Largest Portfolios by Value

Filing on Dec 08, 2023 Q3 2023

Palladiem, LLC

  • KMLM
  • EUSA
  • BIL
  • AGG
  • SRLN
  • IQLT
  • SCHD
Palladiem, LLC's Q3 2023 Portfolio
Portfolio Value 89 Million
Stocks 53
Filing on Aug 08, 2025 Q2 2025

Trv Gp Iv, LLC

  • TNGX
  • PLRX
Trv Gp Iv, LLC's Q2 2025 Portfolio
Portfolio Value 88.8 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Sectoral Asset Management Inc

  • LLY
  • UNH
  • AMGN
  • VRTX
  • JNJ
  • ISRG
  • ABBV
Sectoral Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 88.6 Million
Stocks 94
Filing on Aug 13, 2025 Q2 2025

My.Alpha Management Hk Advisors LTD

  • TSM
  • YY
  • GDS
  • QFIN
  • AZEK
  • FUTU
  • EDU
My.Alpha Management Hk Advisors LTD's Q2 2025 Portfolio
Portfolio Value 88.6 Million
Stocks 15
Filing on Aug 13, 2025 Q2 2025

Miura Global Management, LLC

  • MSFT
  • NVDA
  • META
  • NFLX
  • AMZN
  • SE
  • TDG
Miura Global Management, LLC's Q2 2025 Portfolio
Portfolio Value 88.5 Million
Stocks 21
Filing on Jul 03, 2025 Q2 2025

Key Colony Management, LLC

  • OMF
  • MGM
  • EVLV
  • ASTS
  • BA
  • EIX
  • EVLVW
Key Colony Management, LLC's Q2 2025 Portfolio
Portfolio Value 88.4 Million
Stocks 7
Filing on Feb 07, 2024 Q4 2023

Wall Capital Group, Inc.

  • SPTM
  • SPSM
  • XLK
  • XLF
  • XLY
  • VNQ
  • XLI
Wall Capital Group, Inc.'s Q4 2023 Portfolio
Portfolio Value 88.2 Million
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Gratia Capital, LLC

  • TRTX
  • FBRT
  • ADES
  • XPOF
  • NMM
  • MCFT
  • TRTX
Gratia Capital, LLC's Q2 2025 Portfolio
Portfolio Value 88.1 Million
Stocks 51
Filing on Feb 12, 2025 Q4 2024

Treynor Bancshares, Inc.

  • FLRN
  • VTI
  • SPTM
  • XLV
  • SPIB
  • DFAX
  • VXUS
Treynor Bancshares, Inc.'s Q4 2024 Portfolio
Portfolio Value 87.8 Million
Stocks 51
Filing on Aug 12, 2025 Q2 2025

H Capital V Gp, L.P.

  • BEKE
H Capital V Gp, L.P.'s Q2 2025 Portfolio
Portfolio Value 87.8 Million
Stocks 1
Filing on Aug 04, 2025 Q2 2025

Jabodon Pt CO

  • SPY
  • APTMW
Jabodon Pt CO's Q2 2025 Portfolio
Portfolio Value 87.7 Million
Stocks 2
Filing on Aug 14, 2025 Q2 2025

Deep Currents Investment Group LLC

  • NVDA
  • WDC
  • IWM
  • JAZZ
  • AZEK
  • TU
  • K
Deep Currents Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 87.7 Million
Stocks 313
Filing on Apr 22, 2025 Q1 2025

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • XOM
  • PDBC
  • MSFT
  • CHKP
  • AAPL
Private Harbour Investment Management & Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 87.7 Million
Stocks 39
Filing on Jul 30, 2025 Q2 2025

Lionsbridge Wealth Management LLC

  • AGG
  • JPIE
  • JCPB
  • QQQ
  • PWR
  • XLF
  • SPMO
Lionsbridge Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 87.5 Million
Stocks 58
Filing on Apr 22, 2025 Q1 2025

Bright Futures Wealth Management, Llc.

  • IEI
  • KRE
  • BXMT
  • CALF
  • FLTR
  • AVDV
  • MGK
Bright Futures Wealth Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 87.3 Million
Stocks 109
Filing on Aug 13, 2025 Q2 2025

Orchard Capital Managment, LLC

  • SPY
  • TBBK
  • FIP
  • HBM
  • GLRE
  • GTX
  • AX
Orchard Capital Managment, LLC's Q2 2025 Portfolio
Portfolio Value 87.3 Million
Stocks 39
Filing on Oct 21, 2022 Q3 2022

Nu Wave Investment Management, LLC

  • PGR
  • INTC
  • WM
  • CMCSA
  • MCD
  • GD
  • VZ
Nu Wave Investment Management, LLC's Q3 2022 Portfolio
Portfolio Value 87.2 Million
Stocks 269
Filing on Jul 31, 2025 Q2 2025

Green Alpha Advisors, LLC

  • IBM
  • SFM
  • AMAT
  • QCOM
  • NGVC
  • CRSP
  • HRZN
Green Alpha Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 87.2 Million
Stocks 109