Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Donoghue Forlines LLC

  • SRLN
  • SPHY
  • JPST
  • BIL
  • BKLN
  • STX
  • NRG
Donoghue Forlines LLC's Q2 2025 Portfolio
Portfolio Value 348 Million
Stocks 102
Filing on Jul 23, 2025 Q2 2025

Ami Investment Management Inc

  • VGSH
  • VGT
  • VCSH
  • BRK-B
  • VGIT
  • SPY
  • MSFT
Ami Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 347 Million
Stocks 72
Filing on Aug 07, 2025 Q2 2025

Apeiron Ria LLC

  • EFV
  • DFIV
  • QUAL
  • SPLG
  • AVUV
  • MUB
  • IUSB
Apeiron Ria LLC's Q2 2025 Portfolio
Portfolio Value 347 Million
Stocks 204
Filing on Jul 16, 2025 Q2 2025

Ayalon Insurance Comp Ltd.

  • XLK
  • ACWI
  • XLC
  • XLV
  • XLF
  • VFH
  • SPY
Ayalon Insurance Comp Ltd.'s Q2 2025 Portfolio
Portfolio Value 346 Million
Stocks 57
Filing on Aug 13, 2025 Q2 2025

Maven Securities LTD

  • XLF
  • SPY
  • IYR
  • RYAAY
  • XLI
  • XLP
  • FOX
Maven Securities LTD's Q2 2025 Portfolio
Portfolio Value 346 Million
Stocks 823
Filing on Jan 03, 2024 Q4 2023

Paragon Wealth Strategies, LLC

  • VOO
  • DFIV
  • DFAC
  • IWF
  • QQQ
  • CALF
  • DUHP
Paragon Wealth Strategies, LLC's Q4 2023 Portfolio
Portfolio Value 346 Million
Stocks 40
Filing on Aug 12, 2025 Q2 2025

Hershey Trust CO

  • HSY
  • IOT
  • ABNB
  • NU
Hershey Trust CO's Q2 2025 Portfolio
Portfolio Value 345 Million
Stocks 6
Filing on Jul 02, 2025 Q2 2025

Doliver Advisors, LP

  • XOM
  • IUSG
  • IVV
  • AMZN
  • META
  • GOOG
  • NVDA
Doliver Advisors, LP's Q2 2025 Portfolio
Portfolio Value 345 Million
Stocks 167
Filing on Aug 13, 2025 Q2 2025

Nyl Investors LLC

  • LQD
  • VCLT
  • SPLB
  • IGLB
  • IAGG
  • XOM
  • IXUS
Nyl Investors LLC's Q2 2025 Portfolio
Portfolio Value 345 Million
Stocks 38
Filing on Aug 11, 2025 Q2 2025

Alfreton Capital LLP

  • CACC
  • NET
  • V
  • CCCS
  • PCOR
Alfreton Capital LLP's Q2 2025 Portfolio
Portfolio Value 345 Million
Stocks 5
Filing on Aug 05, 2022 Q2 2022

Fieldpoint Private Securities, LLC

  • AAPL
  • SPGI
  • SPY
  • IDV
  • MSFT
  • DVY
  • GLD
Fieldpoint Private Securities, LLC's Q2 2022 Portfolio
Portfolio Value 344 Million
Stocks 1592
Filing on Jul 23, 2025 Q2 2025

Puzo Michael J

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • MA
  • ADP
  • AMZN
Puzo Michael J's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 316
Filing on Aug 01, 2025 Q2 2025

Winmill & Co. Inc

  • AZO
  • GOOGL
  • LPLA
  • WSM
  • IBKR
  • NMIH
  • STLD
Winmill & Co. Inc's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 90
Filing on Aug 14, 2025 Q2 2025

Dafna Capital Management LLC

  • XBI
  • STXS
  • RVMD
  • BPMC
  • MRUS
  • ATRC
  • CYTK
Dafna Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 76
Filing on Aug 12, 2025 Q2 2025

Varenne Capital Partners

  • APH
  • WAB
  • DIS
  • NFLX
  • TSM
  • GRMN
  • CME
Varenne Capital Partners's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 22
Filing on Jul 22, 2025 Q2 2025

Beacon Financial Advisory LLC

  • JEPI
  • CGDV
  • FVD
  • JEPQ
  • AAPL
  • MSFT
  • NVDA
Beacon Financial Advisory LLC's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 353
Filing on Aug 05, 2025 Q2 2025

Snider Financial Group

  • IVV
  • AGG
  • MSFT
  • VIG
  • GOVT
  • AMZN
  • LLY
Snider Financial Group's Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 116
Filing on Jul 31, 2025 Q2 2025

Saybrook Capital

  • BRK-B
  • GOOG
  • AAPL
  • GOOGL
  • V
  • ADP
  • FDS
Saybrook Capital 's Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 42