Largest Portfolios by Value

Filing on Oct 25, 2024 Q3 2024

Tnf LLC

  • IVV
  • IUSB
  • QUAL
  • SPLG
  • IVW
  • EFG
  • DYNF
Tnf LLC's Q3 2024 Portfolio
Portfolio Value 280 Million
Stocks 125
Filing on Jul 29, 2025 Q2 2025

Swmg, LLC

  • IVV
  • QUAL
  • IVW
  • EFV
  • SPSB
  • DYNF
  • IVE
Swmg, LLC's Q2 2025 Portfolio
Portfolio Value 279 Million
Stocks 122
Filing on Apr 05, 2024 Q1 2024

Summit Financial Group, Inc.

  • MSFT
  • SPY
  • RSP
  • LLY
  • IJR
  • PG
  • EFA
Summit Financial Group, Inc.'s Q1 2024 Portfolio
Portfolio Value 279 Million
Stocks 258
Filing on Aug 07, 2025 Q2 2025

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • EYPT
  • TELA
  • MNOV
Essex Woodlands Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 279 Million
Stocks 6
Filing on Aug 14, 2025 Q2 2025

Sr One Capital Management, LP

  • ACLX
  • CRSP
  • ORIC
  • DSGN
  • NKTX
  • SBTX
Sr One Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 279 Million
Stocks 13
Filing on Aug 14, 2025 Q2 2025

Mudita Advisors LLP

  • HGV
  • ESTA
  • HCC
  • CNQ
  • IAG
  • HBM
  • EGO
Mudita Advisors LLP's Q2 2025 Portfolio
Portfolio Value 279 Million
Stocks 19
Filing on Oct 29, 2024 Q3 2024

Carmichael Hill & Associates, Inc.

  • AAPL
  • MSFT
  • SCHB
  • SCHX
  • BRK-B
  • VGT
  • RSP
Carmichael Hill & Associates, Inc.'s Q3 2024 Portfolio
Portfolio Value 279 Million
Stocks 776
Filing on Aug 13, 2025 Q2 2025

Tikvah Management LLC

  • AMZN
  • GOOGL
  • CMPO
  • BIO
  • SPY
  • PCOR
  • GOOG
Tikvah Management LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 22
Filing on Jul 31, 2025 Q2 2025

Lountzis Asset Management, LLC

  • BRK-B
  • AMAT
  • WFC
  • ORCL
  • PGR
  • IDXX
  • KKR
Lountzis Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 53
Filing on Aug 14, 2025 Q2 2025

Bishop & CO Investment Management, LLC

  • VTV
  • VUG
  • VCIT
  • IEFA
  • IWP
  • IWS
  • VOO
Bishop & CO Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 27
Filing on Jul 25, 2025 Q2 2025

Alta Advisers LTD

  • VGSH
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • VOO
  • META
Alta Advisers LTD's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 248
Filing on Aug 14, 2025 Q2 2025

44 Wealth Management LLC

  • NKE
  • MSFT
  • AAPL
  • HD
  • MDT
  • CSCO
  • WFC
44 Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 190
Filing on Jul 11, 2025 Q2 2025

Oak Asset Management, LLC

  • AAPL
  • AMGN
  • NVDA
  • CVX
  • QCOM
  • RTX
  • ORCL
Oak Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 103
Filing on Aug 14, 2025 Q2 2025

Tri Locum Partners LP

  • TEVA
  • MDGL
  • ALNY
  • ARGX
  • ASND
  • VRNA
  • INSP
Tri Locum Partners LP's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 23
Filing on Jul 29, 2025 Q2 2025

Bell & Brown Wealth Advisors, LLC

  • AVGO
  • AAPL
  • META
  • GOOGL
  • GS
  • JPM
  • LLY
Bell & Brown Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 70
Filing on Aug 04, 2025 Q2 2025

Nwk Group, Inc.

  • NVDA
  • AVGO
  • NFLX
  • MSFT
  • COST
  • AMZN
  • GOOGL
Nwk Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 66
Filing on Aug 01, 2025 Q2 2025

Providence First Trust CO

  • FLRN
  • AGG
  • MINT
  • LQD
  • VCLT
  • VCSH
  • VGIT
Providence First Trust CO's Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 111
Filing on Jul 23, 2025 Q2 2025

Bear Mountain Capital, Inc.

  • VO
  • VOO
  • MUB
  • SCZ
  • VEA
  • VCSH
  • BND
Bear Mountain Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 182