Largest Portfolios by Value
Filing on Oct 21, 2025
Q3 2025
Bka Wealth Consulting, Inc.
- DGRW
- UCON
- MOAT
- AAPL
- LVHI
- FNDX
- JPST
Filing on Nov 14, 2025
Q3 2025
Barrier Capital Management, LLC
- MSFT
- META
- V
- DASH
- NVDA
- ZG
- WIX
Filing on Nov 12, 2025
Q3 2025
Filing on Nov 14, 2024
Q3 2024
Filing on Nov 14, 2025
Q3 2025
Alpine Peaks Capital, LP
- BFAM
- USPH
- WST
- CGNX
- MEDP
- TRMB
- EVTC
Filing on Nov 26, 2025
Q3 2025
Filing on Nov 03, 2025
Q3 2025
Carl Stuart Investment Advisor, Inc
- IAU
- VXUS
- VOO
- RJF
- VOT
- XOM
- MSFT
Filing on Oct 12, 2022
Q3 2022
Filing on Oct 26, 2022
Q3 2022
Morris Capital Advisors, LLC
- AAPL
- MSFT
- UNH
- AMZN
- CVS
- TMO
- LLY
Filing on Oct 24, 2025
Q3 2025
Aegon Usa Investment Management, LLC
- VTI
- BND
- SRLN
- BKLN
- VGSH
- HFRO
- HYG
Filing on Nov 04, 2025
Q3 2025
Ativo Capital Management LLC
- CHKP
- FLIN
- NTES
- TSM
- BAP
- YUMC
- FINV
Filing on Nov 14, 2025
Q3 2025
Filing on Aug 14, 2024
Q2 2024
Greenwich Investment Management, Inc.
- DMLP
- TRIN
- TSLX
- XOM
- ARCC
- MPV
- BANX
Filing on Feb 14, 2023
Q4 2022
Health Cor Management, L.P.
- BMRN
- DXCM
- CYTK
- HYPR
- ALKS
- CNMD
- NBIX
Filing on Nov 14, 2025
Q3 2025
New Vernon Investment Management LLC
- WRB
- PGR
- RDN
- LNC
- HIG
- TRV
- EQH
Filing on Nov 14, 2023
Q3 2023
Quantamental Technologies LLC
- CRWD
- BX
- LVS
- NTNX
- NVDA
- BBY
- LOW
Filing on Oct 22, 2025
Q3 2025
Filing on Oct 29, 2025
Q3 2025
Family Wealth Group, LLC
- VOO
- VUG
- IEMG
- IWY
- QJUN
- IWX
- IDEV