Largest Portfolios by Value
Filing on Jul 11, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Freshford Capital Management, LLC
- WDAY
- GOOGL
- TRMB
- CCJ
- APP
- PINS
- GDDY
Filing on Aug 14, 2025
Q2 2025
Marathon Capital Management
- TROW
- MSFT
- AZN
- GLW
- AAPL
- QCOM
- IBM
Filing on Aug 04, 2025
Q2 2025
Evergreen Advisors, LLC
- SCHB
- SCHF
- VCIT
- SCHD
- VGIT
- VMBS
- IJR
Filing on Jan 14, 2025
Q4 2024
Signal Point Asset Management, LLC
- ORLY
- AAPL
- VOO
- VEA
- VTI
- WMT
- MSFT
Filing on Aug 14, 2025
Q2 2025
Mic Capital Management Uk LLP
- HAYW
- RXRX
- CPNG
- QSR
- GRAB
- META
- MNDY
Filing on Jul 22, 2025
Q2 2025
Three Bridge Wealth Advisors, LLC
- ACWI
- META
- COIN
- SPY
- VOO
- QQQ
- VT
Filing on Aug 11, 2025
Q2 2025
Guidance Point Advisors, LLC
- JPM
- IVV
- IVW
- IEFA
- IJH
- IJR
- IVE
Filing on Jul 14, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 28, 2025
Q2 2025
Wilson Asset Management (International) Pty LTD
- INTU
- GOOG
- V
- ICE
- TW
- PWR
- TRU
Filing on Aug 13, 2025
Q2 2025
Perseverance Asset Management International
- HTHT
- PDD
- YUMC
- RLX
- BZ
- GOOG
- IQ
Filing on Jan 26, 2023
Q4 2022
Regent Investment Management LLC
- AAPL
- MSFT
- JPM
- GOOG
- HZNP
- JNJ
- CVS
Filing on Aug 06, 2025
Q2 2025
Paulson Wealth Management Inc.
- IWF
- IWD
- EFA
- IWM
- AAPL
- VCSH
- SPY
Filing on Jul 14, 2025
Q2 2025
Whitener Capital Management, Inc.
- JPM
- AAPL
- MSFT
- NVDA
- WMT
- AMZN
- GOOGL
Filing on Jul 29, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Diligent Investors, LLC
- SPYG
- AAPL
- SPYV
- MSFT
- SCHO
- SPDW
- NVDA
Filing on Jul 30, 2025
Q2 2025