Largest Portfolios by Value

Filing on Oct 21, 2022 Q3 2022

Morgan Jess S & CO Inc

  • SPXU
  • QQQ
  • SQQQ
  • DBC
  • UNH
  • FTGC
  • AAPL
Morgan Jess S & CO Inc's Q3 2022 Portfolio
Portfolio Value 115 Million
Stocks 36
Filing on Aug 14, 2025 Q2 2025

Lonestar Capital Management LLC

  • ET
  • DHC
  • NRG
  • GTX
  • GLNG
  • GDX
  • GDXJ
Lonestar Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 18
Filing on Nov 10, 2022 Q3 2022

Rutabaga Capital Management LLC

  • HIL
  • MPAA
  • TITN
  • PCTI
  • BBCP
  • TBBK
  • NTIC
Rutabaga Capital Management LLC's Q3 2022 Portfolio
Portfolio Value 115 Million
Stocks 47
Filing on Aug 15, 2025 Q2 2025

Sugar Maple Asset Management, LLC

  • GLD
  • TFLO
  • ABBV
  • IVV
  • ABT
  • STIP
  • SHY
Sugar Maple Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 76
Filing on Oct 18, 2024 Q3 2024

All Season Financial Advisors, Inc.

  • BRK-B
  • BNDX
  • INDA
  • VNQ
  • VEA
  • IVV
  • IVE
All Season Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 94
Filing on Jul 17, 2025 Q2 2025

Forefront Wealth Management Inc.

  • MSFT
  • JEPI
  • AMZN
  • JEPQ
  • TSM
  • AAPL
  • COST
Forefront Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 62
Filing on Jul 23, 2025 Q2 2025

Park Circle CO

  • ABBV
  • TRV
  • GS
  • SBUX
  • TROW
  • VZ
  • MO
Park Circle CO's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 116
Filing on Jul 21, 2025 Q2 2025

Willner & Heller, LLC

  • NVDA
  • MSFT
  • IWF
  • AAPL
  • RDVY
  • AMZN
  • AVGO
Willner & Heller, LLC's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 152
Filing on Jul 28, 2025 Q2 2025

Barden Capital Management, Inc.

  • SCHF
  • SCHX
  • NVDA
  • SPGM
  • MSFT
  • SPAB
  • SCHG
Barden Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 56
Filing on Aug 15, 2025 Q2 2025

Orcam Financial Group

  • DSCF
  • VT
  • SCHB
  • VTI
  • SCHF
  • VXUS
  • VGIT
Orcam Financial Group's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 51
Filing on Nov 14, 2024 Q3 2024

American Planning Services, Inc.

  • QQQ
  • PTLC
  • COWZ
  • JEPI
  • AAPL
  • USFR
  • NVDA
American Planning Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 114 Million
Stocks 53
Filing on Jul 28, 2025 Q2 2025

Edmp, Inc.

  • AVGO
  • MO
  • ABBV
  • UGI
  • AFL
  • AMGN
  • OHI
Edmp, Inc.'s Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 69
Filing on Jul 11, 2025 Q2 2025

William Howard & CO Financial Advisors Inc

  • IVV
  • IEF
  • IWM
  • ICF
  • IWV
  • IEFA
  • BND
William Howard & CO Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 56
Filing on Oct 27, 2022 Q3 2022

Dcm International Vi, Ltd.

  • MTTR
  • SOFI
  • AUGX
Dcm International Vi, Ltd.'s Q3 2022 Portfolio
Portfolio Value 114 Million
Stocks 3
Filing on Apr 15, 2025 Q1 2025

Noble Wealth Management Pbc

  • AAPL
  • BUFR
  • IJR
  • GLD
  • XSMO
  • GSEW
  • FLC
Noble Wealth Management Pbc's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 498
Filing on Aug 14, 2025 Q2 2025

Ejf Capital LLC

  • FCNCA
  • BUSE
  • WSBC
  • COF
  • EFSI
  • GNW
  • FHN
Ejf Capital LLC's Q2 2025 Portfolio
Portfolio Value 113 Million
Stocks 71
Filing on Jul 16, 2025 Q2 2025

Us Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • JPM
Us Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 113 Million
Stocks 123
Filing on Aug 05, 2022 Q2 2022

January Capital Advisors LLC

  • ULST
  • GLDM
  • IIGD
  • PFIX
  • QUS
  • CVX
  • GTO
January Capital Advisors LLC's Q2 2022 Portfolio
Portfolio Value 113 Million
Stocks 41