Largest Portfolios by Value

Filing on Jul 21, 2025 Q2 2025

Ping Capital Management, Inc.

  • YPF
  • GGAL
  • KWEB
  • QQQ
  • BBAR
  • BMA
  • EWZ
Ping Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 411 Billion
Stocks 74
Filing on Aug 14, 2025 Q2 2025

Scientech Research LLC

  • ZS
  • MSFT
  • JOBY
  • COF
  • INSM
  • TSM
  • WING
Scientech Research LLC's Q2 2025 Portfolio
Portfolio Value 409 Billion
Stocks 572
Filing on Aug 11, 2025 Q2 2025

Gr Financial Group, LLC

  • IVV
  • XLK
  • AAPL
  • META
  • MSFT
  • NVDA
  • SPY
Gr Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 409 Billion
Stocks 25
Filing on Aug 14, 2025 Q2 2025

L1 Capital International Pty LTD

  • MSFT
  • AER
  • AMZN
  • CRH.L
  • TSM
  • BKNG
  • ICE
L1 Capital International Pty LTD's Q2 2025 Portfolio
Portfolio Value 408 Billion
Stocks 19
Filing on Oct 09, 2025 Q3 2025

Chapin Davis, Inc.

  • AAPL
  • NVDA
  • MSFT
  • PLTR
  • AVGO
  • IVV
  • JPM
Chapin Davis, Inc.'s Q3 2025 Portfolio
Portfolio Value 407 Billion
Stocks 247
Filing on Oct 08, 2025 Q3 2025

Hilltop National Bank

  • MSFT
  • EFA
  • VOO
  • NVDA
  • AAPL
  • INFL
  • IVV
Hilltop National Bank's Q3 2025 Portfolio
Portfolio Value 406 Billion
Stocks 1057
Filing on May 15, 2023 Q1 2023

Kula Investments, LLC

  • SPY
  • WRB
  • GM
  • WU
  • NTAP
  • ALL
  • ABT
Kula Investments, LLC's Q1 2023 Portfolio
Portfolio Value 405 Billion
Stocks 576
Filing on Aug 11, 2025 Q2 2025

Bulltick Wealth Management, LLC

  • SHV
  • SPY
  • IEF
  • NVDA
  • EZU
  • MSFT
  • AMZN
Bulltick Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 405 Billion
Stocks 121
Filing on Oct 20, 2025 Q3 2025

Balance Wealth, LLC

  • QQQ
  • IJJ
  • XLV
  • VBR
  • VOO
  • SCHX
  • IGIB
Balance Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 405 Billion
Stocks 133
Filing on Aug 13, 2025 Q2 2025

Morton Community Bank

  • DGRO
  • SCHD
  • AVGO
  • XLU
  • MSFT
  • JPM
  • ORCL
Morton Community Bank's Q2 2025 Portfolio
Portfolio Value 402 Billion
Stocks 193
Filing on Oct 22, 2025 Q3 2025

Sentry LLC

  • FDX
  • MSFT
  • IVV
  • CTAS
  • CAT
  • ADP
  • HD
Sentry LLC's Q3 2025 Portfolio
Portfolio Value 402 Billion
Stocks 125
Filing on Jul 22, 2025 Q2 2025

Kpp Advisory Services LLC

  • IVV
  • MSFT
  • JHMM
  • AAPL
  • VOO
  • NVDA
  • AMZN
Kpp Advisory Services LLC's Q2 2025 Portfolio
Portfolio Value 401 Billion
Stocks 252
Filing on Apr 22, 2025 Q1 2025

Rappaport Reiches Capital Management, LLC

  • VCSH
  • BND
  • DFAU
  • VTIP
  • AAPL
  • DFAI
  • BNDX
Rappaport Reiches Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 400 Billion
Stocks 122
Filing on Oct 17, 2025 Q3 2025

Clune & Associates, Ltd.

  • DFUV
  • DFIV
  • DFAS
  • SPY
  • BSV
  • DFSD
  • VCSH
Clune & Associates, Ltd.'s Q3 2025 Portfolio
Portfolio Value 400 Billion
Stocks 159
Filing on Oct 10, 2025 Q3 2025

Abound Wealth Management

  • IJR
  • AGG
  • VEA
  • IVV
  • VV
  • SCHX
  • IEMG
Abound Wealth Management's Q3 2025 Portfolio
Portfolio Value 399 Billion
Stocks 1359
Filing on Aug 14, 2025 Q2 2025

Camrose Capital Investment Partners LLP

  • CNM
  • HLT
  • MLM
  • ROP
  • YUM
  • TXN
  • ADP
Camrose Capital Investment Partners LLP's Q2 2025 Portfolio
Portfolio Value 399 Billion
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Oak Hill Advisors LP

  • VAL
  • XPRO
  • SABR
  • JQC
  • EBS
  • HYT
  • IHRT
Oak Hill Advisors LP's Q2 2025 Portfolio
Portfolio Value 399 Billion
Stocks 12
Filing on Aug 14, 2025 Q2 2025

Msa Advisors, LLC

  • APO
  • SPY
  • SBUX
  • LYV
  • AAPL
  • MSFT
  • META
Msa Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 399 Billion
Stocks 28