Largest Portfolios by Value

Filing on Apr 02, 2025 Q1 2025

Franchise Capital LTD

  • PDD
  • NVDA
  • META
  • TSM
  • LKNCY
  • TSLA
  • DUOL
Franchise Capital LTD's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 20
Filing on May 13, 2025 Q1 2025

University Of Massachusetts Foundation, Inc.

  • VTI
  • IVV
  • IEMG
  • IEFA
University Of Massachusetts Foundation, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 4
Filing on May 13, 2025 Q1 2025

Nierenberg Investment Management Company, Inc.

  • COOP
  • EQT
  • PBPB
  • CTLP
  • CRTO
  • RVSB
  • ADTN
Nierenberg Investment Management Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 57
Filing on Apr 17, 2025 Q1 2025

Pflug Koory, LLC

  • AAPL
  • BRK-B
  • VMC
  • MSFT
  • CAT
  • AMAT
  • HON
Pflug Koory, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 394
Filing on Apr 22, 2025 Q1 2025

Westhampton Capital, LLC

  • AAPL
  • ETN
  • WM
  • AVGO
  • PG
  • PH
  • CMI
Westhampton Capital, LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 114
Filing on May 15, 2025 Q1 2025

Masterton Capital Management, LP

  • ESS
  • PFGC
  • PLD
  • ROST
  • DKS
  • NNN
  • LPX
Masterton Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 21
Filing on Apr 28, 2025 Q1 2025

Castle Wealth Management LLC

  • AVDE
  • PUTW
  • SCHX
  • SMIG
  • AAPL
  • IAUM
  • PVAL
Castle Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 126
Filing on Apr 24, 2025 Q1 2025

Sterling Investment Advisors LLC

  • IEFA
  • IVV
  • IEMG
  • SGOV
  • LEMB
  • VTV
  • QLTA
Sterling Investment Advisors LLC 's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 35
Filing on Apr 17, 2025 Q1 2025

Solstein Capital, LLC

  • SPY
  • AAPL
  • PRU
  • IDEV
  • IVV
  • MSFT
  • OUNZ
Solstein Capital, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 325
Filing on May 13, 2025 Q1 2025

Mark Sheptoff Financial Planning, LLC

  • MSFT
  • NEE
  • UNH
  • AAPL
  • PEP
  • VEEV
  • PLTR
Mark Sheptoff Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 445
Filing on Jul 30, 2024 Q2 2024

Heritage Wealth Management, LLC

  • SPEM
  • SMMD
  • EFA
  • USHY
  • IVV
  • AGG
  • EMB
Heritage Wealth Management, LLC's Q2 2024 Portfolio
Portfolio Value 177 Million
Stocks 168
Filing on May 14, 2025 Q1 2025

Garda Capital Partners LP

  • AVGO
  • DDOG
  • XRT
  • XLC
  • XLK
  • ASML
  • TGT
Garda Capital Partners LP's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 641
Filing on May 01, 2025 Q1 2025

Elco Management Co., LLC

  • LNG
  • TRGP
  • WMB
  • ET
  • AAPL
  • AMZN
  • MSFT
Elco Management Co., LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 184
Filing on May 12, 2025 Q1 2025

Brookmont Capital Management

  • HD
  • AJG
  • ABT
  • JPM
  • WFC
  • MCD
  • SHEL
Brookmont Capital Management's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 53
Filing on Apr 30, 2025 Q1 2025

Bull Oak Capital, LLC

  • IVV
  • IEFA
  • AVUS
  • SHV
  • AVUV
  • SPLG
  • VO
Bull Oak Capital, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 23
Filing on Apr 23, 2025 Q1 2025

Carl Stuart Investment Advisor, Inc

  • VTI
  • IAU
  • VOO
  • VXUS
  • RJF
  • VOT
  • XOM
Carl Stuart Investment Advisor, Inc's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 16
Filing on Apr 23, 2025 Q1 2025

Nvest Financial, LLC

  • GLD
  • IWF
  • SPY
  • AAPL
  • IVE
  • BRK-B
  • VHT
Nvest Financial, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 95
Filing on May 09, 2025 Q1 2025

Battery Global Advisors, LLC

  • VTI
  • INTU
  • PAYO
  • VOO
  • VEA
  • VWO
  • IAU
Battery Global Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 177 Million
Stocks 139