Largest Portfolios by Value

Filing on Apr 24, 2025 Q1 2025

Santori & Peters, Inc.

  • WAB
  • AME
  • JAAA
  • BUFD
  • CAPE
  • VTV
  • SCHX
Santori & Peters, Inc.'s Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 64
Filing on Apr 24, 2025 Q1 2025

Reston Wealth Management LLC

  • FNDX
  • SPYG
  • SPDW
  • SPAB
  • SPMD
  • SMLF
  • SPYV
Reston Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 49
Filing on May 14, 2025 Q1 2025

Ssi Investment Management LLC

  • IVV
  • LQD
  • VXUS
  • IEF
  • JAAA
  • BUFR
  • BKLN
Ssi Investment Management LLC's Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 550
Filing on May 05, 2025 Q1 2025

Kathleen S. Wright Associates Inc.

  • BRK-B
  • VOO
  • COKE
  • SGOV
  • MOAT
  • VUG
  • VO
Kathleen S. Wright Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 247 Million
Stocks 273
Filing on Apr 03, 2025 Q1 2025

Jvl Associates LLC

  • ITOT
  • VTI
  • IJH
  • IJR
  • QQQ
  • VO
  • MDY
Jvl Associates LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 58
Filing on May 13, 2025 Q1 2025

Matthew 25 Management Corp

  • NVDA
  • AMZN
  • MELI
  • AAPL
  • BRK-A
  • JPM
  • PK
Matthew 25 Management Corp's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 19
Filing on May 05, 2025 Q1 2025

Carnegie Lake Advisors LLC

  • BRK-B
  • UNH
  • MSFT
  • AAPL
  • SYK
  • AMGN
  • COST
Carnegie Lake Advisors LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 162
Filing on May 15, 2025 Q1 2025

Summit Street Capital Management, LLC

  • BRK-A
  • WBD
  • IDCC
  • UTHR
  • HUM
  • CF
  • MOH
Summit Street Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 30
Filing on May 01, 2025 Q1 2025

Mathes Company, Inc.

  • IGM
  • AAPL
  • AMZN
  • VUG
  • NVDA
  • VTI
  • GOOGL
Mathes Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 123
Filing on May 15, 2025 Q1 2025

Nia Impact Advisors, LLC

  • VTI
  • AAPL
  • IBM
  • XYL
  • VRTX
  • STN
  • LRN
Nia Impact Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 99
Filing on May 15, 2025 Q1 2025

11 Capital Partners LP

  • AMZN
  • MSFT
  • GE
  • APH
  • MCO
  • AJG
  • TYL
11 Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 17
Filing on May 12, 2025 Q1 2025

Advent Capital Management

  • SPY
  • SPY
  • BABA
  • AVGO
  • TJX
  • LOW
  • FANG
Advent Capital Management 's Q1 2025 Portfolio
Portfolio Value 246 Million
Stocks 214
Filing on Apr 24, 2025 Q1 2025

Wj Wealth Management, LLC

  • JPST
  • CGDV
  • QUAL
  • WINN
  • IBDS
  • FDL
  • NVDA
Wj Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 80
Filing on Apr 02, 2025 Q1 2025

Beacon Wealthcare LLC

  • VTI
  • IEF
  • SCHR
  • VEU
  • SCHB
  • SHY
  • VTEB
Beacon Wealthcare LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 22
Filing on Apr 17, 2025 Q1 2025

Kercheville Advisors, LLC

  • AMZN
  • AAPL
  • AEM
  • COST
  • META
  • NVDA
  • MPLX
Kercheville Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 89
Filing on Apr 25, 2025 Q1 2025

Prairiewood Capital, LLC

  • FNDA
  • FNDX
  • FNDF
  • GNR
  • SCHP
  • AVRE
  • FNDC
Prairiewood Capital, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 76
Filing on May 15, 2025 Q1 2025

Allred Capital Management, LLC

  • SHV
  • MSFT
  • VIG
  • AAPL
  • NOBL
  • XLV
  • SYK
Allred Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 160
Filing on May 20, 2024 Q1 2024

Highlander Capital Management, LLC

  • MSFT
  • BRK-B
  • UNH
  • AAPL
  • SYK
  • AMGN
  • CNX
Highlander Capital Management, LLC's Q1 2024 Portfolio
Portfolio Value 245 Million
Stocks 955