Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Gimbel Daniel Scott

  • CRC
  • TCBI
Gimbel Daniel Scott's Q3 2025 Portfolio
Portfolio Value 335 Million
Stocks 4
Filing on Nov 13, 2025 Q3 2025

Pathway Financial Advisers, LLC

  • AVGO
  • JPM
  • EPD
  • ABBV
  • FDVV
  • DUK
  • ETY
Pathway Financial Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 335 Million
Stocks 376
Filing on Oct 31, 2025 Q3 2025

Shoker Investment Counsel, Inc.

  • IJR
  • IJH
  • IEFA
  • PG
  • SCZ
  • IVV
  • AAPL
Shoker Investment Counsel, Inc.'s Q3 2025 Portfolio
Portfolio Value 334 Million
Stocks 111
Filing on Nov 06, 2025 Q3 2025

Missouri Trust & Investment CO

  • ORLY
  • MSFT
  • AAPL
  • IDEV
  • SCHA
  • SCHM
  • IEMG
Missouri Trust & Investment CO's Q3 2025 Portfolio
Portfolio Value 334 Million
Stocks 412
Filing on Nov 04, 2025 Q3 2025

F Dx Advisors, Inc.

  • BND
  • IDEV
  • IWF
  • IEMG
  • SCHP
  • IWD
  • MBB
F Dx Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 334 Million
Stocks 184
Filing on Oct 07, 2025 Q3 2025

Keystone Financial Planning, Inc.

  • SCHD
  • MSFT
  • CVX
  • USB
  • VZ
  • BTI
  • BNS
Keystone Financial Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 333 Million
Stocks 46
Filing on Oct 21, 2025 Q3 2025

Wt Wealth Management

  • SCHB
  • SGOL
  • JAAA
  • NVDA
  • JBBB
  • AAPL
  • USFR
Wt Wealth Management's Q3 2025 Portfolio
Portfolio Value 333 Million
Stocks 139
Filing on Nov 14, 2024 Q3 2024

Susquehanna Foundation

  • QQQ
  • CC
  • VEU
  • VTI
Susquehanna Foundation's Q3 2024 Portfolio
Portfolio Value 333 Million
Stocks 4
Filing on Oct 22, 2025 Q3 2025

Courage Miller Partners, LLC

  • SCHX
  • SCHF
  • ISTB
  • IGSB
  • SCHO
  • BND
  • SCHM
Courage Miller Partners, LLC's Q3 2025 Portfolio
Portfolio Value 333 Million
Stocks 85
Filing on Nov 03, 2025 Q3 2025

Joule Financial, LLC

  • BND
  • RSP
  • LQD
  • IEF
  • SCHA
  • SCHD
  • VEA
Joule Financial, LLC's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 115
Filing on Nov 03, 2025 Q3 2025

Field & Main Bank

  • MSFT
  • AAPL
  • VO
  • WMT
  • NVDA
  • AVGO
  • JPM
Field & Main Bank's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 269
Filing on Nov 03, 2025 Q3 2025

Paragon Advisors, LLC

  • QQQ
  • JPST
  • NVDA
  • JAAA
  • MSFT
  • ZROZ
  • TSM
Paragon Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 77
Filing on Oct 17, 2025 Q3 2025

Atlas Brown,Inc.

  • NVDA
  • AAPL
  • MSFT
  • VTI
  • JPM
  • ABBV
  • JNJ
Atlas Brown,Inc.'s Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 342
Filing on Jan 30, 2025 Q4 2024

River & Mercantile LLC

  • VTI
  • SCHB
  • VCLT
  • IGLB
  • CORP
  • VEA
  • VYM
River & Mercantile LLC's Q4 2024 Portfolio
Portfolio Value 332 Million
Stocks 25
Filing on Nov 10, 2025 Q3 2025

Nkcfo LLC

  • AEM
  • AMZN
  • IAU
  • VTIP
  • VUSB
  • AGI
  • NVDA
Nkcfo LLC's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 98
Filing on Oct 08, 2025 Q3 2025

New Capital Management LP

  • DFAC
  • DFAX
  • BRK-B
  • AAPL
  • IUSB
  • TFLO
  • PEP
New Capital Management LP's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 54
Filing on Nov 14, 2025 Q3 2025

Mc Collum Christoferson Group LLC

  • VOO
  • MSFT
  • AAPL
  • COST
  • ECL
  • V
  • HLT
Mc Collum Christoferson Group LLC's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 74
Filing on Aug 05, 2024 Q2 2024

Regis Management CO LLC

  • VTI
  • VEA
  • VWO
  • EFA
  • BRK-B
  • IEFA
  • IWV
Regis Management CO LLC's Q2 2024 Portfolio
Portfolio Value 331 Million
Stocks 39