Largest Portfolios by Value

Filing on Aug 13, 2025 Q2 2025

Denver Wealth Management, Inc.

  • SPLG
  • QQQM
  • RWL
  • IWF
  • JAAA
  • RDVY
  • SPYV
Denver Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 87
Filing on Jul 18, 2025 Q2 2025

Powers Advisory Group, LLC

  • SCHX
  • SCHD
  • DGRO
  • SCHF
  • IGSB
  • SCHG
  • BND
Powers Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 115
Filing on Aug 18, 2025 Q2 2025

Brick & Kyle, Associates

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • JPM
  • VB
  • AMLP
Brick & Kyle, Associates's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 60
Filing on Aug 14, 2025 Q2 2025

Merk Investments LLC

  • ORLA
  • USAS
  • EQX
  • AGI
  • AEM
  • GFI
  • MTA
Merk Investments LLC's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 11
Filing on Aug 07, 2025 Q2 2025

Gs Investments, Inc.

  • KLAC
  • META
  • AAPL
  • AMP
  • V
  • MSFT
  • AMZN
Gs Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 115
Filing on Jul 29, 2025 Q2 2025

Eos Management, L.P.

  • SPY
  • BRK-B
  • META
  • MSFT
  • ORLY
  • BABA
  • AMZN
Eos Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 38
Filing on Aug 11, 2025 Q2 2025

Mount Lucas Management LP

  • QQQ
  • EWZ
  • TSLA
  • AGNC
  • IEF
  • IEI
  • SHY
Mount Lucas Management LP's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 159
Filing on Jul 29, 2025 Q2 2025

Birmingham Capital Management CO Inc/Al

  • DE
  • CAT
  • ALL
  • MCD
  • LLY
  • EMR
  • RTX
Birmingham Capital Management CO Inc/Al's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 99
Filing on Jul 09, 2025 Q2 2025

Seneca House Advisors

  • RSP
  • MSFT
  • MKL
  • GOOGL
  • STWD
  • IBDX
  • JPM
Seneca House Advisors's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 83
Filing on Jul 17, 2025 Q2 2025

Tealwood Asset Management Inc

  • AVGO
  • POWW
  • META
  • GOOGL
  • BJ
  • CSCO
  • NTAP
Tealwood Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 125
Filing on Aug 14, 2025 Q2 2025

Vr Advisory Services LTD

  • YPF
  • HEPS
  • AL
  • PAM
  • AER
  • PUMP
  • TGS
Vr Advisory Services LTD's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 33
Filing on Aug 14, 2025 Q2 2025

Infusive Asset Management Inc.

  • GOOGL
  • AMZN
  • META
  • COST
  • WMT
  • TSLA
  • PG
Infusive Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 32
Filing on Jul 01, 2025 Q2 2025

Stonehearth Capital Management, LLC

  • MTUM
  • VLUE
  • DFAI
  • OUSM
  • SCHD
  • VWO
  • VEA
Stonehearth Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 93
Filing on Jul 21, 2025 Q2 2025

Corundum Group, Inc.

  • IWF
  • IWD
  • MMM
  • EFA
  • IWO
  • SUSA
  • SPY
Corundum Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 103
Filing on Nov 02, 2023 Q3 2023

Kcs Wealth Advisory

  • AAPL
  • JAAA
  • VGSH
  • GSST
  • IVV
  • MBB
  • META
Kcs Wealth Advisory's Q3 2023 Portfolio
Portfolio Value 224 Million
Stocks 133
Filing on Aug 14, 2025 Q2 2025

K2 Principal Fund, L.P.

  • GLD
  • BTI
  • HYG
  • SLV
  • GLD
  • FSLR
  • MAG
K2 Principal Fund, L.P.'s Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 296
Filing on Jul 31, 2025 Q2 2025

Harbour Investment Management LLC

  • MSFT
  • COST
  • AAPL
  • AMZN
  • AVGO
  • JPST
  • BRK-B
Harbour Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 95
Filing on Jul 17, 2025 Q2 2025

Saxon Interests, Inc.

  • PRF
  • AAPL
  • MSFT
  • VTI
  • SPY
  • VOO
  • AMZN
Saxon Interests, Inc.'s Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 186