Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Moon Capital Management LP

  • IAU
  • GDX
  • GDXJ
  • IAUX
  • GM
  • LAD
  • BWA
Moon Capital Management LP's Q3 2025 Portfolio
Portfolio Value 136 Million
Stocks 11
Filing on Oct 07, 2025 Q3 2025

Integrated Capital Management, Inc.

  • AVLV
  • EFV
  • PDBC
  • SPDW
  • VIG
  • SPTS
  • SPTM
Integrated Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 59
Filing on Nov 07, 2025 Q3 2025

Schrum Private Wealth Management LLC

  • SPY
  • MSFT
  • AAPL
  • VOO
  • FXL
  • SPLG
  • JPM
Schrum Private Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 129
Filing on Jul 24, 2025 Q2 2025

Aurora Private Wealth, Inc.

  • SPY
  • AAPL
  • QQQ
  • META
  • FTSL
  • NVDA
  • BRK-B
Aurora Private Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 162
Filing on Oct 22, 2025 Q3 2025

Penbrook Management LLC

  • NVO
  • MSFT
  • AMZN
  • MCO
  • GOOGL
  • GOOG
  • PL
Penbrook Management LLC's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 104
Filing on Oct 29, 2025 Q3 2025

Diamant Asset Management, Inc.

  • AAPL
  • MSFT
  • V
  • GOOGL
  • COST
  • PGR
  • LDOS
Diamant Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 71
Filing on Nov 04, 2025 Q3 2025

Bank Of Marin

  • MSFT
  • AAPL
  • XLK
  • NVDA
  • AMZN
  • VOO
  • VO
Bank Of Marin's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 147
Filing on Nov 07, 2025 Q3 2025

Hc Advisors, LLC

  • SCHR
  • IYW
  • FDL
  • SCHE
  • SCHG
  • DES
  • SCHD
Hc Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 61
Filing on Oct 28, 2025 Q3 2025

Washington Capital Management Inc

  • VTI
  • DIA
  • SPY
  • BSV
  • IGSB
  • AEM
  • JPM
Washington Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 117
Filing on Nov 13, 2025 Q3 2025

Basso Capital Management, L.P.

  • VOO
  • SPY
  • VTI
  • RSP
  • GLD
  • MPLX
  • ET
Basso Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 78
Filing on Aug 14, 2025 Q2 2025

Black Diamond Capital Management, L.L.C.

  • CPSS
  • VZ
  • CPHC
  • WYNN
  • UBS
  • BYD
  • CLW
Black Diamond Capital Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 13
Filing on Nov 14, 2022 Q3 2022

Stack Line Partners LP

  • APPN
  • PRMW
  • PTC
  • TRN
  • NYT
  • KEX
  • RH
Stack Line Partners LP's Q3 2022 Portfolio
Portfolio Value 134 Million
Stocks 11
Filing on Nov 12, 2025 Q3 2025

Ejf Capital LLC

  • WSBC
  • VLY
  • EFSI
  • GNW
  • SFNC
  • COF
  • FHN
Ejf Capital LLC's Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 73
Filing on Nov 12, 2025 Q3 2025

Pacific Financial Group Inc

  • IVV
  • QQQ
  • IVW
  • IJR
  • IVE
  • SPY
  • IMCB
Pacific Financial Group Inc's Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 61
Filing on Jan 15, 2025 Q4 2024

Householder Group Estate & Retirement Specialist, LLC

  • FSK
  • AMLP
  • AAPL
  • COST
  • AMZN
  • NVDA
  • SPTM
Householder Group Estate & Retirement Specialist, LLC's Q4 2024 Portfolio
Portfolio Value 134 Million
Stocks 601
Filing on Oct 27, 2025 Q3 2025

Helios Capital Management Pte. LTD

  • QQQM
  • HDB
  • GLD
  • KWEB
  • IBN
  • BABA
  • GOOGL
Helios Capital Management Pte. LTD's Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 36
Filing on Oct 22, 2025 Q3 2025

Byrne Asset Management LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • JNJ
  • JPM
Byrne Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 564
Filing on Oct 17, 2025 Q3 2025

Burr Financial Services, LLC

  • NVDA
  • PLTR
  • AVGO
  • META
  • AMZN
  • PANW
  • UBER
Burr Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 28