Largest Portfolios by Value

Filing on Aug 25, 2025 Q2 2025

New Gen Asset Management LTD

  • USAS
  • HYG
  • CCJ
  • BB
  • CNQ
  • SAND
  • NXE
New Gen Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 25
Filing on Aug 08, 2025 Q2 2025

Renasant Bank

  • ACIO
  • MSFT
  • VEA
  • OSCV
  • DRSK
  • VTI
  • RSP
Renasant Bank's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 264
Filing on Aug 07, 2025 Q2 2025

1620 Investment Advisors, Inc.

  • SPIB
  • IEF
  • SPTS
  • QEFA
  • JPM
  • TY
  • FRDM
1620 Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 681
Filing on Aug 06, 2025 Q2 2025

Settian Capital LP

  • MA
  • AAPL
  • CDNS
  • MSFT
  • PWR
  • V
  • WHG
Settian Capital LP's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Hudson Executive Capital LP

  • CTLP
  • TALK
  • LSYN
Hudson Executive Capital LP's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 3
Filing on Jul 30, 2025 Q2 2025

Fingerlakes Wealth Management, Inc.

  • MGK
  • QQQ
  • AAPL
  • XLK
  • SCHG
  • MGV
  • VGT
Fingerlakes Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 92
Filing on Jul 22, 2025 Q2 2025

Mount Vernon Associates Inc

  • AAPL
  • MSFT
  • META
  • COST
  • AMZN
  • GOOG
  • JPM
Mount Vernon Associates Inc 's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 55
Filing on Aug 07, 2025 Q2 2025

Hc Advisors, LLC

  • SCHR
  • FDL
  • IYW
  • SCHE
  • DES
  • SCHD
  • SCHG
Hc Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 60
Filing on Aug 11, 2025 Q2 2025

Monashee Investment Management LLC

  • BRO
  • LLY
  • KTOS
  • BBIO
  • ACHR
  • CHWY
  • RIOT
Monashee Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 57
Filing on May 08, 2023 Q1 2023

Praetorian Capital Management LLC

  • JOE
  • BNO
  • VAL
  • TDW
  • AMRK
  • AU
  • GOED
Praetorian Capital Management LLC's Q1 2023 Portfolio
Portfolio Value 133 Million
Stocks 21
Filing on Jul 17, 2025 Q2 2025

Campion Asset Management

  • IWB
  • IJH
  • IVV
  • IWR
  • VEA
  • LMT
  • VNQ
Campion Asset Management's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 80
Filing on Jul 15, 2025 Q2 2025

Spectrum Planning & Advisory Services Inc.

  • SGOV
  • JPST
  • QUAL
  • EFV
  • IVW
  • DYNF
  • SPLG
Spectrum Planning & Advisory Services Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 95
Filing on Jul 02, 2025 Q2 2025

Dentgroup LLC

  • IJH
  • VUG
  • FDVV
  • FBND
  • ISTB
  • VTV
  • ACWX
Dentgroup LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 89
Filing on Jul 28, 2022 Q2 2022

Private Capital Group, LLC

  • VV
  • VTV
  • AAPL
  • VUG
  • VEA
  • MSFT
  • VOT
Private Capital Group, LLC's Q2 2022 Portfolio
Portfolio Value 133 Million
Stocks 1944
Filing on Jul 03, 2025 Q2 2025

Lam Group, Inc.

  • VXF
  • VEU
  • IBND
  • DFAS
  • DISV
  • DFUV
  • VBR
Lam Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 73
Filing on Aug 11, 2025 Q2 2025

Stoneridge Investment Partners LLC

  • NVDA
  • MSFT
  • AAPL
  • BDX
  • PNC
  • AVGO
  • META
Stoneridge Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 125
Filing on Aug 12, 2025 Q2 2025

Idg China Venture Capital Fund V Associates L.P.

  • RLX
Idg China Venture Capital Fund V Associates L.P.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 1
Filing on Jul 16, 2025 Q2 2025

One Plus One Wealth Management, LLC

  • VGLT
  • SPDN
  • SGDJ
  • ECOW
  • ICOW
  • ACIO
  • IVAL
One Plus One Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 91