Largest Portfolios by Value
Filing on Jul 22, 2025
Q2 2025
Private Wealth Group, LLC
- SPLG
- BIL
- TDIV
- SPYV
- RSP
- BRK-B
- SPMD
Filing on Aug 05, 2025
Q2 2025
Cornercap Investment Counsel Inc
- JNJ
- WFC
- CSCO
- DIS
- JPM
- META
- COP
Filing on Aug 01, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Blue Owl Capital Holdings LP
- ORCC
- CGEM
- EVCM
- LRMR
- CNDT
- RARE
- EMLD
Filing on Aug 13, 2025
Q2 2025
Jones Road Capital Management, L.P.
- MSFT
- ORCL
- META
- HYG
- ORCL
- GOOG
- SMH
Filing on Aug 12, 2025
Q2 2025
Riverstone Advisors, LLC
- IVV
- AMZN
- GOOGL
- TOL
- BRK-B
- TSCO
- RTX
Filing on Aug 08, 2025
Q2 2025
Paragon Capital Management LLC
- MSFT
- IWB
- AAPL
- COST
- CASY
- AMZN
- MCD
Filing on Jan 31, 2023
Q4 2022
Filing on Aug 12, 2025
Q2 2025
Enterprise Financial Services Corp
- EFSC
- MSFT
- AAPL
- PEP
- BRK-A
- NVDA
- META
Filing on Aug 08, 2025
Q2 2025
Beta Wealth Group, Inc.
- JEPI
- SPVM
- AVUV
- CGDV
- LQD
- FEMS
- PDI
Filing on Jul 21, 2025
Q2 2025
Tower View Investment Management & Research LLC
- TSM
- MSFT
- NVDA
- LLY
- SPLG
- VUG
- V
Filing on May 30, 2023
Q1 2023
Filing on Aug 20, 2025
Q2 2025
Tull Financial Group, Inc.
- SPLG
- JQUA
- IEFA
- SPY
- VYMI
- DYNF
- VTEB
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Aull & Monroe Investment Management Corp
- LLY
- CAT
- SO
- DE
- CME
- MSFT
- ADP
Filing on May 06, 2025
Q1 2025
Ivy Rock Asset Management (Hk) LTD
- PDD
- LEGN
- BABA
- CSIQ
- EDU
- SMMT
- GLD
Filing on Aug 07, 2025
Q2 2025
Compass Financial Group, Inc.
- IVV
- IWV
- IWF
- PRF
- JAAA
- VTI
- DFNM
Filing on Aug 14, 2025
Q2 2025
Jupiter Wealth Management LLC
- GOOGL
- MSFT
- NVDA
- AAPL
- SPY
- BRK-A
- MS