Largest Portfolios by Value
Filing on Aug 14, 2024
Q2 2024
Greenwich Investment Management, Inc.
- DMLP
- TRIN
- TSLX
- XOM
- ARCC
- MPV
- BANX
Filing on Feb 14, 2023
Q4 2022
Health Cor Management, L.P.
- BMRN
- DXCM
- CYTK
- HYPR
- ALKS
- CNMD
- NBIX
Filing on Aug 06, 2025
Q2 2025
One Ascent Family Office, LLC
- OAIM
- OACP
- XLE
- OALC
- MSFT
- DFAC
- EMB
Filing on Nov 14, 2023
Q3 2023
Quantamental Technologies LLC
- CRWD
- BX
- LVS
- NTNX
- NVDA
- BBY
- LOW
Filing on Aug 13, 2025
Q2 2025
Elizabeth Park Capital Advisors, Ltd.
- QCRH
- VBTX
- BMRC
- CCB
- HBAN
- CFG
- CBNK
Filing on Jul 07, 2025
Q2 2025
Platt Investment Counsel, LLC
- ESGV
- QQQ
- VCSH
- IJH
- BLV
- TSLA
- AAPL
Filing on Aug 13, 2025
Q2 2025
Filing on Jan 02, 2024
Q4 2023
Filing on Aug 05, 2025
Q2 2025
Seelaus Asset Management LLC
- AAPL
- SPY
- MSFT
- AMZN
- BRK-B
- GOOGL
- CCJ
Filing on Jul 14, 2025
Q2 2025
My Wealth Management Inc.
- JMST
- PTLC
- PTNQ
- ICSH
- IVV
- VGT
- GCOW
Filing on Jul 23, 2025
Q2 2025
Capstone Wealth Management Group, LLC
- SHV
- VYM
- MGK
- MSFT
- MGV
- AMZN
- IGV
Filing on Jul 18, 2025
Q2 2025
Rk Asset Management, LLC
- BKE
- FIZZ
- NEU
- REGN
- BRK-B
- SEIC
- KHC
Filing on Jul 15, 2025
Q2 2025
Kraft Asset Management, LLC
- DFAT
- DFAC
- DFUV
- DFIV
- DFUS
- VGIT
- DFAS
Filing on Jul 16, 2025
Q2 2025
Lloyd Advisory Services, Llc.
- SPLG
- SIXO
- TYA
- VOO
- AAPL
- NVDA
- IWY
Filing on Jul 18, 2023
Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC
- SPY
- SPLG
- QQQM
- SPGP
- FTCS
- DIA
- AGG
Filing on Jul 28, 2025
Q2 2025
Applied Fundamental Research, LLC
- IAC
- DY
- NOMD
- GLPI
- UFPT
- FIGS
- NABL
Filing on Jul 07, 2025
Q2 2025
Delphi Management Inc /Ma/
- BRK-B
- JBL
- AAPL
- FLEX
- CAKE
- GS
- MS
Filing on Aug 14, 2025
Q2 2025