Largest Portfolios by Value
Filing on Aug 05, 2025
Q2 2025
Pacific Wealth Strategies Group, Inc.
- SPY
- NOBL
- NVDA
- PKW
- AAPL
- AMZN
- MSFT
Filing on Jul 14, 2025
Q2 2025
R.H. Dinel Investment Counsel, Inc.
- MSFT
- META
- ADBE
- ORCL
- ADP
- QCOM
- TMO
Filing on Jul 14, 2025
Q2 2025
Martin Capital Advisors, LLP
- AAPL
- NVDA
- ISRG
- QQQ
- VTI
- MA
- INTU
Filing on Jul 31, 2025
Q2 2025
Pinnacle Wealth Management Group, Inc.
- UITB
- VMBS
- USTB
- MSFT
- QQQ
- RSP
- VXUS
Filing on Jul 22, 2025
Q2 2025
Sea Town Holdings Pte. Ltd.
- MMYT
- NVDA
- AMD
- SNPS
- WMT
- AZO
- TW
Filing on Jul 21, 2025
Q2 2025
Ervin Investment Management, LLC
- BRK-B
- MSFT
- SPTM
- AAPL
- L
- GOOGL
- MKL
Filing on Aug 14, 2025
Q2 2025
Mill Road Capital Management LLC
- ALTG
- BZH
- HSC
- MG
- NGS
- BXC
- KRP
Filing on Aug 14, 2025
Q2 2025
Anabranch Capital Management, LP
- HLT
- CVNA
- TDG
- TPX
- GWRE
Filing on Jun 16, 2025
Q1 2025
Peterson Wealth Management
- SPY
- QQQ
- SDY
- NVDA
- COST
- VIG
- XLY
Filing on Jul 22, 2025
Q2 2025
Laurus Investment Counsel Inc.
- PTC
- JKHY
- SPGI
- CRL
- DV
- ALGN
- ASGN
Filing on Aug 14, 2025
Q2 2025
Royal Capital Wealth Management, LLC
- SPY
- MA
- MSFT
- BRK-B
- NVDA
- JPM
- V
Filing on Aug 14, 2025
Q2 2025
Knoll Capital Management, LLC
- ALDX
- BHVN
- ENTX
- GLD
- CGAU
- MGTX
- KGC
Filing on Aug 14, 2025
Q2 2025
Newport Capital Group, LLC
- AJG
- IWF
- IWD
- BND
- VGIT
- VEA
- IWM
Filing on Jul 17, 2025
Q2 2025
Summer Haven Investment Management, LLC
- HNRG
- CCB
- BBW
- MD
- BUSE
- DXPE
- CMP
Filing on Oct 21, 2024
Q3 2024
Jade Capital Advisors, LLC
- ALK
- SPR
- WGO
- BA
- JCI
- OEC
- AAL
Filing on Aug 13, 2025
Q2 2025
Black Diamond Wealth Management Inc.
- USFR
- SPLG
- MSFT
- AAPL
- ITOT
- JPM
- CGDV
Filing on Jul 21, 2025
Q2 2025
Boyar Asset Management Inc.
- MSFT
- JPM
- AMP
- HD
- UBER
- BAC
- BK
Filing on Jul 24, 2025
Q2 2025
Krs Capital Management, LLC
- NVDA
- AAPL
- FTNT
- AVGO
- AMD
- META
- LLY