Largest Portfolios by Value

Filing on May 07, 2025 Q1 2025

H Capital V Gp, L.P.

  • BEKE
H Capital V Gp, L.P.'s Q1 2025 Portfolio
Portfolio Value 99.4 Million
Stocks 1
Filing on Apr 08, 2025 Q1 2025

Andrew Hill Investment Advisors, Inc.

  • JNJ
  • PGR
  • GLD
  • EQT
  • FBND
  • MSFT
  • JPM
Andrew Hill Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 99.3 Million
Stocks 44
Filing on Aug 07, 2023 Q2 2023

Bradley Mark J.

  • LLY
  • AAPL
  • PG
  • MSFT
  • MA
  • DXCM
  • SYK
Bradley Mark J.'s Q2 2023 Portfolio
Portfolio Value 99.3 Million
Stocks 51
Filing on Apr 08, 2025 Q1 2025

Spartan Planning & Wealth Management

  • SHY
  • SPTM
  • STIP
  • SPDW
  • BIL
  • GOVT
  • HEGD
Spartan Planning & Wealth Management's Q1 2025 Portfolio
Portfolio Value 99.2 Million
Stocks 65
Filing on Dec 05, 2022 Q3 2022

Lfs Asset Management

  • PFF
  • IYK
  • UNH
  • MCD
  • AOM
  • RWM
  • AAPL
Lfs Asset Management's Q3 2022 Portfolio
Portfolio Value 99.1 Million
Stocks 48
Filing on Apr 10, 2025 Q1 2025

Riverview Trust CO

  • IEFA
  • AAPL
  • VV
  • MSFT
  • AGG
  • VEA
  • JPM
Riverview Trust CO's Q1 2025 Portfolio
Portfolio Value 99.1 Million
Stocks 654
Filing on Apr 28, 2025 Q1 2025

Acuitas Investments, LLC

  • HMST
  • MG
  • NGS
  • ARHS
  • ANGO
  • OPRT
  • PGNY
Acuitas Investments, LLC's Q1 2025 Portfolio
Portfolio Value 98.9 Million
Stocks 66
Filing on Nov 13, 2024 Q3 2024

Millrace Asset Group, Inc.

  • XBI
  • KRE
  • HURN
  • RPAY
  • FOUR
  • AVPT
  • SMTC
Millrace Asset Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 98.4 Million
Stocks 70
Filing on May 07, 2025 Q1 2025

Orca Investment Management, LLC

  • MSFT
  • AAPL
  • GOOG
  • SPY
  • CAH
  • BRK-B
  • AVGO
Orca Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 58
Filing on Apr 28, 2025 Q1 2025

Arbor Capital Management Inc

  • AMZN
  • MMM
  • ARKK
  • AAPL
  • QCOM
  • PM
  • CVX
Arbor Capital Management Inc 's Q1 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 102
Filing on Apr 08, 2025 Q1 2025

Delphi Management Inc /Ma/

  • BRK-B
  • AAPL
  • WRB
  • NFG
  • SSNC
  • GHC
  • INGR
Delphi Management Inc /Ma/'s Q1 2025 Portfolio
Portfolio Value 98.1 Million
Stocks 78
Filing on Nov 14, 2022 Q3 2022

Wilen Investment Management Corp.

  • EGY
  • UHAL
  • HUN
  • OLN
  • URI
  • IMKTA
  • CCF
Wilen Investment Management Corp.'s Q3 2022 Portfolio
Portfolio Value 98.1 Million
Stocks 87
Filing on May 09, 2025 Q1 2025

Seelaus Asset Management LLC

  • AAPL
  • SPY
  • MSFT
  • BRK-B
  • AMZN
  • GOOGL
  • URI
Seelaus Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 98 Million
Stocks 172
Filing on May 15, 2025 Q1 2025

Sky Knight Capital, L.P.

  • AHCO
  • LBTYK
  • LBTYA
Sky Knight Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 98 Million
Stocks 3
Filing on May 13, 2025 Q1 2025

Paradigm Capital Management, LLC

  • VIG
  • JPST
  • VYM
  • BRK-B
  • SCHD
  • VHT
  • JPM
Paradigm Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 97.8 Million
Stocks 55
Filing on Jan 27, 2025 Q4 2024

Elemental Capital Partners LLC

  • CRDO
  • BE
  • INDI
  • NVDA
Elemental Capital Partners LLC's Q4 2024 Portfolio
Portfolio Value 97.8 Million
Stocks 6
Filing on May 08, 2025 Q1 2025

Intrinsic Value Partners, LLC

  • BRK-B
  • GOOG
  • JOE
  • META
  • SCHW
  • GOOGL
  • TSM
Intrinsic Value Partners, LLC's Q1 2025 Portfolio
Portfolio Value 97.8 Million
Stocks 66
Filing on Apr 10, 2025 Q1 2025

Dbk Financial Counsel, LLC

  • BILS
  • VEA
  • SPY
  • QQQ
  • BSV
  • VTI
  • VWO
Dbk Financial Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 97.6 Million
Stocks 50