Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Sittner & Nelson, LLC

  • AAPL
  • BRK-B
  • MSFT
  • NVDA
  • CGDV
  • MINT
  • BRK-A
Sittner & Nelson, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 507
Filing on Jul 08, 2025 Q2 2025

Tl Private Wealth

  • VUG
  • VTV
  • VO
  • FTSL
  • VEU
  • LMBS
  • VCSH
Tl Private Wealth's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 45
Filing on Aug 14, 2025 Q2 2025

Geneva Partners, LLC

  • META
  • NVDA
  • MSFT
  • AVGO
  • NFLX
  • IVV
  • SPOT
Geneva Partners, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 72
Filing on Jul 09, 2025 Q2 2025

Lincoln Capital Corp

  • MSFT
  • IEFA
  • GSLC
  • AAPL
  • IEF
  • AMZN
  • SCHM
Lincoln Capital Corp's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 89
Filing on Jul 23, 2025 Q2 2025

Tpg Financial Advisors, LLC

  • JPIE
  • SPYV
  • SPYG
  • IEF
  • SPSM
  • SPTI
  • SPMD
Tpg Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 66
Filing on Aug 13, 2025 Q2 2025

Nkcfo LLC

  • AEM
  • AMZN
  • VTIP
  • IAU
  • NVDA
  • CSCO
  • AAPL
Nkcfo LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 90
Filing on Jul 31, 2025 Q2 2025

Signature Wealth Management Group

  • SO
  • IBDQ
  • IBDS
  • MSFT
  • IBDU
  • IBDR
  • IBDT
Signature Wealth Management Group's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 116
Filing on Jul 22, 2022 Q2 2022

Enterprise Trust & Investment CO

  • SPY
  • MSFT
  • AAPL
  • NVDA
  • VNQ
  • GDX
  • ISRG
Enterprise Trust & Investment CO's Q2 2022 Portfolio
Portfolio Value 240 Million
Stocks 359
Filing on Aug 14, 2025 Q2 2025

Meritech Capital Associates V L.L.C.

  • DDOG
  • RBLX
Meritech Capital Associates V L.L.C.'s Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Dean Capital Management

  • LFUS
  • BELFB
  • AEIS
  • ALG
  • ESE
  • VSH
  • WHD
Dean Capital Management's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 125
Filing on Aug 06, 2025 Q2 2025

Eukles Asset Management

  • NVDA
  • MSFT
  • AAPL
  • IWF
  • MA
  • CBOE
  • URI
Eukles Asset Management's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 237
Filing on Aug 01, 2025 Q2 2025

Alexander Labrunerie & Co., Inc.

  • VOO
  • AAPL
  • BRK-A
  • VGT
  • WMT
  • JPM
  • MSFT
Alexander Labrunerie & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 133
Filing on Jul 10, 2025 Q2 2025

Arkfeld Wealth Strategies, L.L.C.

  • BRK-B
  • AMZN
  • AAPL
  • CASY
  • DINO
  • CHRD
  • MSFT
Arkfeld Wealth Strategies, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 106
Filing on Aug 01, 2025 Q2 2025

Penobscot Wealth Management

  • SPLG
  • VEA
  • IAGG
  • VGT
  • VWO
  • STIP
  • DFIC
Penobscot Wealth Management's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 97
Filing on Aug 14, 2025 Q2 2025

Anchorage Capital Group, L.L.C.

  • S
  • FYBR
  • ROIV
  • AMBP
Anchorage Capital Group, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 6
Filing on Feb 13, 2023 Q4 2022

Alpha Paradigm Partners, LLC

  • AMR
  • HLIT
  • CLFD
  • FLEX
  • STAA
  • AMZN
  • LW
Alpha Paradigm Partners, LLC's Q4 2022 Portfolio
Portfolio Value 239 Million
Stocks 464
Filing on Aug 06, 2025 Q2 2025

Malaga Cove Capital, LLC

  • BIL
  • AMZN
  • ON
  • SPOT
  • JPM
  • SGOV
  • PWR
Malaga Cove Capital, LLC's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 167
Filing on Aug 13, 2025 Q2 2025

California First Leasing Corp

  • GOOGL
  • XOM
  • AMAT
  • GS
  • META
  • MU
  • CI
California First Leasing Corp's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 42