Largest Portfolios by Value

Filing on Nov 07, 2025 Q3 2025

Park Circle CO

  • ABBV
  • TRV
  • GS
  • VZ
  • SBUX
  • TROW
  • MO
Park Circle CO's Q3 2025 Portfolio
Portfolio Value 113 Million
Stocks 69
Filing on Nov 05, 2025 Q3 2025

Swisspartners Advisors LTD

  • GXC
  • DHI
  • GLD
  • APA
  • EDIV
  • IMCV
  • STLA
Swisspartners Advisors LTD's Q3 2025 Portfolio
Portfolio Value 113 Million
Stocks 23
Filing on Aug 05, 2022 Q2 2022

January Capital Advisors LLC

  • ULST
  • GLDM
  • IIGD
  • PFIX
  • QUS
  • CVX
  • GTO
January Capital Advisors LLC's Q2 2022 Portfolio
Portfolio Value 113 Million
Stocks 41
Filing on Aug 08, 2023 Q2 2023

Mcmillion Capital Management Inc

  • AAPL
  • MSFT
  • VBK
  • IGV
  • QQQ
  • COST
  • CVX
Mcmillion Capital Management Inc's Q2 2023 Portfolio
Portfolio Value 112 Million
Stocks 196
Filing on Nov 14, 2025 Q3 2025

Hudson Portfolio Management LLC

  • GOOG
  • TSM
  • MCK
  • STIP
  • FLOT
  • ALL
  • CWB
Hudson Portfolio Management LLC's Q3 2025 Portfolio
Portfolio Value 112 Million
Stocks 110
Filing on Nov 14, 2025 Q3 2025

Mountain Lake Investment Management LLC

  • SGOL
  • PHYS
  • AN
  • DHI
  • BLDR
  • ALSN
  • ALGT
Mountain Lake Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 26
Filing on Nov 12, 2025 Q3 2025

Bright Futures Wealth Management, Llc.

  • MGK
  • CALF
  • AVDV
  • KRE
  • FLTR
  • BXMT
  • AAPL
Bright Futures Wealth Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 144
Filing on Nov 12, 2025 Q3 2025

Orchard Capital Managment, LLC

  • SPY
  • TBBK
  • HBM
  • FIP
  • AX
  • ACA
  • GLRE
Orchard Capital Managment, LLC's Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 44
Filing on Nov 06, 2025 Q3 2025

Wulff, Hansen & Co.

  • BX
  • VGT
  • MSFT
  • GOOGL
  • JPM
  • AAPL
  • RTX
Wulff, Hansen & Co.'s Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 101
Filing on Nov 03, 2025 Q3 2025

Arbor Capital Management Inc

  • ARKK
  • AMZN
  • MSFT
  • QCOM
  • AVGO
  • GOOGL
  • MMM
Arbor Capital Management Inc 's Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 105
Filing on Nov 05, 2025 Q3 2025

Anson Capital, Inc.

  • BILS
  • SGOV
  • FLTR
  • ICOW
  • COWZ
  • VOOG
  • EMXC
Anson Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 81
Filing on Nov 13, 2025 Q3 2025

Pivotal Bio Venture Partners Investment Advisor LLC

  • PCVX
  • ARQT
  • TRVI
  • IMNM
  • RXRX
  • RLYB
Pivotal Bio Venture Partners Investment Advisor LLC's Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 10
Filing on Nov 13, 2025 Q3 2025

Crabel Capital Management, LLC

  • HYG
  • JNK
  • VCIT
  • LQD
  • SJNK
  • TIP
  • AGG
Crabel Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 53
Filing on Jul 26, 2024 Q2 2024

Emfo, LLC

  • AAPL
  • ARCC
  • SPY
  • AMZN
  • REFI
  • JPM
  • AMGN
Emfo, LLC's Q2 2024 Portfolio
Portfolio Value 110 Million
Stocks 285
Filing on Nov 03, 2025 Q3 2025

Schaeffer Financial LLC

  • SCHB
  • IGSB
  • SPGM
  • SCHD
  • SCHG
  • SCHM
  • SCHV
Schaeffer Financial LLC's Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 20
Filing on Nov 14, 2025 Q3 2025

Gratia Capital, LLC

  • TRTX
  • AEHR
  • FBRT
  • NMM
  • CMTG
  • MCFT
  • GPMT
Gratia Capital, LLC's Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 66
Filing on Nov 13, 2025 Q3 2025

Drh Investments, Inc.

  • CAT
  • GOOG
  • GD
  • ABNB
  • HSY
  • CSX
  • DIS
Drh Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 12
Filing on Oct 29, 2025 Q3 2025

Archvest Wealth Advisors, Inc.

  • DFAI
  • IVV
  • VNQ
  • IMTM
  • VEU
  • GSLC
  • AAPL
Archvest Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 62