Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Cambridge Financial Group, Inc.

  • AVGO
  • R
  • TJX
  • NVDA
  • MSFT
  • BAC
  • C
Cambridge Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 243 Million
Stocks 33
Filing on Nov 14, 2025 Q3 2025

Socorro Asset Management LP

  • SRE
  • TXN
  • PFE
  • AMT
  • MS
  • PNC
  • KO
Socorro Asset Management LP's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 33
Filing on Oct 23, 2025 Q3 2025

Legacy Cg, LLC

  • BBEU
  • USMC
  • JPST
  • FLMI
  • AMZN
  • GOOG
  • ORCL
Legacy Cg, LLC's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 46
Filing on Nov 13, 2025 Q3 2025

Formula Growth LTD

  • SWIM
  • SSYS
  • MU
  • PACK
  • LIND
  • LAW
  • BILL
Formula Growth LTD's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 122
Filing on Oct 24, 2025 Q3 2025

Corundum Group, Inc.

  • IWF
  • IWD
  • MMM
  • EFA
  • IWO
  • SUSA
  • SPY
Corundum Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 103
Filing on Oct 17, 2025 Q3 2025

Shaker Investments LLC

  • AX
  • NVDA
  • AVGO
  • MSFT
  • GOOGL
  • PODD
  • TSM
Shaker Investments LLC's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 97
Filing on Nov 14, 2025 Q3 2025

Index Venture Life Associates Vi LTD

  • CNTA
Index Venture Life Associates Vi LTD's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 1
Filing on Oct 14, 2025 Q3 2025

Key Client Fiduciary Advisors, LLC

  • RDVY
  • AAPL
  • MSFT
  • SPY
  • FDL
  • NVDA
  • TSLA
Key Client Fiduciary Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 223
Filing on Nov 14, 2025 Q3 2025

Spectrum Wealth Advisory Group, LLC

  • RECS
  • JQUA
  • DGS
  • RDVY
  • QQQ
  • UCON
  • QQQM
Spectrum Wealth Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 241 Million
Stocks 65
Filing on Oct 20, 2025 Q3 2025

Wealth Quarterback LLC

  • IVV
  • QQQ
  • IAU
  • QUAL
  • AAPL
  • DIA
  • SMH
Wealth Quarterback LLC's Q3 2025 Portfolio
Portfolio Value 241 Million
Stocks 155
Filing on Oct 22, 2025 Q3 2025

Spreng Capital Management, Inc.

  • IVV
  • SCHG
  • VUG
  • SCHD
  • VYM
  • VIG
  • MSFT
Spreng Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 241 Million
Stocks 76
Filing on Oct 09, 2025 Q3 2025

Act Advisors, Llc.

  • DFAU
  • QQQM
  • AVDE
  • AVEM
  • DGRW
  • IVV
  • CGDV
Act Advisors, Llc.'s Q3 2025 Portfolio
Portfolio Value 241 Million
Stocks 73
Filing on Nov 14, 2022 Q3 2022

Third Security, LLC

  • PGEN
  • KMI
  • ABBV
  • IBM
  • AAPL
  • MSFT
  • VZ
Third Security, LLC's Q3 2022 Portfolio
Portfolio Value 241 Million
Stocks 19
Filing on Aug 18, 2025 Q2 2025

Hanwha Asset Management Co., Ltd.

  • GRAB
Hanwha Asset Management Co., Ltd.'s Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 1
Filing on Oct 29, 2025 Q3 2025

Signature Wealth Management Group

  • SO
  • IBDQ
  • IBDS
  • MSFT
  • ABBV
  • IBDU
  • HD
Signature Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 240 Million
Stocks 114
Filing on Oct 24, 2025 Q3 2025

Stonehearth Capital Management, LLC

  • VLUE
  • MTUM
  • DFAI
  • SCHD
  • OUSM
  • VWO
  • VEA
Stonehearth Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 240 Million
Stocks 95
Filing on Nov 14, 2025 Q3 2025

Guardian Point Capital, LP

  • APO
  • SGOL
  • RYAN
  • GOOG
  • NVR
  • AMZN
  • ARES
Guardian Point Capital, LP's Q3 2025 Portfolio
Portfolio Value 240 Million
Stocks 11
Filing on Oct 21, 2025 Q3 2025

Ariose Capital Management LTD

  • NVDA
  • GOOGL
  • U
  • BABA
  • LITE
  • YY
  • SHOP
Ariose Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 240 Million
Stocks 35