Largest Portfolios by Value

Filing on Oct 23, 2025 Q3 2025

Rwq Financial Management Services, Inc.

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • GE
  • NVDA
  • TSLA
Rwq Financial Management Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 23
Filing on Nov 14, 2025 Q3 2025

Merk Investments LLC

  • ORLA
  • EQX
  • AGI
  • AEM
  • MTA
  • GFI
  • BTG
Merk Investments LLC's Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 11
Filing on Nov 13, 2025 Q3 2025

Periscope Capital Inc.

  • LQD
  • SLF
  • HYG
  • RY
  • ENB
  • TD
  • BNS
Periscope Capital Inc.'s Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 286
Filing on Nov 10, 2025 Q3 2025

Schulhoff & CO Inc

  • PG
  • JPM
  • XOM
  • CINF
  • BRK-A
  • JNJ
  • LMT
Schulhoff & CO Inc's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 135
Filing on Nov 04, 2025 Q3 2025

Axs Investments LLC

  • PLTR
  • NVDA
  • NFLX
  • META
  • GOOGL
  • USRT
  • REZ
Axs Investments LLC's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 194
Filing on Nov 04, 2025 Q3 2025

Inca Investments LLC

  • BAP
  • FMX
  • GGAL
  • NU
  • BSAC
  • MELI
  • XP
Inca Investments LLC's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 9
Filing on Oct 08, 2025 Q3 2025

Dixon Fnancial Services, Inc.

  • DFIV
  • DFAS
  • DFUV
  • DFUS
  • IWF
  • AAPL
  • MSFT
Dixon Fnancial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 48
Filing on Aug 14, 2024 Q2 2024

Kent Lake Capital LLC

  • ZIMV
  • KD
  • SIBN
  • ENSG
  • PNTG
  • TALK
  • INNV
Kent Lake Capital LLC's Q2 2024 Portfolio
Portfolio Value 217 Million
Stocks 44
Filing on Nov 14, 2025 Q3 2025

Ayal Capital Advisors LTD

  • HYG
  • SPY
  • IWM
  • OFIX
  • HSC
  • SRI
  • GXO
Ayal Capital Advisors LTD's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 42
Filing on Oct 20, 2025 Q3 2025

High Mark Wealth Management LLC

  • IVV
  • EFV
  • IWM
  • IJR
  • VOO
  • IUSV
  • WFC
High Mark Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 607
Filing on Nov 05, 2025 Q3 2025

Worm Capital, LLC

  • TSLA
  • TSLA
  • BABA
  • AMZN
  • BABA
  • GS
  • WYNN
Worm Capital, LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 13
Filing on Oct 21, 2025 Q3 2025

Cresta Advisors, Ltd.

  • SPY
  • VTI
  • DGRW
  • VTV
  • SPHQ
  • LQD
  • QQQ
Cresta Advisors, Ltd.'s Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 48
Filing on Nov 05, 2025 Q3 2025

Birmingham Capital Management CO Inc/Al

  • CAT
  • DE
  • ALL
  • MCD
  • LLY
  • RTX
  • LMT
Birmingham Capital Management CO Inc/Al's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 91
Filing on Nov 10, 2025 Q3 2025

Arbor Trust Wealth Advisors, LLC

  • SCHF
  • JCPB
  • SCHG
  • ABBV
  • SCHM
  • EFA
  • AAPL
Arbor Trust Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 81
Filing on Nov 05, 2025 Q3 2025

Ten Core Partners, LP

  • MSFT
  • META
  • MNDY
  • GOOGL
  • DASH
  • WDAY
  • ELV
Ten Core Partners, LP's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 12
Filing on Nov 03, 2025 Q3 2025

Hutchens & Kramer Investment Management Group, LLC

  • DFAC
  • AVUS
  • BOND
  • DFIC
  • AVDE
  • LLY
  • VOO
Hutchens & Kramer Investment Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 173
Filing on Nov 13, 2025 Q3 2025

Cunning Capital Partners, LP

  • APP
  • NVDA
  • META
  • KLAC
  • AVGO
  • MS
  • GOOG
Cunning Capital Partners, LP's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 55
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