Largest Portfolios by Value

Filing on Jul 11, 2025 Q2 2025

Pinnacle Bancorp, Inc.

  • BRK-A
  • VOO
  • MSFT
  • IJH
  • BRK-B
  • AAPL
  • IVV
Pinnacle Bancorp, Inc.'s Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 909
Filing on Jul 15, 2025 Q2 2025

Newton One Investments LLC

  • BND
  • IVV
  • VUG
  • VCIT
  • VEU
  • IJH
  • VTEB
Newton One Investments LLC's Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 128
Filing on Aug 08, 2025 Q2 2025

Thrive Capital Management, LLC

  • QQQ
  • VUG
  • VOT
  • VTV
  • VEA
  • XYLD
  • VWO
Thrive Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 110
Filing on Jul 25, 2025 Q2 2025

Lion Street Advisors, LLC

  • GIS
  • QQQ
  • VOO
  • COST
  • SCHD
  • PULS
  • VV
Lion Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 274
Filing on Jul 08, 2025 Q2 2025

Mirabaud & Cie Sa

  • MSFT
  • NVDA
  • AAPL
  • IEF
  • IEI
  • GOOG
  • AMZN
Mirabaud & Cie Sa's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 192314
Filing on Aug 13, 2025 Q2 2025

Arch Point Investors

  • GOOGL
  • AMZN
  • VTI
  • CW
  • VOOG
  • LZB
  • DMLP
Arch Point Investors's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 69
Filing on Jul 14, 2025 Q2 2025

Seascape Capital Management

  • DBND
  • EMXC
  • GOVT
  • NRG
  • JPIE
  • NVDA
  • JPM
Seascape Capital Management's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 96
Filing on Aug 14, 2025 Q2 2025

Van Den Berg Management I, Inc

  • PHYS
  • XOM
  • BRK-B
  • EQT
  • IBM
  • GOOG
  • FANG
Van Den Berg Management I, Inc's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 110
Filing on Jul 07, 2025 Q2 2025

Modus Advisors, LLC

  • IAU
  • QQQM
  • DGRO
  • VTI
  • USMV
  • AAPL
  • NVDA
Modus Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 111
Filing on Aug 13, 2025 Q2 2025

Vista Private Wealth Partners. LLC

  • SCHG
  • IBTF
  • SCHV
  • SCHM
  • SCHF
  • IBTG
  • IBTI
Vista Private Wealth Partners. LLC's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 78
Filing on Jul 09, 2025 Q2 2025

Olio Financial Planning

  • DFUS
  • VTV
  • VEA
  • FBND
  • VTI
  • VOE
  • DFAT
Olio Financial Planning's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 64
Filing on Jul 16, 2025 Q2 2025

Neumann Capital Management, LLC

  • NVDA
  • IEFA
  • SPY
  • ORCL
  • AAPL
  • IJH
  • IJR
Neumann Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 100
Filing on Aug 13, 2025 Q2 2025

Gator Capital Management, LLC

  • HOOD
  • FCNCA
  • SLM
  • AX
  • VRTS
  • UMBF
  • CUBI
Gator Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 73
Filing on Aug 14, 2025 Q2 2025

Fwl Investment Management, LLC

  • ORCL
  • MSFT
  • LNG
  • GOOG
  • BIL
  • GDX
  • GLD
Fwl Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 325
Filing on Aug 07, 2025 Q2 2025

Weil Company, Inc.

  • VOO
  • VT
  • AAPL
  • PSA
  • INTF
  • DYNF
  • PVAL
Weil Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 114
Filing on Jul 24, 2025 Q2 2025

Court Place Advisors, LLC

  • MSFT
  • URI
  • ADP
  • BRK-B
  • JKHY
  • XLK
  • SPGI
Court Place Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 146
Filing on Aug 14, 2025 Q2 2025

Bleichroeder LP

  • GLD
  • CMPO
  • SPY
  • BX
  • DUOT
  • IDN
  • SPGI
Bleichroeder LP's Q2 2025 Portfolio
Portfolio Value 315 Million
Stocks 76
Filing on Oct 20, 2023 Q3 2023

Steward Financial Group LLC

  • TFLO
  • DFAC
  • DFUV
  • DFIC
  • DFAT
  • PFEB
  • DFEM
Steward Financial Group LLC's Q3 2023 Portfolio
Portfolio Value 315 Million
Stocks 1629