Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Norbert Lou

Punch Card Management L.P.
  • BRK-A
  • SGOV
  • CROX
  • PYPL
  • PDD
  • SWBI
Norbert Lou's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 6
Filing on Jul 18, 2025 Q2 2025

Aquamarine Zurich Ag

  • BRK-B
  • AXP
  • MA
  • BAC
  • RACE
  • MU
  • BRK-A
Aquamarine Zurich Ag's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Wexford Capital LP

  • TUSK
  • CENX
  • NEPH
  • CLF
  • CMCSA
  • ET
  • VWO
Wexford Capital LP's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 240
Filing on Aug 06, 2025 Q2 2025

S&T Bank

  • STBA
  • FLEX
  • CORT
  • FFIV
  • ACM
  • SEIM
  • PANW
S&T Bank's Q2 2025 Portfolio
Portfolio Value 309 Million
Stocks 747
Filing on Jul 21, 2025 Q2 2025

Custos Family Office, LLC

  • IVV
  • VWO
  • FVAL
  • USMV
  • DGRO
  • TLT
  • IEFA
Custos Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 309 Million
Stocks 73
Filing on Jul 10, 2025 Q2 2025

Websterrogers Financial Advisors, LLC

  • VUG
  • AVUS
  • DIHP
  • AVDE
  • AVEM
  • DUHP
  • AVLV
Websterrogers Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 309 Million
Stocks 86
Filing on Jul 15, 2025 Q2 2025

Highland Financial Advisors, LLC

  • SPLG
  • QQQM
  • AVUS
  • DFAU
  • VONG
  • AVIG
  • AVDE
Highland Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 54
Filing on Jul 11, 2025 Q2 2025

Wealth Bridge Investment Counsel Inc.

  • JPM
  • ORCL
  • GS
  • V
  • ETN
  • AMZN
  • EFA
Wealth Bridge Investment Counsel Inc.'s Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 47
Filing on Aug 07, 2025 Q2 2025

Argent Advisors, Inc.

  • IEFA
  • ISTB
  • IJH
  • SHY
  • IWM
  • IVV
  • DGRO
Argent Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 151
Filing on Aug 13, 2025 Q2 2025

Rench Wealth Management, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AJG
  • JPM
  • AMZN
  • GOOG
Rench Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 52
Filing on Jul 15, 2025 Q2 2025

Palumbo Wealth Management LLC

  • SPY
  • JPST
  • GLD
  • AAPL
  • DBC
  • AMZN
  • MSFT
Palumbo Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 197
Filing on Jul 07, 2025 Q2 2025

Trust CO Of Oklahoma

  • VGT
  • SPY
  • VFH
  • AAPL
  • MSFT
  • VCR
  • V
Trust CO Of Oklahoma's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 187
Filing on Apr 19, 2024 Q1 2024

Cutler Group LP

  • ITOT
  • IVW
  • DIA
  • QQQ
  • AMD
  • MDGL
  • XLU
Cutler Group LP's Q1 2024 Portfolio
Portfolio Value 307 Million
Stocks 2928
Filing on Aug 07, 2025 Q2 2025

Lisanti Capital Growth, LLC

  • CRDO
  • MGNI
  • LITE
  • EYE
  • BOOT
  • AMSC
  • ROAD
Lisanti Capital Growth, LLC's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 106
Filing on Jul 23, 2025 Q2 2025

Tria Gen Wealth Management LLC

  • AAPL
  • VO
  • SCHG
  • MGC
  • DGRO
  • EYLD
  • VB
Tria Gen Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 171
Filing on Aug 14, 2025 Q2 2025

Alta Fox Capital Management, LLC

  • REVG
  • DAKT
  • DXCM
  • TRS
  • MSFT
  • AMZN
  • IAS
Alta Fox Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 19
Filing on Jul 08, 2025 Q2 2025

Atlas Brown,Inc.

  • NVDA
  • AAPL
  • MSFT
  • VTI
  • JPM
  • AMZN
  • ABBV
Atlas Brown,Inc.'s Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 222
Filing on Jul 24, 2025 Q2 2025

M. Kraus & CO

  • MSFT
  • GOOG
  • TMO
  • LHX
  • RTX
  • NSC
  • ROK
M. Kraus & CO's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 83