Largest Portfolios by Value

Filing on Nov 05, 2025 Q3 2025

Share Andrew L.

  • EQT
  • CRK
  • QQQM
  • FDEC
  • GRID
  • KNG
  • FSEP
Share Andrew L.'s Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 16
Filing on Nov 06, 2025 Q3 2025

Dalton Investments LLC

  • NVDA
  • MMYT
  • CTSH
  • G
  • SE
  • GRAB
  • FRSH
Dalton Investments LLC's Q3 2025 Portfolio
Portfolio Value 110 Million
Stocks 18
Filing on Oct 24, 2023 Q3 2023

Adirondack Retirement Specialists, Inc.

  • CASH
  • IDT
  • USFR
  • ESLT
  • KKR
  • XPEL
  • CWH
Adirondack Retirement Specialists, Inc.'s Q3 2023 Portfolio
Portfolio Value 109 Million
Stocks 24
Filing on Oct 15, 2025 Q3 2025

Century Link Investment Management CO

  • IVV
Century Link Investment Management CO's Q3 2025 Portfolio
Portfolio Value 109 Million
Stocks 1
Filing on Feb 14, 2025 Q4 2024

B. Riley Financial, Inc.

  • BW
  • DDI
  • CDZI
  • LSEA
  • TACT
  • EGHT
  • RGF
B. Riley Financial, Inc.'s Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 16
Filing on Apr 26, 2023 Q1 2023

Euclidean Technologies Management, LLC

  • PLPC
  • CVLG
  • MCFT
  • WIRE
  • ATKR
  • MLI
  • PRDO
Euclidean Technologies Management, LLC's Q1 2023 Portfolio
Portfolio Value 109 Million
Stocks 75
Filing on Feb 10, 2025 Q4 2024

Wintrust Investments LLC

  • IJH
  • AAPL
  • IVV
  • IWM
  • BRK-B
  • RSP
  • TFLO
Wintrust Investments LLC's Q4 2024 Portfolio
Portfolio Value 109 Million
Stocks 427
Filing on Nov 13, 2025 Q3 2025

Alan B. Lancz & Associates, Inc.

  • AAPL
  • GOOGL
  • MSFT
  • COST
  • GOOG
  • AMGN
  • BRK-B
Alan B. Lancz & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 109 Million
Stocks 131
Filing on Oct 28, 2025 Q3 2025

North Landing Financial Partners, LLC

  • IVV
  • IEFA
  • VTV
  • AGG
  • IEMG
  • VEA
  • VBR
North Landing Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 109 Million
Stocks 43
Filing on Oct 14, 2025 Q3 2025

Db Fitzpatrick & Co, Inc

  • AGG
  • VTHR
  • VOO
  • PWR
  • MBB
  • GLW
  • VEA
Db Fitzpatrick & Co, Inc's Q3 2025 Portfolio
Portfolio Value 108 Million
Stocks 99
Filing on Nov 14, 2023 Q3 2023

Kenfarb & Co.

  • AAPL
  • MSFT
  • INTU
  • ACN
  • ADP
  • GOOG
  • MA
Kenfarb & Co.'s Q3 2023 Portfolio
Portfolio Value 108 Million
Stocks 213
Filing on Nov 14, 2025 Q3 2025

Daventry Group, LP

  • ESTC
  • PTC
  • FROG
  • MDB
  • S
Daventry Group, LP's Q3 2025 Portfolio
Portfolio Value 108 Million
Stocks 7
Filing on Oct 15, 2025 Q3 2025

Delphi Management Inc /Ma/

  • BRK-B
  • AAPL
  • KLAC
  • SNX
  • AMAT
  • GS
  • GHC
Delphi Management Inc /Ma/'s Q3 2025 Portfolio
Portfolio Value 108 Million
Stocks 81
Filing on Nov 07, 2025 Q3 2025

Kraematon Investment Advisors, Inc

  • RTX
  • NVDA
  • GLDM
  • AAPL
  • CWST
  • BRK-B
  • FALN
Kraematon Investment Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 108 Million
Stocks 100
Filing on Nov 14, 2025 Q3 2025

Totem Point Management, LLC

  • NVDA
  • TSM
  • TTWO
  • SPOT
  • MU
  • RBLX
  • SE
Totem Point Management, LLC's Q3 2025 Portfolio
Portfolio Value 108 Million
Stocks 15
Filing on Oct 03, 2025 Q3 2025

Luminus Management LLC

  • CC
  • OI
  • SEE
  • KEX
  • KWR
  • BATL
  • GXO
Luminus Management LLC's Q3 2025 Portfolio
Portfolio Value 107 Million
Stocks 20
Filing on Oct 17, 2025 Q3 2025

Chesapeake Asset Management LLC

  • MSFT
  • AAPL
  • LLY
  • JPM
  • SPOT
  • R
  • AFL
Chesapeake Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 107 Million
Stocks 942137
Filing on Oct 14, 2025 Q3 2025

Rk Asset Management, LLC

  • BKE
  • NEU
  • REGN
  • FIZZ
  • BRK-B
  • SEIC
  • MHK
Rk Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 107 Million
Stocks 23