Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Qalhat Capital LTD

  • IWF
Qalhat Capital LTD's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 1
Filing on Oct 16, 2025 Q3 2025

Willner & Heller, LLC

  • NVDA
  • AAPL
  • IWF
  • MSFT
  • RDVY
  • AMZN
  • AVGO
Willner & Heller, LLC's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 160
Filing on Oct 08, 2025 Q3 2025

Hedges Asset Management LLC

  • GBCI
  • GE
  • BA
  • SHEL
  • GLPI
  • PENN
  • GDX
Hedges Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 102
Filing on Jul 12, 2023 Q2 2023

First National Bank Of South Miami

  • EFA
  • MSFT
  • IVV
  • LQD
  • VXF
  • IJH
  • IGSB
First National Bank Of South Miami's Q2 2023 Portfolio
Portfolio Value 124 Million
Stocks 322
Filing on Nov 03, 2025 Q3 2025

Florin Court Capital LLP

  • ICLN
  • IBB
  • IVW
  • DVY
  • VCSH
  • CWB
  • ICVT
Florin Court Capital LLP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 37
Filing on Nov 05, 2025 Q3 2025

Paladin Advisory Group, LLC

  • IWF
  • IEFA
  • JPST
  • IWD
  • IVV
  • AVLV
  • QQQ
Paladin Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 239
Filing on Oct 17, 2025 Q3 2025

Slocum, Gordon & CO LLP

  • NEE
  • JNJ
  • MRK
  • XOM
  • PG
  • AEP
  • PPL
Slocum, Gordon & CO LLP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 56
Filing on Nov 13, 2025 Q3 2025

Birchview Capital, LP

  • KLAC
  • BMY
  • CORT
  • PRTA
  • STOK
  • QURE
  • OVV
Birchview Capital, LP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 69
Filing on Nov 14, 2025 Q3 2025

Kamunting Street Capital Management, L.P.

  • ET
  • EPD
  • AMZN
  • TGT
  • CNC
  • RH
  • MRK
Kamunting Street Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 17
Filing on Nov 05, 2025 Q3 2025

Brown University

  • ORCC
  • OWL
  • GLD
  • ATAI
  • PROK
  • CMPS
Brown University's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 8
Filing on Oct 16, 2025 Q3 2025

K2 Financial Inc.

  • VEA
  • SCHX
  • BND
  • VTEB
  • MUB
  • SEIM
  • VWO
K2 Financial Inc.'s Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 58
Filing on Nov 10, 2025 Q3 2025

Zeno Equity Partners LLP

  • DHR
  • AMZN
  • TXN
  • TPX
  • APH
  • HEIA
Zeno Equity Partners LLP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 9
Filing on Nov 13, 2025 Q3 2025

Oep Capital Advisors, L.P.

  • AHCO
Oep Capital Advisors, L.P.'s Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Karani Asset Management LLC

  • NVDA
  • GOOGL
  • SPY
  • ASML
  • MSFT
  • AAPL
  • MA
Karani Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 37
Filing on Nov 10, 2025 Q3 2025

Somerset Group LLC

  • CHRW
  • QQQ
  • MMM
  • MSFT
  • SCHX
  • AMZN
  • AAPL
Somerset Group LLC's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 60
Filing on Aug 09, 2022 Q2 2022

Ntb Financial Corp

  • AAPL
  • XOM
  • BMY
  • MSFT
  • BRKB
  • SCHD
  • TJX
Ntb Financial Corp's Q2 2022 Portfolio
Portfolio Value 123 Million
Stocks 143
Filing on Nov 12, 2025 Q3 2025

Ascent Capital Management, LLC

  • IVV
  • IVW
  • AAPL
  • VEA
  • EFV
  • IEFA
  • AMZN
Ascent Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 65
Filing on Oct 29, 2025 Q3 2025

Rede Wealth, LLC

  • VEA
  • TSLA
  • AAPL
  • VWO
  • DVY
  • MSFT
  • IVV
Rede Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 109