Largest Portfolios by Value
Filing on Apr 22, 2025
Q1 2025
Filing on Apr 14, 2025
Q1 2025
Filing on Apr 25, 2025
Q1 2025
Kendall Capital Management
- SMMD
- JIRE
- JPST
- AVGO
- VUG
- VSEC
- AVT
Filing on May 08, 2025
Q1 2025
Capital Today Evergreen Fund, L.P.
- PDD
- DDL
- BZ
Filing on Feb 02, 2023
Q4 2022
Monarch Partners Asset Management LLC
- MOD
- TGLS
- HTBK
- CTRE
- UCTT
- NTST
- CHEF
Filing on May 06, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Stonehill Capital Management LLC
- LBRDK
- YY
- TPX
- SATS
- LBRDA
- HOUS
- EQC
Filing on May 10, 2023
Q1 2023
Cardinal Point Wealth Management Partners, LLC
- VTI
- USFR
- VEU
- LRGF
- IAU
- BOND
- IHDG
Filing on May 15, 2025
Q1 2025
Pacific Center For Financial Services
- QQQ
- VTI
- JEPI
- SMLF
- VO
- USMV
- VNQ
Filing on Apr 11, 2025
Q1 2025
Blue Zone Wealth Advisors, LLC
- QQQ
- AAPL
- GOOGL
- IVW
- AZO
- WMB
- BRK-B
Filing on Feb 04, 2025
Q4 2024
Access Investment Management LLC
- APO
- URI
- JBL
- SF
- DFIN
- WHR
- EWBC
Filing on May 05, 2025
Q1 2025
Filing on May 15, 2025
Q1 2025
Goodman Advisory Group, LLC
- SPLG
- JVAL
- SPYV
- PRF
- VTEB
- PZA
- AAPL
Filing on May 16, 2025
Q1 2025
Knightsbridge Asset Management, LLC
- SPLG
- SPDW
- AAPL
- SPEM
- DFAC
- UAL
- DGRO
Filing on Apr 23, 2025
Q1 2025
G2 Capital Management, LLC
- DFUS
- MOAT
- IUSB
- MUB
- BND
- DFAS
- SCHX
Filing on May 14, 2024
Q1 2024
Filing on Apr 10, 2025
Q1 2025
Boltwood Capital Management
- SCHF
- TDTT
- HYGV
- MBB
- IEI
- SPDW
- MBSD
Filing on Oct 19, 2023
Q3 2023