Largest Portfolios by Value

Filing on Aug 13, 2025 Q2 2025

Peloton Wealth Strategists

  • IBDT
  • AMZN
  • MA
  • IBDS
  • MSFT
  • IBDU
  • GOOGL
Peloton Wealth Strategists's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 89
Filing on Aug 13, 2025 Q2 2025

Formula Growth LTD

  • SWIM
  • SSYS
  • UA
  • JHX
  • PODD
  • U
  • BILL
Formula Growth LTD's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 119
Filing on Jul 08, 2025 Q2 2025

Rise Advisors, LLC

  • VUG
  • VTV
  • DFCF
  • JMBS
  • DFAT
  • VNLA
  • XLF
Rise Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 1539
Filing on Aug 07, 2025 Q2 2025

Tiemann Investment Advisors, LLC

  • AGG
  • MSFT
  • IUSB
  • AAPL
  • IEFA
  • JPST
  • GSST
Tiemann Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 199
Filing on Aug 01, 2025 Q2 2025

Gpm Growth Investors, Inc.

  • MSFT
  • GOOGL
  • SCHG
  • BSCS
  • ORCL
  • AMZN
  • COST
Gpm Growth Investors, Inc.'s Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 42
Filing on Jul 30, 2025 Q2 2025

Omc Financial Services LTD

  • NVDA
  • AAPL
  • MA
  • V
  • MSFT
  • GLD
  • ABBV
Omc Financial Services LTD's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 65
Filing on Aug 12, 2025 Q2 2025

Carlson Capital L P

  • SWKH
  • HYG
  • NVDA
  • K
  • HES
  • AFRM
  • SOFI
Carlson Capital L P's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 65
Filing on Jul 15, 2025 Q2 2025

Wealth Effects LLC

  • NVDA
  • AAPL
  • AMZN
  • VTI
  • JPM
  • MSFT
  • META
Wealth Effects LLC's Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 205
Filing on Aug 08, 2025 Q2 2025

Horrell Capital Management, Inc.

  • ORLY
  • UNP
  • LII
  • AZO
  • DDS
  • MUSA
  • HD
Horrell Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 185
Filing on Aug 13, 2025 Q2 2025

Houlihan Financial Resource Group, Ltd.

  • SPY
  • IJR
  • JPST
  • VO
  • MSFT
  • BSV
  • GOOGL
Houlihan Financial Resource Group, Ltd.'s Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 107
Filing on Jul 15, 2025 Q2 2025

Buttonwood Financial Advisors Inc.

  • MOAT
  • MSFT
  • FBND
  • FHLC
  • GOOGL
  • META
  • BRK-B
Buttonwood Financial Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 99
Filing on Nov 14, 2022 Q3 2022

Third Security, LLC

  • PGEN
  • KMI
  • ABBV
  • IBM
  • AAPL
  • MSFT
  • VZ
Third Security, LLC's Q3 2022 Portfolio
Portfolio Value 241 Million
Stocks 19
Filing on Aug 14, 2025 Q2 2025

High Vista Strategies LLC

  • DBC
  • VRDN
  • ANSS
  • MSFT
  • IMVT
  • MRUS
  • JNPR
High Vista Strategies LLC's Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 146
Filing on Aug 18, 2025 Q2 2025

Hanwha Asset Management Co., Ltd.

  • GRAB
Hanwha Asset Management Co., Ltd.'s Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 1
Filing on Jul 16, 2025 Q2 2025

David Kennon Inc

  • VOO
  • VTI
  • ONEQ
  • VXUS
  • VB
  • VO
  • FIDI
David Kennon Inc's Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 36
Filing on Aug 14, 2025 Q2 2025

Robertson Opportunity Capital, LLC

  • WMB
  • TPX
  • ACGL
  • GOOG
  • CPRT
  • META
  • SNPS
Robertson Opportunity Capital, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 28
Filing on Jul 21, 2025 Q2 2025

Creative Capital Management Investments LLC

  • DFAX
  • DFAC
  • DFCF
  • AVUV
  • DFAE
  • PRF
  • AAPL
Creative Capital Management Investments LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 310
Filing on Aug 04, 2025 Q2 2025

J.H. Whitney Equity Partners Vii, LLC

  • AVAH
J.H. Whitney Equity Partners Vii, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 1