Largest Portfolios by Value
Filing on Aug 15, 2022
Q2 2022
Filing on Aug 14, 2025
Q2 2025
Alex Roepers
Atlantic Investment Management, Inc.
- GTLS
- WFRD
- OSK
- ASH
- BLDR
- EMN
- GT
Filing on Jul 15, 2025
Q2 2025
Kennicott Capital Management LLC
- QQQ
- VUG
- VV
- SPY
- XLK
- XLI
- XLV
Filing on Aug 13, 2025
Q2 2025
Dhk Financial Advisors, Inc.
- BRK-B
- BRK-A
- VT
- GLD
- SPY
- FTSL
- VPU
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 29, 2025
Q2 2025
Filing on Jul 09, 2025
Q2 2025
Filing on Jul 07, 2025
Q2 2025
Lbj Family Wealth Advisors, Ltd.
- IWF
- IWD
- IWP
- IWS
- IWN
- WIP
- IWO
Filing on Aug 15, 2025
Q2 2025
Security National Bank Of So Dak
- MSFT
- AAPL
- BRK-B
- ORCL
- GOOGL
- VT
- WMT
Filing on Apr 28, 2025
Q1 2025
Boulder Wealth Advisors, LLC
- SCHB
- IVV
- QUAL
- IWF
- PRF
- ICSH
- JCPB
Filing on Aug 13, 2025
Q2 2025
Santa Monica Partners LP
- MA
- BCPC
- BR
- GRMN
- BELFB
- BRK-A
- BELFA
Filing on Aug 14, 2025
Q2 2025
Filing on Jul 22, 2025
Q2 2025
Vaughan & CO Securities, Inc.
- IWF
- GSLC
- IWO
- HDV
- ISCV
- IEMG
- IEFA
Filing on Aug 07, 2025
Q2 2025
Jackson Hill Advisors, LLC
- AMZN
- KKR
- GOOG
- SPGI
- PHM
- MA
- AZO
Filing on Aug 14, 2025
Q2 2025
Lagoda Investment Management, L.P.
- TPL
- TRUP
- NTRA
- TMDX
- STXS
- DMRC
- XPO
Filing on May 05, 2025
Q1 2025
Madison International Realty Holdings, LLC
- VRE
- PLYM
Filing on May 12, 2023
Q1 2023
Security Asset Management
- AAPL
- JPM
- DHR
- MSFT
- MA
- ROP
- BLK
Filing on Jul 30, 2025
Q2 2025