Largest Portfolios by Value

Filing on Nov 14, 2022 Q3 2022

Ah Equity Partners Bio Iii, L.L.C.

  • EQRX
Ah Equity Partners Bio Iii, L.L.C.'s Q3 2022 Portfolio
Portfolio Value 95 Million
Stocks 1
Filing on Oct 31, 2023 Q3 2023

Golden Green, Inc.

  • AAPL
  • MLPX
  • AMLP
  • AMZA
  • MLPA
  • PFF
  • PGX
Golden Green, Inc.'s Q3 2023 Portfolio
Portfolio Value 95 Million
Stocks 80
Filing on Aug 14, 2025 Q2 2025

Birchview Capital, LP

  • BMY
  • KLAC
  • CORT
  • OVV
  • ACAD
  • NBIX
  • PHR
Birchview Capital, LP's Q2 2025 Portfolio
Portfolio Value 95 Million
Stocks 71
Filing on Jul 02, 2025 Q2 2025

Mc Alister, Sweet & Associates, Inc.

  • SPY
  • AAPL
  • MSFT
  • RSP
  • AMZN
  • GOOGL
  • BRK-B
Mc Alister, Sweet & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 94.8 Million
Stocks 28
Filing on Aug 14, 2025 Q2 2025

Legion Partners Asset Management, LLC

  • AAP
  • CCO
  • FIVN
  • NNBR
  • PAYO
  • LNDC
Legion Partners Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 94.6 Million
Stocks 7
Filing on Aug 14, 2025 Q2 2025

Totem Point Management, LLC

  • SPOT
  • SPGI
  • NVDA
  • TTWO
  • SE
  • TSM
  • RBLX
Totem Point Management, LLC's Q2 2025 Portfolio
Portfolio Value 94.5 Million
Stocks 12
Filing on Oct 13, 2023 Q3 2023

Armstrong Shaw Associates Inc

  • MSFT
  • BRK-A
  • AAPL
  • GOOG
  • UNH
  • APD
  • ELV
Armstrong Shaw Associates Inc's Q3 2023 Portfolio
Portfolio Value 94.5 Million
Stocks 44
Filing on Feb 04, 2025 Q4 2024

Edbi Pte LTD

  • JOBY
  • SNOW
  • GRAB
  • AVPT
  • CXM
  • PL
  • NUVB
Edbi Pte LTD's Q4 2024 Portfolio
Portfolio Value 94.4 Million
Stocks 14
Filing on May 07, 2025 Q1 2025

Magnolia Wealth Management, LLC

  • VTI
  • IXUS
  • VGT
  • VNQ
  • IJR
  • MSFT
  • AAPL
Magnolia Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 94.3 Million
Stocks 12
Filing on Aug 06, 2025 Q2 2025

Florin Court Capital LLP

  • CWB
  • DVY
  • ECH
  • IVW
  • ICLN
  • ICVT
  • VCSH
Florin Court Capital LLP's Q2 2025 Portfolio
Portfolio Value 94.2 Million
Stocks 31
Filing on Aug 14, 2025 Q2 2025

Conrad N. Hilton Foundation

  • IVV
  • IOT
  • DASH
Conrad N. Hilton Foundation's Q2 2025 Portfolio
Portfolio Value 94.1 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

York Capital Management Global Advisors, LLC

  • NEXT
  • XLE
  • XOP
  • AMLP
  • ADES
York Capital Management Global Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 94.1 Million
Stocks 6
Filing on Nov 04, 2024 Q3 2024

Sage Investment Advisers LLC

  • VOO
  • V
  • IAU
  • CHDN
  • VGSH
  • CVX
  • BSV
Sage Investment Advisers LLC's Q3 2024 Portfolio
Portfolio Value 94 Million
Stocks 74
Filing on Aug 14, 2025 Q2 2025

En Cap Energy Capital Fund Viii, L.P.

  • KRP
  • PR
En Cap Energy Capital Fund Viii, L.P.'s Q2 2025 Portfolio
Portfolio Value 93.9 Million
Stocks 2
Filing on Nov 14, 2022 Q3 2022

Milestone Wealth, LLC

  • GSLC
  • GCOR
  • GSUS
  • GSIE
  • GSSC
  • GIGB
  • GTIP
Milestone Wealth, LLC's Q3 2022 Portfolio
Portfolio Value 93.9 Million
Stocks 214
Filing on Jul 24, 2025 Q2 2025

Ball & CO Wealth Management Inc.

  • USMV
  • IWF
  • GLD
  • AMLP
  • CGDV
  • AMGN
  • GILD
Ball & CO Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 93.9 Million
Stocks 74
Filing on Aug 12, 2025 Q2 2025

One Ascent Investment Solutions LLC

  • VGIT
  • VGSH
  • VMBS
  • IBD
  • OAIM
  • OACP
  • NVDA
One Ascent Investment Solutions LLC's Q2 2025 Portfolio
Portfolio Value 93.7 Million
Stocks 135
Filing on Aug 25, 2025 Q2 2025

Fulcrum Equity Management

  • ITOT
  • URTH
  • SPY
  • SPLV
  • XLK
  • OKE
  • BRK-B
Fulcrum Equity Management's Q2 2025 Portfolio
Portfolio Value 93.4 Million
Stocks 102