Largest Portfolios by Value

Filing on Apr 09, 2025 Q1 2025

Selway Asset Management

  • AAPL
  • SHV
  • MSFT
  • JPM
  • GOOGL
  • HD
  • CI
Selway Asset Management's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 75
Filing on Jul 29, 2025 Q2 2025

Spreng Capital Management, Inc.

  • IVV
  • SCHG
  • VUG
  • SCHD
  • VIG
  • VYM
  • MSFT
Spreng Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 76
Filing on May 12, 2022 Q1 2022

Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.

  • POSH
  • BASE
Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.'s Q1 2022 Portfolio
Portfolio Value 239 Million
Stocks 2
Filing on Aug 11, 2025 Q2 2025

Adaptive Financial Consulting, LLC

  • AGG
  • VCSH
  • IVV
  • USMV
  • IVW
  • QQQ
  • VCR
Adaptive Financial Consulting, LLC's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 21
Filing on Aug 11, 2025 Q2 2025

Fore Capital, LLC

  • SLV
  • SPY
  • GLD
  • IAU
  • HYG
  • GDX
  • CEF
Fore Capital, LLC's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 38
Filing on Aug 11, 2025 Q2 2025

Aspen Investment Management Inc

  • SPY
  • RSP
  • MSFT
  • IEFA
  • IWM
  • IGIB
  • IGSB
Aspen Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 148
Filing on Jul 17, 2025 Q2 2025

G&S Capital LLC

  • SPY
  • SPTM
  • VTV
  • QQQ
  • BIL
  • IBM
  • FTSM
G&S Capital LLC's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 123
Filing on Aug 07, 2025 Q2 2025

Cumberland Advisors Inc

  • SPY
  • MDY
  • XAR
  • BRK-B
  • ACWX
  • MSFT
  • IBB
Cumberland Advisors Inc's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 49
Filing on Aug 13, 2025 Q2 2025

Dow Chemical CO

  • SPY
  • VCLT
  • AI
  • AGG
Dow Chemical CO 's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 4
Filing on Aug 07, 2025 Q2 2025

Mediatel Partners

  • CMCSA
  • T
  • WBD
Mediatel Partners's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 3
Filing on Jul 31, 2025 Q2 2025

Shaker Investments LLC

  • AX
  • AVGO
  • NVDA
  • PODD
  • TSM
  • JPM
  • AMZN
Shaker Investments LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 97
Filing on Jul 29, 2025 Q2 2025

Morgan Dempsey Capital Management LLC

  • T
  • C
  • CSCO
  • WEC
  • XOM
  • IBM
  • ETR
Morgan Dempsey Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 153
Filing on Jul 24, 2025 Q2 2025

Agate Pass Investment Management, LLC

  • ABBV
  • MSFT
  • AAPL
  • VB
  • GOOGL
  • ABT
  • JPM
Agate Pass Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 107
Filing on Aug 11, 2025 Q2 2025

Mc Donough Capital Management, Inc

  • AAPL
  • AMZN
  • NVDA
  • GOOG
  • MSFT
  • VV
  • V
Mc Donough Capital Management, Inc's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 51
Filing on Jul 16, 2025 Q2 2025

Aafmaa Wealth Management & Trust LLC

  • VCSH
  • MBB
  • IEI
  • EFA
  • SPY
  • IUSG
  • NVDA
Aafmaa Wealth Management & Trust LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 121
Filing on Aug 14, 2025 Q2 2025

Valor Management LLC

  • HRMY
  • BWAY
Valor Management LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 4
Filing on Jul 29, 2025 Q2 2025

Planned Solutions, Inc.

  • MOAT
  • FNDX
  • ITOT
  • JPIE
  • QQQ
  • IVW
  • STLG
Planned Solutions, Inc.'s Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 124
Filing on Aug 14, 2025 Q2 2025

Paragon Private Wealth Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • IWR
  • META
  • AMZN
  • IJR
Paragon Private Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 301