Largest Portfolios by Value

Filing on Oct 15, 2025 Q3 2025

Capital Wealth Management, LLC

  • SPSB
  • VUG
  • VTV
  • NANR
  • FBND
  • SPEM
  • FNDF
Capital Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 287 Million
Stocks 38
Filing on Nov 14, 2025 Q3 2025

Goepper Burkhardt LLC

  • SCHG
  • SCHB
  • VIG
  • IVV
  • SCHV
  • BSCS
  • BSCT
Goepper Burkhardt LLC's Q3 2025 Portfolio
Portfolio Value 287 Million
Stocks 102
Filing on Nov 04, 2025 Q3 2025

B&I Capital Ag

  • AMT
  • PLD
  • WELL
  • EQIX
  • CUBE
  • PSA
  • IRM
B&I Capital Ag's Q3 2025 Portfolio
Portfolio Value 287 Million
Stocks 29
Filing on Jul 31, 2023 Q2 2023

Cowen Prime Advisors LLC

  • PDFS
  • THRY
  • INSE
  • ASPN
  • HLIT
  • ITI
  • DMRC
Cowen Prime Advisors LLC's Q2 2023 Portfolio
Portfolio Value 287 Million
Stocks 229
Filing on Oct 31, 2025 Q3 2025

Peachtree Investment Partners, LLC

  • MSFT
  • AAPL
  • VOO
  • LLY
  • V
  • SCHG
  • HD
Peachtree Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 287 Million
Stocks 128
Filing on Oct 10, 2025 Q3 2025

Benson Investment Management Company, Inc.

  • GLD
  • GOOG
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
Benson Investment Management Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 286 Million
Stocks 54
Filing on Oct 21, 2025 Q3 2025

First National Bank Sioux Falls

  • VOO
  • AVDE
  • IDEV
  • AVLV
  • VO
  • VTV
  • RSP
First National Bank Sioux Falls's Q3 2025 Portfolio
Portfolio Value 286 Million
Stocks 171
Filing on Nov 14, 2025 Q3 2025

Manatuck Hill Partners, LLC

  • ZETA
  • REAL
  • IMAX
  • OPRX
  • HLF
  • HYG
  • HSBC
Manatuck Hill Partners, LLC's Q3 2025 Portfolio
Portfolio Value 286 Million
Stocks 102
Filing on Oct 14, 2025 Q3 2025

Svenska Handelsbanken Ab (Publ)

  • NVDA
  • ADBE
  • INTU
  • NFLX
  • NOW
  • ISRG
  • FISV
Svenska Handelsbanken Ab (Publ)'s Q3 2025 Portfolio
Portfolio Value 286 Million
Stocks 12
Filing on Nov 17, 2025 Q3 2025

Westshore Wealth, LLC

  • SPY
  • LQD
  • IWF
  • IWD
  • IWM
  • AMRX
  • VGLT
Westshore Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 102
Filing on Oct 29, 2025 Q3 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • RSP
  • SCHB
  • SPY
  • VTI
  • XOM
  • AAPL
  • VV
Carlton Hofferkamp & Jenks Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 141
Filing on Nov 05, 2025 Q3 2025

Rba Wealth Management, LLC

  • GOOGL
  • AAPL
  • AVGO
  • MSFT
  • CMI
  • ASML
  • V
Rba Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 93
Filing on Oct 30, 2025 Q3 2025

Aubrey Capital Management LTD

  • SE
  • FUTU
  • GRAB
  • ERJ
  • DIDIY
  • CPNG
  • IBN
Aubrey Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 52
Filing on Oct 27, 2025 Q3 2025

Argyle Capital Management Inc.

  • MSFT
  • JPM
  • LLY
  • MCK
  • ORCL
  • RTX
  • PNC
Argyle Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 135
Filing on Nov 13, 2025 Q3 2025

Cloverfields Capital Group, LP

  • TSM
  • GOOG
  • META
  • MSFT
  • GE
  • OTIS
  • NVDA
Cloverfields Capital Group, LP's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 96
Filing on Nov 12, 2025 Q3 2025

United Bank

  • NVDA
  • AAPL
  • GOOGL
  • XLK
  • MSFT
  • HYGV
  • NFRA
United Bank's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 119
Filing on Oct 30, 2025 Q3 2025

Iron Bridge Private Wealth, LLC

  • NVDA
  • IJH
  • JPST
  • IWM
  • GLD
  • AMLP
  • SPY
Iron Bridge Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 284 Million
Stocks 81
Filing on Oct 10, 2025 Q3 2025

Bcr Wealth Strategies, LLC

  • AVUS
  • AVIG
  • DFCF
  • AVDE
  • DFEM
  • VNQ
  • ICSH
Bcr Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 284 Million
Stocks 30