Largest Portfolios by Value

Filing on Jul 17, 2025 Q2 2025

Washington Capital Management Inc

  • VTI
  • DIA
  • SPY
  • BSV
  • IGSB
  • JPM
  • AEM
Washington Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 116
Filing on Jul 16, 2025 Q2 2025

Tru Independence Asset Management 2, LLC

  • DFAC
  • DFSD
  • IEI
  • DFCF
  • IEF
  • IVV
  • QQQ
Tru Independence Asset Management 2, LLC's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 90
Filing on Aug 08, 2025 Q2 2025

Wealth Trust Asset Management, LLC

  • WLTG
  • BIL
  • VGT
  • IWB
  • AGG
  • FLOT
  • BILS
Wealth Trust Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 77
Filing on Aug 18, 2025 Q2 2025

General Equity Holdings LP

  • CVNA
  • SE
  • CPNG
  • ONEW
  • FOUR
  • OSCR
  • CTRN
General Equity Holdings LP's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 10
Filing on Jul 29, 2025 Q2 2025

Otter Creek Advisors, LLC

  • NVDA
  • FLEX
  • CMPO
  • PKI
  • LPLA
  • CRM
  • ICE
Otter Creek Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 40
Filing on Aug 13, 2025 Q2 2025

Artal Group S.A.

  • LXRX
Artal Group S.A.'s Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 2
Filing on May 12, 2025 Q1 2025

Long Corridor Asset Management LTD

  • META
  • UBER
  • AXP
  • GOOGL
  • INCY
  • ATHM
  • BGNE
Long Corridor Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 129 Million
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Latash Investments, LLC

  • WFC
  • MSFT
  • GOOG
  • GOOGL
  • WLFC
  • BX
  • ITW
Latash Investments, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Dean, Jacobson Financial Services, LLC

  • SPY
  • BIL
  • IEFA
  • JPST
  • TPL
  • BKLC
  • AAPL
Dean, Jacobson Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 15
Filing on Aug 14, 2025 Q2 2025

Mountaineer Partners Management, LLC

  • CENX
  • HBM
  • VSH
  • CSTM
  • CRS
  • FCX
  • ATI
Mountaineer Partners Management, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 32
Filing on Aug 15, 2025 Q2 2025

Synergy Financial Group, LTD

  • NVDA
  • MSFT
  • AMZN
  • SHOP
  • NFLX
  • META
  • AAPL
Synergy Financial Group, LTD's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 113
Filing on Aug 12, 2025 Q2 2025

Crestview Partners Iii Gp, L.P.

  • WOW
  • PFHC
Crestview Partners Iii Gp, L.P.'s Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 3
Filing on Jul 29, 2025 Q2 2025

Commons Capital, LLC

  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • AVGO
  • GOOGL
  • PANW
Commons Capital, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 110
Filing on Aug 08, 2025 Q2 2025

Visa Foundation

  • ESGV
Visa Foundation's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 1
Filing on Jul 25, 2025 Q2 2025

Kellett Schaffner Wealth Advisors LLC

  • SPY
  • IPKW
  • PG
  • QQQ
  • SCHD
  • VIG
  • XMMO
Kellett Schaffner Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 71
Filing on Jul 09, 2025 Q2 2025

Hummer Financial Advisory Services Inc

  • SPY
  • ACN
  • MDY
  • AMZN
  • GWW
  • MSFT
  • VB
Hummer Financial Advisory Services Inc's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 114
Filing on Aug 11, 2025 Q2 2025

Factorial Partners, LLC

  • URI
  • FHI
  • SYF
  • TEVA
  • AL
  • SEB
  • GNW
Factorial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 63
Filing on Aug 14, 2025 Q2 2025

Acas, LLC

  • CGGR
  • CGDV
  • BRK-B
  • AAPL
  • IVW
  • AMZN
  • GLD
Acas, LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 93