Largest Portfolios by Value

Filing on Aug 13, 2025 Q2 2025

Continental Grain CO

  • IFF
  • LW
  • EL
  • QSR
Continental Grain CO's Q2 2025 Portfolio
Portfolio Value 358 Million
Stocks 4
Filing on Jul 28, 2025 Q2 2025

Clayton, Dubilier & Rice, LLC

  • AGL
  • REZI
Clayton, Dubilier & Rice, LLC's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 2
Filing on Jul 21, 2025 Q2 2025

Philo Smith Capital Corp

  • PRI
  • RGA
  • BRO
  • AFL
  • AIG
  • RNR
  • ACGL
Philo Smith Capital Corp's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 61
Filing on Jul 17, 2025 Q2 2025

Montis Financial, LLC

  • PFF
  • IEFA
  • VEA
  • VCSH
  • VYM
  • RSP
  • AAPL
Montis Financial, LLC's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 134
Filing on Aug 11, 2025 Q2 2025

Bluescape Energy Partners LLC

  • EVRG
  • REPX
  • NRG
Bluescape Energy Partners LLC's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 6
Filing on Aug 06, 2025 Q2 2025

Summit Wealth & Retirement Planning, Inc.

  • MGC
  • SCHV
  • SCHG
  • SCHF
  • GLTR
  • SCHE
  • SCHA
Summit Wealth & Retirement Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 356 Million
Stocks 101
Filing on Jul 26, 2022 Q2 2022

Bt Wealth Management LLC

  • IWB
  • IVV
  • VIG
  • RSP
  • IWF
  • HDV
  • VGSH
Bt Wealth Management LLC's Q2 2022 Portfolio
Portfolio Value 356 Million
Stocks 65
Filing on Jul 17, 2025 Q2 2025

Paradiem, LLC

  • DIVB
  • AVGO
  • ABT
  • SYK
  • ORI
  • CAT
  • SSNC
Paradiem, LLC's Q2 2025 Portfolio
Portfolio Value 356 Million
Stocks 53
Filing on May 18, 2023 Q1 2023

Hnp Capital LLC

  • VTIP
  • VGSH
  • IGSB
  • VRIG
  • VMBS
  • RSP
  • SHYG
Hnp Capital LLC's Q1 2023 Portfolio
Portfolio Value 356 Million
Stocks 128
Filing on Aug 12, 2025 Q2 2025

Fidelity National Financial, Inc.

  • ALIT
  • CCAP
  • VICI
  • GPC
  • CVX
  • TXT
  • UNP
Fidelity National Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 356 Million
Stocks 14
Filing on Jul 14, 2025 Q2 2025

Better Wealth, LLC

  • DFAC
  • DFAX
  • BIV
  • AAPL
  • BSV
  • CGXU
  • AVRE
Better Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 63
Filing on Aug 14, 2025 Q2 2025

Coyle Financial Counsel LLC

  • IVV
  • VEA
  • FBND
  • QQQ
  • FRDM
  • VCSH
  • VT
Coyle Financial Counsel LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 91
Filing on Aug 11, 2025 Q2 2025

Summit Rock Advisors, LP

  • VSS
Summit Rock Advisors, LP's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Nikulski Financial, Inc.

  • VIG
  • AAPL
  • AMZN
  • COST
  • MSFT
  • NVDA
  • GOOGL
Nikulski Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 144
Filing on May 05, 2025 Q1 2025

Auxano Advisors, LLC

  • MSFT
  • AAPL
  • AMZN
  • COST
  • PHYS
  • IWB
  • IWY
Auxano Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 355 Million
Stocks 162
Filing on Aug 07, 2025 Q2 2025

Glynn Capital Management LLC

  • OSCR
  • TSM
  • SNOW
  • TOST
  • NU
  • CRWD
  • MDB
Glynn Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 47
Filing on Aug 11, 2025 Q2 2025

Platform Technology Partners

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • APO
  • JPM
  • SCHD
Platform Technology Partners's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 259
Filing on Aug 05, 2025 Q2 2025

Meridian Management CO

  • VEA
  • IVV
  • VCIT
  • GVI
  • IJH
  • VWO
  • TIP
Meridian Management CO's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 98