Largest Portfolios by Value

Filing on May 20, 2025 Q1 2025

Aspen Investment Management Inc

  • SPY
  • RSP
  • IGIB
  • MSFT
  • IWM
  • IEFA
  • IGSB
Aspen Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 146
Filing on Aug 14, 2024 Q2 2024

Kent Lake Capital LLC

  • ZIMV
  • KD
  • SIBN
  • ENSG
  • PNTG
  • TALK
  • INNV
Kent Lake Capital LLC's Q2 2024 Portfolio
Portfolio Value 217 Million
Stocks 44
Filing on May 15, 2025 Q1 2025

Engle Capital Management, L.P.

  • SPY
  • GDDY
  • AER
  • KD
  • ACVA
  • ALL
  • KKR
Engle Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 23
Filing on May 15, 2025 Q1 2025

Hanwha Asset Management Co., Ltd.

  • GRAB
Hanwha Asset Management Co., Ltd.'s Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Samsara Bio Capital, LLC

  • SRRK
  • ACLX
  • RYTM
  • NKTX
  • GOSS
  • STRO
  • INZY
Samsara Bio Capital, LLC's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 37
Filing on May 13, 2025 Q1 2025

Fourthstone LLC

  • BCAL
  • FRAF
  • FISI
  • CBAN
  • RVSB
  • SHBI
  • EFSI
Fourthstone LLC's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 75
Filing on May 15, 2025 Q1 2025

Norbert Lou

Punch Card Management L.P.
  • BRK-A
  • SGOV
  • PDD
  • SWBI
Norbert Lou's Q1 2025 Portfolio
Portfolio Value 217 Million
Stocks 4
Filing on May 12, 2025 Q1 2025

Mmcap International Inc. Spc

  • UEC
  • ASTL
  • DNN
  • URG
  • BITF
  • UUUU
  • BWA
Mmcap International Inc. Spc's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 131
Filing on Apr 24, 2025 Q1 2025

Alta Wealth Advisors LLC

  • SPYV
  • SPYG
  • SPMD
  • NVDA
  • AAPL
  • SPY
  • RSP
Alta Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 141
Filing on May 14, 2025 Q1 2025

Metropolitan Life Insurance CO

  • SPY
  • AGG
  • IWM
  • EFA
  • EEM
  • HYG
  • QQQ
Metropolitan Life Insurance CO's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 8
Filing on Apr 11, 2025 Q1 2025

Tealwood Asset Management Inc

  • POWW
  • BJ
  • ABBV
  • GOOGL
  • META
  • WRB
  • ALSN
Tealwood Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 127
Filing on May 15, 2025 Q1 2025

Options Solutions, LLC

  • CBOE
  • AMZN
  • AAPL
  • AMZN
  • AGX
  • AAPL
  • WEC
Options Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 194
Filing on May 01, 2025 Q1 2025

Lokken Investment Group LLC

  • VTV
  • VUG
  • GLD
  • MGMT
  • AAPL
  • VB
  • FBND
Lokken Investment Group LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 132
Filing on Apr 30, 2025 Q1 2025

Fidelis I M, LLC

  • VCSH
  • VIG
  • SCHX
  • DLN
  • VO
  • SCHA
  • VXUS
Fidelis I M, LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 22
Filing on May 08, 2025 Q1 2025

Malaga Cove Capital, LLC

  • BIL
  • ON
  • AMZN
  • JPM
  • SPOT
  • FDX
  • CAT
Malaga Cove Capital, LLC's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 175
Filing on Aug 11, 2023 Q2 2023

Bloom Tree Partners, LLC

  • PBRA
  • JD
  • GOOG
  • CCK
  • C
  • OKTA
  • WDAY
Bloom Tree Partners, LLC's Q2 2023 Portfolio
Portfolio Value 216 Million
Stocks 44
Filing on Apr 15, 2025 Q1 2025

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 4
Filing on May 15, 2025 Q1 2025

Solus Alternative Asset Management LP

  • VTOL
  • XOM
  • CVX
  • VLO
  • RIG
  • BKR
  • CNK
Solus Alternative Asset Management LP's Q1 2025 Portfolio
Portfolio Value 216 Million
Stocks 9