Largest Portfolios by Value

Filing on Feb 12, 2025 Q4 2024

Barbara Oil Co.

  • JPM
  • JNJ
  • WMT
  • HD
  • MSFT
  • PG
  • GL
Barbara Oil Co.'s Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 80
Filing on Feb 14, 2025 Q4 2024

Forager Capital Management, LLC

  • RM
  • MCFT
  • MLKN
  • HOV
  • IMXI
  • IIIV
  • WLDN
Forager Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 13
Filing on Jan 28, 2025 Q4 2024

Thomas Story & Son LLC

  • COST
  • V
  • WSM
  • TSCO
  • ORLY
  • AAPL
  • ACN
Thomas Story & Son LLC's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 51
Filing on Feb 14, 2025 Q4 2024

Worm Capital, LLC

  • TSLA
  • TSLA
  • BABA
  • AMZN
  • H
  • BABA
Worm Capital, LLC's Q4 2024 Portfolio
Portfolio Value 239 Million
Stocks 6
Filing on May 12, 2022 Q1 2022

Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.

  • POSH
  • BASE
Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.'s Q1 2022 Portfolio
Portfolio Value 239 Million
Stocks 2
Filing on Feb 06, 2025 Q4 2024

Kc Investment Advisors, LLC

  • VOO
  • VUG
  • IVV
  • SPIB
  • BRK-B
  • VB
  • TSLA
Kc Investment Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 238 Million
Stocks 155
Filing on Feb 10, 2025 Q4 2024

Addison Capital CO

  • SPY
  • GOOGL
  • LNG
  • ORCL
  • BND
  • PG
  • JPM
Addison Capital CO's Q4 2024 Portfolio
Portfolio Value 238 Million
Stocks 136
Filing on Jan 29, 2025 Q4 2024

Warren Street Wealth Advisors, LLC

  • VOO
  • XSOE
  • GLDM
  • GCC
  • GII
  • GNR
  • SPMD
Warren Street Wealth Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 238 Million
Stocks 103
Filing on Feb 07, 2025 Q4 2024

Palisades Hudson Asset Management, L.P.

  • IJS
  • SPY
  • VTI
  • IJT
  • IVV
  • IJR
  • IEUR
Palisades Hudson Asset Management, L.P.'s Q4 2024 Portfolio
Portfolio Value 237 Million
Stocks 150
Filing on Feb 14, 2025 Q4 2024

Blue Door Asset Management, LLC

  • SPY
  • PYPL
  • PRGO
  • FLEX
  • VRT
  • HOLX
  • AVTR
Blue Door Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 237 Million
Stocks 18
Filing on Jan 29, 2025 Q4 2024

Madden Securities Corp

  • JEPQ
  • JEPI
  • MSTR
  • AMZN
  • NVDA
  • SCHD
  • AAPL
Madden Securities Corp's Q4 2024 Portfolio
Portfolio Value 237 Million
Stocks 110
Filing on Feb 10, 2025 Q4 2024

Signature Wealth Management Group

  • SO
  • IBDQ
  • IBDS
  • HD
  • IBDU
  • IBDR
  • IBDT
Signature Wealth Management Group's Q4 2024 Portfolio
Portfolio Value 236 Million
Stocks 106
Filing on Feb 14, 2025 Q4 2024

Stonehill Capital Management LLC

  • LBRDK
  • YY
  • SATS
  • ATEX
  • LBRDA
  • EQC
  • NXDT
Stonehill Capital Management LLC's Q4 2024 Portfolio
Portfolio Value 236 Million
Stocks 10
Filing on Feb 12, 2025 Q4 2024

Fsb Premier Wealth Management, Inc.

  • VOO
  • SPLG
  • FIXD
  • VEA
  • FTCS
  • SPAB
  • FVD
Fsb Premier Wealth Management, Inc.'s Q4 2024 Portfolio
Portfolio Value 236 Million
Stocks 208
Filing on Feb 10, 2025 Q4 2024

Gitterman Wealth Management, LLC

  • VGIT
  • GRID
  • BIL
  • IYW
  • AAPL
  • MSFT
  • IVV
Gitterman Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 236 Million
Stocks 128
Filing on Feb 05, 2025 Q4 2024

Sculati Wealth Management, LLC

  • BRK-B
  • AAPL
  • VV
  • IHDG
  • MSFT
  • AMZN
  • FNDE
Sculati Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 236 Million
Stocks 103
Filing on Feb 07, 2025 Q4 2024

Capasso Planning Partners LLC

  • SPY
  • SPTM
  • VEA
  • SLYV
  • SPTI
  • AAPL
  • AVEM
Capasso Planning Partners LLC's Q4 2024 Portfolio
Portfolio Value 236 Million
Stocks 100
Filing on Feb 12, 2025 Q4 2024

Old West Investment Management, LLC

  • VIRT
  • CCJ
  • LMT
  • AGI
  • CNQ
  • LMNR
  • GMED
Old West Investment Management, LLC's Q4 2024 Portfolio
Portfolio Value 236 Million
Stocks 55