Largest Portfolios by Value

Filing on Jul 25, 2025 Q2 2025

Bull Street Advisors, LLC

  • TJX
  • MSFT
  • BSV
  • VGSH
  • COST
  • AAPL
  • KO
Bull Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 89
Filing on Aug 19, 2025 Q2 2025

Continental Advisors LLC

  • SPY
  • WU
  • PFE
  • COF
  • VTRS
  • PFE
  • UBER
Continental Advisors LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Metavasi Capital LP

  • APP
  • TLT
  • BLND
  • CPNG
  • COMP
  • CVNA
  • HOOD
Metavasi Capital LP's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 32
Filing on Jul 31, 2025 Q2 2025

Cnb Bank

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • AVGO
  • JPM
Cnb Bank's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 549
Filing on Aug 14, 2025 Q2 2025

Enstar Group LTD

  • JEPI
  • EIC
  • KKR
  • ARCC
  • ORCC
  • SPBO
  • BSV
Enstar Group LTD's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 13
Filing on Jul 30, 2025 Q2 2025

Gables Capital Management Inc.

  • NVDA
  • AAPL
  • PLTR
  • CPRX
  • JPM
  • HD
  • MSFT
Gables Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 443
Filing on Jul 30, 2025 Q2 2025

Ardent Capital Management, Inc.

  • BRK-B
  • JNJ
  • META
  • GOOG
  • SYK
  • AAPL
  • PM
Ardent Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 43
Filing on Jul 18, 2025 Q2 2025

O'Rourke & Company, Inc

  • AAPL
  • SPLV
  • XLK
  • BX
  • JPM
  • JPIE
  • MSFT
O'Rourke & Company, Inc's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 159
Filing on Jul 30, 2025 Q2 2025

Mtc Wealth Management LLC

  • AGG
  • SPY
  • IEFA
  • VTV
  • LQD
  • IGSB
  • IJH
Mtc Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 13
Filing on Jul 15, 2025 Q2 2025

Sightline Wealth Advisors, LLC

  • RSP
  • BND
  • VTV
  • SCHF
  • SCHA
  • SCHM
  • VUG
Sightline Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 90
Filing on Jul 16, 2025 Q2 2025

Owen La Rue, LLC

  • SGOV
  • PLTR
  • QQQ
  • JPM
  • AAPL
  • COWZ
  • MSFT
Owen La Rue, LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 104
Filing on Aug 08, 2025 Q2 2025

Client First Capital LLC

  • QQQ
  • SHV
  • IVV
  • QUAL
  • USFR
  • GLD
  • XLC
Client First Capital LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Rings Capital Management LLC

  • MCO
  • KMX
  • MSFT
  • CHKP
  • RTX
  • HRB
  • BABA
Rings Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 7
Filing on Jul 17, 2025 Q2 2025

Robbins Farley LLC

  • NVDA
  • SCHD
  • AMZN
  • MSFT
  • AVGO
  • NFLX
  • UBER
Robbins Farley LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 172
Filing on Jul 23, 2025 Q2 2025

Shah Capital Management

  • NVAX
  • SOL
  • VGSH
  • CSIQ
  • EDU
  • AM
  • PARA
Shah Capital Management's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 14
Filing on Jul 30, 2025 Q2 2025

Silver Oak Advisory Group, Inc.

  • BND
  • BNDX
  • BSV
  • DFAC
  • DFAX
  • VTEB
  • VTI
Silver Oak Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 73
Filing on Jul 21, 2025 Q2 2025

Financial Council Asset Management Inc

  • CGGO
  • CGGR
  • IUSG
  • SPYV
  • AAPL
  • IUSV
  • SPYG
Financial Council Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 93
Filing on Aug 07, 2025 Q2 2025

American Financial Group Inc

  • NXST
  • C
  • ACI
  • TALO
  • CMCSA
  • GM
  • UBER
American Financial Group Inc's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 80