Largest Portfolios by Value

Filing on Jul 21, 2025 Q2 2025

Atwater Malick LLC

  • IVV
  • AAPL
  • GS
  • CAT
  • WM
  • WMT
  • GOOGL
Atwater Malick LLC's Q2 2025 Portfolio
Portfolio Value 312 Million
Stocks 83
Filing on Aug 13, 2025 Q2 2025

Options Solutions, LLC

  • AMZN
  • AMZN
  • CBOE
  • AAPL
  • AAPL
  • GS
  • GS
Options Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 312 Million
Stocks 196
Filing on May 09, 2025 Q1 2025

Haverford Financial Services, Inc.

  • AAPL
  • MSFT
  • MA
  • JPM
  • COST
  • RTX
  • HON
Haverford Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 312 Million
Stocks 41
Filing on Nov 14, 2023 Q3 2023

Jim Chanos

Kynikos Associates LP
  • DLR
  • EQIX
  • VRT
  • DLR
  • KRE
  • QQQ
  • WING
Jim Chanos's Q3 2023 Portfolio
Portfolio Value 312 Million
Stocks 32
Filing on Jul 22, 2025 Q2 2025

Brown Miller Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • JPM
  • AVGO
  • ABT
  • GOOGL
Brown Miller Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 312 Million
Stocks 273
Filing on Jul 08, 2025 Q2 2025

Granite Bay Wealth Management, LLC

  • MDY
  • JHCB
  • RSP
  • IJR
  • EEM
  • EWJ
  • JHPI
Granite Bay Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 69
Filing on Jul 17, 2025 Q2 2025

Clean Yield Group

  • AAPL
  • NVDA
  • AVGO
  • SFM
  • AWK
  • UL
  • CSCO
Clean Yield Group's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 409
Filing on Aug 14, 2025 Q2 2025

Ancient Art, L.P.

  • IBKR
  • ALLY
  • UPWK
  • STLA
  • SATS
  • ULCC
  • LPI
Ancient Art, L.P.'s Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 15
Filing on Jul 08, 2025 Q2 2025

S.E.E.D. Planning Group LLC

  • AMZN
  • AAPL
  • META
  • MSFT
  • GOOGL
  • MOAT
  • CTVA
S.E.E.D. Planning Group LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 71
Filing on Jul 31, 2025 Q2 2025

City State Bank

  • BIV
  • AAPL
  • DFCF
  • BSV
  • BND
  • VYM
  • MSFT
City State Bank's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 748
Filing on Aug 14, 2025 Q2 2025

Cyrus Capital Partners, L.P.

  • GTX
  • SATS
  • SATS
  • MEOH
Cyrus Capital Partners, L.P.'s Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 6
Filing on Jul 07, 2025 Q2 2025

New Capital Management LP

  • DFAC
  • DFAX
  • BRK-B
  • AAPL
  • TFLO
  • PEP
  • IUSB
New Capital Management LP's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 56
Filing on Aug 13, 2025 Q2 2025

Blueshift Asset Management, LLC

  • SPY
  • IWM
  • BBWI
  • AFRM
  • RBLX
  • ROKU
  • SFM
Blueshift Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 430
Filing on Aug 13, 2025 Q2 2025

Sands Capital Ventures, LLC

  • NU
  • DASH
  • CPNG
  • MNDY
  • IOT
  • DDOG
  • CRWD
Sands Capital Ventures, LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 20
Filing on Aug 01, 2025 Q2 2025

Boyd Watterson Asset Management LLC

  • MSFT
  • SPY
  • AVGO
  • GOOGL
  • JPM
  • ETN
  • AXP
Boyd Watterson Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 425
Filing on Aug 14, 2025 Q2 2025

Selkirk Management LLC

  • CVNA
  • AMZN
  • META
  • ZG
  • GOOGL
  • NFLX
  • V
Selkirk Management LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Valley Forge Investment Consultants Inc Adv

  • IVV
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHB
  • SCHM
Valley Forge Investment Consultants Inc Adv's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 94
Filing on Aug 13, 2025 Q2 2025

Mount Capital LTD

  • SCHW
  • LBRDK
  • WFC
  • NOMD
  • KMX
  • CCK
  • ALV
Mount Capital LTD's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 18