Largest Portfolios by Value

Filing on Apr 29, 2025 Q1 2025

Oppenheimer & Close, LLC

  • AEM
  • BBW
  • AGI
  • BRT
  • SENEA
  • HURC
  • GLD
Oppenheimer & Close, LLC's Q1 2025 Portfolio
Portfolio Value 102 Million
Stocks 51
Filing on Aug 14, 2025 Q2 2025

13 D Management LLC

  • TWLO
  • QRVO
  • MRCY
  • SWX
  • PSO
  • APD
  • ABG
13 D Management LLC's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 20
Filing on Jul 14, 2025 Q2 2025

Century Link Investment Management CO

  • IVV
Century Link Investment Management CO's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Karani Asset Management LLC

  • NVDA
  • MA
  • MSFT
  • AXP
  • GOOGL
  • KKR
  • RLI
Karani Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 39
Filing on Aug 14, 2025 Q2 2025

Logan Stone Capital, LLC

  • SPY
  • USHY
  • SRLN
  • LEO
  • AGG
  • IGF
  • EZU
Logan Stone Capital, LLC's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 78
Filing on Apr 14, 2025 Q1 2025

Michael A. Dubis Financial Planning, LLC

  • VTI
  • SGOV
  • VGIT
  • VGSH
  • SPTS
  • DFIC
  • SPTM
Michael A. Dubis Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 45
Filing on Aug 13, 2025 Q2 2025

Paradigm Capital Management, LLC

  • VIG
  • JPST
  • VYM
  • BRK-B
  • SCHD
  • VHT
  • JPM
Paradigm Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 60
Filing on Jul 23, 2025 Q2 2025

Guild Investment Management, Inc.

  • PHYS
  • NVDA
  • BIL
  • GBTC
  • DELL
  • GLIN
  • PFEB
Guild Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 44
Filing on Aug 15, 2025 Q2 2025

Ramsey Quantitative Systems

  • SPY
  • RC
  • XLF
  • GLD
  • AMZN
  • NVDA
  • AVGO
Ramsey Quantitative Systems's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 9
Filing on Jul 28, 2025 Q2 2025

Ativo Capital Management LLC

  • CHKP
  • FLIN
  • NTES
  • BAP
  • FINV
  • YUMC
  • TSM
Ativo Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 100 Million
Stocks 56
Filing on Aug 14, 2025 Q2 2025

Josh Arnold Investment Consultant, LLC

  • AAPL
  • AMZN
  • PLTR
  • LYV
  • TOI
  • RQI
  • AMAT
Josh Arnold Investment Consultant, LLC's Q2 2025 Portfolio
Portfolio Value 100 Million
Stocks 12
Filing on Jul 16, 2025 Q2 2025

Guardian Investment Management

  • AAPL
  • DHR
  • AMGN
  • COST
  • MSFT
  • BAC
  • WMT
Guardian Investment Management's Q2 2025 Portfolio
Portfolio Value 100 Million
Stocks 51
Filing on Aug 13, 2025 Q2 2025

Brandywine Managers, LLC

  • ACWI
  • CRWD
  • PATH
  • NVDA
  • NTRA
  • UBER
  • ZS
Brandywine Managers, LLC's Q2 2025 Portfolio
Portfolio Value 99.9 Million
Stocks 36
Filing on Jul 15, 2025 Q2 2025

Bka Wealth Consulting, Inc.

  • DGRW
  • UCON
  • MOAT
  • LVHI
  • JPST
  • FNDX
  • NVDA
Bka Wealth Consulting, Inc.'s Q2 2025 Portfolio
Portfolio Value 99.9 Million
Stocks 70
Filing on Jan 10, 2025 Q4 2024

Agincourt Capital Management, LLC

  • VT
  • IAGG
  • AGG
Agincourt Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 99.9 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Luminus Management LLC

  • OI
  • CC
  • SEE
  • KWR
  • BATL
  • GXO
  • KEX
Luminus Management LLC's Q2 2025 Portfolio
Portfolio Value 99.8 Million
Stocks 19
Filing on Aug 11, 2025 Q2 2025

Bislett Management, LLC

  • WSC
  • BRK-A
  • LBRDA
  • CMCSA
  • GOOG
  • KO
  • BRK-B
Bislett Management, LLC's Q2 2025 Portfolio
Portfolio Value 99.7 Million
Stocks 15
Filing on Aug 11, 2025 Q2 2025

Vitruvian Partners LLP

  • MQ
  • CARG
  • MXCT
  • XMTR
  • GLBE
  • RXST
Vitruvian Partners LLP's Q2 2025 Portfolio
Portfolio Value 99.5 Million
Stocks 7