Largest Portfolios by Value

Filing on Jun 03, 2024 Q1 2024

Kopp Le Roy C

  • VEA
  • IWM
  • VCEL
  • VWO
  • FIVN
  • NEO
  • TEAM
Kopp Le Roy C's Q1 2024 Portfolio
Portfolio Value 175 Million
Stocks 21
Filing on Nov 10, 2025 Q3 2025

Mmcap International Inc. Spc

  • ASTL
  • UEC
  • DNN
  • POET
  • MCVT
  • NESR
  • BITF
Mmcap International Inc. Spc's Q3 2025 Portfolio
Portfolio Value 175 Million
Stocks 172
Filing on Nov 04, 2025 Q3 2025

Pettee Investors, Inc.

  • JPM
  • MSFT
  • JNJ
  • AAPL
  • HOMZ
  • URI
  • GOOG
Pettee Investors, Inc.'s Q3 2025 Portfolio
Portfolio Value 175 Million
Stocks 108
Filing on Oct 15, 2025 Q3 2025

V2 Financial Group LLC

  • SPY
  • TLT
  • TOTL
  • AAPL
  • BABA
  • UNH
  • AMZN
V2 Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 175 Million
Stocks 92
Filing on Oct 31, 2024 Q3 2024

Aspire Wealth Management Corp

  • XMMO
  • IWY
  • FNDF
  • COWZ
  • FNDX
  • MOAT
  • XSVM
Aspire Wealth Management Corp's Q3 2024 Portfolio
Portfolio Value 174 Million
Stocks 196
Filing on Nov 10, 2025 Q3 2025

Darden Wealth Group Inc

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
  • FLOT
Darden Wealth Group Inc's Q3 2025 Portfolio
Portfolio Value 174 Million
Stocks 134
Filing on Oct 27, 2023 Q3 2023

Briggs Advisory Group, Inc.

  • IVV
  • ITOT
  • SLYV
  • IDEV
  • IWM
  • IEMG
  • DFAX
Briggs Advisory Group, Inc.'s Q3 2023 Portfolio
Portfolio Value 174 Million
Stocks 60
Filing on Oct 23, 2025 Q3 2025

West Bancorporation Inc

  • IWF
  • IWD
  • VOO
  • VYM
  • IVV
  • WTBA
  • IWR
West Bancorporation Inc's Q3 2025 Portfolio
Portfolio Value 174 Million
Stocks 110
Filing on Nov 03, 2025 Q3 2025

Treasure Coast Financial Planning

  • SPTM
  • SPDW
  • BILS
  • BIL
  • TIPX
  • SPTS
  • FLEE
Treasure Coast Financial Planning's Q3 2025 Portfolio
Portfolio Value 174 Million
Stocks 44
Filing on Nov 13, 2025 Q3 2025

Advent Capital Management

  • SPY
  • BABA
  • JD
  • AMGN
  • FANG
  • AMZN
  • ETN
Advent Capital Management 's Q3 2025 Portfolio
Portfolio Value 174 Million
Stocks 227
Filing on Nov 06, 2025 Q3 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • SPY
  • SPYG
  • AAPL
  • QQQ
  • TSLA
  • AMZN
Oxinas Partners Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 122
Filing on Nov 14, 2025 Q3 2025

Ararat Capital Management, LP

  • BY
  • LZ
  • DRVN
  • PLOW
  • GIL
  • EWCZ
  • EYE
Ararat Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 20
Filing on Nov 14, 2025 Q3 2025

Bridger Management, LLC

  • MS
  • AMZN
  • TEVA
  • NKE
  • UBER
  • C
  • BBWI
Bridger Management, LLC's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 28
Filing on Nov 14, 2025 Q3 2025

American Trust Investment Advisors, LLC

  • BRK-B
  • AAPL
  • MSFT
  • CEG
  • META
  • IBM
  • SONY
American Trust Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 81
Filing on Nov 13, 2025 Q3 2025

Rudius Management LP

  • ALC
  • RTO
  • SUN
Rudius Management LP's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 4
Filing on Nov 03, 2025 Q3 2025

Washington University

  • NU
  • MRNA
Washington University's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 3
Filing on Oct 10, 2025 Q3 2025

Corsicana & Co.

  • IWM
  • NVDA
  • MDY
  • SDY
  • AAPL
  • SPY
  • MSFT
Corsicana & Co.'s Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 261
Filing on Oct 28, 2025 Q3 2025

Washburn Capital Management, Inc.

  • SPY
  • VTI
  • QQQ
  • DIA
  • NVDA
  • MSFT
  • META
Washburn Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 56