Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

University Of Massachusetts Foundation, Inc.

  • VTI
  • IVV
  • IEMG
  • IEFA
University Of Massachusetts Foundation, Inc.'s Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 4
Filing on Jul 23, 2025 Q2 2025

Shariaportfolio, Inc.

  • TSLA
  • MSTR
  • SPUS
  • SPSK
  • NVDA
  • SPRE
  • CLSK
Shariaportfolio, Inc.'s Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 23
Filing on Aug 01, 2025 Q2 2025

Ferguson Shapiro LLC

  • QJUN
  • FJUL
  • CLOI
  • CGGR
  • MOAT
  • GLIN
  • HD
Ferguson Shapiro LLC's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 72
Filing on Aug 14, 2025 Q2 2025

Sand Grove Capital Management LLP

  • AMED
  • BPMC
  • SWTX
  • BASE
  • HES
  • COOP
  • PNM
Sand Grove Capital Management LLP's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 11
Filing on Jul 17, 2025 Q2 2025

Bluesphere Advisors, LLC

  • IVV
  • IWF
  • IWY
  • IOO
  • MSFT
  • ITA
  • GOOGL
Bluesphere Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 90
Filing on Aug 14, 2025 Q2 2025

Fort Baker Capital Management LP

  • SKX
  • FYBR
  • NWSA
  • LBRDK
  • DKS
  • NESR
  • GMS
Fort Baker Capital Management LP's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 72
Filing on Aug 14, 2025 Q2 2025

Wimmer Associates 1, LLC

  • MSFT
  • AAPL
  • NVDA
  • VIG
  • PRF
  • V
  • COST
Wimmer Associates 1, LLC's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 109
Filing on Aug 11, 2025 Q2 2025

Prospect Hill Management, LLC

  • AAPL
  • TSLA
  • AMZN
  • NFLX
  • ISRG
  • BAC
  • GOOG
Prospect Hill Management, LLC's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 15
Filing on Jul 25, 2025 Q2 2025

Delaney Dennis R

  • MSFT
  • NVDA
  • MA
  • AAPL
  • GOOGL
  • ADP
  • ABT
Delaney Dennis R's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 237
Filing on Aug 14, 2025 Q2 2025

Aft, Forsyth & Company, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • IGM
  • V
  • LLY
Aft, Forsyth & Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 113
Filing on Aug 15, 2025 Q2 2025

Koesten, Hirschmann & Crabtree, Inc.

  • FNDX
  • VV
  • SCHF
  • SCHX
  • VB
  • IEFA
  • IVV
Koesten, Hirschmann & Crabtree, Inc.'s Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 368
Filing on Jul 31, 2025 Q2 2025

Forte Asset Management LLC

  • IXUS
  • QUAL
  • IWV
  • DGRO
  • EFG
  • DYNF
  • LRGF
Forte Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 66
Filing on Jul 30, 2025 Q2 2025

Castle Wealth Management LLC

  • PVAL
  • AVDE
  • PUTW
  • SCHX
  • SMIG
  • MSFT
  • PAVE
Castle Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 122
Filing on Aug 13, 2025 Q2 2025

Cutler Capital Management, LLC

  • AEM
  • MET
  • CTO
  • TSBK
  • EXSR
  • FBIZ
  • SHEL
Cutler Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 16
Filing on Aug 14, 2025 Q2 2025

Matrix Capital Management Company, LP

  • GFS
  • AURA
  • ZNTL
Matrix Capital Management Company, LP's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 4
Filing on Jul 16, 2025 Q2 2025

Patron Partners, LLC

  • PB
  • NVDA
  • AAPL
  • MSFT
  • VV
  • COST
  • AMZN
Patron Partners, LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 174
Filing on Aug 13, 2025 Q2 2025

Ironwood Investment Management LLC

  • VTI
  • EFA
  • IWM
  • GPI
  • PEGA
  • SHV
  • C
Ironwood Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 167
Filing on Nov 08, 2024 Q3 2024

New Potomac Partners, LLC

  • IAU
  • AAPL
  • MSFT
  • IVV
  • EMXC
  • IEI
  • ORCL
New Potomac Partners, LLC's Q3 2024 Portfolio
Portfolio Value 192 Million
Stocks 152