Largest Portfolios by Value

Filing on Jul 09, 2025 Q2 2025

Bowman & CO S.C.

  • VOO
  • AVUV
  • AGG
  • AVGO
  • JPM
  • MSFT
  • JAAA
Bowman & CO S.C.'s Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 109
Filing on Aug 07, 2025 Q2 2025

Keating Investment Counselors Inc

  • STIP
  • BIL
  • AEM
  • VOD
  • OII
  • TTE
  • EQNR
Keating Investment Counselors Inc's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 61
Filing on Aug 07, 2025 Q2 2025

Future Fund LLC

  • IWP
  • IJT
  • NVDA
  • IWO
  • GOOGL
  • IQDG
  • META
Future Fund LLC's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 170
Filing on Aug 13, 2025 Q2 2025

Hutner Capital Management Inc

  • BRK-A
  • BRK-B
  • COST
  • PM
  • KO
  • MCD
  • PG
Hutner Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 44
Filing on Jul 29, 2025 Q2 2025

Shore Haven Wealth Partners, LLC

  • IVW
  • AVLV
  • QUAL
  • DYNF
  • EFV
  • TLT
  • DNL
Shore Haven Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 98
Filing on Aug 12, 2025 Q2 2025

Reliant Wealth Planning

  • BIV
  • SCHD
  • ITOT
  • IWL
  • CGGO
  • VOO
  • IBMN
Reliant Wealth Planning's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 42
Filing on Aug 07, 2025 Q2 2025

Pinnacle Holdings, LLC

  • DIA
  • GS
  • MSFT
  • AM
  • WMB
  • OKE
  • FMCC
Pinnacle Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 229
Filing on Aug 13, 2025 Q2 2025

Pragma Gestao De Patrimonio LTD

  • AAXJ
  • MSFT
  • TDG
  • MCO
  • AMZN
  • GOOG
  • GE
Pragma Gestao De Patrimonio LTD's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 20
Filing on Jul 29, 2025 Q2 2025

Altus Wealth Group LLC

  • IVV
  • COWZ
  • MOAT
  • SPMO
  • XMHQ
  • IWF
  • MSFT
Altus Wealth Group LLC's Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 138
Filing on Jul 30, 2025 Q2 2025

Sander Capital Advisors Inc

  • MSFT
  • AMZN
  • AAPL
  • ORCL
  • PANW
  • V
  • ADBE
Sander Capital Advisors Inc's Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 13
Filing on Aug 11, 2025 Q2 2025

Tag Stone Capital, Inc.

  • IVV
  • VCIT
  • AMZN
  • SPYG
  • BRK-B
  • VCSH
  • VTEB
Tag Stone Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 113
Filing on Aug 14, 2025 Q2 2025

Westerly Capital Management, LLC

  • VIAV
  • HDSN
  • PRO
  • LUMN
  • MTRX
  • AFRM
  • AMBA
Westerly Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 42
Filing on Aug 06, 2025 Q2 2025

Sustainable Insight Capital Management, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • PANW
  • DRI
Sustainable Insight Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 61
Filing on Jul 22, 2025 Q2 2025

New England Professional Planning Group Inc.

  • IVV
  • JIRE
  • IJH
  • IJR
  • RJF
  • IXUS
  • XOM
New England Professional Planning Group Inc.'s Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 46
Filing on Jul 21, 2025 Q2 2025

Azarias Capital Management, L.P.

  • SPY
  • URG
  • TMST
  • TBI
  • NXE
  • MTRX
  • SMP
Azarias Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 24
Filing on Aug 13, 2025 Q2 2025

Guardian Point Capital, LP

  • APO
  • SGOL
  • RYAN
  • NVR
  • AMZN
  • GOOG
  • ARES
Guardian Point Capital, LP's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 11
Filing on Jul 07, 2025 Q2 2025

Greenfield Savings Bank

  • AAPL
  • MSFT
  • JPM
  • NVDA
  • AMZN
  • IJH
  • COST
Greenfield Savings Bank's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 145
Filing on Jul 10, 2025 Q2 2025

Sterling Investment Advisors LLC

  • VTV
  • IEFA
  • IVV
  • IEMG
  • SGOV
  • QLTA
  • STIP
Sterling Investment Advisors LLC 's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 37