Largest Portfolios by Value

Filing on Oct 21, 2025 Q3 2025

Quattro Financial Advisors LLC

  • MSFT
  • XLG
  • AMZN
  • QQQ
  • RSP
  • VEA
  • META
Quattro Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 84
Filing on Nov 14, 2025 Q3 2025

Westerly Capital Management, LLC

  • VIAV
  • PRO
  • LUMN
  • HDSN
  • UDMY
  • MRVL
  • MTRX
Westerly Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 44
Filing on Nov 04, 2025 Q3 2025

Peregrine Asset Advisers, Inc.

  • NVDA
  • MSFT
  • AAPL
  • ATGE
  • SPY
  • TRV
  • COF
Peregrine Asset Advisers, Inc.'s Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 177
Filing on Oct 27, 2025 Q3 2025

Gill Capital Partners, LLC

  • VUG
  • VEA
  • SCHG
  • VTV
  • QQQ
  • KR
  • BSCT
Gill Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 138
Filing on Nov 24, 2025 Q3 2025

Graybill Bartz & Assoc LTD

  • AAPL
  • GOOGL
  • GLD
  • RTX
  • FLEX
  • MSFT
  • BRK-B
Graybill Bartz & Assoc LTD's Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 83
Filing on Nov 14, 2025 Q3 2025

Wall Street Access Asset Management, LLC

  • IVV
  • BRK-A
  • MSFT
  • AAPL
  • GOOG
  • RSP
  • AMZN
Wall Street Access Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 766
Filing on Oct 07, 2025 Q3 2025

Congress Park Capital LLC

  • JFR
  • IVV
  • NEA
  • AMZN
  • ICSH
  • GOOGL
  • MELI
Congress Park Capital LLC's Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 125
Filing on Nov 14, 2025 Q3 2025

325 Capital LLC

  • ATRO
  • APEI
  • BLBD
  • AMEH
  • MPAA
  • PWFL
  • MGNI
325 Capital LLC's Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 12
Filing on Nov 03, 2025 Q3 2025

Investor'S Fiduciary Advisor Network, LLC

  • MSFT
  • AAPL
  • SCHD
  • QQQ
  • AMZN
  • QUAL
  • O
Investor'S Fiduciary Advisor Network, LLC's Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 236
Filing on Oct 24, 2025 Q3 2025

Amtrust Financial Services, Inc.

  • VOO
  • IVV
  • IGSB
  • VV
  • AGG
  • SPIB
  • SPAB
Amtrust Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 15
Filing on Nov 14, 2025 Q3 2025

Whetstone Capital Advisors, LLC

  • NET
  • GOOG
  • OPRX
  • AMZN
  • MNDY
  • BLZE
  • TOST
Whetstone Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 56
Filing on Oct 20, 2025 Q3 2025

Roth Financial Partners LLC

  • IEFA
  • IVV
  • SPY
  • IJR
  • RSP
  • VOO
  • VGIT
Roth Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 32
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 Nov 10, 2025 Q3 2025

Jackson, Grant Investment Advisers, Inc.

  • SPY
  • RSP
  • SDY
  • VIG
  • VO
  • MSFT
  • SPLV
Jackson, Grant Investment Advisers, Inc.'s Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 413
Filing on Nov 14, 2025 Q3 2025

Indigo Partners LLC

  • VLRS
  • ULCC
Indigo Partners LLC's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 2
Filing on Nov 05, 2025 Q3 2025

Next Capital Management LLC

  • IVV
  • AINV
  • TCPC
  • QQQ
  • META
  • IEFA
  • AMZN
Next Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 139
Filing on Oct 23, 2025 Q3 2025

Family Capital Trust CO

  • ADBE
  • JPM
  • GOOGL
  • AGG
  • IEFA
  • IMTM
  • AAPL
Family Capital Trust CO's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 90
Filing on Oct 27, 2025 Q3 2025

First United Bank & Trust

  • QQQ
  • VTV
  • VOO
  • VUG
  • AAPL
  • DVY
  • MSFT
First United Bank & Trust's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 584