Largest Portfolios by Value
Filing on May 15, 2025
Q1 2025
P Schoenfeld Asset Management LP
- BECN
- FYBR
- HES
- JNPR
- ITCI
- K
- IAG
Filing on Apr 30, 2025
Q1 2025
Filing on Apr 24, 2025
Q1 2025
Beacon Financial Advisory LLC
- JEPI
- CGDV
- FVD
- JEPQ
- AAPL
- VIG
- MSFT
Filing on May 14, 2025
Q1 2025
D.B. Root & Company, LLC
- JCPB
- SCHX
- VIG
- SCHB
- AAPL
- VO
- DFAI
Filing on May 15, 2025
Q1 2025
Bain Capital Life Sciences Investors, LLC
- NUVL
- PHVS
- SVRA
- OLMA
- RPID
- ANNX
- AVIR
Filing on Apr 14, 2025
Q1 2025
Outlook Wealth Advisors, LLC
- BMAR
- IVV
- QMAR
- FMAR
- HYDB
- QQQ
- VTV
Filing on May 05, 2025
Q1 2025
Buckhead Capital Management LLC
- AAPL
- MSFT
- BRK-B
- HD
- JNJ
- UNH
- CVX
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on Jul 26, 2022
Q2 2022
Filing on Apr 24, 2025
Q1 2025
Lisanti Capital Growth, LLC
- CORT
- PLMR
- ANIP
- CWST
- KTOS
- CVLT
- ADMA
Filing on May 15, 2025
Q1 2025
Van Den Berg Management I, Inc
- PHYS
- XOM
- BRK-B
- FANG
- EQT
- IBM
- GOOG
Filing on Apr 03, 2025
Q1 2025
Norman Fields, Gottscho Capital Management, LLC
- BRK-B
- COST
- V
- AAPL
- FWONK
- MA
- AXP
Filing on May 15, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 08, 2025
Q1 2025
Sovereign Investment Advisors, LLC
- IVV
- VNLA
- USMV
- JAAA
- MPLX
- IEFA
- BND
Filing on May 15, 2025
Q1 2025
Beck Capital Management, LLC
- NVDA
- META
- MSFT
- BXSL
- AMZN
- AVGO
- WMT
Filing on Apr 11, 2025
Q1 2025