Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Petiole Usa LTD

  • FCNCA
  • CBAN
  • FBMS
  • WAL
  • CARE
  • BANC
  • WBS
Petiole Usa LTD's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 38
Filing on Apr 11, 2025 Q1 2025

Krs Capital Management, LLC

  • NVDA
  • AAPL
  • FTNT
  • LLY
  • AMD
  • META
  • PANW
Krs Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 101
Filing on Apr 28, 2025 Q1 2025

Aurora Private Wealth, Inc.

  • SPY
  • AAPL
  • QQQ
  • BRK-B
  • FTSL
  • ET
  • META
Aurora Private Wealth, Inc.'s Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 150
Filing on May 15, 2025 Q1 2025

Black Diamond Capital Management, L.L.C.

  • CPSS
  • VZ
  • CPHC
  • WYNN
  • UBS
  • BYD
  • BRK-A
Black Diamond Capital Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 13
Filing on Apr 18, 2025 Q1 2025

S. R. Schill & Associates

  • IEFA
  • USRT
  • VTWO
  • SPLG
  • SPTI
  • SPTS
  • VGLT
S. R. Schill & Associates's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 29
Filing on May 12, 2025 Q1 2025

Ctf Capital Management, LP

  • AXS
  • CVS
  • HLT
  • RCL
  • VRNA
  • APH
  • LII
Ctf Capital Management, LP's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 15
Filing on May 12, 2025 Q1 2025

Enhancing Capital LLC

  • MSFT
  • LLY
  • JPM
  • SGOV
  • NVDA
  • NEE
  • BRK-B
Enhancing Capital LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 91
Filing on Nov 14, 2023 Q3 2023

Precept Management LLC

  • SPY
  • QQQ
  • AMD
  • QQQ
  • SPY
  • IWM
  • KWEB
Precept Management LLC's Q3 2023 Portfolio
Portfolio Value 125 Million
Stocks 28
Filing on May 14, 2025 Q1 2025

1620 Investment Advisors, Inc.

  • SPIB
  • SPTS
  • IEF
  • QEFA
  • TY
  • JPM
  • IGSB
1620 Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 689
Filing on May 13, 2025 Q1 2025

Laraway Financial Advisors Inc

  • AAPL
  • VTV
  • VUG
  • SPY
  • VEA
  • MSFT
  • XLV
Laraway Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 122
Filing on Apr 11, 2025 Q1 2025

Safir Wealth Advisors, LLC

  • VOO
  • BSV
  • VUG
  • VTV
  • BIV
  • VIG
  • VGSH
Safir Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 16
Filing on Apr 23, 2025 Q1 2025

Williams Financial, LLC

  • SPYV
  • DBEF
  • SCHO
  • JPIE
  • IWY
  • BCI
  • VRP
Williams Financial, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 15
Filing on Apr 08, 2025 Q1 2025

Kopion Asset Management, LLC

  • BWA
  • TRUP
  • FTI
  • SSTI
  • NICE
  • VRNS
  • SSYS
Kopion Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 20
Filing on May 08, 2025 Q1 2025

Rd Finance LTD

  • QQQ
  • TLT
  • AMZN
  • MSFT
  • NVDA
  • META
  • TSM
Rd Finance LTD's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 28
Filing on May 13, 2025 Q1 2025

Twenty Acre Capital LP

  • UBER
  • YMM
  • XPEV
  • OKTA
  • CPNG
  • SNOW
  • AMZN
Twenty Acre Capital LP's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 18
Filing on May 15, 2025 Q1 2025

Moon Capital Management LP

  • IAU
  • TIGO
  • CSAN
  • BWA
  • ALV
  • GDX
  • AN
Moon Capital Management LP's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 12
Filing on May 12, 2025 Q1 2025

Gagnon Advisors, LLC

  • EPD
  • AL
  • PSIX
  • CDNA
  • NVGS
  • FRSH
  • EQIX
Gagnon Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 28
Filing on Jul 12, 2023 Q2 2023

First National Bank Of South Miami

  • EFA
  • MSFT
  • IVV
  • LQD
  • VXF
  • IJH
  • IGSB
First National Bank Of South Miami's Q2 2023 Portfolio
Portfolio Value 124 Million
Stocks 322