Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

East Coast Asset Management, Llc.

  • GOOG
  • TDG
  • META
  • TSLA
  • BRK-B
  • AMZN
  • MA
East Coast Asset Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 69
Filing on Aug 06, 2025 Q2 2025

Excalibur Management Corp

  • CSL
  • MSFT
  • AAPL
  • BRK-B
  • JPM
  • META
  • JNJ
Excalibur Management Corp's Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 165
Filing on Aug 14, 2025 Q2 2025

Octagon Capital Advisors LP

  • VRNA
  • TSHA
  • GOSS
  • OCUL
  • MRUS
  • TRVI
  • COGT
Octagon Capital Advisors LP's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 30
Filing on Jul 10, 2025 Q2 2025

Oliver Lagore Vanvalin Investment Group

  • TLT
  • IEF
  • QQQ
  • BIL
  • SPLG
  • QQQM
  • ONEQ
Oliver Lagore Vanvalin Investment Group's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 661
Filing on Feb 14, 2023 Q4 2022

Stormborn Capital Management, LLC

  • DECK
  • VVV
  • CROX
  • DRVN
  • TPX
  • LVS
  • RACE
Stormborn Capital Management, LLC's Q4 2022 Portfolio
Portfolio Value 263 Million
Stocks 27
Filing on Nov 01, 2023 Q3 2023

Prw Wealth Management LLC

  • IVV
  • VUG
  • EFA
  • QQQ
  • VTV
  • MINT
  • AGG
Prw Wealth Management LLC's Q3 2023 Portfolio
Portfolio Value 263 Million
Stocks 106
Filing on Aug 08, 2025 Q2 2025

Sculati Wealth Management, LLC

  • BRK-B
  • AAPL
  • IWY
  • MSFT
  • AMZN
  • VV
  • FDVV
Sculati Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 124
Filing on Jul 24, 2025 Q2 2025

Benson Investment Management Company, Inc.

  • GLD
  • MSFT
  • GOOG
  • NVDA
  • AMZN
  • META
  • BRK-B
Benson Investment Management Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 52
Filing on Aug 14, 2025 Q2 2025

Allred Capital Management, LLC

  • SHV
  • MSFT
  • VIG
  • NOBL
  • SYK
  • XLV
  • NVDA
Allred Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 155
Filing on Aug 05, 2025 Q2 2025

Pl Capital Advisors, LLC

  • BANC
  • EFSC
  • FISI
  • FRME
  • HBNC
  • FNB
  • NBTB
Pl Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 25
Filing on Aug 05, 2025 Q2 2025

Blue Investment Partners LLC

  • AAPL
  • AMZN
  • USFR
  • SPY
  • IDEV
  • SCHB
  • NVDA
Blue Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 262 Million
Stocks 52
Filing on Jul 16, 2025 Q2 2025

Youngs Advisory Group, Inc.

  • IXUS
  • SPY
  • XLK
  • RSP
  • PFFD
  • MDY
  • DFAT
Youngs Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 262 Million
Stocks 60
Filing on Nov 14, 2023 Q3 2023

Ah Equity Partners Lsv Iii, L.L.C.

  • DASH
  • IOT
  • SQ
Ah Equity Partners Lsv Iii, L.L.C.'s Q3 2023 Portfolio
Portfolio Value 262 Million
Stocks 3
Filing on Jul 29, 2025 Q2 2025

Straight Path Wealth Management

  • DFAC
  • TSLA
  • DFIC
  • MTUM
  • IMTM
  • DFEM
  • BSCR
Straight Path Wealth Management's Q2 2025 Portfolio
Portfolio Value 262 Million
Stocks 117
Filing on Jul 30, 2024 Q2 2024

Karpas Strategies, LLC

  • JNJ
  • SCHW
  • MRK
  • OKE
  • BRK-B
  • TXN
  • BIP
Karpas Strategies, LLC's Q2 2024 Portfolio
Portfolio Value 262 Million
Stocks 117
Filing on Jul 17, 2025 Q2 2025

Claris Advisors, LLC

  • DFAC
  • DFAU
  • DFUV
  • DFIV
  • DFUS
  • AVUV
  • DFAX
Claris Advisors, LLC 's Q2 2025 Portfolio
Portfolio Value 261 Million
Stocks 73
Filing on Feb 10, 2025 Q4 2024

Gray Wealth Management Inc.

  • VIG
  • VUG
  • IVV
  • VB
  • AAPL
  • VO
  • MGC
Gray Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 132
Filing on Nov 14, 2023 Q3 2023

Brahman Capital Corp.

  • CLVT
  • GDDY
  • WBD
  • DLTR
  • USFD
  • VRT
  • VST
Brahman Capital Corp.'s Q3 2023 Portfolio
Portfolio Value 261 Million
Stocks 20