Largest Portfolios by Value

Filing on Aug 07, 2025 Q2 2025

Pcj Investment Counsel Ltd.

  • BBU
  • RY
  • BIP
  • COF
  • CNQ
  • TD
  • SHOP
Pcj Investment Counsel Ltd.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 65
Filing on Jul 25, 2025 Q2 2025

Elmwood Wealth Management, Inc.

  • TFLO
  • VEA
  • JMST
  • SUB
  • JPST
  • TOTL
  • LOUP
Elmwood Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 132
Filing on Aug 14, 2025 Q2 2025

Murchinson Ltd.

  • SPY
  • NNDM
  • ESGR
  • GLD
  • VALE
  • ANSS
  • GOOG
Murchinson Ltd.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 62
Filing on Aug 13, 2025 Q2 2025

Rfp Financial Group LLC

  • EQWL
  • IVV
  • AAPL
  • IXUS
  • AGG
  • RSP
  • IJH
Rfp Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 92
Filing on Aug 11, 2025 Q2 2025

Axs Investments LLC

  • MSFT
  • META
  • NFLX
  • PLTR
  • NVDA
  • JAAA
  • REZ
Axs Investments LLC's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 145
Filing on Jul 23, 2025 Q2 2025

Spectrum Asset Management, Inc.

  • USMV
  • RSP
  • SCHV
  • IAU
  • DMAR
  • DSEP
  • DFEB
Spectrum Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 107
Filing on Apr 23, 2025 Q1 2025

Jcic Asset Management Inc.

  • AAPL
  • GOOG
  • JPM
  • MSFT
  • AMZN
  • NVDA
  • V
Jcic Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 228 Million
Stocks 164
Filing on Aug 14, 2025 Q2 2025

Camarda Financial Advisors, LLC

  • IYZ
  • IYC
  • IYF
  • IDU
  • QQQ
  • IVW
  • EEM
Camarda Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 103
Filing on Jul 18, 2025 Q2 2025

Eagle Capital Management, LLC

  • SPY
  • SCHD
  • AVGO
  • QQQ
  • MSFT
  • AAPL
  • INTU
Eagle Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 227 Million
Stocks 44
Filing on Apr 15, 2024 Q1 2024

Atlas Private Wealth Management

  • SHY
  • JMST
  • LMBS
  • AAPL
  • SPY
  • XMHQ
  • GOOGL
Atlas Private Wealth Management's Q1 2024 Portfolio
Portfolio Value 227 Million
Stocks 119
Filing on Aug 14, 2025 Q2 2025

Rpd Fund Management LLC

  • BIDU
  • ZI
  • ANF
  • HOUS
  • DOMO
  • BMBL
  • APPN
Rpd Fund Management LLC's Q2 2025 Portfolio
Portfolio Value 227 Million
Stocks 11
Filing on Feb 13, 2025 Q4 2024

Ashburton (Jersey) LTD

  • MSFT
  • V
  • NVDA
  • GOOG
  • ETN
  • AMZN
  • ACN
Ashburton (Jersey) LTD's Q4 2024 Portfolio
Portfolio Value 227 Million
Stocks 52
Filing on Aug 06, 2025 Q2 2025

Horizon Investment Services, LLC

  • NVDA
  • VCSH
  • MSFT
  • AVGO
  • GOOGL
  • SPHY
  • META
Horizon Investment Services, LLC's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 122
Filing on Aug 13, 2025 Q2 2025

Lumbard & Kellner, LLC

  • BIL
  • SPMD
  • VYMI
  • GS
  • MET
  • GOOG
  • CSCO
Lumbard & Kellner, LLC's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 89
Filing on Jul 10, 2025 Q2 2025

Bigelow Investment Advisors, LLC

  • IVV
  • SPY
  • VIG
  • IAU
  • AAPL
  • IJR
  • IJH
Bigelow Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 147
Filing on Aug 14, 2025 Q2 2025

Evr Research LP

  • IWM
  • PRO
  • ASTS
  • DAN
  • TWI
  • ALIT
  • GTES
Evr Research LP's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 30
Filing on Jul 29, 2025 Q2 2025

Disciplined Investments, LLC

  • DFIV
  • VCSH
  • VGSH
  • SJNK
  • DFAT
  • DFAE
  • VUG
Disciplined Investments, LLC's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 124
Filing on Aug 13, 2025 Q2 2025

Mohnish Pabrai

Dalal Street, LLC
  • HCC
  • VAL
  • AMR
  • AN
Mohnish Pabrai's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 5