Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Cobalt Capital Management, Inc.

  • AL
  • GLD
  • NSC
  • MOH
  • COF
  • UAL
  • APO
Cobalt Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 22
Filing on Oct 17, 2025 Q3 2025

Constitution Capital LLC

  • MSFT
  • JPM
  • HD
  • NVDA
  • WMT
  • AAPL
  • XLV
Constitution Capital LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 61
Filing on Oct 27, 2025 Q3 2025

Mbe Wealth Management, LLC

  • QQQ
  • VB
  • SPYV
  • IVV
  • ACIO
  • SCHP
  • DRSK
Mbe Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 138
Filing on Aug 14, 2024 Q2 2024

Wunderlich Capital Managemnt

  • JPST
  • MSFT
  • AMZN
  • AAPL
  • AVGO
  • META
  • IEF
Wunderlich Capital Managemnt's Q2 2024 Portfolio
Portfolio Value 212 Million
Stocks 105
Filing on Nov 14, 2025 Q3 2025

Almitas Capital LLC

  • BTT
  • AMLX
  • ASA
  • DSGN
  • CNNE
  • PHD
  • BIT
Almitas Capital LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 66
Filing on Oct 30, 2025 Q3 2025

Arcus Capital Partners, LLC

  • KO
  • DVY
  • DFH
  • QQQ
  • IJH
  • IVV
  • SPY
Arcus Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 118
Filing on Oct 21, 2025 Q3 2025

Schear Investment Advisers, LLC

  • NVDA
  • AVGO
  • SPY
  • GOOGL
  • MSFT
  • AAPL
  • META
Schear Investment Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 86
Filing on Nov 06, 2025 Q3 2025

Pack Private Wealth, LLC

  • VEA
  • IVV
  • VWO
  • IJH
  • GGG
  • IJR
  • GNR
Pack Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 55
Filing on Nov 17, 2025 Q3 2025

Ims Capital Management

  • AAPL
  • IWF
  • AMZN
  • NVDA
  • MSFT
  • GOOG
  • META
Ims Capital Management's Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 147
Filing on Nov 13, 2025 Q3 2025

Sfg Wealth Management, Llc.

  • SPY
  • AVUV
  • MDYG
  • SPTM
  • AVUS
  • OUNZ
  • SPBC
Sfg Wealth Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 129
Filing on Nov 20, 2025 Q3 2025

Emc Capital Management

  • VOO
  • QQQ
  • GOOG
  • VUG
  • AMZN
  • NVDA
  • PLTR
Emc Capital Management's Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 307
Filing on May 15, 2024 Q1 2024

Cipher Capital LP

  • AAPL
  • PGR
  • LEN
  • AMAT
  • HPQ
  • SRE
  • PPG
Cipher Capital LP's Q1 2024 Portfolio
Portfolio Value 211 Million
Stocks 411
Filing on Nov 04, 2025 Q3 2025

Palmer Knight CO

  • AAPL
  • MSFT
  • RJF
  • AMZN
  • DHR
  • HD
  • LEN
Palmer Knight CO's Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 33
Filing on Nov 14, 2023 Q3 2023

Ribbit Capital Gp Iii, Ltd.

  • NU
  • HOOD
Ribbit Capital Gp Iii, Ltd.'s Q3 2023 Portfolio
Portfolio Value 211 Million
Stocks 2
Filing on Nov 03, 2025 Q3 2025

Ccg Wealth Management, LLC

  • SPLG
  • SPYG
  • IWR
  • SCHF
  • IJR
  • MSFT
  • QQQ
Ccg Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 85
Filing on Oct 31, 2025 Q3 2025

Owen La Rue, LLC

  • SGOV
  • PLTR
  • QQQ
  • AAPL
  • COWZ
  • NVDA
  • JPM
Owen La Rue, LLC's Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 117
Filing on Oct 30, 2025 Q3 2025

Carmel Capital Partners, LLC

  • HD
  • USFR
  • PLTR
  • LEN
  • PFXF
  • TSLA
  • BSCV
Carmel Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 104
Filing on Oct 20, 2025 Q3 2025

Twin Lakes Capital Management, LLC

  • BIL
  • AAPL
  • STX
  • NVDA
  • GILD
  • CPRI
  • SCHW
Twin Lakes Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 224