Largest Portfolios by Value
Filing on Feb 20, 2025
Q4 2024
Montchanin Asset Management, LLC
- AAPL
- MSFT
- KMI
- GOOG
- JPM
- CTAS
- HD
Filing on Jul 30, 2025
Q2 2025
Acuitas Investments, LLC
- OPRT
- NGS
- GLDD
- HMST
- ORN
- AOSL
- ANGO
Filing on Jul 15, 2025
Q2 2025
Floyd Financial Group LLC
- NVDA
- JCPB
- JEPI
- SCHX
- MSFT
- RSP
- GOOGL
Filing on Jan 24, 2023
Q4 2022
Integrity Advisory, LLC
- BBUS
- BBIN
- JCPB
- MSFT
- AGG
- JAVA
- NVDA
Filing on Aug 12, 2025
Q2 2025
Weaver C. Barksdale & Associates, Inc.
- MSFT
- AVGO
- ORI
- JPM
- GILD
- CINF
- AMP
Filing on Aug 01, 2025
Q2 2025
Filing on Aug 14, 2025
Q2 2025
North Landing Financial Partners, LLC
- IVV
- IEFA
- VTV
- AGG
- IEMG
- VEA
- VBR
Filing on Aug 14, 2025
Q2 2025
Caerus Investment Advisors, LLC
- VOO
- XYLD
- GOOG
- SPY
- QYLD
- EFA
- IWM
Filing on Aug 14, 2025
Q2 2025
Alpine Peaks Capital, LP
- BFAM
- CGNX
- USPH
- TRMB
- MEDP
- EVTC
- ROL
Filing on Jan 17, 2023
Q4 2022
Harrison & CO Wealth Management, LLC
- XLK
- IJH
- XLV
- XLF
- XLI
- XLY
- XLP
Filing on Aug 08, 2025
Q2 2025
Central Asset Investments & Management Holdings (Hk) LTD
- NVDA
- VST
- TSM
- GOOG
- MSFT
- NFLX
- CEG
Filing on Jul 15, 2025
Q2 2025
Surience Private Wealth LLC
- SPY
- ITA
- QQQ
- SPSM
- SOXX
- FTNT
- NVDA
Filing on Aug 06, 2025
Q2 2025
Equitec Proprietary Markets, LLC
- BPMC
- PARA
- K
- BPMC
- K
- FL
- K
Filing on Jul 15, 2025
Q2 2025
Arlington Capital Management, Inc.
- IAU
- TLT
- NVDA
- GREK
- EPOL
- ZROZ
- EWI
Filing on Jul 18, 2025
Q2 2025
Schaeffer Financial LLC
- SCHB
- SCHD
- IGSB
- SPGM
- SCHG
- SCHM
- SPLV
Filing on Nov 14, 2024
Q1 2024
Filing on Aug 19, 2025
Q2 2025
Boussard & Gavaudan Investment Management LLP
- HES
- ANSS
- DKS
- LBRDA
- K
- SAGE
- SKX
Filing on Jul 24, 2025
Q2 2025
E Fund Management (Hong Kong) Co., Ltd.
- PDD
- IVV
- SPY
- YUMC
- TME
- HTHT
- BZ