Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Accel Growth Fund V Associates L.L.C.

  • SOFI
  • BMBL
Accel Growth Fund V Associates L.L.C.'s Q2 2025 Portfolio
Portfolio Value 108 Million
Stocks 2
Filing on Jul 22, 2025 Q2 2025

Dbk Financial Counsel, LLC

  • BILS
  • VEA
  • SPY
  • QQQ
  • BSV
  • VTI
  • DFAI
Dbk Financial Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 108 Million
Stocks 53
Filing on Aug 13, 2025 Q2 2025

Barington Capital Group, L.P.

  • MATW
  • TRS
  • VSCO
  • M
  • EML
  • HBI
  • MYE
Barington Capital Group, L.P.'s Q2 2025 Portfolio
Portfolio Value 108 Million
Stocks 8
Filing on Aug 13, 2025 Q2 2025

Archon Capital Management LLC

  • APYX
  • PBPB
  • ORN
  • EZPW
  • TDC
  • ZM
  • LYTS
Archon Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 48
Filing on Aug 14, 2025 Q2 2025

Quantedge Capital Pte LTD

  • DNOW
  • COLM
  • GIII
  • ALK
  • CRTO
  • UNFI
  • INMD
Quantedge Capital Pte LTD's Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 62
Filing on Aug 07, 2025 Q2 2025

Security Benefit Life Insurance CO

  • SEAT
  • TLT
  • RSTN
  • VMBS
  • IVV
  • VEA
  • FIGS
Security Benefit Life Insurance CO 's Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 20
Filing on Aug 12, 2025 Q2 2025

Magma Venture Partners General Partner Ltd.

  • REAX
  • VLN
  • INVZ
Magma Venture Partners General Partner Ltd.'s Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 3
Filing on Aug 05, 2025 Q2 2025

Axim Planning & Wealth

  • EH
  • HPF
  • CLF
  • BTAL
  • MSFT
  • XLK
  • PG
Axim Planning & Wealth's Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 71
Filing on Aug 12, 2025 Q2 2025

Wulff, Hansen & Co.

  • BX
  • VGT
  • MSFT
  • COST
  • JPM
  • GOOGL
  • PG
Wulff, Hansen & Co.'s Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 100
Filing on Nov 14, 2024 Q3 2024

Inherent Group, LP

  • COOP
  • NEE
  • OEC
  • BLDR
  • IEMG
  • SHC
  • PAX
Inherent Group, LP's Q3 2024 Portfolio
Portfolio Value 107 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Sentinel Wealth Management, Inc.

  • IWB
  • DFAS
  • AVLV
  • DFSV
  • VONV
  • DFAI
  • SUB
Sentinel Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 39
Filing on Aug 04, 2025 Q2 2025

Arbor Capital Management Inc

  • ARKK
  • AMZN
  • MSFT
  • COIN
  • MMM
  • QCOM
  • AVGO
Arbor Capital Management Inc 's Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 103
Filing on Aug 13, 2025 Q2 2025

Hudson Portfolio Management LLC

  • GOOG
  • TSM
  • MCK
  • FLOT
  • STIP
  • ALL
  • INFY
Hudson Portfolio Management LLC's Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 112
Filing on Oct 12, 2022 Q3 2022

Swm Advisors

  • VOO
  • VEA
  • VXF
  • FLOT
  • ICSH
  • BSV
  • BIV
Swm Advisors's Q3 2022 Portfolio
Portfolio Value 106 Million
Stocks 24
Filing on Oct 26, 2022 Q3 2022

Morris Capital Advisors, LLC

  • AAPL
  • MSFT
  • UNH
  • AMZN
  • CVS
  • TMO
  • LLY
Morris Capital Advisors, LLC's Q3 2022 Portfolio
Portfolio Value 106 Million
Stocks 52
Filing on Jul 09, 2025 Q2 2025

Svenska Handelsbanken Ab (Publ)

  • MSFT
  • AAPL
  • BAC
  • WFC
  • SCHW
  • WELL
  • GOGL
Svenska Handelsbanken Ab (Publ)'s Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Caldwell Investment Management Ltd.

  • CBOE
  • KKR
  • ICE
  • AEM
  • STN
  • JPM
  • AMZN
Caldwell Investment Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 20
Filing on Aug 13, 2025 Q2 2025

Pivotal Bio Venture Partners Investment Advisor LLC

  • PCVX
  • ARQT
  • INZY
  • TRVI
  • VIGL
  • RXRX
  • IOBT
Pivotal Bio Venture Partners Investment Advisor LLC's Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 12