Largest Portfolios by Value

Filing on Jul 17, 2025 Q2 2025

Sws Partners

  • IVV
  • SCHR
  • IJH
  • PCT
  • SPYD
  • NVDA
  • SCHX
Sws Partners's Q2 2025 Portfolio
Portfolio Value 352 Million
Stocks 118
Filing on Aug 12, 2025 Q2 2025

Teramo Advisors, LLC

  • SPY
  • SPY
  • IVV
  • RYN
  • PL
  • OPER
  • META
Teramo Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 352 Million
Stocks 23
Filing on Jul 10, 2025 Q2 2025

Hurlow Wealth Management Group, Inc.

  • VV
  • DFUS
  • VEA
  • DFAS
  • VB
  • VUG
  • VNQ
Hurlow Wealth Management Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 351 Million
Stocks 127
Filing on Aug 13, 2025 Q2 2025

Bridge City Capital, LLC

  • STRL
  • ENSG
  • MTZ
  • ATEN
  • OSIS
  • PFGC
  • MTSI
Bridge City Capital, LLC's Q2 2025 Portfolio
Portfolio Value 351 Million
Stocks 107
Filing on Jul 15, 2025 Q2 2025

Home Federal Bank Of Tennessee

  • IVV
  • IVE
  • LLY
  • IJS
  • MSFT
  • AAPL
  • RTX
Home Federal Bank Of Tennessee's Q2 2025 Portfolio
Portfolio Value 350 Million
Stocks 134
Filing on Aug 14, 2025 Q2 2025

Bridgefront Capital, LLC

  • MA
  • INTU
  • JBL
  • SCHW
  • CPB
  • SPGI
  • DHR
Bridgefront Capital, LLC's Q2 2025 Portfolio
Portfolio Value 350 Million
Stocks 578
Filing on Jan 16, 2024 Q4 2023

Engrave Wealth Partners LLC

  • XOM
  • DSTL
  • VOO
  • VUG
  • GSST
  • BSCQ
  • DEM
Engrave Wealth Partners LLC's Q4 2023 Portfolio
Portfolio Value 350 Million
Stocks 81
Filing on Aug 08, 2025 Q2 2025

Garnet Equity Capital Holdings, Inc.

  • SPY
  • GRPN
  • HEAR
  • GLNG
  • KTOS
  • NTGR
  • ATEX
Garnet Equity Capital Holdings, Inc.'s Q2 2025 Portfolio
Portfolio Value 350 Million
Stocks 28
Filing on Nov 15, 2023 Q3 2023

Kb Financial Partners, LLC

  • GSLC
  • IVV
  • MBB
  • DGRW
  • GSIE
  • JPST
  • IAU
Kb Financial Partners, LLC's Q3 2023 Portfolio
Portfolio Value 350 Million
Stocks 581
Filing on Aug 01, 2025 Q2 2025

Shilanski & Associates, Inc.

  • SPY
  • SCHB
  • FNDF
  • SPHD
  • SPYG
  • TIP
  • JNK
Shilanski & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 350 Million
Stocks 108
Filing on Oct 25, 2023 Q3 2023

Cornerstone Retirement Group, Inc.

  • SPY
  • IEF
  • SHV
  • AGG
  • ITOT
  • IXUS
  • IAGG
Cornerstone Retirement Group, Inc.'s Q3 2023 Portfolio
Portfolio Value 349 Million
Stocks 33
Filing on Jul 25, 2025 Q2 2025

G2 Capital Management, LLC

  • DFUS
  • JMUB
  • MOAT
  • BND
  • DUHP
  • DFAS
  • SCHX
G2 Capital Management, LLC 's Q2 2025 Portfolio
Portfolio Value 349 Million
Stocks 64
Filing on Aug 07, 2025 Q2 2025

Searle & Co.

  • MSFT
  • AAPL
  • AXP
  • PANW
  • PM
  • ABBV
  • IBM
Searle & Co.'s Q2 2025 Portfolio
Portfolio Value 349 Million
Stocks 183
Filing on Jul 08, 2025 Q2 2025

Boltwood Capital Management

  • SCHF
  • TDTT
  • MBB
  • IEI
  • HYGV
  • SPDW
  • MSFT
Boltwood Capital Management's Q2 2025 Portfolio
Portfolio Value 349 Million
Stocks 172
Filing on Aug 14, 2025 Q2 2025

Dagco, Inc.

  • DGRO
  • VYM
  • VUG
  • SPTS
  • IVV
  • SCHD
  • SCHG
Dagco, Inc.'s Q2 2025 Portfolio
Portfolio Value 349 Million
Stocks 356
Filing on Jul 31, 2025 Q2 2025

Morgan Rosel Wealth Management, LLC

  • VTI
  • SCHF
  • SPY
  • USMV
  • IAUM
  • SCHE
  • BOND
Morgan Rosel Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 348 Million
Stocks 359
Filing on Aug 05, 2025 Q2 2025

Supplemental Annuity Collective Trust Of Nj

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • JPM
Supplemental Annuity Collective Trust Of Nj's Q2 2025 Portfolio
Portfolio Value 348 Million
Stocks 203
Filing on Jul 14, 2025 Q2 2025

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMST
  • XLI
Opal Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 348 Million
Stocks 567