Largest Portfolios by Value
Filing on Aug 04, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
Fairmount Funds Management LLC
- AXSM
- SRRK
- NUVL
- VRDN
- COGT
- ATXS
- CTMX
Filing on May 14, 2024
Q1 2024
Filing on Oct 19, 2023
Q3 2023
Filing on Jul 25, 2025
Q2 2025
Filing on Jul 22, 2025
Q2 2025
Roberts Wealth Advisors, LLC
- JPST
- AAPL
- MSFT
- GOOG
- JSCP
- AMZN
- VB
Filing on Aug 12, 2025
Q2 2025
Eam Global Investors LLC
- SRAD
- CRS
- STN
- VRNA
- ATGE
- CRDO
- TTMI
Filing on Aug 12, 2025
Q2 2025
One Charles Private Wealth Services, LLC
- BRK-B
- TPL
- GBTC
- INFL
- ACVA
- VTV
- JAAA
Filing on Jul 10, 2025
Q2 2025
Filing on Jul 11, 2025
Q2 2025
Butensky & Cohen Financial Security, Inc
- MSFT
- NVDA
- RTX
- JPM
- CSCO
- BK
- AMZN
Filing on Aug 12, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Wells Trecaso Financial Group, LLC
- AAPL
- MSFT
- JPM
- ETN
- GS
- PANW
- IBM
Filing on Nov 13, 2024
Q3 2024
Rk Capital Management, LLC
- IWM
- LAD
- SRAD
- GENI
- BV
- KBR
- MGRC
Filing on Jul 22, 2025
Q2 2025
O'Keefe Stevens Advisory, Inc.
- NVDA
- QCOM
- GLW
- L
- DFIN
- AMGN
- BRK-B
Filing on Aug 08, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 15, 2025
Q2 2025
Smith & Howard Wealth Management, LLC
- VTI
- IEFA
- VTV
- JMUB
- VUG
- VEA
- AGG