Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Sentinel Wealth Management, Inc.

  • IWB
  • DFAS
  • AVLV
  • DFSV
  • VONV
  • DFAI
  • DFNM
Sentinel Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 38
Filing on Nov 05, 2025 Q3 2025

Aju Ib Investment Co., Ltd.

  • ACLX
  • KYMR
  • SEER
  • XLO
  • RLYB
  • RAPT
  • STRO
Aju Ib Investment Co., Ltd.'s Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 7
Filing on Oct 17, 2025 Q3 2025

Jcsd Capital, LLC

  • KRE
  • IVV
  • CCB
  • EWBC
  • NTB
  • BPOP
  • AMTB
Jcsd Capital, LLC's Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 25
Filing on Nov 10, 2025 Q3 2025

Clayton Partners LLC

  • VTOL
  • TAC
  • SNDA
  • CRC
  • BRK-B
  • WFC
  • SGOV
Clayton Partners LLC's Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 36
Filing on Oct 16, 2025 Q3 2025

Kempner Capital Management Inc.

  • MU
  • TSM
  • BSM
  • CFR
  • GOOG
  • DIS
  • GPN
Kempner Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 48
Filing on Oct 21, 2022 Q3 2022

Morgan Jess S & CO Inc

  • SPXU
  • QQQ
  • SQQQ
  • DBC
  • UNH
  • FTGC
  • AAPL
Morgan Jess S & CO Inc's Q3 2022 Portfolio
Portfolio Value 115 Million
Stocks 36
Filing on Nov 14, 2025 Q3 2025

Clearfield Capital Management LP

  • UAL
  • USFD
  • DAL
  • APLD
  • VST
  • CEG
  • VRT
Clearfield Capital Management LP's Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 11
Filing on Nov 10, 2022 Q3 2022

Rutabaga Capital Management LLC

  • HIL
  • MPAA
  • TITN
  • PCTI
  • BBCP
  • TBBK
  • NTIC
Rutabaga Capital Management LLC's Q3 2022 Portfolio
Portfolio Value 115 Million
Stocks 47
Filing on Oct 18, 2024 Q3 2024

All Season Financial Advisors, Inc.

  • BRK-B
  • BNDX
  • INDA
  • VNQ
  • VEA
  • IVV
  • IVE
All Season Financial Advisors, Inc.'s Q3 2024 Portfolio
Portfolio Value 115 Million
Stocks 94
Filing on Nov 14, 2025 Q3 2025

Chiron Capital Management, LLC

  • BMY
  • XBI
  • NVDA
  • ADBE
  • NKE
  • AAPL
  • AFL
Chiron Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 122
Filing on Nov 21, 2025 Q3 2025

Magnolia Wealth Management, LLC

  • VTI
  • IXUS
  • VGT
  • VNQ
  • IJR
  • MSFT
  • AAPL
Magnolia Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 14
Filing on Nov 14, 2024 Q3 2024

American Planning Services, Inc.

  • QQQ
  • PTLC
  • COWZ
  • JEPI
  • AAPL
  • USFR
  • NVDA
American Planning Services, Inc.'s Q3 2024 Portfolio
Portfolio Value 114 Million
Stocks 53
Filing on Oct 15, 2025 Q3 2025

My Wealth Management Inc.

  • PTLC
  • JMST
  • PTNQ
  • IVV
  • ICSH
  • VGT
  • GCOW
My Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 34
Filing on Nov 14, 2025 Q3 2025

Brightlight Capital Management LP

  • CVNA
  • HEPS
  • HGV
  • ARCO
  • MLCO
  • SNBR
  • BSIG
Brightlight Capital Management LP's Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 10
Filing on Oct 28, 2025 Q3 2025

Houlihan Financial Resource Group, Ltd.

  • SPY
  • IJR
  • GOOGL
  • VO
  • JPST
  • IVV
  • BSV
Houlihan Financial Resource Group, Ltd.'s Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 72
Filing on Oct 27, 2022 Q3 2022

Dcm International Vi, Ltd.

  • MTTR
  • SOFI
  • AUGX
Dcm International Vi, Ltd.'s Q3 2022 Portfolio
Portfolio Value 114 Million
Stocks 3
Filing on Nov 13, 2025 Q3 2025

Guardian Investment Management

  • AAPL
  • DHR
  • MSFT
  • COST
  • AMGN
  • WMT
  • BAC
Guardian Investment Management's Q3 2025 Portfolio
Portfolio Value 113 Million
Stocks 55
Filing on Apr 15, 2025 Q1 2025

Noble Wealth Management Pbc

  • AAPL
  • BUFR
  • IJR
  • GLD
  • XSMO
  • GSEW
  • FLC
Noble Wealth Management Pbc's Q1 2025 Portfolio
Portfolio Value 113 Million
Stocks 498