Largest Portfolios by Value

Filing on Jul 16, 2025 Q2 2025

Virginia Wealth Management Group, Inc.

  • BRK-A
  • JPM
  • KMI
  • MSFT
  • DRI
  • CSCO
  • CB
Virginia Wealth Management Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 49
Filing on Aug 12, 2025 Q2 2025

Clark Financial Services Group Inc

  • VOO
  • SPY
  • VTV
  • VUG
  • IVW
  • AAPL
  • MSFT
Clark Financial Services Group Inc 's Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 168
Filing on Jul 25, 2025 Q2 2025

Endowment Wealth Management, Inc.

  • VTI
  • ITOT
  • QAI
  • IUSG
  • IUSV
  • IEFA
  • VT
Endowment Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 165
Filing on Jul 15, 2025 Q2 2025

Banyan Capital Management, Inc.

  • MKL
  • BRK-B
  • CI
  • VNT
  • PH
  • CHTR
  • DG
Banyan Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 19
Filing on Jul 29, 2025 Q2 2025

First National Bank Of Hutchinson

  • IVV
  • XLK
  • NVDA
  • IJH
  • MSFT
  • AAPL
  • IJR
First National Bank Of Hutchinson's Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 157
Filing on Aug 14, 2025 Q2 2025

Godshalk Welsh Capital Management, Inc.

  • MSFT
  • AAPL
  • ORCL
  • INTU
  • COST
  • BRK-B
  • AXP
Godshalk Welsh Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 130
Filing on Jul 23, 2025 Q2 2025

Dempze Nancy E

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • MA
  • AMZN
  • ABT
Dempze Nancy E's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 312
Filing on Aug 11, 2025 Q2 2025

Bridger Management, LLC

  • MS
  • UBER
  • AMZN
  • TEVA
  • PFE
  • BBWI
  • NKE
Bridger Management, LLC's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 25
Filing on Aug 14, 2025 Q2 2025

Bardin Hill Management Partners LP

  • NEXT
  • FYBR
  • K
  • GSM
  • EVRI
  • DNB
  • TGI
Bardin Hill Management Partners LP's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 41
Filing on Aug 05, 2025 Q2 2025

Mc Ginn Investment Management, Inc.

  • META
  • MSFT
  • JPM
  • AAPL
  • DLTR
  • DIS
  • GS
Mc Ginn Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 38
Filing on Jan 09, 2024 Q4 2023

Resource Planning Group

  • AGG
  • BSV
  • VEA
  • VV
  • VB
  • VOO
  • EMXC
Resource Planning Group's Q4 2023 Portfolio
Portfolio Value 158 Million
Stocks 72
Filing on Aug 01, 2025 Q2 2025

Trust Investment Advisors

  • LLY
  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • TSM
  • IBM
Trust Investment Advisors's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 123
Filing on Aug 14, 2025 Q2 2025

Prospect Capital Advisors, LLC

  • PJT
  • LOPE
  • OSIS
  • SIMO
  • ENVA
  • ARLO
  • RSI
Prospect Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 50
Filing on Feb 06, 2023 Q4 2022

Red Cedar Capital, LLC

  • AZO
  • BOC
  • CPRT
  • BRK-B
  • ROST
  • KO
  • WAT
Red Cedar Capital, LLC's Q4 2022 Portfolio
Portfolio Value 158 Million
Stocks 191
Filing on Aug 11, 2025 Q2 2025

Knott David M Jr

  • APO
  • JAAA
  • GOOG
  • JPM
  • VRNA
  • XERS
  • DCGO
Knott David M Jr's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 89
Filing on Aug 14, 2025 Q2 2025

Alden Global Capital LLC

  • C
  • NVDA
  • IBKR
  • ET
  • DELL
  • DKNG
  • VST
Alden Global Capital LLC's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 20
Filing on Aug 13, 2025 Q2 2025

Tranquilli Financial Advisor LLC

  • SPYG
  • DFAX
  • BSV
  • IDEV
  • RSP
  • SPDW
  • VGT
Tranquilli Financial Advisor LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 115
Filing on Jul 14, 2025 Q2 2025

Shearwater Capital LLC

  • DFAC
  • DFAX
  • DFIV
  • DOCU
  • DFUV
  • DFAT
  • AMZN
Shearwater Capital LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 50