Largest Portfolios by Value

Filing on Jan 13, 2025 Q4 2024

First National Bank Sioux Falls

  • VOO
  • IDEV
  • AVDE
  • AVLV
  • VO
  • VTV
  • DFAX
First National Bank Sioux Falls's Q4 2024 Portfolio
Portfolio Value 232 Million
Stocks 159
Filing on Feb 14, 2025 Q4 2024

Dean Capital Management

  • AEIS
  • HP
  • BELFB
  • SLGN
  • SAM
  • CSGS
  • ESE
Dean Capital Management's Q4 2024 Portfolio
Portfolio Value 232 Million
Stocks 136
Filing on Jan 17, 2025 Q4 2024

Lincoln Capital Corp

  • MSFT
  • AAPL
  • GSLC
  • IEFA
  • AMZN
  • SCHM
  • IEF
Lincoln Capital Corp's Q4 2024 Portfolio
Portfolio Value 232 Million
Stocks 86
Filing on Jan 29, 2025 Q4 2024

G&S Capital LLC

  • SPY
  • BIL
  • SPTM
  • VTV
  • QQQ
  • MDY
  • IJR
G&S Capital LLC's Q4 2024 Portfolio
Portfolio Value 232 Million
Stocks 119
Filing on Jan 23, 2025 Q4 2024

Murphy Pohlad Asset Management LLC

  • TRV
  • BRK-B
  • COP
  • PG
  • MDT
  • MSFT
  • CMCSA
Murphy Pohlad Asset Management LLC's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 121
Filing on Jan 29, 2025 Q4 2024

Axis Capital Holdings LTD

  • VOO
  • SPY
  • VEU
Axis Capital Holdings LTD's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 3
Filing on Jan 21, 2025 Q4 2024

Alpha Mark Advisors, LLC

  • IVV
  • XLK
  • XLV
  • SPY
  • PG
  • DBEF
  • FNDE
Alpha Mark Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 642
Filing on Feb 18, 2025 Q4 2024

Wolf Group Capital Advisors

  • HAWX
  • AAPL
  • VLUE
  • IWY
  • VTIP
  • FTGC
  • SHY
Wolf Group Capital Advisors's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 102
Filing on Feb 05, 2025 Q4 2024

Bank Ozk

  • AAPL
  • MSFT
  • LLY
  • NVDA
  • MA
  • ABBV
  • JPM
Bank Ozk's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 266
Filing on Feb 03, 2025 Q4 2024

Yong Rong (Hk) Asset Management LTD

  • HIMS
  • AAOI
  • LEU
  • GDX
  • API
  • COIN
  • PDD
Yong Rong (Hk) Asset Management LTD's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 24
Filing on Jan 16, 2025 Q4 2024

Planned Solutions, Inc.

  • MOAT
  • FNDX
  • JPIE
  • ITOT
  • QQQ
  • MINT
  • JVAL
Planned Solutions, Inc.'s Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 111
Filing on Feb 03, 2025 Q4 2024

Lountzis Asset Management, LLC

  • BRK-B
  • PGR
  • WFC
  • AMAT
  • KKR
  • BRO
  • USB
Lountzis Asset Management, LLC's Q4 2024 Portfolio
Portfolio Value 231 Million
Stocks 47
Filing on Jan 13, 2025 Q4 2024

Jcic Asset Management Inc.

  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • JPM
  • NVDA
  • IWM
Jcic Asset Management Inc.'s Q4 2024 Portfolio
Portfolio Value 230 Million
Stocks 134
Filing on Jan 29, 2025 Q4 2024

Eukles Asset Management

  • NVDA
  • AAPL
  • MSFT
  • IWF
  • MA
  • URI
  • CBOE
Eukles Asset Management's Q4 2024 Portfolio
Portfolio Value 230 Million
Stocks 229
Filing on Oct 16, 2024 Q3 2024

Orin Green Financial, LLC

  • IVV
  • CMF
  • IJH
  • VEA
  • QCOM
  • MUB
  • EFA
Orin Green Financial, LLC's Q3 2024 Portfolio
Portfolio Value 230 Million
Stocks 83
Filing on Feb 14, 2025 Q4 2024

Nokomis Capital, L.L.C.

  • SPY
  • GLD
  • CAL
  • MGM
  • LSEA
  • MAG
  • GDX
Nokomis Capital, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 230 Million
Stocks 57
Filing on Jan 13, 2025 Q4 2024

Tpg Financial Advisors, LLC

  • JPIE
  • IGIB
  • SPYV
  • SPTI
  • IEF
  • SPYG
  • SPSM
Tpg Financial Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 230 Million
Stocks 62
Filing on Jan 13, 2025 Q4 2024

Benson Investment Management Company, Inc.

  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • NVDA
  • BRK-B
  • META
Benson Investment Management Company, Inc.'s Q4 2024 Portfolio
Portfolio Value 230 Million
Stocks 46