Largest Portfolios by Value
Filing on Oct 10, 2025
Q3 2025
Lester Murray Antman Dba Simply Rich
- AAPL
- GOOG
- USMV
- EFAV
- GOOGL
- EEMV
- MSFT
Filing on Nov 14, 2025
Q3 2025
P Schoenfeld Asset Management LP
- K
- WULF
- IAG
- WULF
- FYBR
- VRNA
- GDXJ
Filing on Nov 12, 2025
Q3 2025
Pacifica Capital Investments, LLC
- FIVE
- BRK-B
- BBW
- ASO
- SBUX
- RTO
- NKE
Filing on Oct 23, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Nut Tree Capital Management, LP
- AVAH
- CSTM
- BRSP
- SATS
- CZR
- TSE
- BLCO
Filing on Oct 09, 2025
Q3 2025
Shanker Valleau Wealth Advisors, Inc.
- ORCL
- DFAC
- DFAX
- DFUV
- VCSH
- DFIV
- AVRE
Filing on Nov 10, 2025
Q3 2025
Palumbo Wealth Management LLC
- SPY
- BBIN
- AAPL
- GLD
- XLC
- AMZN
- MSFT
Filing on Oct 17, 2025
Q3 2025
Fruth Investment Management
- GWW
- LIN
- MA
- MSFT
- XOM
- TSCO
- TT
Filing on Nov 03, 2025
Q3 2025
Crumly & Associates Inc.
- RDVY
- DSTL
- HEFA
- MGV
- SDVY
- DSTX
- TDIV
Filing on Nov 12, 2025
Q3 2025
Bridge City Capital, LLC
- ENSG
- STRL
- GBCI
- PCRX
- DORM
- ATEN
- HRMY
Filing on Nov 04, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Dafna Capital Management LLC
- STXS
- XBI
- RVMD
- CYTK
- ATRC
- MRUS
- IBB
Filing on Nov 05, 2025
Q3 2025
Wellington Shields & Co., LLC
- MSFT
- AAPL
- JPM
- NVDA
- LLY
- GOOG
- IBM
Filing on Nov 13, 2025
Q3 2025
Owls Nest Partners Ia, LLC
- TBBK
- ENSG
- TGLS
- EPAM
- WMS
- NCNO
- ECVT
Filing on Nov 14, 2022
Q3 2022
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Filing on Oct 17, 2025
Q3 2025
Mps Loria Financial Planners, LLC
- IWB
- AAPL
- VB
- IEMG
- USRT
- SCHP
- IWV