Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Opus Investment Management Inc

  • VTI
  • WMT
  • ABBV
  • AAPL
  • XEL
  • PEG
  • NEE
Opus Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 29
Filing on Nov 13, 2025 Q3 2025

Rainwater Charitable Foundation

  • VTI
  • VGLT
  • FLJP
  • VNQ
Rainwater Charitable Foundation's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 4
Filing on Nov 14, 2025 Q3 2025

Ecp Control Co, LLC

  • PCG
  • SHEN
  • CLNE
Ecp Control Co, LLC's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 3
Filing on Jan 31, 2023 Q4 2022

Bickling Financial Services, Inc.

  • RSP
  • FVD
  • COWZ
  • BRK-B
  • FV
  • DON
  • AAPL
Bickling Financial Services, Inc.'s Q4 2022 Portfolio
Portfolio Value 159 Million
Stocks 119
Filing on Oct 27, 2025 Q3 2025

Erickson Financial Group, LLC

  • CGDV
  • MGK
  • ESGU
  • QQQ
  • IWO
  • QQQJ
  • VCIT
Erickson Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 26
Filing on Oct 08, 2025 Q3 2025

Brewster Financial Planning LLC

  • IWB
  • EFA
  • BIV
  • IWM
  • BSV
  • ICF
  • VTEB
Brewster Financial Planning LLC's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 27
Filing on Nov 14, 2025 Q3 2025

Sarissa Capital Management LP

  • INVA
  • NBIX
  • CYTK
  • IRWD
  • LNTH
  • REGN
Sarissa Capital Management LP's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 8
Filing on Oct 20, 2025 Q3 2025

Prentiss Smith & CO Inc

  • GOOG
  • MSFT
  • CSCO
  • GRC
  • JNJ
  • SCHW
  • WMS
Prentiss Smith & CO Inc's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 68
Filing on Oct 15, 2025 Q3 2025

Martin Capital Advisors, LLP

  • AAPL
  • NVDA
  • ISRG
  • QQQ
  • VTI
  • MA
  • WSM
Martin Capital Advisors, LLP's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 74
Filing on Oct 22, 2025 Q3 2025

Ti Trust, Inc

  • VTI
  • VEU
  • MDY
  • MSFT
  • VB
  • AGG
  • BSV
Ti Trust, Inc's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 130
Filing on Nov 07, 2025 Q3 2025

Richmond Brothers, Inc.

  • QQQ
  • VOX
  • VPU
  • VGT
  • BSV
  • BLV
  • VIS
Richmond Brothers, Inc.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 54
Filing on Nov 12, 2025 Q3 2025

Sea Town Holdings Pte. Ltd.

  • NVDA
  • MMYT
  • AMZN
  • WDC
  • NFLX
  • AZO
  • WMT
Sea Town Holdings Pte. Ltd.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 19
Filing on Nov 21, 2025 Q3 2025

Newport Capital Group, LLC

  • IWF
  • AJG
  • IWD
  • BND
  • VGIT
  • VEA
  • IWM
Newport Capital Group, LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 69
Filing on Nov 12, 2025 Q3 2025

Paragon Financial Partners, Inc.

  • SPY
  • NVDA
  • VYM
  • ETV
  • IWF
  • VHT
  • AAPL
Paragon Financial Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 72
Filing on Oct 31, 2025 Q3 2025

White Wing Wealth Management

  • VTI
  • JPST
  • VEA
  • VB
  • QQQ
  • SCHJ
  • VIG
White Wing Wealth Management's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 34
Filing on Nov 12, 2025 Q3 2025

Capasso Planning Partners LLC

  • SPY
  • SPTM
  • SPTI
  • VEA
  • FTSM
  • SLYV
  • SHY
Capasso Planning Partners LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 70
Filing on Oct 14, 2025 Q3 2025

Taylor & Morgan Wealth Management, LLC

  • SPY
  • IVV
  • SPSM
  • IWR
  • AAPL
  • MSFT
  • VOE
Taylor & Morgan Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 74
Filing on Nov 05, 2025 Q3 2025

Idg China Venture Capital Fund V Associates L.P.

  • RLX
Idg China Venture Capital Fund V Associates L.P.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 1