Largest Portfolios by Value

Filing on Jan 11, 2023 Q4 2022

Jenkins Wealth

  • BIL
  • VTV
  • QQQ
  • VUG
  • SPY
  • IEF
  • HYG
Jenkins Wealth's Q4 2022 Portfolio
Portfolio Value 252 Million
Stocks 81
Filing on Aug 13, 2025 Q2 2025

Barbara Oil Co.

  • JPM
  • JNJ
  • WMT
  • MSFT
  • HD
  • GL
  • PG
Barbara Oil Co.'s Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 78
Filing on Feb 14, 2024 Q4 2023

Nine Point Two Capital LLC

  • SCHP
  • EMLC
  • TIP
  • HYLB
  • VYM
  • PDBC
  • DVY
Nine Point Two Capital LLC's Q4 2023 Portfolio
Portfolio Value 252 Million
Stocks 249
Filing on Jul 07, 2025 Q2 2025

Lowe Wealth Advisors, LLC

  • SPY
  • QQQ
  • USMV
  • VCSH
  • SPTS
  • IAU
  • INFL
Lowe Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 365
Filing on Aug 28, 2025 Q2 2025

Lavaca Capital LLC

  • SPY
  • NVDA
  • SYY
  • KKR
  • NFLX
  • AAPL
  • SPY
Lavaca Capital LLC's Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 269
Filing on Jul 29, 2025 Q2 2025

Aubrey Capital Management LTD

  • MELI
  • SE
  • GRAB
  • IBN
  • ERJ
  • DIDIY
  • FUTU
Aubrey Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 46
Filing on May 12, 2025 Q1 2025

Sagil Capital LLP

  • GLD
  • EEM
  • BVN
  • PBRA
  • IFS
  • BBD
  • GGB
Sagil Capital LLP's Q1 2025 Portfolio
Portfolio Value 251 Million
Stocks 22
Filing on Aug 12, 2025 Q2 2025

Weik Capital Management

  • MSFT
  • PGR
  • BRK-B
  • TJX
  • GOOG
  • WMT
  • BRK-A
Weik Capital Management's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 91
Filing on Aug 11, 2025 Q2 2025

Advisor Resource Council

  • SPY
  • SPY
  • RSP
  • IVV
  • AAPL
  • MSFT
  • EWJ
Advisor Resource Council's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 190
Filing on Aug 18, 2025 Q2 2025

Campbell Capital Management Inc

  • AAPL
  • GOOG
  • MSFT
  • META
  • KKR
  • VST
  • DKS
Campbell Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 50
Filing on Jul 24, 2025 Q2 2025

Wealthstar Advisors, LLC

  • SPXL
  • LQD
  • HYG
  • TXN
  • VTC
  • TLH
  • IGSB
Wealthstar Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 140
Filing on Aug 13, 2025 Q2 2025

Acorn Wealth Advisors, LLC

  • BND
  • SCHD
  • MOAT
  • MSFT
  • DFCF
  • DFAC
  • XLK
Acorn Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 251
Filing on Jul 09, 2025 Q2 2025

Strong Box Wealth, LLC

  • JPST
  • SHY
  • QUAL
  • MSFT
  • VGIT
  • QQQ
  • IJH
Strong Box Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 250 Million
Stocks 85
Filing on Aug 14, 2025 Q2 2025

Howard Hughes Medical Institute

  • SPY
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
Howard Hughes Medical Institute's Q2 2025 Portfolio
Portfolio Value 250 Million
Stocks 501
Filing on Jul 30, 2025 Q2 2025

Sonata Capital Group Inc

  • IWF
  • IWR
  • MSFT
  • IWD
  • VTI
  • IWN
  • VYM
Sonata Capital Group Inc's Q2 2025 Portfolio
Portfolio Value 250 Million
Stocks 121
Filing on May 12, 2025 Q1 2025

Agur Provident & Training Funds Management LTD

  • SPLG
  • IVV
  • VOO
  • ITB
  • MA
  • XLF
  • NVDA
Agur Provident & Training Funds Management LTD's Q1 2025 Portfolio
Portfolio Value 250 Million
Stocks 21
Filing on Jul 07, 2025 Q2 2025

Hms Capital Management, LLC

  • SPY
  • SPY
  • EFA
  • LQD
  • QQQ
  • AIQ
  • NVDA
Hms Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 250 Million
Stocks 106
Filing on Aug 13, 2025 Q2 2025

I.G.Y. LTD

  • AMZN
  • COST
  • BRK-A
I.G.Y. LTD's Q2 2025 Portfolio
Portfolio Value 250 Million
Stocks 3