Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Carnegie Mellon University

  • DUOL
  • QQQ
  • IHT
Carnegie Mellon University's Q3 2025 Portfolio
Portfolio Value 132 Million
Stocks 6
Filing on Nov 12, 2025 Q3 2025

Pb Investment Partners, L.P.

  • COF
  • HGV
  • APO
  • OMF
  • BAC
  • GBTG
  • PGR
Pb Investment Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 132 Million
Stocks 8
Filing on Nov 12, 2024 Q3 2024

Advisory Services & Investments, LLC

  • DFIC
  • VO
  • DFAS
  • VOO
  • DFAC
  • DFEM
  • SCHG
Advisory Services & Investments, LLC's Q3 2024 Portfolio
Portfolio Value 131 Million
Stocks 40
Filing on Nov 10, 2025 Q3 2025

Armor Advisors, L.L.C.

  • GLD
  • FNV
  • NMM
  • RGLD
  • NMM
  • ICLR
  • SPY
Armor Advisors, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 16
Filing on Nov 14, 2025 Q3 2025

Steinberg Asset Management LLC

  • GLNG
  • GOOG
  • NVGS
  • ACGL
  • MSGS
  • IQV
  • ACM
Steinberg Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 39
Filing on Oct 22, 2025 Q3 2025

Mc Carthy Asset Management, Inc.

  • SPSB
  • SCHD
  • VIG
  • SCHG
  • BND
  • DFAC
  • VXUS
Mc Carthy Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 26
Filing on Oct 08, 2025 Q3 2025

Sterling Manor Financial, LLC

  • SPBO
  • RSP
  • IDEV
  • SPYG
  • DGRO
  • FTSM
  • YSEP
Sterling Manor Financial, LLC's Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 35
Filing on Oct 29, 2025 Q3 2025

Floyd Financial Group LLC

  • JCPB
  • NVDA
  • JEPI
  • GOOGL
  • AMZN
  • MSFT
  • RSP
Floyd Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 60
Filing on Nov 03, 2025 Q3 2025

Channing Global Advisors, LLC

  • UBS
  • TSM
  • GOOG
  • AMZN
  • META
  • MSFT
  • HDB
Channing Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 41
Filing on Oct 21, 2025 Q3 2025

Kerntke Otto Mc Glone Wealth Management Group

  • VTI
  • DGRO
  • FSMO
  • IBTG
  • DFAC
  • SCHF
  • REGL
Kerntke Otto Mc Glone Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 84
Filing on Feb 08, 2023 Q4 2022

Stewart Asset Management, LLC

  • UNH
  • MA
  • GOOG
  • ISRG
  • AMZN
  • DIS
  • FND
Stewart Asset Management, LLC's Q4 2022 Portfolio
Portfolio Value 130 Million
Stocks 28
Filing on Oct 29, 2025 Q3 2025

Magnolia Capital Management LTD

  • QQQ
  • SPY
  • IJH
  • DIA
  • AAPL
  • GOOG
  • IJR
Magnolia Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 70
Filing on Oct 24, 2025 Q3 2025

Macroview Investment Management LLC

  • SCHG
  • BMAR
  • PHYS
  • EFA
  • QQQ
  • GLD
  • IVV
Macroview Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 93
Filing on Oct 27, 2025 Q3 2025

Crew Capital Management, Ltd.

  • QQQ
  • AAPL
  • PG
  • XLK
  • BRK-B
  • MSFT
  • XLV
Crew Capital Management, Ltd.'s Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 115
Filing on Oct 09, 2025 Q3 2025

Hummer Financial Advisory Services Inc

  • SPY
  • ACN
  • MDY
  • AMZN
  • MSFT
  • GWW
  • VB
Hummer Financial Advisory Services Inc's Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 114
Filing on Oct 16, 2025 Q3 2025

Hoese & CO LLP

  • IEI
  • IVV
  • SPHQ
  • QUAL
  • DGRO
  • IUSB
  • VIG
Hoese & CO LLP's Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 146
Filing on Nov 12, 2025 Q3 2025

Hfg Advisors, Inc.

  • QQQ
  • FV
  • RDVY
  • VOT
  • VOE
  • FDL
  • IWB
Hfg Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 105
Filing on Nov 14, 2025 Q3 2025

Hudson Executive Capital LP

  • CTLP
  • TALK
Hudson Executive Capital LP's Q3 2025 Portfolio
Portfolio Value 129 Million
Stocks 2