Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Gavilan Investment Partners LLC

  • META
  • AMZN
  • SHOP
  • SPOT
  • MELI
  • GWRE
  • CPNG
Gavilan Investment Partners LLC's Q1 2025 Portfolio
Portfolio Value 356 Billion
Stocks 13
Filing on May 14, 2025 Q1 2025

Farmers National Bank

  • AAPL
  • MSFT
  • JPM
  • AVGO
  • GUNR
  • JNJ
  • HD
Farmers National Bank's Q1 2025 Portfolio
Portfolio Value 354 Billion
Stocks 231
Filing on Jul 09, 2025 Q2 2025

Channel Wealth LLC

  • CARY
  • MSFT
  • SPY
  • AAPL
  • NVDA
  • SCHD
  • GOOG
Channel Wealth LLC's Q2 2025 Portfolio
Portfolio Value 354 Billion
Stocks 179
Filing on Apr 28, 2025 Q1 2025

Trustees Of Dartmouth College

  • SPY
  • ORCC
  • VTV
  • IJR
  • XOM
Trustees Of Dartmouth College's Q1 2025 Portfolio
Portfolio Value 353 Billion
Stocks 5
Filing on May 15, 2025 Q1 2025

Barclays PLC

  • SPY
  • QQQ
  • MSFT
  • AAPL
  • NVDA
  • SPY
  • AMZN
Barclays PLC's Q1 2025 Portfolio
Portfolio Value 353 Billion
Stocks 10620
Filing on May 12, 2025 Q1 2025

Xy Capital LTD

  • BEKE
  • ZTO
  • SPY
  • BGNE
  • XOM
  • CVX
  • BILI
Xy Capital LTD's Q1 2025 Portfolio
Portfolio Value 352 Billion
Stocks 213
Filing on Apr 21, 2025 Q1 2025

Builder Investment Group Inc /Adv

  • NVDA
  • LLY
  • DFAS
  • DFAI
  • MSFT
  • FISV
  • V
Builder Investment Group Inc /Adv's Q1 2025 Portfolio
Portfolio Value 352 Billion
Stocks 98
Filing on Apr 11, 2025 Q1 2025

Generali Investments, Management CO LLC

  • AMZN
  • MSFT
  • GOOGL
  • NVDA
  • META
  • AAPL
  • NFLX
Generali Investments, Management CO LLC's Q1 2025 Portfolio
Portfolio Value 352 Billion
Stocks 140
Filing on May 15, 2025 Q1 2025

Castalian Partners, LLC

  • OEF
  • NRP
  • NRP
  • GTLS
  • SHOO
  • NRP
  • SAIC
Castalian Partners, LLC's Q1 2025 Portfolio
Portfolio Value 351 Billion
Stocks 9
Filing on Apr 22, 2025 Q1 2025

Integris Wealth Management, LLC

  • BSV
  • IVV
  • VEA
  • VTI
  • DISV
  • DFEM
  • DFSV
Integris Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 351 Billion
Stocks 103
Filing on Apr 22, 2025 Q1 2025

World Equity Group, Inc.

  • AAPL
  • FTLS
  • MSFT
  • QQQ
  • COST
  • BUFR
  • SPY
World Equity Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 350 Billion
Stocks 300
Filing on Apr 09, 2025 Q1 2025

Tmt General Partner LTD

  • XPEV
  • API
Tmt General Partner LTD's Q1 2025 Portfolio
Portfolio Value 350 Billion
Stocks 2
Filing on Jul 07, 2025 Q2 2025

Global Wealth Strategies & Associates

  • VOO
  • IEFA
  • BND
  • QQQM
  • QUAL
  • VIG
  • MTUM
Global Wealth Strategies & Associates's Q2 2025 Portfolio
Portfolio Value 349 Billion
Stocks 378
Filing on Apr 11, 2025 Q1 2025

Permanent Capital Management, LP

  • VOO
  • VGIT
  • VEA
  • RSP
  • MSFT
  • USFR
  • AGG
Permanent Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 349 Billion
Stocks 79
Filing on May 14, 2025 Q1 2025

Groupe Des Assurances Du Credit Mutuel

  • STLA
  • RACE
  • CRH.L
  • MSFT
Groupe Des Assurances Du Credit Mutuel's Q1 2025 Portfolio
Portfolio Value 349 Billion
Stocks 5
Filing on Jul 07, 2025 Q2 2025

Centurion Wealth Management LLC

  • GSLC
  • AAPL
  • JEPI
  • IVV
  • JEPQ
  • NVDA
  • QUAL
Centurion Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 349 Billion
Stocks 236
Filing on Apr 10, 2025 Q1 2025

Mason & Associates, LLC

  • IUSB
  • VV
  • VO
  • IAGG
  • SPDW
  • VB
  • VTEB
Mason & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 347 Billion
Stocks 39
Filing on May 14, 2025 Q1 2025

Ripple Effect Asset Management LP

  • HYG
  • F
  • SPY
  • GM
  • AMLP
  • ET
  • AM
Ripple Effect Asset Management LP's Q1 2025 Portfolio
Portfolio Value 347 Billion
Stocks 21