Largest Portfolios by Value

Filing on Nov 05, 2025 Q3 2025

Wells Trecaso Financial Group, LLC

  • AAPL
  • MSFT
  • JPM
  • ETN
  • GOOGL
  • GS
  • PANW
Wells Trecaso Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 99
Filing on Oct 31, 2025 Q3 2025

Patron Partners, LLC

  • PB
  • NVDA
  • AAPL
  • MSFT
  • VV
  • AMZN
  • COST
Patron Partners, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 174
Filing on Feb 03, 2023 Q4 2022

Coann Capital LLC

  • DTE
  • PPL
  • EXC
  • XEL
  • CMS
  • NI
  • DUK
Coann Capital LLC's Q4 2022 Portfolio
Portfolio Value 210 Million
Stocks 19
Filing on Nov 04, 2025 Q3 2025

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • JCPB
  • REET
  • SCHX
  • PAYX
Cooper/Haims Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 88
Filing on Nov 06, 2025 Q3 2025

Shariaportfolio, Inc.

  • TSLA
  • SPUS
  • MSTR
  • SPSK
  • SPRE
  • NVDA
  • CLSK
Shariaportfolio, Inc.'s Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 24
Filing on Oct 21, 2025 Q3 2025

Pflug Koory, LLC

  • BRK-A
  • AAPL
  • BRK-B
  • MSFT
  • CAT
  • AMAT
  • ORCL
Pflug Koory, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 415
Filing on May 15, 2023 Q1 2023

Chimera Capital Management LLC

  • EAT
  • SBH
  • HIMS
  • OXM
  • SBUX
  • OSTK
  • PLCE
Chimera Capital Management LLC's Q1 2023 Portfolio
Portfolio Value 210 Million
Stocks 64
Filing on Nov 14, 2025 Q3 2025

Long Path Partners LP

  • NCNO
  • ALKT
  • IIIV
  • PCOR
  • IWM
Long Path Partners LP's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 7
Filing on Oct 29, 2025 Q3 2025

Horizon Bancorp Inc /In/

  • BND
  • GVI
  • VUG
  • VTV
  • EFA
  • HBNC
  • IEFA
Horizon Bancorp Inc /In/'s Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 189
Filing on Oct 29, 2025 Q3 2025

Mithaq Capital Spc

  • BUR
  • PLCE
Mithaq Capital Spc's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 4
Filing on Oct 22, 2025 Q3 2025

Eads & Heald Wealth Management

  • NVDA
  • ORCL
  • APH
  • WMT
  • JPM
  • AAPL
  • COST
Eads & Heald Wealth Management's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 139
Filing on Nov 06, 2025 Q3 2025

Dravo Bay LLC

  • SCHG
  • SCHV
  • VEA
  • DFCF
  • DFSD
  • VUG
  • DISV
Dravo Bay LLC's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 48
Filing on Nov 05, 2025 Q3 2025

Sunesis Advisors, LLC

  • VTI
  • BRK-A
  • AGG
  • VEA
  • VXUS
  • BIV
  • BSV
Sunesis Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 51
Filing on Oct 28, 2025 Q3 2025

Global Trust Asset Management, LLC

  • QQQ
  • AAPL
  • BRK-B
  • MSFT
  • PLTR
  • SPY
  • NVDA
Global Trust Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 525
Filing on Nov 14, 2025 Q3 2025

Angelo Gordon & Co., L.P.

  • HOUS
  • MITT
  • VRNA
  • NGL
  • K
  • DKS
  • HSC
Angelo Gordon & Co., L.P.'s Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 63
Filing on Oct 06, 2025 Q3 2025

New England Research & Management, Inc.

  • GOOGL
  • AAPL
  • URI
  • MSFT
  • AMZN
  • JNJ
  • PWR
New England Research & Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 146
Filing on Nov 14, 2022 Q3 2022

Foundry Group, LLC

  • XMTR
  • ROVR
  • AVDX
  • OBLG
Foundry Group, LLC's Q3 2022 Portfolio
Portfolio Value 209 Million
Stocks 4
Filing on Oct 01, 2024 Q3 2024

Bridge Advisory, LLC

  • EMLC
  • SHV
  • PHYS
  • PSLV
  • SGOV
  • DFAU
  • AAPL
Bridge Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 99