Largest Portfolios by Value

Filing on Apr 22, 2024 Q1 2024

Reitz Capital Advisors LLC

  • SCHD
  • JEPQ
  • BND
  • SCHG
  • JEPI
  • PFF
  • COWZ
Reitz Capital Advisors LLC's Q1 2024 Portfolio
Portfolio Value 57.4 Million
Stocks 23
Filing on Nov 13, 2024 Q3 2024

Satter Management Co., L.P.

  • ANNX
  • AKBA
  • VRNA
  • AADI
Satter Management Co., L.P.'s Q3 2024 Portfolio
Portfolio Value 57.4 Million
Stocks 5
Filing on Oct 05, 2023 Q3 2023

Qp Wealth Management, LLC

  • AAPL
  • FV
  • FPEI
  • TSLA
  • SPDW
  • AMZN
  • MSFT
Qp Wealth Management, LLC's Q3 2023 Portfolio
Portfolio Value 57.3 Million
Stocks 71
Filing on Oct 29, 2024 Q3 2024

Cannon Global Investment Management, LLC

  • K
  • X
  • HES
  • X
  • X
  • FTI
  • AGNC
Cannon Global Investment Management, LLC's Q3 2024 Portfolio
Portfolio Value 57.1 Million
Stocks 66
Filing on Feb 14, 2024 Q4 2023

Potomac Capital Management, Inc.

  • LSAK
  • DISH
  • INSE
  • BVH
  • CLAR
  • DSP
  • PESI
Potomac Capital Management, Inc.'s Q4 2023 Portfolio
Portfolio Value 56.8 Million
Stocks 55
Filing on Nov 14, 2023 Q3 2023

Saber Capital Managment, LLC

  • NRP
  • FND
  • CPRT
  • V
  • MSFT
  • JPM
  • FCNCA
Saber Capital Managment, LLC's Q3 2023 Portfolio
Portfolio Value 56.6 Million
Stocks 17
Filing on Feb 03, 2025 Q4 2024

Truxt Investmentos Ltda.

  • XP
  • STNE
  • MELI
  • NVDA
  • META
  • MSFT
  • ALK
Truxt Investmentos Ltda.'s Q4 2024 Portfolio
Portfolio Value 56.2 Million
Stocks 22
Filing on Nov 13, 2023 Q3 2023

Sbb Research Group LLC

  • SPY
  • VTI
  • BRK-B
  • TLT
  • IWM
  • BDX
  • AAPL
Sbb Research Group LLC's Q3 2023 Portfolio
Portfolio Value 56.1 Million
Stocks 34
Filing on Jan 17, 2025 Q4 2024

Redmont Wealth Advisors LLC

  • RSP
  • NOBL
  • PFF
  • SPY
  • VCSH
  • AVIV
  • DVY
Redmont Wealth Advisors LLC's Q4 2024 Portfolio
Portfolio Value 56.1 Million
Stocks 63
Filing on Nov 14, 2024 Q3 2024

Washington Harbour Partners LP

  • PATH
  • FROG
  • AVAV
  • TENB
  • ZI
  • U
  • GTLB
Washington Harbour Partners LP's Q3 2024 Portfolio
Portfolio Value 55.9 Million
Stocks 24
Filing on Jan 16, 2025 Q4 2024

Lockerman Financial Group, Inc.

  • SPY
  • BBUS
  • IJR
  • MASI
  • MSFT
  • IVV
  • AAPL
Lockerman Financial Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 55.8 Million
Stocks 121
Filing on Aug 15, 2022 Q2 2022

Bruderman Asset Management, LLC

  • MSFT
  • AAPL
  • NEE
  • COST
  • DUK
  • GOOGL
  • BCE
Bruderman Asset Management, LLC's Q2 2022 Portfolio
Portfolio Value 55.7 Million
Stocks 64
Filing on Feb 14, 2023 Q4 2022

Deep Field Asset Management LLC

  • OSW
  • BOOT
  • RBA
  • PLNT
  • FNKO
  • APLD
  • LIND
Deep Field Asset Management LLC's Q4 2022 Portfolio
Portfolio Value 55.5 Million
Stocks 9
Filing on Feb 07, 2024 Q4 2023

Kellner Capital, LLC

  • HES
  • SPLK
  • PXD
  • CPRI
  • SRC
  • SP
  • AYX
Kellner Capital, LLC's Q4 2023 Portfolio
Portfolio Value 55.5 Million
Stocks 18
Filing on Nov 09, 2022 Q3 2022

Foundation Capital, LLC

  • LC
  • DOMA
  • ROVR
Foundation Capital, LLC's Q3 2022 Portfolio
Portfolio Value 55.5 Million
Stocks 3
Filing on Nov 14, 2023 Q3 2023

Bregal Sagemount I, L.P.

  • LPRO
Bregal Sagemount I, L.P.'s Q3 2023 Portfolio
Portfolio Value 55.4 Million
Stocks 1
Filing on Nov 14, 2023 Q3 2023

Bregal North America General Partner Jersey LTD

  • LPRO
Bregal North America General Partner Jersey LTD's Q3 2023 Portfolio
Portfolio Value 55.4 Million
Stocks 1
Filing on Nov 15, 2022 Q3 2022

Pinz Capital Management, LP

  • CRBG
  • BMAC
  • ASZ
  • SIER
  • CVII
  • BACA
  • BNNR
Pinz Capital Management, LP's Q3 2022 Portfolio
Portfolio Value 55.2 Million
Stocks 103