Largest Portfolios by Value

Filing on Feb 10, 2025 Q4 2024

Magma Venture Partners General Partner Ltd.

  • REAX
  • VLN
  • INVZ
Magma Venture Partners General Partner Ltd.'s Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 3
Filing on Jan 16, 2025 Q4 2024

Lionsbridge Wealth Management LLC

  • AGG
  • JPIE
  • JCPB
  • JEPI
  • BIL
  • HEQT
  • LQD
Lionsbridge Wealth Management LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 61
Filing on Apr 26, 2023 Q1 2023

Euclidean Technologies Management, LLC

  • PLPC
  • CVLG
  • MCFT
  • WIRE
  • ATKR
  • MLI
  • PRDO
Euclidean Technologies Management, LLC's Q1 2023 Portfolio
Portfolio Value 109 Million
Stocks 75
Filing on Feb 10, 2025 Q4 2024

Wintrust Investments LLC

  • IJH
  • AAPL
  • IVV
  • IWM
  • BRK-B
  • RSP
  • TFLO
Wintrust Investments LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 427
Filing on Feb 13, 2025 Q4 2024

Pivotal Bio Venture Partners Investment Advisor LLC

  • PCVX
  • ARQT
  • INZY
  • RXRX
  • RLYB
  • BOLT
  • VIGL
Pivotal Bio Venture Partners Investment Advisor LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 11
Filing on Feb 13, 2025 Q4 2024

Amitell Capital Pte LTD

  • INTC
  • PAX
  • MSFT
  • ET
  • THC
  • PHYS
  • AGI
Amitell Capital Pte LTD's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 38
Filing on Nov 14, 2024 Q3 2024

Altai Capital Management, L.P.

  • DMRC
  • ETWO
  • SKYH
  • YTRA
  • ETWOWS
  • SKYHWS
Altai Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 109 Million
Stocks 6
Filing on Nov 15, 2024 Q3 2024

Montchanin Asset Management, LLC

  • AAPL
  • MSFT
  • KMI
  • GOOG
  • JPM
  • CTAS
  • VRTX
Montchanin Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 109 Million
Stocks 56
Filing on Nov 14, 2023 Q3 2023

Kenfarb & Co.

  • AAPL
  • MSFT
  • INTU
  • ACN
  • ADP
  • GOOG
  • MA
Kenfarb & Co.'s Q3 2023 Portfolio
Portfolio Value 108 Million
Stocks 213
Filing on Nov 14, 2024 Q3 2024

Birchview Capital, LP

  • BMY
  • BDSX
  • ACAD
  • UTHR
  • PRTA
  • NBIX
  • CORT
Birchview Capital, LP's Q3 2024 Portfolio
Portfolio Value 108 Million
Stocks 62
Filing on Nov 14, 2024 Q3 2024

Clark Financial Services Group Inc

  • VOO
  • VTV
  • SPY
  • VUG
  • AAPL
  • MSFT
  • SCHD
Clark Financial Services Group Inc 's Q3 2024 Portfolio
Portfolio Value 108 Million
Stocks 130
Filing on Feb 11, 2025 Q4 2024

Somerset Group LLC

  • CHRW
  • MMM
  • QQQ
  • AAPL
  • MSFT
  • AMZN
  • BX
Somerset Group LLC's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 62
Filing on Feb 12, 2025 Q4 2024

C2 C Wealth Management, LLC

  • AAPL
  • IVV
  • MSFT
  • UTF
  • CVX
  • XLK
  • IWM
C2 C Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 87
Filing on Feb 05, 2025 Q4 2024

Riverview Trust CO

  • IEFA
  • AAPL
  • VV
  • MSFT
  • AGG
  • NVDA
  • VEA
Riverview Trust CO's Q4 2024 Portfolio
Portfolio Value 108 Million
Stocks 885
Filing on Feb 12, 2025 Q4 2024

Life Planning Partners, Inc

  • ITOT
  • IEFA
  • VTI
  • SUB
  • IUSB
  • VEA
  • IEMG
Life Planning Partners, Inc's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 59
Filing on Nov 14, 2024 Q3 2024

Jcp Investment Management, LLC

  • SPY
  • BRK-B
  • QSR
  • ET
  • CAKE
  • KR
  • UNFI
Jcp Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 107 Million
Stocks 15
Filing on Feb 13, 2025 Q4 2024

Park Circle CO

  • ABBV
  • TRV
  • SBUX
  • GS
  • TROW
  • VZ
  • MO
Park Circle CO's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 108
Filing on Jan 15, 2025 Q4 2024

Db Fitzpatrick & Co, Inc

  • AGG
  • VTHR
  • VOO
  • RSG
  • MBB
  • DE
  • HUBB
Db Fitzpatrick & Co, Inc's Q4 2024 Portfolio
Portfolio Value 107 Million
Stocks 86