Largest Portfolios by Value
Filing on Nov 13, 2025
Q3 2025
Yakira Capital Management, Inc.
- CRF
- GTLS
- VRNA
- IPG
- K
- SPY
- SPY
Filing on Nov 14, 2025
Q3 2025
Paloma Partners Management CO
- GT
- AMD
- TLT
- CIFR
- HPE
- INTC
- NWL
Filing on Nov 05, 2025
Q3 2025
Guinness Atkinson Asset Management Inc
- TSM
- NVDA
- AVGO
- APH
- MSFT
- GOOGL
- MDT
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 12, 2025
Q3 2025
Siena Capital Partners Gp, LLC
- PLBC
- OVLY
- FCNCA
- EXSR
- TSBK
- ORPB
- CFG
Filing on Oct 28, 2025
Q3 2025
Lcm Capital Management Inc
- SPY
- MDY
- IWM
- NVDA
- MSFT
- AAPL
- VFH
Filing on Nov 13, 2025
Q3 2025
Ctf Capital Management, LP
- CVS
- ASML
- RCL
- CLH
- APH
- PATK
- AXS
Filing on May 06, 2024
Q1 2024
Filing on Nov 13, 2025
Q3 2025
Marathon Trading Investment Management LLC
- GLD
- AMZN
- BAC
- JD
- KWEB
- QQQ
- WBD
Filing on Oct 27, 2025
Q3 2025
Udine Wealth Management, Inc.
- BIL
- MSFT
- AAPL
- GOOG
- SHV
- BAC
- JPM
Filing on Nov 04, 2025
Q3 2025
5th Street Advisors, LLC
- VEU
- VTI
- JSCP
- VTV
- TDTT
- LQD
- SPHY
Filing on Jul 30, 2025
Q2 2025
Moser Wealth Advisors, LLC
- MSFT
- AMZN
- NVDA
- AAPL
- VBR
- BRK-B
- MA
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Pinnacle Family Advisors, LLC
- SPY
- QQQ
- IVV
- EFA
- ORLY
- NVDA
- SCHG
Filing on Nov 24, 2025
Q3 2025
Pointe Capital Management LLC
- IWF
- VYM
- VCSH
- SHY
- BRK-B
- IWD
- AAPL
Filing on Oct 03, 2025
Q3 2025
First Citizens Financial Corp
- IYW
- EFA
- IJK
- IYF
- IJJ
- IYH
- BRK-B
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 25, 2025
Q3 2025
Little Harbor Advisors, LLC
- SPY
- QQQ
- SPHY
- USHY
- SRLN
- SJNK
- FTSL