Largest Portfolios by Value
Filing on Nov 12, 2025
Q3 2025
Round Hill Asset Management
- SPGI
- AMGN
- DIS
- CMCSA
- NDAQ
- PFE
- MRK
Filing on Nov 10, 2025
Q3 2025
Affinity Investment Advisors, LLC
- MSFT
- JPM
- STX
- GOOGL
- AAPL
- TPR
- AVGO
Filing on Oct 31, 2025
Q3 2025
Filing on Apr 14, 2023
Q1 2023
Filing on Nov 14, 2025
Q3 2025
Alapocas Investment Partners, Inc.
- GOOG
- AMZN
- AAPL
- V
- TJX
- ADBE
- RACE
Filing on Oct 31, 2025
Q3 2025
Stoneridge Investment Partners LLC
- AAPL
- MSFT
- NVDA
- AVGO
- GOOG
- CB
- TJX
Filing on Nov 03, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Lonestar Capital Management LLC
- ET
- DHC
- GTX
- NRG
- GSL
- GDX
- GDXJ
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 20, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Sja Financial Advisory, LLC
- IEFA
- IVV
- BND
- IVE
- IVW
- IJK
- IEMG
Filing on Nov 12, 2025
Q3 2025
Legacy Wealth Managment, Llc/Id
- NEOV
- BIL
- ORCL
- BUFR
- BITO
- ECC
- ICSH
Filing on Oct 27, 2025
Q3 2025
Meadow Creek Wealth Advisors LLC
- IVV
- SON
- KO
- NVDA
- MSFT
- AVGO
- AAPL
Filing on Nov 14, 2025
Q3 2025
Terra Nova Asset Management LLC
- GOOGL
- MSFT
- SGOL
- XLC
- GE
- VOO
- MELI
Filing on Oct 02, 2025
Q3 2025
Ahl Investment Management, Inc.
- MSFT
- KO
- JPM
- PFFD
- SCHB
- AAPL
- XOM
Filing on Nov 14, 2025
Q3 2025
Waterfront Capital Partners, LLC
- IRM
- WELL
- REG
- DLR
- REXR
- CUBE
- SLG
Filing on Nov 03, 2025
Q3 2025
Braun Bostich & Associates Inc.
- TLT
- DYNF
- QUAL
- SPYG
- SPYV
- EFV
- BNDX