Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

Cmh Wealth Management LLC

  • MSFT
  • GOOGL
  • AMZN
  • AAPL
  • VFH
  • ACWX
  • BA
Cmh Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 403 Million
Stocks 55
Filing on Oct 20, 2025 Q3 2025

Monarch Capital Management Inc

  • MSFT
  • AAPL
  • HD
  • WMT
  • SGOV
  • MCD
  • ABBV
Monarch Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 403 Million
Stocks 122
Filing on Nov 14, 2025 Q3 2025

Kelly Lawrence W & Associates Inc

  • GOOGL
  • AAPL
  • AMD
  • COST
  • HIMS
  • COF
  • GNRC
Kelly Lawrence W & Associates Inc's Q3 2025 Portfolio
Portfolio Value 403 Million
Stocks 221
Filing on Nov 13, 2025 Q3 2025

Kendall Capital Management

  • SMMD
  • JIRE
  • AVGO
  • VUG
  • JPST
  • AVT
  • VSEC
Kendall Capital Management's Q3 2025 Portfolio
Portfolio Value 403 Million
Stocks 232
Filing on Nov 13, 2025 Q3 2025

Montanaro Asset Management LTD

  • BSY
  • NVMI
  • TYL
  • TECH
  • LRN
  • MANH
  • HLI
Montanaro Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 402 Million
Stocks 41
Filing on Oct 16, 2025 Q3 2025

Sws Partners

  • IVV
  • AMT
  • SCHR
  • IJH
  • SPYD
  • NVDA
  • PCT
Sws Partners's Q3 2025 Portfolio
Portfolio Value 402 Million
Stocks 121
Filing on Nov 13, 2025 Q3 2025

Safeguard Investment Advisory Group, LLC

  • DFAC
  • DUHP
  • QQQ
  • SPY
  • DFSV
  • AAPL
  • VOO
Safeguard Investment Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 401 Million
Stocks 150
Filing on Nov 14, 2025 Q3 2025

G.F.W. Energy Xii, L.P.

  • OPAL
G.F.W. Energy Xii, L.P.'s Q3 2025 Portfolio
Portfolio Value 401 Million
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Symmetry Peak Management LLC

  • TSLA
  • NVDA
  • QQQ
  • TSLA
  • SPY
  • SNOW
  • SHOP
Symmetry Peak Management LLC's Q3 2025 Portfolio
Portfolio Value 401 Million
Stocks 123
Filing on Oct 27, 2025 Q3 2025

Roof Eidam & Maycock

  • VEA
  • JQUA
  • VUG
  • JPST
  • VB
  • VIG
  • JSCP
Roof Eidam & Maycock's Q3 2025 Portfolio
Portfolio Value 401 Million
Stocks 127
Filing on Nov 14, 2025 Q3 2025

First Reserve Gp Xiii LTD

  • ET
First Reserve Gp Xiii LTD's Q3 2025 Portfolio
Portfolio Value 401 Million
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Ancient Art, L.P.

  • IBKR
  • UPWK
  • ALLY
  • SATS
  • STLA
  • ULCC
  • THRY
Ancient Art, L.P.'s Q3 2025 Portfolio
Portfolio Value 400 Million
Stocks 12
Filing on Nov 07, 2025 Q3 2025

Globe Life Inc.

  • VOO
  • VCLT
Globe Life Inc.'s Q3 2025 Portfolio
Portfolio Value 400 Million
Stocks 2
Filing on Nov 12, 2025 Q3 2025

Riggs Asset Managment Co. Inc.

  • GLD
  • NVDA
  • PAVE
  • GDXJ
  • AVGO
  • AAPL
  • C
Riggs Asset Managment Co. Inc.'s Q3 2025 Portfolio
Portfolio Value 400 Million
Stocks 116
Filing on Jul 23, 2025 Q2 2025

Copperwynd Financial, LLC

  • VUG
  • IWB
  • MGK
  • VTV
  • VEA
  • GBCI
  • AAPL
Copperwynd Financial, LLC's Q2 2025 Portfolio
Portfolio Value 400 Million
Stocks 156
Filing on Nov 13, 2025 Q3 2025

Oxbow Capital Management (Hk) LTD

  • STX
  • CRDO
  • AVGO
  • VNET
  • WWW
  • MMYT
Oxbow Capital Management (Hk) LTD's Q3 2025 Portfolio
Portfolio Value 399 Million
Stocks 11
Filing on Oct 09, 2025 Q3 2025

Sunflower Bank, N.A.

  • VV
  • AGG
  • VTEB
  • VXUS
  • IJR
  • SPY
  • VRIG
Sunflower Bank, N.A.'s Q3 2025 Portfolio
Portfolio Value 399 Million
Stocks 212
Filing on Oct 27, 2025 Q3 2025

Mackay Shields LLC

  • IAU
  • BTT
  • TALO
  • MHD
  • GPOR
  • NEA
  • NZF
Mackay Shields LLC's Q3 2025 Portfolio
Portfolio Value 399 Million
Stocks 354