Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Josh Tarasoff

Greenlea Lane Capital Management, LLC
  • AMZN
  • BRK-A
  • MKL
  • TSLA
  • TRUP
  • GOOGL
  • BUR
Josh Tarasoff's Q3 2025 Portfolio
Portfolio Value 280 Million
Stocks 8
Filing on Nov 14, 2025 Q3 2025

Incline Global Management LLC

  • WEX
  • NCLH
  • ASGN
  • BRO
  • TRU
  • MORN
  • IAC
Incline Global Management LLC's Q3 2025 Portfolio
Portfolio Value 280 Million
Stocks 27
Filing on Oct 25, 2024 Q3 2024

Tnf LLC

  • IVV
  • IUSB
  • QUAL
  • SPLG
  • IVW
  • EFG
  • DYNF
Tnf LLC's Q3 2024 Portfolio
Portfolio Value 280 Million
Stocks 125
Filing on Nov 12, 2025 Q3 2025

Paradigm Asset Management CO LLC

  • JPM
  • GOOGL
  • NVDA
  • ORCL
  • AAPL
  • MSFT
  • WFC
Paradigm Asset Management CO LLC's Q3 2025 Portfolio
Portfolio Value 280 Million
Stocks 491
Filing on Nov 14, 2025 Q3 2025

Georgetown University

  • GOOGL
  • XLU
  • QQQ
  • BRK-B
  • BABA
  • GRNT
  • AMZN
Georgetown University's Q3 2025 Portfolio
Portfolio Value 280 Million
Stocks 19
Filing on Oct 31, 2025 Q3 2025

Fsb Premier Wealth Management, Inc.

  • VOO
  • SPLG
  • VEA
  • BRK-B
  • MSFT
  • ORCL
  • SPAB
Fsb Premier Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 229
Filing on Apr 05, 2024 Q1 2024

Summit Financial Group, Inc.

  • MSFT
  • SPY
  • RSP
  • LLY
  • IJR
  • PG
  • EFA
Summit Financial Group, Inc.'s Q1 2024 Portfolio
Portfolio Value 279 Million
Stocks 258
Filing on Nov 03, 2025 Q3 2025

Town & Country Bank & Trust CO Dba First Bankers Trust CO

  • AVGO
  • MSFT
  • AAPL
  • ABBV
  • JNJ
  • LLY
  • PM
Town & Country Bank & Trust CO Dba First Bankers Trust CO's Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 143
Filing on Oct 07, 2025 Q3 2025

Ewg Elevate Inc.

  • SCHF
  • IXG
  • ARKW
  • SCHV
  • SCHG
  • SPY
  • EFA
Ewg Elevate Inc.'s Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 119
Filing on Nov 13, 2025 Q3 2025

Pcj Investment Counsel Ltd.

  • BBU
  • CAE
  • RY
  • SHOP
  • COF
  • IAG
  • CVNA
Pcj Investment Counsel Ltd.'s Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 64
Filing on Nov 13, 2025 Q3 2025

Mount Capital LTD

  • SCHW
  • KMX
  • WFC
  • CCK
  • CHTR
  • NOMD
  • LBRDK
Mount Capital LTD's Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 16
Filing on Oct 29, 2024 Q3 2024

Carmichael Hill & Associates, Inc.

  • AAPL
  • MSFT
  • SCHB
  • SCHX
  • BRK-B
  • VGT
  • RSP
Carmichael Hill & Associates, Inc.'s Q3 2024 Portfolio
Portfolio Value 279 Million
Stocks 776
Filing on Nov 12, 2025 Q3 2025

Mathes Company, Inc.

  • IGM
  • NVDA
  • AAPL
  • GOOGL
  • VUG
  • AMZN
  • VTI
Mathes Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 125
Filing on Nov 06, 2025 Q3 2025

Leisure Capital Management

  • AAPL
  • SCHX
  • MSFT
  • WINN
  • SBRA
  • AVGO
  • PULS
Leisure Capital Management's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 142
Filing on Oct 07, 2025 Q3 2025

Gfg Capital, LLC

  • GSLC
  • GSIE
  • AAPL
  • HOOD
  • GOOGL
  • DELL
  • CQQQ
Gfg Capital, LLC's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 92
Filing on Oct 15, 2025 Q3 2025

Santori & Peters, Inc.

  • WAB
  • AME
  • JAAA
  • BUFD
  • SPHQ
  • CAPE
  • VTV
Santori & Peters, Inc.'s Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 75
Filing on Oct 30, 2025 Q3 2025

Orion Capital Management LLC

  • SGOV
  • IVV
  • JAAA
  • AVUS
  • AAPL
  • DSTL
  • VIG
Orion Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 553
Filing on Oct 07, 2025 Q3 2025

Sawyer & Company, Inc

  • ORCL
  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • LLY
  • TJX
Sawyer & Company, Inc's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 195