Largest Portfolios by Value
Filing on Aug 14, 2025
Q2 2025
Bluefin Capital Management, LLC
- SPY
- JNPR
- HYG
- UNH
- JNPR
- UNH
- SPY
Filing on Jan 20, 2023
Q4 2022
Lehman & Derafelo Financial Resources LLC
- NEE
- LBAY
- NEP
- BRK-B
- AMZN
- PFE
- FDRR
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Access Investment Management LLC
- JBL
- URI
- APO
- SF
- JPM
- DFIN
- EWBC
Filing on Jul 31, 2025
Q2 2025
Northstar Asset Management Inc
- MSFT
- COST
- ADP
- SYK
- UL
- INTU
- AAPL
Filing on Jul 30, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Physicians Financial Services, Inc.
- AAPL
- NVDA
- AMZN
- MSFT
- WMT
- GOOGL
- MA
Filing on Aug 14, 2025
Q2 2025
Lionstone Capital Management LLC
- APG
- AMZN
- GOOG
- SPGI
- CPRT
- FSV
- LOW
Filing on Aug 14, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Filing on Jun 30, 2025
Q1 2025
Filing on Jul 09, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Metropolitan Life Insurance CO
- SPY
- AGG
- BLV
- IWM
- VCSH
- VGSH
- EFA
Filing on Jul 29, 2025
Q2 2025
Mps Loria Financial Planners, LLC
- IWB
- AAPL
- IEMG
- VB
- USRT
- SCHP
- IWV
Filing on Aug 14, 2025
Q2 2025
Lead Edge Capital Management, LLC
- YEXT
- APPN
- MDB
- NCNO
- RELY
- CWAN
- STNE
Filing on Jul 14, 2025
Q2 2025
Filing on Aug 05, 2025
Q2 2025
Hiddenite Capital Partners LP
- SPY
- GOOGL
- DKS
- XLF
- EWJ
- APP
- FSLR
Filing on Jul 15, 2025
Q2 2025
Xcel Wealth Management, LLC
- AMZN
- RH
- BAC
- NVDA
- JPM
- HD
- F