Largest Portfolios by Value

Filing on May 02, 2025 Q1 2025

Ampfield Management, L.P.

  • TDG
  • ESQ
  • FIVE
  • ROST
Ampfield Management, L.P.'s Q1 2025 Portfolio
Portfolio Value 85 Million
Stocks 4
Filing on Apr 30, 2025 Q1 2025

Covey Capital Advisors, LLC

  • BRK-B
  • V
  • KKR
  • PGR
  • BKNG
  • GOOG
  • CPRT
Covey Capital Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 84.8 Million
Stocks 38
Filing on Apr 30, 2025 Q1 2025

Stegent Equity Advisors, Inc.

  • GLTR
  • FTLS
  • FIW
  • RDVY
  • KBWP
  • COWZ
  • IEO
Stegent Equity Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 84.8 Million
Stocks 97
Filing on May 13, 2025 Q1 2025

Barrier Capital Management, LLC

  • V
  • NOW
  • META
  • AMZN
  • GOOGL
  • AAPL
  • MU
Barrier Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 84.7 Million
Stocks 14
Filing on Jul 17, 2024 Q2 2024

Epic Trust Investment Advisors, LLC

  • SPY
  • RSP
  • QQQ
  • IWF
  • SJNK
  • SPYG
  • FAPR
Epic Trust Investment Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 84.7 Million
Stocks 111
Filing on Feb 06, 2025 Q4 2024

Signify Wealth

  • IYW
  • VGSH
  • SPY
  • NETZ
  • TSLA
  • AMZN
  • AAPL
Signify Wealth's Q4 2024 Portfolio
Portfolio Value 84.6 Million
Stocks 26
Filing on May 13, 2025 Q1 2025

One Ascent Investment Solutions LLC

  • VGIT
  • VGSH
  • VMBS
  • IBD
  • OACP
  • OAIM
  • MSFT
One Ascent Investment Solutions LLC's Q1 2025 Portfolio
Portfolio Value 84.2 Million
Stocks 115
Filing on May 06, 2025 Q1 2025

Lane Generational LLC

  • AEM
  • OR
  • ZM
  • CDE
  • SQ
  • DLO
  • AMZN
Lane Generational LLC's Q1 2025 Portfolio
Portfolio Value 84.1 Million
Stocks 33
Filing on May 13, 2025 Q1 2025

Athos Capital LTD

  • K
  • ITCI
  • DFS
  • DESP
  • JNPR
  • LBRDK
  • GB
Athos Capital LTD's Q1 2025 Portfolio
Portfolio Value 84.1 Million
Stocks 43
Filing on Apr 15, 2025 Q1 2025

Martin Capital Partners, LLC

  • SPSB
  • IGSB
  • AMGN
  • JPM
  • ETR
  • CFR
  • VZ
Martin Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 83.6 Million
Stocks 58
Filing on Apr 29, 2025 Q1 2025

Wedgewood Investors Inc

  • ERIE
  • MSFT
  • AAPL
  • UNP
  • PM
  • SPY
  • SCHX
Wedgewood Investors Inc 's Q1 2025 Portfolio
Portfolio Value 83.6 Million
Stocks 97
Filing on Apr 24, 2025 Q1 2025

Smart Portfolios, LLC

  • BOND
  • COWZ
  • XLC
  • AAPL
  • PKW
  • FDNI
  • NETZ
Smart Portfolios, LLC's Q1 2025 Portfolio
Portfolio Value 83.2 Million
Stocks 94
Filing on May 14, 2025 Q1 2025

Brandywine Managers, LLC

  • ACWI
  • CRWD
  • PATH
  • NTRA
  • NVDA
  • UBER
  • CRM
Brandywine Managers, LLC's Q1 2025 Portfolio
Portfolio Value 82.9 Million
Stocks 35
Filing on May 05, 2025 Q1 2025

Cypress Capital Management LLC (Wy)

  • AAPL
  • COST
  • AGI
  • PM
  • FIBK
  • PHYS
  • AMLP
Cypress Capital Management LLC (Wy)'s Q1 2025 Portfolio
Portfolio Value 82.7 Million
Stocks 163
Filing on May 01, 2025 Q1 2025

Drystone LLC

  • VXUS
  • TT
  • VNQ
  • HLT
  • ROK
  • EXPD
  • MSFT
Drystone LLC's Q1 2025 Portfolio
Portfolio Value 82.4 Million
Stocks 18
Filing on Nov 14, 2023 Q3 2023

One01 Capital, LP

  • MSFT
  • GOOGL
  • BILL
  • META
  • FMX
  • FLEX
  • PANW
One01 Capital, LP's Q3 2023 Portfolio
Portfolio Value 82.3 Million
Stocks 18
Filing on Oct 13, 2022 Q3 2022

New Century Advisors, LLC

  • VCSH
  • GLD
  • EMLC
  • SLV
  • DBA
  • PCY
  • CEMB
New Century Advisors, LLC's Q3 2022 Portfolio
Portfolio Value 82.1 Million
Stocks 100
Filing on Nov 14, 2023 Q3 2023

Smith Thomas W

  • CACC
  • W
  • WRLD
  • CMPR
  • YELP
  • VAPO
Smith Thomas W's Q3 2023 Portfolio
Portfolio Value 82 Million
Stocks 6