Largest Portfolios by Value

Filing on Aug 07, 2023 Q2 2023

Bradley Mark J.

  • LLY
  • AAPL
  • PG
  • MSFT
  • MA
  • DXCM
  • SYK
Bradley Mark J.'s Q2 2023 Portfolio
Portfolio Value 99.3 Million
Stocks 51
Filing on Jul 22, 2025 Q2 2025

Kraematon Investment Advisors, Inc

  • RTX
  • NVDA
  • CWST
  • GLDM
  • AAPL
  • FALN
  • FVD
Kraematon Investment Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 99.1 Million
Stocks 92
Filing on Dec 05, 2022 Q3 2022

Lfs Asset Management

  • PFF
  • IYK
  • UNH
  • MCD
  • AOM
  • RWM
  • AAPL
Lfs Asset Management's Q3 2022 Portfolio
Portfolio Value 99.1 Million
Stocks 48
Filing on Aug 14, 2025 Q2 2025

Mountain Lake Investment Management LLC

  • SGOL
  • PHYS
  • AN
  • DHI
  • BLDR
  • ALGT
  • EOG
Mountain Lake Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 98.8 Million
Stocks 27
Filing on Jul 21, 2025 Q2 2025

Aegon Usa Investment Management, LLC

  • VTI
  • BND
  • SRLN
  • VGSH
  • BKLN
  • HFRO
  • VUG
Aegon Usa Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 98.7 Million
Stocks 46
Filing on Aug 05, 2025 Q2 2025

Swisspartners Advisors LTD

  • GXC
  • GLD
  • DHI
  • EDIV
  • IMCV
  • STLA
  • ALK
Swisspartners Advisors LTD's Q2 2025 Portfolio
Portfolio Value 98.7 Million
Stocks 25
Filing on Jul 10, 2025 Q2 2025

Western Pacific Wealth Management, LP

  • AAPL
  • AMZN
  • VIG
  • VYM
  • MSFT
  • NVDA
  • PLTR
Western Pacific Wealth Management, LP's Q2 2025 Portfolio
Portfolio Value 98.7 Million
Stocks 197
Filing on Jul 21, 2025 Q2 2025

James Reed Financial Services, Inc.

  • SIZE
  • VV
  • JEPQ
  • VO
  • MSFT
  • AIQ
  • AAPL
James Reed Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 98.7 Million
Stocks 18
Filing on Jul 11, 2025 Q2 2025

Vanguard Capital Wealth Advisors

  • AAPL
  • NVDA
  • AMZN
  • AEF
  • URI
  • GOOG
  • META
Vanguard Capital Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 98.5 Million
Stocks 115
Filing on Nov 13, 2024 Q3 2024

Millrace Asset Group, Inc.

  • XBI
  • KRE
  • HURN
  • RPAY
  • FOUR
  • AVPT
  • SMTC
Millrace Asset Group, Inc.'s Q3 2024 Portfolio
Portfolio Value 98.4 Million
Stocks 70
Filing on Aug 11, 2025 Q2 2025

Crestwood Capital Management, L.P.

  • IBN
  • NFLX
  • BROS
  • DV
  • REAL
  • SONO
  • AMD
Crestwood Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 14
Filing on Jul 29, 2025 Q2 2025

Alan B. Lancz & Associates, Inc.

  • AAPL
  • MSFT
  • COST
  • GOOGL
  • GOOG
  • NVDA
  • AMGN
Alan B. Lancz & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 98.1 Million
Stocks 128
Filing on Nov 14, 2022 Q3 2022

Wilen Investment Management Corp.

  • EGY
  • UHAL
  • HUN
  • OLN
  • URI
  • IMKTA
  • CCF
Wilen Investment Management Corp.'s Q3 2022 Portfolio
Portfolio Value 98.1 Million
Stocks 87
Filing on Aug 14, 2025 Q2 2025

Clearfield Capital Management LP

  • USFD
  • VRT
  • UAL
  • CEG
  • VST
  • ZI
  • DAL
Clearfield Capital Management LP's Q2 2025 Portfolio
Portfolio Value 98 Million
Stocks 12
Filing on Jan 27, 2025 Q4 2024

Elemental Capital Partners LLC

  • CRDO
  • BE
  • INDI
  • NVDA
Elemental Capital Partners LLC's Q4 2024 Portfolio
Portfolio Value 97.8 Million
Stocks 6
Filing on Aug 12, 2025 Q2 2025

Cm Management, LLC

  • ALCO
  • TGB
  • RLGT
  • PLPC
  • NMRK
  • INTT
  • ARKO
Cm Management, LLC's Q2 2025 Portfolio
Portfolio Value 97.7 Million
Stocks 68
Filing on Aug 04, 2025 Q2 2025

Yorktown Management & Research CO Inc

  • AXON
  • LPLA
  • FIX
  • IESC
  • CYBR
  • HOOD
  • SRAD
Yorktown Management & Research CO Inc's Q2 2025 Portfolio
Portfolio Value 97.4 Million
Stocks 208
Filing on Jan 31, 2025 Q4 2024

Alpha Centric Advisors LLC

  • LLY
  • UNH
  • JNJ
  • SHY
  • ABBV
  • MRK
  • TMO
Alpha Centric Advisors LLC's Q4 2024 Portfolio
Portfolio Value 97.4 Million
Stocks 212