Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Otter Creek Advisors, LLC

  • HYG
  • PWR
  • PSN
  • WRB
  • FFIV
  • META
  • NDAQ
Otter Creek Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 45
Filing on Apr 11, 2025 Q1 2025

R.H. Dinel Investment Counsel, Inc.

  • MSFT
  • TMO
  • ADBE
  • META
  • ADP
  • QCOM
  • AMGN
R.H. Dinel Investment Counsel, Inc.'s Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 42
Filing on May 15, 2025 Q1 2025

5 Am Venture Management, LLC

  • TRDA
  • PHVS
  • CNTA
  • MLTX
  • VRDN
  • CLDX
  • TYRA
5 Am Venture Management, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 31
Filing on May 15, 2025 Q1 2025

Ejf Capital LLC

  • WSBC
  • FHN
  • VLY
  • EFSI
  • BHLB
  • FCNCA
  • BUSE
Ejf Capital LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 77
Filing on Apr 29, 2025 Q1 2025

Brown Financial Advisory

  • SPLG
  • VB
  • DFAR
  • IWB
  • SPDW
  • VONE
  • BRK-B
Brown Financial Advisory's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 52
Filing on May 05, 2025 Q1 2025

Lowery Thomas, LLC

  • SCHG
  • VOO
  • QQQM
  • FNDX
  • SPY
  • QQQ
  • SCHV
Lowery Thomas, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 55
Filing on May 09, 2025 Q1 2025

Summit Rock Advisors, LP

  • VTWO
  • IWP
Summit Rock Advisors, LP's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 2
Filing on May 06, 2025 Q1 2025

Crystal Rock Capital Management

  • META
  • MA
  • AMZN
  • GOOGL
  • TDG
  • VRT
  • GOOG
Crystal Rock Capital Management's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 27
Filing on Apr 28, 2025 Q1 2025

Latitude Advisors, LLC

  • IVV
  • SPY
  • GLD
  • TYL
  • SPLG
  • TLT
  • AMZN
Latitude Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 186
Filing on May 15, 2025 Q1 2025

1248 Management, LLC

  • AMZN
  • GOOGL
  • MSFT
  • JPM
  • SPY
  • XLI
  • AAPL
1248 Management, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 179
Filing on May 22, 2025 Q1 2025

Twin Lakes Capital Management, LLC

  • AAPL
  • GILD
  • CPRI
  • SCHW
  • CPF
  • XOM
  • FDX
Twin Lakes Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 223
Filing on May 14, 2025 Q1 2025

Beaconlight Capital, LLC

  • REZI
  • CCOI
  • LNG
  • SABR
  • QDEL
  • CSTM
  • DMRC
Beaconlight Capital, LLC's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 24
Filing on Nov 14, 2022 Q3 2022

Ah Equity Partners Bio Ii, L.L.C.

  • EQRX
  • NAUT
  • ERAS
  • NVTA
Ah Equity Partners Bio Ii, L.L.C.'s Q3 2022 Portfolio
Portfolio Value 144 Million
Stocks 4
Filing on Apr 16, 2025 Q1 2025

Defined Wealth Management, LLC

  • IEFA
  • VOO
  • VUG
  • IUSV
  • SPY
  • VTV
  • IVV
Defined Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 108
Filing on May 15, 2025 Q1 2025

Index Venture Life Associates Vi LTD

  • CNTA
Index Venture Life Associates Vi LTD's Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 1
Filing on Aug 17, 2023 Q2 2023

Ota Financial Group L.P.

  • OXYWS
  • BKNG
  • BRK-B
  • GOOGL
  • LBRDK
Ota Financial Group L.P.'s Q2 2023 Portfolio
Portfolio Value 143 Million
Stocks 7
Filing on May 01, 2025 Q1 2025

Laurus Investment Counsel Inc.

  • JKHY
  • PTC
  • CRL
  • SPGI
  • DV
  • ASGN
  • ALGN
Laurus Investment Counsel Inc.'s Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 46
Filing on May 05, 2025 Q1 2025

Stegner Investment Associates Inc.

  • IVW
  • IWR
  • VONE
  • IWB
  • VOO
  • IWD
  • VONG
Stegner Investment Associates Inc.'s Q1 2025 Portfolio
Portfolio Value 143 Million
Stocks 26