Largest Portfolios by Value

Filing on Jul 30, 2025 Q2 2025

Intelligent Financial Strategies

  • BRK-B
  • VOO
  • VT
  • VTI
  • BRK-A
  • DFUV
  • IVV
Intelligent Financial Strategies's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 85
Filing on Aug 08, 2025 Q2 2025

Kaizen Financial Strategies

  • SPY
  • SCHG
  • AAPL
  • CGDV
  • NVDA
  • SCHI
  • AMZN
Kaizen Financial Strategies's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 150
Filing on Aug 01, 2025 Q2 2025

Guinness Atkinson Asset Management Inc

  • TSM
  • APH
  • NVDA
  • NFLX
  • MSFT
  • META
  • INTU
Guinness Atkinson Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 84
Filing on Jul 17, 2025 Q2 2025

Taylor Frigon Capital Management LLC

  • CRDO
  • MPWR
  • CVNA
  • NET
  • GKOS
  • CYBR
  • MAIN
Taylor Frigon Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 90
Filing on Aug 13, 2025 Q2 2025

Bond Capital Management, LP

  • ONON
  • YOU
  • DLO
  • KIND
Bond Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 5
Filing on Jul 23, 2025 Q2 2025

Sitrin Capital Management LLC

  • NVDA
  • AAPL
  • SPY
  • META
  • JPM
  • V
  • MSFT
Sitrin Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 42
Filing on Aug 13, 2025 Q2 2025

Finer Wealth Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • LLY
  • META
  • AMZN
  • MSTR
Finer Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 86
Filing on Jan 26, 2024 Q4 2023

Rainsberger Wealth Advisors, Inc.

  • SCHF
  • SCHB
  • MTUM
  • IEI
  • SCHM
  • SCHD
  • SPAB
Rainsberger Wealth Advisors, Inc.'s Q4 2023 Portfolio
Portfolio Value 182 Million
Stocks 69
Filing on Aug 13, 2025 Q2 2025

Emergence Gp Partners, LLC

  • VEEV
  • DOCS
  • BLND
Emergence Gp Partners, LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 4
Filing on Jul 03, 2025 Q2 2025

Stephens Group, LLC

  • ET
  • WEST
  • LAW
Stephens Group, LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 3
Filing on Aug 07, 2025 Q2 2025

Harbor Island Capital LLC

  • AMAT
  • WFC
  • MSFT
  • AAPL
  • CSCO
  • GATX
  • KLAC
Harbor Island Capital LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 15
Filing on Aug 14, 2025 Q2 2025

Sender CO & Partners, Inc.

  • NVDA
  • BA
  • ASTS
  • CEG
  • AMZN
  • LLY
  • GPS
Sender CO & Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 277
Filing on Aug 15, 2025 Q2 2025

Brooks, Moore & Associates, Inc.

  • MSFT
  • JPM
  • VOO
  • KO
  • JNJ
  • ABT
  • ABBV
Brooks, Moore & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 105
Filing on Jul 17, 2025 Q2 2025

Global Trust Asset Management, LLC

  • QQQ
  • BRK-B
  • AAPL
  • MSFT
  • SPY
  • PLTR
  • AMZN
Global Trust Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 504
Filing on Aug 11, 2025 Q2 2025

Nierenberg Investment Management Company, Inc.

  • COOP
  • PBPB
  • EQT
  • CRTO
  • RVSB
  • GDOT
  • QQQ
Nierenberg Investment Management Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 49
Filing on Jul 29, 2025 Q2 2025

Sentry Investment Management LLC

  • NVDA
  • MSFT
  • VOO
  • AAPL
  • AMZN
  • META
  • AVGO
Sentry Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 498
Filing on Aug 14, 2025 Q2 2025

Pinnacle Family Advisors, LLC

  • SPY
  • QQQ
  • IVV
  • EFA
  • ORLY
  • SCHG
  • NVDA
Pinnacle Family Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 124
Filing on Feb 23, 2023 Q4 2022

Wc Walker & Associates, Inc.

  • IWB
  • HDV
  • QQQ
  • IJR
  • IEFA
  • TIP
  • AAPL
Wc Walker & Associates, Inc.'s Q4 2022 Portfolio
Portfolio Value 181 Million
Stocks 70