Largest Portfolios by Value

Filing on Apr 23, 2025 Q1 2025

Saxony Capital Management, LLC

  • BND
  • VOO
  • DIA
  • IVE
  • ACWI
  • SCHV
  • NVDA
Saxony Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 122
Filing on Feb 14, 2025 Q4 2024

B. Riley Financial, Inc.

  • BW
  • DDI
  • CDZI
  • LSEA
  • TACT
  • EGHT
  • RGF
B. Riley Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 16
Filing on Apr 26, 2023 Q1 2023

Euclidean Technologies Management, LLC

  • PLPC
  • CVLG
  • MCFT
  • WIRE
  • ATKR
  • MLI
  • PRDO
Euclidean Technologies Management, LLC's Q1 2023 Portfolio
Portfolio Value 109 Million
Stocks 75
Filing on May 15, 2025 Q1 2025

Brightlight Capital Management LP

  • CVNA
  • HEPS
  • MLCO
  • HGV
  • SNBR
  • VAL
  • ASLE
Brightlight Capital Management LP's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 9
Filing on Feb 10, 2025 Q4 2024

Wintrust Investments LLC

  • IJH
  • AAPL
  • IVV
  • IWM
  • BRK-B
  • RSP
  • TFLO
Wintrust Investments LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 427
Filing on Apr 09, 2025 Q1 2025

Swisher Financial Concepts, Inc.

  • ABBV
  • CGDV
  • VTI
  • VXUS
  • CGCP
  • EUSA
  • COWZ
Swisher Financial Concepts, Inc.'s Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 80
Filing on Apr 15, 2025 Q1 2025

In Track Investment Management Inc

  • VOO
  • MSFT
  • AAPL
  • PANW
  • PLTR
  • IVV
  • NVDA
In Track Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 90
Filing on Nov 14, 2023 Q3 2023

Kenfarb & Co.

  • AAPL
  • MSFT
  • INTU
  • ACN
  • ADP
  • GOOG
  • MA
Kenfarb & Co.'s Q3 2023 Portfolio
Portfolio Value 108 Million
Stocks 213
Filing on Apr 17, 2025 Q1 2025

Share Andrew L.

  • EQT
  • CRK
  • FDEC
  • GRID
  • FSEP
  • BSEP
  • FOCT
Share Andrew L.'s Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 13
Filing on Apr 17, 2025 Q1 2025

Life Planning Partners, Inc

  • ITOT
  • IEFA
  • VTI
  • SUB
  • VEA
  • IEMG
  • IUSB
Life Planning Partners, Inc's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 61
Filing on Apr 28, 2025 Q1 2025

Ativo Capital Management LLC

  • FLIN
  • CHKP
  • FINV
  • YUMC
  • BAP
  • NTES
  • BABA
Ativo Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 54
Filing on Apr 02, 2025 Q1 2025

Rk Asset Management, LLC

  • BKE
  • REGN
  • FIZZ
  • BRK-B
  • KHC
  • NEU
  • PCTY
Rk Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 23
Filing on May 12, 2025 Q1 2025

Commons Capital, LLC

  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • PANW
  • AVGO
Commons Capital, LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 97
Filing on May 15, 2025 Q1 2025

Chiron Capital Management, LLC

  • BMY
  • XBI
  • CCI
  • NKE
  • AFL
  • UPS
  • AAPL
Chiron Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 114
Filing on Apr 24, 2025 Q1 2025

Corepath Wealth Partners LLC

  • IVV
  • AGG
  • EFA
  • GLD
  • IUSV
  • IWM
  • ISTB
Corepath Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 30
Filing on May 13, 2025 Q1 2025

Somerset Group LLC

  • MMM
  • CHRW
  • QQQ
  • AAPL
  • MSFT
  • AMZN
  • SCHX
Somerset Group LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 62
Filing on May 14, 2025 Q1 2025

Alpine Investment Management LTD

  • TSM
  • YY
  • ZGN
  • MOMO
  • WB
Alpine Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 10
Filing on May 05, 2025 Q1 2025

One Ascent Family Office, LLC

  • OACP
  • OAIM
  • MSFT
  • SCHO
  • XLE
  • OALC
  • DFAC
One Ascent Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 157