Largest Portfolios by Value

Filing on Oct 17, 2025 Q3 2025

Mkt Advisors LLC

  • SPY
  • VOO
  • DIA
  • IBTH
  • IBTG
  • IBTF
  • IBTI
Mkt Advisors LLC's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 167
Filing on Oct 17, 2025 Q3 2025

Capricorn Fund Managers LTD

  • TARS
  • MSFT
  • VERA
  • REAL
  • GOOGL
  • PHR
  • IONS
Capricorn Fund Managers LTD's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 59
Filing on Oct 29, 2025 Q3 2025

California First Leasing Corp

  • GOOGL
  • AMAT
  • GS
  • XOM
  • MU
  • META
  • MRVL
California First Leasing Corp's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 44
Filing on Nov 13, 2025 Q3 2025

Highlander Partners, L.P.

  • BX
  • VRT
  • AMZN
  • YMM
  • BABA
  • TCBI
  • KEYS
Highlander Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 52
Filing on Nov 14, 2023 Q3 2023

Ah Equity Partners Lsv Iii, L.L.C.

  • DASH
  • IOT
  • SQ
Ah Equity Partners Lsv Iii, L.L.C.'s Q3 2023 Portfolio
Portfolio Value 262 Million
Stocks 3
Filing on Jul 30, 2024 Q2 2024

Karpas Strategies, LLC

  • JNJ
  • SCHW
  • MRK
  • OKE
  • BRK-B
  • TXN
  • BIP
Karpas Strategies, LLC's Q2 2024 Portfolio
Portfolio Value 262 Million
Stocks 117
Filing on Oct 31, 2025 Q3 2025

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • IVV
  • JPST
  • BSV
Redw Wealth LLC's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 112
Filing on Nov 12, 2025 Q3 2025

Malaga Cove Capital, LLC

  • BIL
  • AMZN
  • ON
  • JPM
  • SGOV
  • SPOT
  • CAT
Malaga Cove Capital, LLC's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 169
Filing on Nov 13, 2025 Q3 2025

Dow Chemical CO

  • SPY
  • VCLT
  • AI
  • IEF
  • SPLB
  • SPAB
Dow Chemical CO 's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 7
Filing on Oct 09, 2025 Q3 2025

Buckhead Capital Management LLC

  • MSFT
  • AAPL
  • HD
  • GOOGL
  • BRK-B
  • AMZN
  • JNJ
Buckhead Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 261 Million
Stocks 127
Filing on Nov 14, 2025 Q3 2025

Fort Baker Capital Management LP

  • CYBR
  • LBRDK
  • FYBR
  • TGNA
  • CDAY
  • MLNK
  • VRNT
Fort Baker Capital Management LP's Q3 2025 Portfolio
Portfolio Value 261 Million
Stocks 90
Filing on Nov 13, 2025 Q3 2025

Timelo Investment Management Inc.

  • SPY
  • IREN
  • ELV
  • ITRN
  • BTI
  • NOA
  • PROF
Timelo Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 261 Million
Stocks 40
Filing on Nov 13, 2025 Q3 2025

Sands Capital Ventures, LLC

  • NU
  • CPNG
  • DASH
  • IOT
  • DDOG
  • MNDY
  • TARS
Sands Capital Ventures, LLC's Q3 2025 Portfolio
Portfolio Value 261 Million
Stocks 20
Filing on Feb 10, 2025 Q4 2024

Gray Wealth Management Inc.

  • VIG
  • VUG
  • IVV
  • VB
  • AAPL
  • VO
  • MGC
Gray Wealth Management Inc.'s Q4 2024 Portfolio
Portfolio Value 261 Million
Stocks 132
Filing on Oct 22, 2025 Q3 2025

Biltmore Wealth Management, LLC

  • XLI
  • XLK
  • XLY
  • XLV
  • SMMU
  • XLP
  • XLU
Biltmore Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 261 Million
Stocks 58
Filing on Nov 14, 2023 Q3 2023

Brahman Capital Corp.

  • CLVT
  • GDDY
  • WBD
  • DLTR
  • USFD
  • VRT
  • VST
Brahman Capital Corp.'s Q3 2023 Portfolio
Portfolio Value 261 Million
Stocks 20
Filing on Oct 01, 2025 Q3 2025

Banc First Trust & Investment Management

  • BANF
  • XOM
  • WMT
  • VBR
  • BND
  • VOO
  • VTI
Banc First Trust & Investment Management's Q3 2025 Portfolio
Portfolio Value 261 Million
Stocks 57
Filing on Nov 10, 2025 Q3 2025

Cumberland Advisors Inc

  • SPY
  • MDY
  • XAR
  • BRK-B
  • ACWX
  • MSFT
  • IBB
Cumberland Advisors Inc's Q3 2025 Portfolio
Portfolio Value 260 Million
Stocks 48