 2025 Q2 2025

Park Place Capital Corp

  • ACIO
  • IVV
  • VEA
  • OSCV
  • DRSK
  • RSP
  • ADME
Park Place Capital Corp's Q2 2025 Portfolio
Portfolio Value 380 Million
Stocks 812
Filing on Aug 14, 2025 Q2 2025

Ayal Capital Advisors LTD

  • SPY
  • MTUM
  • HYG
  • NLR
  • ASTL
  • OFIX
  • ALGT
Ayal Capital Advisors LTD's Q2 2025 Portfolio
Portfolio Value 380 Million
Stocks 52
Filing on Jul 30, 2025 Q2 2025

Warther Private Wealth, LLC

  • BABA
  • UNH
  • AMZN
  • TSM
  • GOOGL
  • NVO
  • NU
Warther Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 379 Million
Stocks 57
Filing on Aug 11, 2025 Q2 2025

Von Borstel & Associates, Inc.

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFEM
  • DFAX
  • DISV
Von Borstel & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 379 Million
Stocks 40
Filing on Jul 09, 2025 Q2 2025

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • MSFT
  • QQQ
  • FJUN
  • NVDA
  • SPY
Keystone Wealth Services, LLC's Q2 2025 Portfolio
Portfolio Value 379 Million
Stocks 280
Filing on Jul 11, 2025 Q2 2025

Mandatum Life Insurance CO LTD

  • IVV
  • VOO
  • META
  • MSFT
  • IPAC
  • JPM
  • CSCO
Mandatum Life Insurance CO LTD's Q2 2025 Portfolio
Portfolio Value 379 Million
Stocks 82
Filing on Aug 07, 2025 Q2 2025

Reik & Co., LLC

  • CHD
  • CTAS
  • BRK-B
  • WSM
  • MKC
  • USB
  • NFLX
Reik & Co., LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 77
Filing on Aug 07, 2025 Q2 2025

Curtis Advisory Group, LLC

  • SPY
  • NVDA
  • SCHG
  • SPLG
  • IWF
  • AMZN
  • VGT
Curtis Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 105
Filing on Aug 05, 2025 Q2 2025

Magnolia Capital Advisors LLC

  • VTI
  • VUG
  • ITOT
  • AAPL
  • QUAL
  • MSFT
  • VTV
Magnolia Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 241
Filing on Oct 07, 2024 Q3 2024

Platte River Wealth Advisors, LLC

  • IVW
  • IVE
  • VTV
  • VUG
  • IWF
  • AAPL
  • QQQ
Platte River Wealth Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 378 Million
Stocks 94
Filing on Aug 07, 2025 Q2 2025

Cincinnati Specialty Underwriters Insurance CO

  • AVGO
  • AAPL
  • MSFT
  • ENB
  • ADP
  • JPM
  • HD
Cincinnati Specialty Underwriters Insurance CO's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 37
Filing on Jul 15, 2025 Q2 2025

Big Sur Wealth Management LLC

  • SPY
  • BRK-A
  • VGK
  • NVDA
  • JPM
  • IWV
  • BX
Big Sur Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 155