Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Tabor Asset Management, LP

  • LZ
  • FIVE
  • W
  • MHK
  • CCL
  • T
  • ZGN
Tabor Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 138 Million
Stocks 40
Filing on Nov 10, 2025 Q3 2025

Second Half Financial Partners, LLC

  • BIL
  • DIVO
  • SPY
  • QQQ
  • IWM
  • ACIO
  • DRSK
Second Half Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 138 Million
Stocks 96
Filing on Nov 14, 2025 Q3 2025

Mork Capital Management, LLC

  • ANF
  • LNC
  • GOOGL
  • PINC
  • MCK
  • AL
  • MGA
Mork Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 138 Million
Stocks 109
Filing on Oct 16, 2025 Q3 2025

One Plus One Wealth Management, LLC

  • SGDJ
  • IVOL
  • SPDN
  • ECOW
  • ICOW
  • IVAL
  • ACIO
One Plus One Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 138 Million
Stocks 95
Filing on Oct 07, 2025 Q3 2025

Moulton Wealth Management, Inc

  • SPLG
  • USFR
  • TFLO
  • SJNK
  • FLOT
  • VTI
  • SRLN
Moulton Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 45
Filing on Nov 14, 2025 Q3 2025

Menard Financial Group LLC

  • ZECP
  • NVDA
  • META
  • AMZN
  • MSFT
  • AVGO
  • PLTR
Menard Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 82
Filing on Dec 09, 2025 Q3 2025

Dean, Jacobson Financial Services, LLC

  • SPY
  • IEFA
  • SLYV
  • BIL
  • JPST
  • TPL
  • AAPL
Dean, Jacobson Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 16
Filing on Oct 07, 2025 Q3 2025

Hamilton Lane Advisors LLC

  • ORCC
  • GRNT
  • NU
  • IONQ
  • IOT
  • COUR
  • HIMS
Hamilton Lane Advisors LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 20
Filing on Nov 10, 2025 Q3 2025

Oder Investment Management, LLC

  • AAPL
  • PLTR
  • SPY
  • AMZN
  • TSLA
  • GOOGL
  • BSJQ
Oder Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 98
Filing on Oct 28, 2025 Q3 2025

Copperleaf Capital, LLC

  • DFAC
  • IVV
  • EFV
  • IUSB
  • QUAL
  • DYNF
  • IVW
Copperleaf Capital, LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 114
Filing on Nov 13, 2025 Q3 2025

Enhancing Capital LLC

  • MSFT
  • NVDA
  • JPM
  • LLY
  • SGOV
  • NEE
  • HCC
Enhancing Capital LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 87
Filing on Nov 12, 2025 Q3 2025

Latash Investments, LLC

  • WFC
  • GOOG
  • GOOGL
  • MSFT
  • WLFC
  • AQST
  • BX
Latash Investments, LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 17
Filing on Oct 20, 2025 Q3 2025

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • ABBV
  • SCHW
  • GOOGL
Pine Haven Investment Counsel, Inc's Q3 2025 Portfolio
Portfolio Value 136 Million
Stocks 117
Filing on Nov 10, 2025 Q3 2025

Corepath Wealth Partners LLC

  • IVV
  • AGG
  • EFA
  • GLD
  • IWB
  • EEM
  • ISTB
Corepath Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 136 Million
Stocks 39
Filing on Oct 25, 2022 Q3 2022

Eidelman Virant Capital

  • LXU
  • AAPL
  • AMZN
  • RDI
  • GOOG
  • CMP
  • BMY
Eidelman Virant Capital's Q3 2022 Portfolio
Portfolio Value 136 Million
Stocks 178
Filing on Jul 02, 2025 Q2 2025

Capital Market Strategies LLC

  • FLOT
  • MSFT
  • AAPL
  • NVDA
  • FRBA
  • PLTR
  • VSLU
Capital Market Strategies LLC's Q2 2025 Portfolio
Portfolio Value 136 Million
Stocks 139
Filing on Feb 03, 2025 Q4 2024

Unionview, LLC

  • MSFT
  • IJH
  • IWF
  • JAVA
  • FVD
  • MDY
  • AAPL
Unionview, LLC's Q4 2024 Portfolio
Portfolio Value 136 Million
Stocks 91
Filing on Apr 13, 2023 Q1 2023

Transparent Wealth Partners LLC

  • VIG
  • SCHG
  • RSP
  • IJR
  • BSCO
  • VO
  • MGV
Transparent Wealth Partners LLC's Q1 2023 Portfolio
Portfolio Value 136 Million
Stocks 32