Largest Portfolios by Value

Filing on Aug 15, 2025 Q2 2025

Security National Bank Of Sioux City Iowa

  • MSFT
  • AAPL
  • BRK-B
  • ORCL
  • BRK-A
  • GOOGL
  • WMT
Security National Bank Of Sioux City Iowa 's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 143
Filing on Aug 06, 2025 Q2 2025

Towerview LLC

  • TRC
  • GASS
  • SGA
  • ACI
  • LE
  • ALCO
  • GYRO
Towerview LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Navigoe, LLC

  • DFIV
  • DFUV
  • DFAT
  • DFAU
  • DFSV
  • DFAS
  • DIHP
Navigoe, LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 181
Filing on Jul 29, 2025 Q2 2025

Community Bank Of Raymore

  • JPM
  • NRG
  • O
  • CAT
  • GATX
  • VOO
  • BAC
Community Bank Of Raymore's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 116
Filing on Aug 14, 2025 Q2 2025

Wfa Of San Diego, LLC

  • AAPL
  • VTI
  • LECO
  • BND
  • BRK-B
  • VONG
  • AMZN
Wfa Of San Diego, LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 427
Filing on Aug 14, 2025 Q2 2025

Lsp Investment Advisors, LLC

  • SPY
  • EQT
  • CHK
  • CRK
  • EEM
  • MSFT
  • AR
Lsp Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 20
Filing on Aug 14, 2025 Q2 2025

Guardian Wealth Management, Inc.

  • STRL
  • AZO
  • APO
  • NNI
  • LLY
  • ABBV
  • UTI
Guardian Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 61
Filing on Jul 25, 2025 Q2 2025

Valley Brook Capital Group, Inc.

  • MSFT
  • AAPL
  • JPM
  • HD
  • NVDA
  • AVGO
  • ABBV
Valley Brook Capital Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 115
Filing on Aug 14, 2025 Q2 2025

Plustick Management LLC

  • NN
  • APLD
  • AR
  • INOD
  • COMM
  • SATS
  • LYFT
Plustick Management LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 26
Filing on Jul 31, 2025 Q2 2025

Hanlon Investment Management, Inc.

  • SGOV
  • NVDA
  • SHY
  • HYG
  • VB
  • VO
  • VUG
Hanlon Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 165
Filing on May 15, 2025 Q1 2025

Amitell Capital Pte LTD

  • INTC
  • THC
  • PAX
  • ET
  • PHYS
  • AEM
  • AGI
Amitell Capital Pte LTD's Q1 2025 Portfolio
Portfolio Value 132 Million
Stocks 49
Filing on Jul 22, 2025 Q2 2025

Ifs Advisors, LLC

  • IVV
  • SGOV
  • IEFA
  • DGRO
  • SCHG
  • IJH
  • IJR
Ifs Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 170
Filing on Aug 14, 2025 Q2 2025

Teza Capital Management LLC

  • NVDA
  • BAC
  • MS
  • TRGP
  • UNP
  • BK
  • EW
Teza Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 306
Filing on Aug 14, 2025 Q2 2025

Mork Capital Management, LLC

  • ANF
  • LNC
  • MCK
  • CR
  • AL
  • PINC
  • CMCSA
Mork Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 109
Filing on Oct 09, 2024 Q3 2024

Life Pro Asset Management

  • BKLN
  • LONZ
  • MSFT
  • AGNC
  • DFSD
  • DFCF
  • XCCC
Life Pro Asset Management's Q3 2024 Portfolio
Portfolio Value 132 Million
Stocks 151
Filing on Aug 14, 2025 Q2 2025

Brightlight Capital Management LP

  • CVNA
  • HEPS
  • HGV
  • ARCO
  • MLCO
  • SNBR
  • VAL
Brightlight Capital Management LP's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 10
Filing on Jul 07, 2025 Q2 2025

Moulton Wealth Management, Inc

  • SPLG
  • SJNK
  • TFLO
  • USFR
  • VTI
  • FLOT
  • SRLN
Moulton Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 37
Filing on Aug 12, 2025 Q2 2025

Moon Capital Management LP

  • IAU
  • TIGO
  • LAD
  • GDX
  • BWA
  • GDXJ
  • ABG
Moon Capital Management LP's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 13