Largest Portfolios by Value
Filing on Nov 05, 2025
Q3 2025
Strategic Equity Management
- MRSK
- SPY
- IWV
- SCHX
- VV
- IEFA
- IWP
Filing on Nov 14, 2025
Q3 2025
Gcm Grosvenor Holdings, LLC
- SHEN
- AMZN
- CLH
- SCHW
- TSM
- PTC
- ABG
Filing on Jul 22, 2022
Q2 2022
Enterprise Trust & Investment CO
- SPY
- MSFT
- AAPL
- NVDA
- VNQ
- GDX
- ISRG
Filing on Oct 27, 2025
Q3 2025
Boothe Investment Group, Inc.
- CTA
- DBND
- HEDJ
- JMST
- ASEA
- ULTA
- KGC
Filing on Oct 07, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Disciplined Investments, LLC
- DFIV
- VCSH
- DFSD
- DFAT
- SJNK
- VGSH
- DFAE
Filing on Nov 12, 2025
Q3 2025
Filing on Feb 13, 2023
Q4 2022
Alpha Paradigm Partners, LLC
- AMR
- HLIT
- CLFD
- FLEX
- STAA
- AMZN
- LW
Filing on Oct 24, 2025
Q3 2025
Iridian Asset Management LLC
- HLF
- ACVA
- TNL
- ELV
- RTO
- LAD
- POST
Filing on Apr 09, 2025
Q1 2025
Filing on Oct 15, 2025
Q3 2025
Alliance Wealth Advisors, LLC
- PLTR
- DGRO
- UITB
- QQQ
- AVUV
- VTV
- VO
Filing on Oct 20, 2025
Q3 2025
Filing on Nov 13, 2025
Q3 2025
Filing on May 12, 2022
Q1 2022
Mayfield Xiii Management (Ugp), Ltd., A Cayman Islands Exempted Co.
- POSH
- BASE
Filing on Oct 20, 2025
Q3 2025
Sander Capital Advisors Inc
- MSFT
- AAPL
- AMZN
- ORCL
- PANW
- V
- MA
Filing on Nov 12, 2025
Q3 2025
Triton Wealth Management, Pllc
- SCHG
- SPMO
- KNX
- QQQ
- BUFR
- NVDA
- AAPL
Filing on Nov 03, 2025
Q3 2025
Retirement Planning CO Of New England, Inc.
- NVDA
- AAPL
- QQQ
- AVGO
- META
- MSFT
- BX
Filing on Nov 03, 2025
Q3 2025
Northstar Advisory Group, LLC
- NVDA
- MSFT
- IVV
- IGSB
- XLF
- AMZN
- JNJ