Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Pfc Capital Group, Inc.

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • QCOM
  • AMZN
  • HD
Pfc Capital Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 82
Filing on Jul 30, 2025 Q2 2025

Bayshore Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • AVIV
  • AVDV
  • DFUS
Bayshore Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 40
Filing on Aug 06, 2025 Q2 2025

Garrison Point Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • IVV
  • NVDA
  • ORCL
  • PG
Garrison Point Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 165
Filing on Aug 13, 2025 Q2 2025

Allie Family Office LLC

  • SPY
  • EFA
  • BABA
  • FEZ
  • EEM
  • VNQ
  • GLD
Allie Family Office LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 97
Filing on Aug 11, 2023 Q2 2023

Bloom Tree Partners, LLC

  • PBRA
  • JD
  • GOOG
  • CCK
  • C
  • OKTA
  • WDAY
Bloom Tree Partners, LLC's Q2 2023 Portfolio
Portfolio Value 216 Million
Stocks 44
Filing on Aug 04, 2025 Q2 2025

Muzinich & Co., Inc.

  • ARCC
  • BXSL
  • ORCC
  • MAIN
  • GBDC
  • FSK
  • TSLX
Muzinich & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 59
Filing on Aug 01, 2025 Q2 2025

Bull Oak Capital, LLC

  • IVV
  • IEFA
  • SHV
  • SPMO
  • VTI
  • AVUS
  • SGOV
Bull Oak Capital, LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 32
Filing on Jul 17, 2025 Q2 2025

Applied Capital LLC

  • DFAC
  • VOO
  • VEA
  • VTI
  • DFIC
  • VXF
  • BNDW
Applied Capital LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 46
Filing on Jul 29, 2025 Q2 2025

Arcus Capital Partners, LLC

  • KO
  • DFH
  • DVY
  • QQQ
  • IJH
  • IVV
  • SPY
Arcus Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 124
Filing on Feb 12, 2024 Q4 2023

Glovista Investments LLC

  • INDA
  • FLCH
  • MCHI
  • ACWX
  • RSP
  • FLTW
  • EWY
Glovista Investments LLC's Q4 2023 Portfolio
Portfolio Value 215 Million
Stocks 40
Filing on Nov 02, 2022 Q3 2022

Dowling & Yahnke LLC

  • BSV
  • VTEB
  • AAPL
  • RS
  • BND
  • VXUS
  • DFAT
Dowling & Yahnke LLC's Q3 2022 Portfolio
Portfolio Value 215 Million
Stocks 373
Filing on Aug 13, 2025 Q2 2025

Long Path Partners LP

  • NCNO
  • ALKT
  • IIIV
  • PCOR
Long Path Partners LP's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 6
Filing on Aug 12, 2025 Q2 2025

Spectrum Wealth Advisory Group, LLC

  • RECS
  • JQUA
  • XMHQ
  • RDVY
  • UCON
  • QQQ
  • QQQM
Spectrum Wealth Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 62
Filing on Aug 05, 2025 Q2 2025

Tkg Advisors, LLC

  • SPY
  • VTV
  • QQQ
  • FTSM
  • IBM
  • NVDA
  • MDY
Tkg Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 89
Filing on Aug 05, 2025 Q2 2025

Ten Core Partners, LP

  • MSFT
  • META
  • MNDY
  • GOOGL
  • DASH
  • WDAY
  • CRM
Ten Core Partners, LP's Q2 2025 Portfolio
Portfolio Value 214 Million
Stocks 12
Filing on Jul 17, 2025 Q2 2025

Mba Advisors LLC

  • BIV
  • IQLT
  • SCHX
  • SCHG
  • DGRW
  • SCHD
  • JQUA
Mba Advisors LLC's Q2 2025 Portfolio
Portfolio Value 214 Million
Stocks 134
Filing on Jul 09, 2025 Q2 2025

Clarus Wealth Advisors

  • SPY
  • MGK
  • XLK
  • FLOT
  • SPLG
  • JQUA
  • IJH
Clarus Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 214 Million
Stocks 87
Filing on Aug 05, 2025 Q2 2025

Citadel Investment Advisory, Inc.

  • BRK-B
  • MKL
  • ABT
  • GOOGL
  • MSFT
  • PM
  • IPMLF
Citadel Investment Advisory, Inc.'s Q2 2025 Portfolio
Portfolio Value 214 Million
Stocks 83