Largest Portfolios by Value
Filing on May 12, 2023
Q1 2023
Security Asset Management
- AAPL
- JPM
- DHR
- MSFT
- MA
- ROP
- BLK
Filing on Nov 12, 2025
Q3 2025
Santa Monica Partners LP
- MA
- BCPC
- GRMN
- BR
- BELFB
- BRK-A
- BELFA
Filing on Nov 14, 2025
Q3 2025
Maripau Wealth Management LLC
- PSFF
- SPLG
- VEA
- ACIO
- DRSK
- BKAG
- SPY
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 17, 2025
Q3 2025
Avondale Wealth Management
- IVV
- QQQ
- IJH
- AVUV
- DFAE
- SOXX
- DFAT
Filing on Oct 27, 2025
Q3 2025
Elemental Capital Partners LLC
- BE
- INDI
- CRDO
- MRVL
- NVDA
Filing on Nov 14, 2025
Q3 2025
Evergreen Wealth Solutions, LLC
- GSLC
- JEPQ
- NVDA
- BCI
- AAPL
- JMST
- JAAA
Filing on Oct 29, 2025
Q3 2025
Robinson Value Management, Ltd.
- VCSH
- NEM
- ADM
- WFC
- MTB
- MDT
- SPTL
Filing on Aug 02, 2022
Q2 2022
Guy Spier
Aquamarine Capital Management, LLC
- BRKB
- AXP
- BAC
- MA
- RACE
- BRK-A
- MU
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Howard Hughes Medical Institute
- SPY
- NVDA
- MSFT
- AAPL
- AMZN
- META
- AVGO
Filing on Oct 15, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Tenzing Global Management, LLC
- IWM
- NTGR
- FOXF
- GOGO
- YEXT
- HLF
- URBN
Filing on Oct 15, 2025
Q3 2025
Successful Portfolios LLC
- SPY
- IVV
- MSFT
- BSV
- VTI
- NVDA
- SCHB
Filing on Oct 30, 2025
Q3 2025
Myriad Asset Management Us LP
- IEMG
- IAUM
- NVDA
- MSFT
- GOOGL
- TCEHY
- TSM
Filing on May 01, 2025
Q1 2025
Filing on Nov 13, 2025
Q3 2025
Godshalk Welsh Capital Management, Inc.
- MSFT
- AAPL
- ORCL
- COST
- INTU
- BRK-B
- GOOGL
Filing on Nov 14, 2025
Q3 2025
Delphi Financial Group, Inc.
- JAAA
- ET
- FXI
- ASHR
- TSM
- CZR
- EFC