Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Trustco Bank Corp N Y

  • GE
  • JPM
  • MSFT
  • AMAT
  • AAPL
  • XOM
  • TRST
Trustco Bank Corp N Y's Q2 2025 Portfolio
Portfolio Value 97.4 Million
Stocks 130
Filing on Apr 15, 2024 Q1 2024

Richelieu Gestion PLC

  • MSFT
  • AMZN
  • DIS
  • GM
  • GOOGL
  • AAPL
  • NEE
Richelieu Gestion PLC's Q1 2024 Portfolio
Portfolio Value 97.3 Million
Stocks 63
Filing on Jul 31, 2025 Q2 2025

Aozora Bank, Ltd.

  • VCIT
  • LQD
Aozora Bank, Ltd.'s Q2 2025 Portfolio
Portfolio Value 97 Million
Stocks 2
Filing on Nov 14, 2022 Q3 2022

Sarissa Consulting LLC

  • Y
  • NLSN
  • CTXS
  • CHNG
  • ATVI
  • AVLR
  • ROG
Sarissa Consulting LLC's Q3 2022 Portfolio
Portfolio Value 96.9 Million
Stocks 51
Filing on Aug 14, 2025 Q2 2025

Clientfirst Wealth Management, LLC

  • DDS
  • IWF
  • SPY
  • VOO
  • AAPL
  • IWD
  • IWM
Clientfirst Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 96.8 Million
Stocks 48
Filing on Aug 13, 2025 Q2 2025

Drh Investments, Inc.

  • CAT
  • DIS
  • GD
  • GOOG
  • CSX
  • HSY
  • ABNB
Drh Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 96.7 Million
Stocks 11
Filing on Jul 31, 2025 Q2 2025

Stegent Equity Advisors, Inc.

  • GLTR
  • FIW
  • FTLS
  • URNM
  • AVDV
  • IEO
  • AVUV
Stegent Equity Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 96.7 Million
Stocks 105
Filing on Jun 12, 2025 Q1 2025

Sheets Smith Investment Management

  • GBIL
  • VCSH
  • RSP
  • VCIT
  • NVDA
  • AMZN
  • PLMR
Sheets Smith Investment Management's Q1 2025 Portfolio
Portfolio Value 96.7 Million
Stocks 42
Filing on Aug 04, 2025 Q2 2025

Family Wealth Group, LLC

  • VOO
  • VUG
  • IEMG
  • IWY
  • IDEV
  • QJUN
  • IWX
Family Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 96.6 Million
Stocks 106
Filing on Feb 14, 2023 Q4 2022

Momentum Advisors, LLC

  • VOO
  • SPY
  • AAPL
  • VIG
  • VTV
  • VB
  • SCHD
Momentum Advisors, LLC's Q4 2022 Portfolio
Portfolio Value 96.6 Million
Stocks 83
Filing on Apr 29, 2024 Q1 2024

Page Arthur B

  • MSFT
  • AMD
  • MA
  • GOOGL
  • AAPL
  • ADP
  • ADI
Page Arthur B's Q1 2024 Portfolio
Portfolio Value 96 Million
Stocks 110
Filing on Jul 23, 2025 Q2 2025

Rye Brook Capital LLC

  • QQQ
  • SRUUF
  • SMH
  • XLI
  • NXE
  • GLD
  • RSP
Rye Brook Capital LLC's Q2 2025 Portfolio
Portfolio Value 95.9 Million
Stocks 24
Filing on Nov 14, 2023 Q3 2023

Ah Equity Partners Lsv Ii, L.L.C.

  • HOOD
  • EQRX
  • NAUT
  • ERAS
Ah Equity Partners Lsv Ii, L.L.C.'s Q3 2023 Portfolio
Portfolio Value 95.6 Million
Stocks 4
Filing on Feb 13, 2025 Q4 2024

Mesirow Financial Investment Management Equity & Fixed Income

  • VOO
  • JNK
  • HYG
  • VEA
  • VONV
  • VO
  • IVOO
Mesirow Financial Investment Management Equity & Fixed Income's Q4 2024 Portfolio
Portfolio Value 95.5 Million
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Diker Management LLC

  • STE
  • SHOP
  • AAPL
  • LITE
  • MNDY
  • AFRM
  • TWLO
Diker Management LLC's Q2 2025 Portfolio
Portfolio Value 95.3 Million
Stocks 34
Filing on Nov 14, 2024 Q3 2024

Alpha Square Group S, LLC

  • QQQ
  • OSCR
  • AVDX
  • EDV
  • NVDA
  • GLD
  • IEI
Alpha Square Group S, LLC's Q3 2024 Portfolio
Portfolio Value 95.3 Million
Stocks 18
Filing on Aug 14, 2025 Q2 2025

In Depth Partners, LLC

  • TSM
  • MSFT
  • AMZN
  • META
  • MELI
  • TTD
  • NVDA
In Depth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 95.2 Million
Stocks 10
Filing on Aug 14, 2025 Q2 2025

Ven Bio Partners LLC

  • PHVS
  • HRMY
  • ALXO
Ven Bio Partners LLC's Q2 2025 Portfolio
Portfolio Value 95 Million
Stocks 6