Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Nut Tree Capital Management, LP

  • CSTM
  • AVAH
  • CZR
  • BRSP
  • SATS
  • TSE
  • XPOF
Nut Tree Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 10
Filing on Aug 12, 2025 Q2 2025

Quantum Private Wealth, LLC

  • META
  • AMZN
  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • NFLX
Quantum Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 170
Filing on Jul 24, 2025 Q2 2025

Shayne & Co., LLC

  • BRK-B
  • HCA
  • BRK-A
  • VTI
  • AXP
  • SYY
  • MSFT
Shayne & Co., LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 113
Filing on Aug 13, 2025 Q2 2025

Hamel Associates, Inc.

  • WMT
  • AAPL
  • SCHY
  • MSFT
  • XOM
  • GOOG
  • CB
Hamel Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 81
Filing on Aug 01, 2025 Q2 2025

Centerpoint Advisors, LLC

  • IVV
  • QUAL
  • IWB
  • IJH
  • IJR
  • IVW
  • MSFT
Centerpoint Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 415
Filing on Nov 14, 2023 Q3 2023

International Biotechnology Trust PLC

  • AMGN
  • INCY
  • GILD
  • ITCI
  • BMRN
  • SUPN
  • VERA
International Biotechnology Trust PLC's Q3 2023 Portfolio
Portfolio Value 295 Million
Stocks 65
Filing on Aug 13, 2025 Q2 2025

Plan Group Financial, LLC

  • VOO
  • ACWI
  • COWZ
  • IWR
  • IJR
  • DFAI
  • DFAE
Plan Group Financial, LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 159
Filing on Aug 14, 2025 Q2 2025

Soros Capital Management LLC

  • SMH
  • VRSN
  • PACK
  • EWY
  • NVDA
  • CASY
  • AMAT
Soros Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 51
Filing on Aug 05, 2025 Q2 2025

Ss&H Financial Advisors, Inc.

  • JPM
  • NVDA
  • MSFT
  • AAPL
  • PG
  • ORCL
  • ABBV
Ss&H Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 123
Filing on Aug 14, 2025 Q2 2025

Goldstream Capital Management LTD

  • QQQ
  • NVDA
  • MSFT
  • META
  • AMZN
  • AVGO
  • CRWD
Goldstream Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 53
Filing on Aug 14, 2025 Q2 2025

Henry James International Management Inc.

  • SAP
  • SHOP
  • RACE
  • AER
  • UBS
  • RYCEY
  • IHG
Henry James International Management Inc.'s Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 95
Filing on Aug 15, 2025 Q2 2025

Hayek Kallen Investment Management

  • MSFT
  • AAPL
  • BRK-B
  • WMT
  • NVDA
  • WM
  • GOOGL
Hayek Kallen Investment Management's Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 94
Filing on Jul 29, 2025 Q2 2025

Accretive Wealth Partners, LLC

  • IWF
  • IJH
  • VIG
  • AAPL
  • VYM
  • GLDM
  • MSFT
Accretive Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 150
Filing on Jul 15, 2025 Q2 2025

Hall Laurie J Trustee

  • MSFT
  • NVDA
  • AAPL
  • SYK
  • PG
  • ABT
  • IBM
Hall Laurie J Trustee's Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 282
Filing on May 07, 2025 Q1 2025

Horan Capital Advisors, Llc.

  • IJH
  • AAPL
  • UITB
  • MSFT
  • SCHB
  • USTB
  • AVGO
Horan Capital Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 293 Million
Stocks 118
Filing on Jul 07, 2025 Q2 2025

Somerset Trust CO

  • MSFT
  • AAPL
  • JPM
  • CSCO
  • WMT
  • LOW
  • ADI
Somerset Trust CO's Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 231
Filing on Jul 16, 2025 Q2 2025

Colton Groome Financial Advisors, LLC

  • IVV
  • EFA
  • AGG
  • EEM
  • IGIB
  • IJH
  • AAAU
Colton Groome Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 135
Filing on Aug 12, 2025 Q2 2025

Coston, Mc Isaac & Partners

  • VIG
  • VTI
  • BRK-B
  • VEU
  • AAPL
  • WMT
  • NOBL
Coston, Mc Isaac & Partners's Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 1001