Largest Portfolios by Value
Filing on Jan 30, 2025
Q4 2024
Palouse Capital Management, Inc.
- BIL
- MSFT
- SBUX
- HBAN
- BKR
- C
- TSN
Filing on Nov 15, 2024
Q3 2024
Mc Carthy Asset Management, Inc.
- SCHD
- VIG
- SPSB
- JPST
- SCHG
- DFAC
- SCHM
Filing on Jan 14, 2025
Q4 2024
First Community Trust Na
- AAPL
- DE
- MSFT
- SUB
- AMAT
- NVDA
- META
Filing on Nov 14, 2024
Q3 2024
Tenzing Global Management, LLC
- QQQ
- CRCT
- YEXT
- VSTO
- FSLR
- GOGO
- NFLX
Filing on Nov 07, 2024
Q3 2024
Islay Capital Management, LLC
- SCHD
- SCHB
- AVUV
- BIL
- AAPL
- BRK-B
- EMB
Filing on Feb 05, 2025
Q4 2024
Regents Of The University Of California
- OWL
Filing on Nov 13, 2024
Q3 2024
Benchmark Investment Advisors LLC
- NVDA
- MSFT
- AAPL
- AVGO
- GOOGL
- META
- UBER
Filing on Nov 14, 2024
Q3 2024
Dc Investments Management, LLC
- SKYY
- ACWI
- CALX
- FANG
- PARR
- PDM
- EQT
Filing on Nov 12, 2024
Q3 2024
Moon Capital Management LP
- IAU
- CSAN
- IAUX
- EWZ
- APTV
- F
- IHS
Filing on Nov 07, 2024
Q3 2024
One Ascent Financial Services LLC
- NVDA
- AAPL
- MSFT
- BRK-B
- FRME
- CAT
- JPM
Filing on Jan 14, 2025
Q4 2024
Caldwell Investment Management Ltd.
- KKR
- CBOE
- BAC
- ICE
- AEM
- MFC
- CLS
Filing on Feb 03, 2025
Q4 2024
Lwm Advisory Services, LLC
- SPY
- COWZ
- AAPL
- EELV
- PAVE
- GLDM
- JMUB
Filing on Feb 03, 2025
Q4 2024
Sja Financial Advisory, LLC
- IEFA
- IVV
- IVE
- IVW
- BND
- IJK
- IEMG
Filing on Jan 10, 2025
Q4 2024
Org Wealth Partners, LLC
- BRK-A
- BRK-B
- ET
- ABT
- AAPL
- AMZN
- XOM
Filing on Nov 01, 2024
Q3 2024
Primoris Wealth Advisors, LLC
- FBND
- XLU
- AAPL
- LMT
- FTEC
- VOO
- NVDA
Filing on Nov 14, 2024
Q3 2024
Cook & Bynum Capital Management, LLC
- BRK-B
- BUD
- LILAK
- FMX
- LILA
Filing on Jan 23, 2025
Q4 2024
Filing on Nov 14, 2024
Q3 2024
Royal Capital Wealth Management, LLC
- SPY
- MA
- MSFT
- BRK-B
- NVDA
- AAPL
- V