Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Northern Right Capital Management, L.P.

  • NWSA
  • APO
  • NRZ
  • IAC
  • TPB
  • ARES
  • PINS
Northern Right Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 23
Filing on Apr 28, 2025 Q1 2025

Summit Place Financial Advisors, LLC

  • AAPL
  • MSFT
  • IAU
  • NVDA
  • USDU
  • ICE
  • RTX
Summit Place Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 92
Filing on May 05, 2025 Q1 2025

Highlander Partners, L.P.

  • VRT
  • BX
  • AMZN
  • YMM
  • BABA
  • TCBI
  • WSC
Highlander Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 166 Million
Stocks 48
Filing on May 15, 2025 Q1 2025

Js Capital Management LLC

  • PACK
Js Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

Integrity Financial Corp

  • SPY
  • SPHQ
  • QQQ
  • IQLT
  • AAPL
  • RDVY
  • BUFD
Integrity Financial Corp 's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 278
Filing on May 15, 2025 Q1 2025

Lanham O'Dell & Company, Inc.

  • BRK-B
  • VOO
  • VTI
  • CHCO
  • AAPL
  • GLD
  • NVDA
Lanham O'Dell & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 32
Filing on May 01, 2025 Q1 2025

Schear Investment Advisers, LLC

  • NVDA
  • VOO
  • AVGO
  • AAPL
  • LLY
  • GOOGL
  • MSFT
Schear Investment Advisers, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 89
Filing on Apr 16, 2025 Q1 2025

Pacific Sun Financial Corp

  • AAPL
  • FDN
  • BRK-B
  • SLYG
  • XLK
  • CIBR
  • PPA
Pacific Sun Financial Corp's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 178
Filing on Apr 16, 2025 Q1 2025

Private Wealth Group, LLC

  • SPLG
  • BIL
  • RSP
  • SPYV
  • SPMD
  • BRK-B
  • SPSM
Private Wealth Group, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 58
Filing on May 08, 2025 Q1 2025

Legacy Bridge, LLC

  • NVDA
  • WTBA
  • PLTR
  • AVGO
  • BRK-B
  • WMT
  • AMZN
Legacy Bridge, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 319
Filing on May 12, 2025 Q1 2025

Finer Wealth Management, Inc.

  • AAPL
  • LLY
  • MSFT
  • NVDA
  • AMZN
  • META
  • MSTR
Finer Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 86
Filing on May 20, 2025 Q1 2025

Tenret CO LLC

  • VEA
  • VTV
  • SCHZ
  • VUG
  • VTEB
  • BNDX
  • VWO
Tenret CO LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 34
Filing on May 08, 2025 Q1 2025

Capricorn Fund Managers LTD

  • JNJ
  • GOOGL
  • SKX
  • MSFT
  • BRK-B
  • DECK
  • TPR
Capricorn Fund Managers LTD's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 49
Filing on Apr 22, 2025 Q1 2025

Brendel Financial Advisors LLC

  • SHW
  • XOM
  • CTAS
  • BAR
  • ABT
  • BRO
  • WMT
Brendel Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 91
Filing on Apr 22, 2025 Q1 2025

Ccg Wealth Management, LLC

  • SPLG
  • IWR
  • SPYG
  • SCHF
  • IJR
  • MSFT
  • QQQ
Ccg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 165 Million
Stocks 75
Filing on May 13, 2025 Q1 2025

Meros Investment Management, LP

  • DCO
  • PLAB
  • PLYM
  • MGNI
  • WTTR
  • TILE
  • THR
Meros Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 41
Filing on May 15, 2025 Q1 2025

Francis Chou

Chou Associates Management Inc.
  • BRK-A
  • STLA
  • GOOG
  • SYF
  • AAPL
  • ALLY
  • BABA
Francis Chou's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 33
Filing on May 07, 2025 Q1 2025

Focus Wealth Advisors, LLC

  • FMAY
  • BND
  • IVV
  • DIA
  • ITM
  • FTLS
  • ITA
Focus Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 164 Million
Stocks 56