Largest Portfolios by Value
Filing on Aug 11, 2025
Q2 2025
Wittenberg Investment Management, Inc.
- BRK-B
- AAPL
- GOOG
- GOOGL
- WBD
- MSFT
- JPM
Filing on Aug 13, 2025
Q2 2025
International City Management Association Retirement Corp
- IWR
- IVV
- BSV
- VCSH
- SPSM
- EEM
Filing on Jul 09, 2025
Q2 2025
Murphy, Middleton, Hinkle & Parker, Inc.
- SCHG
- SCHV
- EFA
- MSFT
- CCBG
- SPY
- HD
Filing on Aug 05, 2025
Q2 2025
Hutchens & Kramer Investment Management Group, LLC
- DFAC
- AVUS
- DFIC
- BOND
- LLY
- VOO
- SCHX
Filing on Jul 18, 2025
Q2 2025
Filing on Aug 04, 2025
Q2 2025
Elco Management Co., LLC
- LNG
- WMB
- TRGP
- ET
- MSFT
- AMZN
- AAPL
Filing on Apr 25, 2024
Q1 2024
Filing on Jul 25, 2025
Q2 2025
Ccg Wealth Management, LLC
- SPLG
- SPYG
- IWR
- SCHF
- IJR
- MSFT
- QQQ
Filing on Jul 14, 2025
Q2 2025
Harrington Investments, Inc
- MSFT
- AAPL
- NFLX
- ORCL
- GOOGL
- AMZN
- MMC
Filing on Jul 15, 2025
Q2 2025
Kempner Capital Management Inc.
- TSM
- MU
- BSM
- DIS
- BAC
- ST
- C
Filing on Jul 24, 2025
Q2 2025
Game Plan Financial Advisors, LLC
- NVDA
- GOOG
- MSFT
- AMZN
- AAPL
- SCHV
- ETN
Filing on Aug 13, 2025
Q2 2025
Filing on Feb 06, 2024
Q4 2023
Provence Wealth Management Group
- IVV
- SPY
- AAPL
- IUSB
- MSFT
- QUAL
- NVDA
Filing on Aug 06, 2025
Q2 2025
Filing on Aug 10, 2023
Q2 2023
Heron Financial Group, LLC
- VUG
- VOO
- EFAV
- IWR
- IWP
- IJJ
- VYM
Filing on Aug 11, 2025
Q2 2025
Filing on Aug 13, 2025
Q2 2025
Orleans Capital Management Corp
- MSFT
- AAPL
- XLK
- XLC
- COST
- SMH
- HD
Filing on Jul 30, 2025
Q2 2025
Bernzott Capital Advisors
- MP
- NVEE
- JBI
- AMT
- JJSF
- PCH
- VSH