Largest Portfolios by Value

Filing on Jul 25, 2025 Q2 2025

Mitchell Sinkler & Starr

  • MSFT
  • NVDA
  • AAPL
  • PG
  • VOO
  • SCHB
  • VTI
Mitchell Sinkler & Starr's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 144
Filing on Jul 11, 2025 Q2 2025

Baugh & Associates, LLC

  • MSFT
  • AAPL
  • COST
  • JPM
  • HD
  • WMT
  • MS
Baugh & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 42
Filing on Jul 21, 2025 Q2 2025

My Personal Cfo, LLC

  • VTI
  • MSFT
  • AVUS
  • AAPL
  • OKTA
  • QQQ
  • DFAU
My Personal Cfo, LLC's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 92
Filing on Jul 23, 2025 Q2 2025

Matisse Capital

  • AAPL
  • MSFT
  • DGRO
  • ASND
  • TWN
  • CHN
  • MXF
Matisse Capital's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 198
Filing on Aug 01, 2025 Q2 2025

Mendel Money Management

  • MSFT
  • AMZN
  • V
  • IBM
  • GOOG
  • PANW
  • ANSS
Mendel Money Management's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 142
Filing on Aug 13, 2025 Q2 2025

Prime Capital Management CO LTD

  • ELF
  • TSM
  • KNSL
Prime Capital Management CO LTD's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 3
Filing on Jul 30, 2025 Q2 2025

Boit C F David

  • MSFT
  • BRK-B
  • V
  • XOM
  • AVGO
  • CAT
  • ADP
Boit C F David's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 124
Filing on Jul 22, 2025 Q2 2025

Red Tortoise LLC

  • SCHF
  • FNDF
  • IVV
  • VGLT
  • SCHE
  • IEFA
  • SCHX
Red Tortoise LLC's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 653
Filing on Jul 16, 2025 Q2 2025

Five Oceans Advisors

  • VGSH
  • SGOV
  • DFAC
  • DFIP
  • SCHB
  • DFIC
  • NVDA
Five Oceans Advisors's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 190
Filing on Aug 05, 2025 Q2 2025

Cherry Creek Investment Advisors, Inc.

  • VRIG
  • MSFT
  • AMZN
  • NVDA
  • TDIV
  • IBM
  • AAPL
Cherry Creek Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 114
Filing on Aug 13, 2025 Q2 2025

Alpha Wave Global, LP

  • WBA
  • WWD
  • BA
  • RDNT
  • MASI
  • CBZ
  • ERII
Alpha Wave Global, LP's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 33
Filing on Aug 06, 2025 Q2 2025

Thomas H Lee Partners LP

  • DNB
Thomas H Lee Partners LP's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 1
Filing on Aug 12, 2025 Q2 2025

Beaton Management Co. Inc.

  • NVDA
  • MSFT
  • META
  • JPM
  • AAPL
  • AMZN
  • ORLY
Beaton Management Co. Inc.'s Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 135
Filing on Jul 17, 2025 Q2 2025

Life Guide Financial Advisors, LLC

  • SCHP
  • IEF
  • DFAC
  • ESGV
  • VTI
  • DFIC
  • VSGX
Life Guide Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 48
Filing on Jul 21, 2025 Q2 2025

Montz Harcus Wealth Management LLC

  • SPLG
  • SPY
  • PRF
  • SPMD
  • IEFA
  • SPSM
  • MDY
Montz Harcus Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 84
Filing on Aug 12, 2025 Q2 2025

Forager Capital Management, LLC

  • MCFT
  • RM
  • MLKN
  • HOV
  • IMXI
  • IIIV
  • VMD
Forager Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Optimist Retirement Group LLC

  • PCAR
  • SPYG
  • SPYV
  • SLYG
  • SLYV
  • SPDW
  • SPEM
Optimist Retirement Group LLC's Q2 2025 Portfolio
Portfolio Value 204 Million
Stocks 117
Filing on Jul 24, 2025 Q2 2025

Evolution Advisers, Inc.

  • VEA
  • VUG
  • VTV
  • BNDX
  • BSV
  • VWO
  • VMBS
Evolution Advisers, Inc.'s Q2 2025 Portfolio
Portfolio Value 204 Million
Stocks 156