Largest Portfolios by Value

Filing on Sep 03, 2025 Q2 2025

Daventry Group, LP

  • ESTC
  • PTC
  • S
  • MDB
  • NCNO
Daventry Group, LP's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 7
Filing on Jul 18, 2025 Q2 2025

Pelham Capital Ltd.

  • HLT
  • GE
  • TSM
  • TSM
  • AMZN
  • APG
  • CRS
Pelham Capital Ltd.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 15
Filing on Jul 30, 2025 Q2 2025

Pacific Sun Financial Corp

  • AAPL
  • FDN
  • BRK-B
  • XLK
  • SLYG
  • CIBR
  • PPA
Pacific Sun Financial Corp's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 188
Filing on Jul 24, 2025 Q2 2025

Strengthening Families & Communities, LLC

  • NVDA
  • VGT
  • VCR
  • VAW
  • VIS
  • GOOGL
  • AVGO
Strengthening Families & Communities, LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 406
Filing on Jul 07, 2025 Q2 2025

First Citizens Financial Corp

  • IYW
  • EFA
  • IYF
  • IJK
  • IJJ
  • IYH
  • BRK-B
First Citizens Financial Corp's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 126
Filing on Aug 14, 2025 Q2 2025

Silver Heights Capital Management Inc

  • IRDM
  • KMX
  • PII
  • HEIA
Silver Heights Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 4
Filing on Aug 11, 2025 Q2 2025

Capital Square, LLC

  • PFF
  • VTI
  • AMZN
  • LLY
  • MO
  • CTRE
  • HD
Capital Square, LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 201
Filing on Jul 23, 2025 Q2 2025

Beaumont Asset Management, L.L.C.

  • IVV
  • MOAT
  • MSFT
  • IBDQ
  • SPHQ
  • IBDR
  • VTV
Beaumont Asset Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 65
Filing on Nov 13, 2023 Q3 2023

Decheng Capital Management Iii (Cayman), LLC

  • ZNTL
  • RCUS
  • TXG
  • ARGX
  • PACB
  • ILMN
  • AURA
Decheng Capital Management Iii (Cayman), LLC's Q3 2023 Portfolio
Portfolio Value 181 Million
Stocks 27
Filing on Aug 06, 2025 Q2 2025

Sage Advisory Services, Ltd.Co.

  • MBB
  • SPYG
  • IVV
  • IEFA
  • PSK
  • FLBL
  • USHY
Sage Advisory Services, Ltd.Co.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 43
Filing on Aug 04, 2025 Q2 2025

Econ Financial Services Corp

  • JCPB
  • IJR
  • IJH
  • BNDX
  • XLE
  • IEFA
  • VWO
Econ Financial Services Corp's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 82
Filing on Aug 06, 2025 Q2 2025

Mark Sheptoff Financial Planning, LLC

  • MSFT
  • NEE
  • PLTR
  • AAPL
  • VEEV
  • PEP
  • ABT
Mark Sheptoff Financial Planning, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 512
Filing on Jul 17, 2025 Q2 2025

Exane Asset Management

  • UBS
  • BAC
  • PNC
  • CCEP
  • TMUS
  • ALC
  • RACE
Exane Asset Management's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 26
Filing on Jul 29, 2025 Q2 2025

Strategic Investment Management, LLC

  • IEMG
  • AGG
  • IWV
  • IEFA
  • GSG
  • GLD
  • JNK
Strategic Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 12
Filing on Jul 24, 2025 Q2 2025

Grand Wealth Management, LLC

  • DFAC
  • AVDE
  • DFAX
  • AVUS
  • AVEM
  • DFIC
  • ITOT
Grand Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 72
Filing on Jul 18, 2025 Q2 2025

Loudon Investment Management, LLC

  • MSFT
  • XLK
  • EPD
  • FAST
  • G
  • SPY
  • TFC
Loudon Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 99
Filing on Apr 23, 2025 Q1 2025

Unison Asset Management LLC

  • BRK-B
  • META
  • GOOGL
  • NU
  • ELV
  • JPM
  • UNH
Unison Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 27
Filing on Jul 31, 2025 Q2 2025

Riverwater Partners LLC

  • LOPE
  • IDCC
  • AVSE
  • EFV
  • TGLS
  • LMNR
  • AVSD
Riverwater Partners LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 202