Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

22 Nw, LP

  • FSTR
  • ANEB
  • STRL
  • CULP
  • SRI
  • CMPS
  • BBSI
22 Nw, LP's Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 20
Filing on May 14, 2025 Q1 2025

Farley Capital L.P.

  • MA
  • GOOG
  • MSFT
  • META
  • BABA
  • ATGE
  • MCHI
Farley Capital L.P.'s Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 16
Filing on Apr 22, 2025 Q1 2025

Garland Capital Management Inc

  • ABBV
  • JPM
  • BK
  • TRV
  • WELL
  • PG
  • IBM
Garland Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 28
Filing on Apr 30, 2025 Q1 2025

Applied Fundamental Research, LLC

  • IAC
  • NOMD
  • GLPI
  • HSII
  • DY
  • UFPT
  • FIGS
Applied Fundamental Research, LLC's Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 12
Filing on May 15, 2025 Q1 2025

Immersion Capital LLP

  • RYAAY
  • V
  • HDB
  • GOOGL
  • CNI
  • BP
  • CNQ
Immersion Capital LLP's Q1 2025 Portfolio
Portfolio Value 107 Million
Stocks 10
Filing on Nov 14, 2024 Q3 2024

Inherent Group, LP

  • COOP
  • NEE
  • OEC
  • BLDR
  • IEMG
  • SHC
  • PAX
Inherent Group, LP's Q3 2024 Portfolio
Portfolio Value 107 Million
Stocks 8
Filing on Oct 12, 2022 Q3 2022

Swm Advisors

  • VOO
  • VEA
  • VXF
  • FLOT
  • ICSH
  • BSV
  • BIV
Swm Advisors's Q3 2022 Portfolio
Portfolio Value 106 Million
Stocks 24
Filing on Apr 25, 2025 Q1 2025

William Howard & CO Financial Advisors Inc

  • IVV
  • IEF
  • ICF
  • IWM
  • IWV
  • IEFA
  • BND
William Howard & CO Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 52
Filing on Oct 26, 2022 Q3 2022

Morris Capital Advisors, LLC

  • AAPL
  • MSFT
  • UNH
  • AMZN
  • CVS
  • TMO
  • LLY
Morris Capital Advisors, LLC's Q3 2022 Portfolio
Portfolio Value 106 Million
Stocks 52
Filing on Apr 23, 2025 Q1 2025

C2 C Wealth Management, LLC

  • AAPL
  • IVV
  • CVX
  • UTF
  • MSFT
  • XLK
  • IWM
C2 C Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 87
Filing on May 12, 2025 Q1 2025

Smart Money Group LLC

  • BIL
  • MEAR
  • OUNZ
  • RISR
  • GLD
  • SCHZ
  • USFR
Smart Money Group LLC's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 77
Filing on May 15, 2025 Q1 2025

Bey Douglas LLC

  • GOOGL
  • MSFT
  • NVDA
  • V
  • BKNG
  • INTU
  • SYK
Bey Douglas LLC's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 42
Filing on Aug 14, 2024 Q2 2024

Greenwich Investment Management, Inc.

  • DMLP
  • TRIN
  • TSLX
  • XOM
  • ARCC
  • MPV
  • BANX
Greenwich Investment Management, Inc.'s Q2 2024 Portfolio
Portfolio Value 106 Million
Stocks 37
Filing on May 12, 2025 Q1 2025

Tao Capital Management LP

  • MDGL
  • TWST
  • TSLA
  • H
  • MASS
  • WRBY
Tao Capital Management LP's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 9
Filing on Feb 14, 2023 Q4 2022

Health Cor Management, L.P.

  • BMRN
  • DXCM
  • CYTK
  • HYPR
  • ALKS
  • CNMD
  • NBIX
Health Cor Management, L.P.'s Q4 2022 Portfolio
Portfolio Value 106 Million
Stocks 22
Filing on May 14, 2025 Q1 2025

Orcam Financial Group

  • DSCF
  • VT
  • SCHB
  • VTI
  • SCHF
  • VXUS
  • VGIT
Orcam Financial Group's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 49
Filing on Apr 08, 2025 Q1 2025

J2 Capital Management Inc

  • TFLO
  • BIL
  • SGOV
  • SSUS
  • JEPI
  • PTMC
  • HDV
J2 Capital Management Inc's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 104
Filing on May 09, 2025 Q1 2025

Sound Financial Strategies Group, LLC

  • AGG
  • IEF
  • SGOV
  • TPIF
  • WWJD
  • TPLC
  • QQEW
Sound Financial Strategies Group, LLC's Q1 2025 Portfolio
Portfolio Value 106 Million
Stocks 100