Largest Portfolios by Value
Filing on Jan 21, 2025
Q4 2024
Alan B. Lancz & Associates, Inc.
- AAPL
- GOOGL
- COST
- MSFT
- GOOG
- NVDA
- AMGN
Filing on Jan 13, 2025
Q4 2024
Dbk Financial Counsel, LLC
- BIL
- VEA
- SPY
- QQQ
- BSV
- VTI
- DFAS
Filing on Nov 13, 2024
Q3 2024
Mesirow Financial Investment Management Equity & Fixed Income
- VOO
- HYG
- JNK
- VEA
- VONV
- VO
- IVOO
Filing on Jan 24, 2025
Q4 2024
Precision Wealth Strategies, LLC
- OZ
- NVDA
- MINT
- JAAA
- META
- NFLX
- AVGO
Filing on Nov 14, 2024
Q3 2024
Dcvc Opportunity Fund Ii Gp, LLC
- RKLB
- RXRX
- RGTI
Filing on Feb 11, 2025
Q4 2024
Bancreek Capital Management, LP
- AVTR
- AVGO
- CBZ
- DHR
- CPRT
- TSCO
- MMC
Filing on Nov 13, 2024
Q3 2024
New Leaf Venture Partners, L.L.C.
- EWTX
- ARVN
- CRNX
- RLYB
- RCKT
- COGT
- PASG
Filing on Nov 14, 2022
Q3 2022
Filing on Feb 03, 2025
Q4 2024
Camelot Portfolios, LLC
- SPY
- MINT
- JAAA
- DFEB
- DFS
- BSJQ
- HFRO
Filing on Nov 14, 2024
Q3 2024
Filing on Feb 14, 2023
Q4 2022
Filing on Nov 14, 2024
Q3 2024
Filing on Jan 31, 2025
Q4 2024
Filing on Feb 06, 2025
Q4 2024
Moneda S.A. Administradora General De Fondos
- MELI
- VALE
- PBR
- AGG
- ACWI
- IVV
- SQM
Filing on Jan 17, 2025
Q4 2024
Texas County & District Retirement System
- CCAP
Filing on Nov 14, 2024
Q3 2024
Talisman Wealth Advisors LLC
- VYM
- DGRO
- IWF
- SCHD
- SGOV
- AAPL
- MSFT
Filing on Jan 29, 2025
Q4 2024
Swisspartners Advisors LTD
- GXC
- DHI
- ALK
- STLA
- GLD
- IMCV
- EDIV
Filing on Feb 03, 2025
Q4 2024