Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Jat Capital Mgmt LP

  • ORCL
  • CEG
  • VST
  • PLTR
  • WIX
  • AVGO
  • DELL
Jat Capital Mgmt LP's Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 21
Filing on Oct 27, 2022 Q3 2022

Dcm International Vi, Ltd.

  • MTTR
  • SOFI
  • AUGX
Dcm International Vi, Ltd.'s Q3 2022 Portfolio
Portfolio Value 114 Million
Stocks 3
Filing on Apr 23, 2025 Q1 2025

Kellett Schaffner Wealth Advisors LLC

  • SPY
  • PG
  • QQQ
  • SCHD
  • VIG
  • CALF
  • IMCG
Kellett Schaffner Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 73
Filing on May 15, 2025 Q1 2025

Octahedron Capital Management L.P.

  • UBER
  • GOOGL
  • MDB
  • NU
  • CVNA
  • GTLB
  • NVDA
Octahedron Capital Management L.P.'s Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 19
Filing on May 12, 2025 Q1 2025

Barnett & Company, Inc.

  • UNM
  • AGM
  • WMB
  • OMF
  • PFE
  • OKE
  • ABBV
Barnett & Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 80
Filing on May 12, 2025 Q1 2025

Crown Advisors Management, Inc.

  • NVDA
  • AGM
  • LOPE
  • BBW
  • AROC
  • FIX
  • GBX
Crown Advisors Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 114 Million
Stocks 37
Filing on Apr 08, 2025 Q1 2025

First Community Trust Na

  • AAPL
  • MSFT
  • DE
  • AMAT
  • NVDA
  • META
  • PG
First Community Trust Na's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 313
Filing on May 12, 2025 Q1 2025

Colrain Capital LLC

  • HES
  • VST
  • VICR
  • NEM
  • BMY
  • CVS
  • AR
Colrain Capital LLC's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 24
Filing on May 12, 2025 Q1 2025

Basso Capital Management, L.P.

  • VOO
  • SPY
  • VTI
  • RSP
  • GLD
  • MPLX
  • ET
Basso Capital Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 72
Filing on May 02, 2025 Q1 2025

Schrum Private Wealth Management LLC

  • SPY
  • MSFT
  • AAPL
  • VOO
  • FXL
  • JPM
  • RSP
Schrum Private Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 124
Filing on Apr 15, 2025 Q1 2025

Noble Wealth Management Pbc

  • AAPL
  • BUFR
  • IJR
  • GLD
  • XSMO
  • GSEW
  • FLC
Noble Wealth Management Pbc's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 498
Filing on May 14, 2025 Q1 2025

Shepherd Kaplan Krochuk, LLC

  • ANGL
  • USMV
  • AAPL
  • SCHV
  • CPB
  • JQUA
  • MTUM
Shepherd Kaplan Krochuk, LLC's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 58
Filing on May 09, 2025 Q1 2025

Idg China Venture Capital Fund V Associates L.P.

  • RLX
Idg China Venture Capital Fund V Associates L.P.'s Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

River Park Advisors, LLC

  • AAPL
  • MSFT
  • META
  • V
  • GOOGL
  • AMZN
  • BKNG
River Park Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 148
Filing on May 13, 2025 Q1 2025

Axim Planning & Wealth

  • EH
  • HPF
  • CLF
  • PG
  • MSFT
  • BTAL
  • USB
Axim Planning & Wealth's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 45
Filing on Aug 05, 2022 Q2 2022

January Capital Advisors LLC

  • ULST
  • GLDM
  • IIGD
  • PFIX
  • QUS
  • CVX
  • GTO
January Capital Advisors LLC's Q2 2022 Portfolio
Portfolio Value 113 Million
Stocks 41
Filing on Apr 21, 2025 Q1 2025

Hfg Advisors, Inc.

  • QQQ
  • FV
  • PG
  • RDVY
  • FDL
  • VOE
  • VOT
Hfg Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 94
Filing on May 15, 2025 Q1 2025

Vienna Asset Management LLC

  • TSLA
  • QQQ
  • JEPQ
  • SPY
  • JEPI
  • BRK-B
  • CDNS
Vienna Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 112 Million
Stocks 42