Largest Portfolios by Value

Filing on Aug 14, 2024 Q2 2024

Invus Financial Advisors, LLC

  • TBLA
  • RCUS
  • IHS
  • ORIC
  • CPNG
  • NVCR
  • IONQ
Invus Financial Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 89.2 Million
Stocks 7
Filing on Nov 14, 2023 Q3 2023

Visa Inc.

  • MQ
  • RELY
  • GRAB
  • CDLX
Visa Inc.'s Q3 2023 Portfolio
Portfolio Value 89.1 Million
Stocks 4
Filing on Dec 08, 2023 Q3 2023

Palladiem, LLC

  • KMLM
  • EUSA
  • BIL
  • AGG
  • SRLN
  • IQLT
  • SCHD
Palladiem, LLC's Q3 2023 Portfolio
Portfolio Value 89 Million
Stocks 53
Filing on Nov 05, 2024 Q3 2024

Axim Planning & Wealth

  • EH
  • HPF
  • CCL
  • PG
  • MSFT
  • USB
  • NIO
Axim Planning & Wealth's Q3 2024 Portfolio
Portfolio Value 88.8 Million
Stocks 35
Filing on Nov 14, 2024 Q3 2024

Twin Securities, Inc.

  • JNPR
  • EDR
  • HES
  • SMAR
  • HCP
  • SRCL
  • VSTO
Twin Securities, Inc.'s Q3 2024 Portfolio
Portfolio Value 88.6 Million
Stocks 14
Filing on Nov 14, 2024 Q3 2024

22 Nw, LP

  • FSTR
  • STRL
  • CULP
  • ANEB
  • BBSI
  • DHX
  • FARM
22 Nw, LP's Q3 2024 Portfolio
Portfolio Value 88.5 Million
Stocks 13
Filing on Nov 14, 2024 Q3 2024

Raffles Associates LP

  • SMBC
  • IE
  • EBC
  • PROV
  • OFG
  • FBP
  • SDS
Raffles Associates LP's Q3 2024 Portfolio
Portfolio Value 88.4 Million
Stocks 48
Filing on Feb 07, 2024 Q4 2023

Wall Capital Group, Inc.

  • SPTM
  • SPSM
  • XLK
  • XLF
  • XLY
  • VNQ
  • XLI
Wall Capital Group, Inc.'s Q4 2023 Portfolio
Portfolio Value 88.2 Million
Stocks 23
Filing on Nov 07, 2023 Q3 2023

Avant Capital LLC

  • SCHD
  • USMV
  • VTV
  • QUAL
  • DGRW
  • FNDX
  • SCHV
Avant Capital LLC's Q3 2023 Portfolio
Portfolio Value 87.4 Million
Stocks 56
Filing on Jan 23, 2025 Q4 2024

Cypress Capital Management LLC (Wy)

  • AAPL
  • COST
  • FIBK
  • IJT
  • AMLP
  • PM
  • GDX
Cypress Capital Management LLC (Wy)'s Q4 2024 Portfolio
Portfolio Value 87.3 Million
Stocks 150
Filing on Oct 21, 2022 Q3 2022

Nu Wave Investment Management, LLC

  • PGR
  • INTC
  • WM
  • CMCSA
  • MCD
  • GD
  • VZ
Nu Wave Investment Management, LLC's Q3 2022 Portfolio
Portfolio Value 87.2 Million
Stocks 269
Filing on Nov 12, 2024 Q3 2024

Ovata Capital Management LTD

  • HDB
  • GBTC
  • INFY
  • WIT
  • RIO
  • CHWY
  • TCOM
Ovata Capital Management LTD's Q3 2024 Portfolio
Portfolio Value 86.9 Million
Stocks 33
Filing on Nov 13, 2024 Q3 2024

Crestwood Capital Management, L.P.

  • IBN
  • NFLX
  • BROS
  • AMD
  • HTHT
  • PGNY
  • IAS
Crestwood Capital Management, L.P.'s Q3 2024 Portfolio
Portfolio Value 86.5 Million
Stocks 16
Filing on Feb 07, 2025 Q4 2024

Smart Portfolios, LLC

  • BOND
  • COWZ
  • XLC
  • AAPL
  • AVGO
  • CALF
  • PKW
Smart Portfolios, LLC's Q4 2024 Portfolio
Portfolio Value 86.2 Million
Stocks 96
Filing on Nov 14, 2024 Q3 2024

Institutional Venture Management Xvi, LLC

  • HIMS
  • LVLU
Institutional Venture Management Xvi, LLC's Q3 2024 Portfolio
Portfolio Value 86.1 Million
Stocks 2
Filing on Nov 09, 2023 Q3 2023

Wavelength Capital Management, LLC

  • BKLN
  • VTIP
  • VMBS
  • SJNK
  • TIP
  • MUB
  • USHY
Wavelength Capital Management, LLC's Q3 2023 Portfolio
Portfolio Value 85.9 Million
Stocks 15
Filing on Feb 03, 2025 Q4 2024

Covey Capital Advisors, LLC

  • KKR
  • BRK-B
  • V
  • BKNG
  • GOOG
  • PGR
  • GOOGL
Covey Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 85.9 Million
Stocks 35
Filing on Nov 13, 2024 Q3 2024

Treynor Bancshares, Inc.

  • FLRN
  • SPTM
  • VTI
  • XLV
  • SPDW
  • XLF
  • DFAX
Treynor Bancshares, Inc.'s Q3 2024 Portfolio
Portfolio Value 85.6 Million
Stocks 77