Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Archon Capital Management LLC

  • EZPW
  • REAL
  • BRZE
  • PL
  • APYX
  • MPTI
  • TDC
Archon Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 143 Million
Stocks 46
Filing on Nov 14, 2025 Q3 2025

22 Nw, LP

  • ANEB
  • FSTR
  • SRI
  • RGNX
  • CULP
  • RZLT
  • DHX
22 Nw, LP's Q3 2025 Portfolio
Portfolio Value 143 Million
Stocks 21
Filing on Aug 14, 2024 Q2 2024

Rain Capital Management, LLC

  • IVV
  • VTI
  • ITOT
  • VT
  • IEF
  • IGSB
  • EFA
Rain Capital Management, LLC's Q2 2024 Portfolio
Portfolio Value 142 Million
Stocks 95
Filing on Oct 14, 2025 Q3 2025

Security National Bank Of Sioux City Iowa

  • MSFT
  • AAPL
  • ORCL
  • BRK-B
  • GOOGL
  • WMT
  • BRK-A
Security National Bank Of Sioux City Iowa 's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 140
Filing on Aug 08, 2023 Q2 2023

Affinia Financial Group, LLC

  • MOAT
  • SPLG
  • SHV
  • TDVG
  • SPY
  • SPSM
  • IJH
Affinia Financial Group, LLC's Q2 2023 Portfolio
Portfolio Value 142 Million
Stocks 35
Filing on Nov 07, 2025 Q3 2025

Fortis Advisors, LLC

  • DBND
  • BSV
  • EMXC
  • ICOW
  • VEA
  • GDX
  • SCHP
Fortis Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 123
Filing on Oct 23, 2025 Q3 2025

Lam Group, Inc.

  • IBND
  • VXF
  • VEU
  • DFAS
  • DISV
  • DFUV
  • VBR
Lam Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 72
Filing on Oct 03, 2025 Q3 2025

Dentgroup LLC

  • FDVV
  • VUG
  • FBND
  • IJH
  • VTV
  • IVV
  • ACWX
Dentgroup LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 94
Filing on Nov 13, 2025 Q3 2025

S. R. Schill & Associates

  • IEFA
  • VTWO
  • USRT
  • SPLG
  • SPTI
  • SPTS
  • VGLT
S. R. Schill & Associates's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 25
Filing on Nov 14, 2025 Q3 2025

Adams Street Partners LLC

  • RMNI
  • CRVS
  • IOT
  • PAY
Adams Street Partners LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 5
Filing on Nov 12, 2025 Q3 2025

Integrity Investment Advisors, LLC

  • IVV
  • SPHQ
  • SPMO
  • IGM
  • DFCF
  • AVUS
  • JEPI
Integrity Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 150834
Filing on Nov 10, 2025 Q3 2025

Monetta Financial Services Inc

  • SPY
  • AMZN
  • GOOG
  • VOO
  • JPM
  • NVDA
  • PLTR
Monetta Financial Services Inc's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 57
Filing on Oct 14, 2025 Q3 2025

Community Bank Of Raymore

  • JPM
  • O
  • CAT
  • NRG
  • GATX
  • VOO
  • BAC
Community Bank Of Raymore's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 121
Filing on Oct 07, 2025 Q3 2025

1620 Investment Advisors, Inc.

  • SPIB
  • IEF
  • QEFA
  • TY
  • JPM
  • SPTS
  • FRDM
1620 Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 649
Filing on Oct 27, 2025 Q3 2025

Forbes Financial Planning, Inc.

  • FBND
  • IVV
  • VCSH
  • VTI
  • VBR
  • SLYG
  • VEA
Forbes Financial Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 32
Filing on Oct 27, 2023 Q3 2023

Trustees Of General Electric Pension Trust

  • GE
Trustees Of General Electric Pension Trust's Q3 2023 Portfolio
Portfolio Value 142 Million
Stocks 2
Filing on Feb 12, 2025 Q4 2024

Sanctuary Wealth Management, L.L.C.

  • IVV
  • VTI
  • QQQM
  • VONG
  • BND
  • VOO
  • QQQ
Sanctuary Wealth Management, L.L.C.'s Q4 2024 Portfolio
Portfolio Value 141 Million
Stocks 272
Filing on Nov 14, 2025 Q3 2025

Herbst Group, LLC

  • QQQ
  • SPY
  • MSFT
  • GE
  • GOOGL
  • XME
  • RTX
Herbst Group, LLC's Q3 2025 Portfolio
Portfolio Value 141 Million
Stocks 51