Largest Portfolios by Value
Filing on Oct 24, 2025
Q3 2025
Williams Financial, LLC
- SCHO
- JPIE
- SPYV
- DBEF
- IVV
- AAPL
- XOM
Filing on Nov 14, 2022
Q3 2022
Filing on Feb 14, 2023
Q4 2022
Filing on Nov 13, 2025
Q3 2025
Marathon Partners Equity Management, LLC
- RELY
- META
- UBER
- XMTR
- HSIC
- RELY
- SXT
Filing on Oct 27, 2025
Q3 2025
Caldwell Investment Management Ltd.
- CBOE
- ICE
- AEM
- STN
- AGI
- JPM
- BABA
Filing on Apr 29, 2024
Q1 2024
Filing on Nov 03, 2025
Q3 2025
Cypress Capital Management LLC (Wy)
- AAPL
- ETY
- QQQX
- COST
- BGR
- PM
- IJT
Filing on Nov 14, 2023
Q3 2023
Ah Equity Partners Lsv Ii, L.L.C.
- HOOD
- EQRX
- NAUT
- ERAS
Filing on Oct 21, 2025
Q3 2025
Western Pacific Wealth Management, LP
- AAPL
- VIG
- VYM
- NVDA
- MSFT
- AMZN
- GOOGL
Filing on Feb 13, 2025
Q4 2024
Mesirow Financial Investment Management Equity & Fixed Income
- VOO
- JNK
- HYG
- VEA
- VONV
- VO
- IVOO
Filing on Nov 14, 2024
Q3 2024
Alpha Square Group S, LLC
- QQQ
- OSCR
- AVDX
- EDV
- NVDA
- GLD
- IEI
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 31, 2025
Q3 2025
Bg Investment Services, Inc.
- FBND
- IVV
- FBCG
- IEFA
- FDVV
- JEPI
- IWD
Filing on Nov 14, 2022
Q3 2022
Filing on Oct 31, 2023
Q3 2023
Filing on Nov 14, 2025
Q3 2025
Filing on Oct 28, 2025
Q3 2025
Private Harbour Investment Management & Counsel, LLC
- IAU
- NVDA
- MSFT
- SLV
- XOM
- AAPL
- PDBC
Filing on Oct 14, 2025
Q3 2025