Largest Portfolios by Value
Filing on Nov 19, 2025
Q3 2025
Crown Advisors Management, Inc.
- FIX
- NVDA
- BBW
- LOPE
- AGM
- FCFS
- STRL
Filing on Nov 14, 2025
Q3 2025
Mountaineer Partners Management, LLC
- CENX
- HBM
- CSTM
- ATI
- FCX
- ENTG
- VSH
Filing on Oct 16, 2025
Q3 2025
Filing on Jul 25, 2022
Q2 2022
Hc Financial Advisors Inc
- AAPL
- V
- TOTL
- MSFT
- NFRA
- BNL
- ADP
Filing on Nov 14, 2025
Q3 2025
5 Am Venture Management, LLC
- TRDA
- PHVS
- CNTA
- VRDN
- EYPT
- TYRA
- CLDX
Filing on Nov 14, 2023
Q3 2023
Hall Private Wealth Advisors
- AAPL
- CWB
- DLR
- VGT
- AMZN
- COST
- IRM
Filing on Nov 07, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Dynamic Wealth Strategies, LLC
- IGM
- BND
- VTV
- SGOV
- VGIT
- VMBS
- SPHQ
Filing on Nov 12, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Primoris Wealth Advisors, LLC
- FTEC
- VOO
- META
- FBND
- AAPL
- IWM
- PLTR
Filing on Aug 04, 2023
Q2 2023
Lapides Asset Management, LLC
- EEFT
- IWM
- KN
- CRTO
- ITGR
- ADT
- ADTN
Filing on Jul 01, 2025
Q2 2025
Pensionfund Dsm Netherlands
- PLD
- EQIX
- WELL
- DLR
- O
- SPG
- PSA
Filing on Nov 13, 2025
Q3 2025
Spectrum Planning & Advisory Services Inc.
- SGOV
- JPST
- DYNF
- QUAL
- EFV
- IVW
- BIL
Filing on May 02, 2024
Q1 2024
Mc Kinley Alaska Private Investment, LLC
Filing on Oct 14, 2025
Q3 2025
Kopion Asset Management, LLC
- PRO
- NICE
- TRUP
- FTI
- BWA
- VRNS
- CGNX
Filing on Nov 03, 2025
Q3 2025
Filing on Jul 31, 2023
Q2 2023
Bms Financial Advisors, LLC
- IVV
- QQEW
- DLN
- SPTI
- SPGP
- IUSB
- BSV
Filing on Oct 23, 2025
Q3 2025
Palouse Capital Management, Inc.
- MSFT
- NTAP
- BIL
- BKR
- UNH
- HBAN
- C