Largest Portfolios by Value

Filing on May 09, 2025 Q1 2025

Ask Capital Management, LLC

  • AVGO
  • ABNB
  • FA
  • NU
Ask Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 296 Billion
Stocks 4
Filing on May 12, 2025 Q1 2025

Altos Ventures Management Inc.

  • RBLX
Altos Ventures Management Inc.'s Q1 2025 Portfolio
Portfolio Value 296 Billion
Stocks 1
Filing on Apr 23, 2025 Q1 2025

Holistic Planning, LLC

  • USFR
  • FTSM
  • STXV
  • STXG
  • STRV
  • VOO
  • VTV
Holistic Planning, LLC's Q1 2025 Portfolio
Portfolio Value 295 Billion
Stocks 239
Filing on Feb 13, 2025 Q4 2024

Stenger Family Office, LLC

  • USFR
  • STRV
  • AAPL
  • ACTV
  • MSFT
  • EPS
  • XLG
Stenger Family Office, LLC's Q4 2024 Portfolio
Portfolio Value 294 Billion
Stocks 92
Filing on May 15, 2025 Q1 2025

Sophron Capital Management L.P.

  • AVB
  • EQR
  • ESS
  • MAR
  • REXR
  • ADC
  • DRH
Sophron Capital Management L.P.'s Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 39
Filing on Apr 30, 2025 Q1 2025

Narus Financial Partners, LLC

  • WMT
  • GLD
  • VEA
  • XLK
  • DECK
  • VO
  • NVDA
Narus Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 149
Filing on May 14, 2025 Q1 2025

Thomas J. Herzfeld Advisors, Inc.

  • NRGX
  • FSCO
  • CUBA
  • HFRO
  • JFR
  • PSEC
  • RA
Thomas J. Herzfeld Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 128
Filing on May 15, 2025 Q1 2025

Boone Capital Management LLC

  • UNM
  • MDT
  • MIRM
  • GMED
  • CI
  • BMRN
  • MOH
Boone Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 12
Filing on Apr 29, 2025 Q1 2025

Heritage Wealth Management, Inc.

  • PG
  • AAPL
  • MSFT
  • USB
  • JPM
  • LLY
  • WMT
Heritage Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 294 Billion
Stocks 228
Filing on Jul 09, 2025 Q2 2025

Central Valley Advisors, LLC

  • VTWO
  • VOO
  • BALT
  • AAPL
  • BSCS
  • BSCT
  • BSCR
Central Valley Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 294 Billion
Stocks 162
Filing on Apr 22, 2025 Q1 2025

Chapin Davis, Inc.

  • AAPL
  • MSFT
  • NVDA
  • IVV
  • AMZN
  • JPM
  • PLTR
Chapin Davis, Inc.'s Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 224
Filing on May 07, 2025 Q1 2025

Arcataur Capital Management LLC

  • IVV
  • IJR
  • IJH
  • VEA
  • VWO
  • QQQ
  • SCHX
Arcataur Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 99
Filing on May 12, 2025 Q1 2025

Empirical Asset Management, LLC

  • AAPL
  • SPY
  • SGOL
  • NVDA
  • MSFT
  • IYW
  • HD
Empirical Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 301
Filing on May 14, 2025 Q1 2025

Jrm Investment Counsel, LLC

  • BRK-B
  • AVLV
  • VEA
  • AVUS
  • BRK-A
  • EPD
  • AVEM
Jrm Investment Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 20
Filing on Apr 15, 2025 Q1 2025

Rubicon Global Capital LTD

  • MNDY
  • META
  • CPNG
  • GOOG
  • AMZN
  • BRK-A
  • MSFT
Rubicon Global Capital LTD's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 10
Filing on Apr 28, 2025 Q1 2025

Cibra Capital LTD

  • ITCI
  • K
  • BERY
  • HES
  • DESP
  • FYBR
  • AMED
Cibra Capital LTD's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 25
Filing on Jul 09, 2025 Q2 2025

Taylor Hoffman Capital Management LLC

  • AAPL
  • META
  • FICO
  • AMAT
  • DE
  • EBAY
  • CSCO
Taylor Hoffman Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 293 Billion
Stocks 119
Filing on Apr 18, 2025 Q1 2025

Financial Perspectives, Inc

  • MDT
  • VYM
  • VGT
  • AAPL
  • BSX
  • MSFT
  • IVW
Financial Perspectives, Inc's Q1 2025 Portfolio
Portfolio Value 292 Billion
Stocks 724