Largest Portfolios by Value

Filing on Apr 28, 2025 Q1 2025

Sterling Financial Planning, Inc.

  • IAU
  • IJJ
  • IJT
  • IJK
  • IVW
  • DFIV
  • FNDX
Sterling Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 109
Filing on May 14, 2025 Q1 2025

First Washington Corp

  • AGG
  • PCAR
  • SPY
  • ALK
  • F
  • MSFT
  • LLY
First Washington Corp's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 57
Filing on Apr 29, 2025 Q1 2025

Ceera Investments, LLC

  • MOAT
  • META
  • JPST
  • YELP
  • AXP
  • GOOGL
  • TW
Ceera Investments, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 101
Filing on May 15, 2025 Q1 2025

Sio Capital Management, LLC

  • ICLR
  • MMS
  • MRK
  • ZBH
  • NBIX
  • GMED
  • TFX
Sio Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 54
Filing on May 09, 2025 Q1 2025

Leeward Financial Partners, LLC

  • VUG
  • MSFT
  • VTV
  • VGT
  • VV
  • AAPL
  • SCHG
Leeward Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 86
Filing on May 15, 2025 Q1 2025

Fwl Investment Management, LLC

  • LNG
  • GDX
  • GLD
  • GOOG
  • AMLP
  • MSFT
  • IHI
Fwl Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 266 Million
Stocks 291
Filing on May 13, 2025 Q1 2025

Holowesko Partners Ltd.

  • GOLD
  • SLB
  • KMB
  • QCOM
  • GD
  • YUMC
  • GOOGL
Holowesko Partners Ltd.'s Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 29
Filing on Apr 23, 2025 Q1 2025

Vision Point Advisory Group, LLC

  • SPTM
  • SHY
  • SPAB
  • LQD
  • DE
  • BRK-B
  • QQQ
Vision Point Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 205
Filing on May 28, 2025 Q1 2025

Birmingham Capital Management CO Inc/Al

  • DE
  • CAT
  • MCD
  • ALL
  • LLY
  • CVX
  • EMR
Birmingham Capital Management CO Inc/Al's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 109
Filing on May 15, 2025 Q1 2025

Euclidean Capital LLC

  • INDA
  • VEU
  • FHTX
  • ORIC
  • PMVP
  • SPY
  • ALEC
Euclidean Capital LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 11
Filing on May 14, 2025 Q1 2025

Old West Investment Management, LLC

  • TMQ
  • AGI
  • VIRT
  • GSM
  • LMT
  • CCJ
  • AEM
Old West Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 59
Filing on Apr 24, 2025 Q1 2025

Financial Life Advisors

  • IVW
  • IVE
  • SCHZ
  • SPMB
  • IUSB
  • DYNF
  • EFV
Financial Life Advisors's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 51
Filing on Apr 29, 2025 Q1 2025

Argyle Capital Management Inc.

  • MSFT
  • LLY
  • MCK
  • JPM
  • AMGN
  • IBM
  • PNC
Argyle Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 130
Filing on May 07, 2025 Q1 2025

Frontier Asset Management, LLC

  • AVDV
  • IJR
  • VWO
  • IQLT
  • LVHI
  • EMGF
  • EEMV
Frontier Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 64
Filing on May 07, 2025 Q1 2025

Sam Advisors, LLC

  • VTI
  • VXUS
  • QQQ
  • VB
  • SPHY
  • BRK-B
  • JPEM
Sam Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 40
Filing on Apr 15, 2025 Q1 2025

Kelly Financial Services LLC

  • IVV
  • QUAL
  • IVW
  • DYNF
  • EFV
  • IVE
  • TLH
Kelly Financial Services LLC's Q1 2025 Portfolio
Portfolio Value 265 Million
Stocks 113
Filing on May 08, 2025 Q1 2025

Exor N.V.

  • CLVT
Exor N.V.'s Q1 2025 Portfolio
Portfolio Value 264 Million
Stocks 2
Filing on May 14, 2025 Q1 2025

Lts One Management LP

  • WST
  • DHR
  • COF
  • MSFT
  • TSM
  • AON
  • CPNG
Lts One Management LP's Q1 2025 Portfolio
Portfolio Value 264 Million
Stocks 22