Largest Portfolios by Value

Filing on Feb 14, 2024 Q4 2023

Kiwi Wealth Investments Limited Partnership

  • TFLO
  • TIP
  • IAU
  • NEAR
Kiwi Wealth Investments Limited Partnership's Q4 2023 Portfolio
Portfolio Value 126 Million
Stocks 4
Filing on Aug 08, 2025 Q2 2025

Brown University

  • ORCC
  • OWL
  • GLD
  • CMPS
  • ATAI
  • CDRE
  • ASML
Brown University's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 9
Filing on Aug 13, 2025 Q2 2025

Petiole Usa LTD

  • FCNCA
  • CBAN
  • RNST
  • CARE
  • WAL
  • BANC
  • WBS
Petiole Usa LTD's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 37
Filing on Jul 24, 2025 Q2 2025

Live Oak Investment Partners

  • PULS
  • VEA
  • UCON
  • SRLN
  • FTLS
  • XMHQ
  • NFLX
Live Oak Investment Partners's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 80
Filing on Aug 14, 2025 Q2 2025

Aryeh Capital Management Ltd.

  • WTW
  • USFD
  • AER
  • FTDR
  • IQV
  • FAF
  • AON
Aryeh Capital Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 13
Filing on Jul 09, 2025 Q2 2025

Byrne Asset Management LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
  • JPM
  • JNJ
Byrne Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 543
Filing on Jul 23, 2025 Q2 2025

Dmg Group, LLC

  • AAPL
  • AGG
  • MSFT
  • IGSB
  • META
  • IGIB
  • PLTR
Dmg Group, LLC's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 126
Filing on Nov 08, 2023 Q3 2023

Amia Capital LLP

  • EMB
  • SPY
  • FXI
Amia Capital LLP's Q3 2023 Portfolio
Portfolio Value 126 Million
Stocks 4
Filing on Jul 25, 2025 Q2 2025

Second Half Financial Partners, LLC

  • BIL
  • DIVO
  • SPY
  • QQQ
  • ACIO
  • DRSK
  • IWM
Second Half Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 90
Filing on Aug 05, 2025 Q2 2025

Colrain Capital LLC

  • VST
  • HES
  • NEM
  • VICR
  • MOS
  • CVS
  • GOOGL
Colrain Capital LLC's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 23
Filing on Jul 16, 2025 Q2 2025

Kerntke Otto Mc Glone Wealth Management Group

  • VTI
  • FSMO
  • DGRO
  • IBTG
  • DFAC
  • SCHF
  • MSFT
Kerntke Otto Mc Glone Wealth Management Group's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 85
Filing on Aug 12, 2025 Q2 2025

Norwood Investment Partners, LP

  • APG
  • GFL
  • CWAN
  • DRVN
  • MGNI
  • ALIT
  • THRY
Norwood Investment Partners, LP's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 15
Filing on Aug 04, 2025 Q2 2025

Crown Advisors Management, Inc.

  • FIX
  • NVDA
  • AGM
  • BBW
  • LOPE
  • FCFS
  • AROC
Crown Advisors Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 39
Filing on Jul 14, 2025 Q2 2025

Chico Wealth Ria

  • DFAC
  • DFAI
  • DFAE
  • DFAU
  • KLAC
  • TCBK
  • VEA
Chico Wealth Ria's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 33
Filing on Jul 31, 2025 Q2 2025

Mc Carthy Asset Management, Inc.

  • SPSB
  • SCHD
  • VIG
  • BND
  • SCHG
  • DFAC
  • VXUS
Mc Carthy Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 27
Filing on Jul 25, 2025 Q2 2025

Penbrook Management LLC

  • NVO
  • MSFT
  • AMZN
  • MCO
  • GOOG
  • GOOGL
  • BX
Penbrook Management LLC's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 102
Filing on Jul 15, 2025 Q2 2025

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • SBUX
  • SCHW
  • ABBV
Pine Haven Investment Counsel, Inc's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 111
Filing on Aug 11, 2025 Q2 2025

Elequin Capital LP

  • TSLA
  • CWB
  • MSTR
  • JMST
  • PLTR
  • GOOGL
  • FTHI
Elequin Capital LP's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 371