Largest Portfolios by Value

Filing on Jul 02, 2025 Q2 2025

S. R. Schill & Associates

  • IEFA
  • VTWO
  • SPLG
  • USRT
  • SPTI
  • SPTS
  • VGLT
S. R. Schill & Associates's Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 26
Filing on Aug 07, 2025 Q2 2025

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • IMTM
  • BIP
  • QUAL
Tacita Capital Inc's Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 215
Filing on Aug 13, 2025 Q2 2025

Adams Street Partners LLC

  • RMNI
  • IOT
  • CRVS
  • PAY
  • DASH
Adams Street Partners LLC's Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 6
Filing on Jul 17, 2025 Q2 2025

Argus Investors' Counsel, Inc.

  • COST
  • NVDA
  • META
  • JPM
  • AAPL
  • TT
  • LLY
Argus Investors' Counsel, Inc.'s Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 111
Filing on May 06, 2025 Q1 2025

Cadence Wealth Management LLC

  • TLT
  • SLV
  • IEF
  • GLD
  • CEF
  • XLE
  • SCHV
Cadence Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 135 Million
Stocks 45
Filing on Jul 24, 2025 Q2 2025

Aurora Private Wealth, Inc.

  • SPY
  • AAPL
  • QQQ
  • META
  • FTSL
  • NVDA
  • BRK-B
Aurora Private Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 162
Filing on Jul 22, 2025 Q2 2025

Safir Wealth Advisors, LLC

  • VOO
  • VUG
  • BSV
  • VTV
  • BIV
  • VIG
  • VGSH
Safir Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 13
Filing on Jul 29, 2025 Q2 2025

Primoris Wealth Advisors, LLC

  • VOO
  • FTEC
  • META
  • FBND
  • AMZN
  • CRWD
  • AAPL
Primoris Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 100
Filing on Aug 14, 2025 Q2 2025

Black Diamond Capital Management, L.L.C.

  • CPSS
  • VZ
  • CPHC
  • WYNN
  • UBS
  • BYD
  • CLW
Black Diamond Capital Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 13
Filing on Jul 17, 2025 Q2 2025

Presper Financial Architects, LLC

  • QUS
  • IJH
  • XLK
  • IJR
  • EFA
  • IWF
  • CGGO
Presper Financial Architects, LLC's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 46
Filing on Nov 14, 2022 Q3 2022

Stack Line Partners LP

  • APPN
  • PRMW
  • PTC
  • TRN
  • NYT
  • KEX
  • RH
Stack Line Partners LP's Q3 2022 Portfolio
Portfolio Value 134 Million
Stocks 11
Filing on Aug 14, 2025 Q2 2025

Sarissa Capital Management LP

  • INVA
  • NBIX
  • CYTK
  • IRWD
  • LNTH
  • VOR
Sarissa Capital Management LP's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 7
Filing on Jul 23, 2025 Q2 2025

In Track Investment Management Inc

  • MSFT
  • PANW
  • IVV
  • AAPL
  • NVDA
  • VOO
  • PLTR
In Track Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 111
Filing on Jul 29, 2025 Q2 2025

Asset Management Advisors, LLC

  • BRK-B
  • WMB
  • BEPC
  • NEE
  • AAPL
  • ALLY
  • LEN
Asset Management Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 17
Filing on Jul 09, 2025 Q2 2025

Orser Capital Management, LLC

  • NVDA
  • VGSH
  • CRS
  • AAPL
  • VOO
  • MSFT
  • GOOGL
Orser Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 46
Filing on Jul 21, 2025 Q2 2025

Ampfield Management, L.P.

  • TDG
  • BOOT
  • ESQ
  • FIVE
  • ROST
Ampfield Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 5
Filing on Aug 08, 2025 Q2 2025

Charter Research & Investment Group, Inc.

  • AAPL
  • GOOGL
  • META
  • IBM
  • RTX
  • JNJ
  • MDLZ
Charter Research & Investment Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 83
Filing on Jan 15, 2025 Q4 2024

Householder Group Estate & Retirement Specialist, LLC

  • FSK
  • AMLP
  • AAPL
  • COST
  • AMZN
  • NVDA
  • SPTM
Householder Group Estate & Retirement Specialist, LLC's Q4 2024 Portfolio
Portfolio Value 134 Million
Stocks 601