Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Miura Global Management, LLC

  • PM
  • META
  • NFLX
  • SE
  • NVDA
  • ERJ
  • BSX
Miura Global Management, LLC's Q1 2025 Portfolio
Portfolio Value 65.8 Million
Stocks 21
Filing on Oct 15, 2024 Q3 2024

Touchstone Capital, Inc.

  • CTRA
  • SWKS
  • SNA
  • ALB
  • IDCC
  • LULU
  • NUE
Touchstone Capital, Inc.'s Q3 2024 Portfolio
Portfolio Value 65.7 Million
Stocks 25
Filing on May 15, 2025 Q1 2025

Institutional Venture Management Xv, LLC

  • ZIP
  • AMPL
  • LVLU
Institutional Venture Management Xv, LLC's Q1 2025 Portfolio
Portfolio Value 65.6 Million
Stocks 4
Filing on Jan 12, 2024 Q4 2023

High Pines Wealth Management, LLC

  • VONG
  • VEA
  • VOO
  • VTV
  • VO
  • VCSH
  • BND
High Pines Wealth Management, LLC's Q4 2023 Portfolio
Portfolio Value 65.6 Million
Stocks 30
Filing on Nov 10, 2022 Q3 2022

Kingsbury Capital Investment Advisors LLC

  • ITW
  • AAPL
  • FPE
  • TSLA
  • CWB
  • RDVY
  • FXH
Kingsbury Capital Investment Advisors LLC's Q3 2022 Portfolio
Portfolio Value 65.6 Million
Stocks 77
Filing on Apr 11, 2025 Q1 2025

Holland Advisory Services, Inc.

  • IVV
  • IJH
  • IJR
  • PTLC
  • VTI
  • AAPL
  • PM
Holland Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 65.5 Million
Stocks 43
Filing on May 13, 2025 Q1 2025

Amica Retiree Medical Trust

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
  • V
Amica Retiree Medical Trust's Q1 2025 Portfolio
Portfolio Value 65.4 Million
Stocks 133
Filing on May 14, 2025 Q1 2025

Cibc Capital Markets (Europe) S.A.

  • NFLX
  • BRK-B
  • AMZN
  • TSLA
  • ISRG
  • UBER
  • NOW
Cibc Capital Markets (Europe) S.A.'s Q1 2025 Portfolio
Portfolio Value 65.4 Million
Stocks 10
Filing on Apr 09, 2025 Q1 2025

Navigation Wealth Management, Inc.

  • IWM
  • SPY
  • JNK
  • ZECP
  • SPXL
  • IEFA
  • LUV
Navigation Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 65.3 Million
Stocks 11
Filing on Nov 14, 2022 Q3 2022

Invenire Partners, LP

  • EVRI
  • NOTV
  • MCS
  • DNOW
  • OPRX
  • PAR
  • PRIM
Invenire Partners, LP's Q3 2022 Portfolio
Portfolio Value 65.3 Million
Stocks 26
Filing on May 14, 2025 Q1 2025

Guide Stone Capital Management, LLC

  • AAPL
Guide Stone Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 65.2 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

Turiya Advisors Asia LTD

  • GOOGL
Turiya Advisors Asia LTD's Q1 2025 Portfolio
Portfolio Value 65.2 Million
Stocks 1
Filing on Nov 07, 2023 Q3 2023

Financial Advantage, Inc.

  • GLD
  • IGV
  • GOOG
  • TJX
  • BKNG
  • BMY
  • CSCO
Financial Advantage, Inc.'s Q3 2023 Portfolio
Portfolio Value 65.1 Million
Stocks 33
Filing on Nov 10, 2022 Q3 2022

Louis Dreyfus Family Office LLC

  • VXUS
  • ITOT
  • CELU
  • NEWR
  • LOVE
Louis Dreyfus Family Office LLC's Q3 2022 Portfolio
Portfolio Value 64.7 Million
Stocks 5
Filing on Apr 04, 2025 Q1 2025

Key Colony Management, LLC

  • OMF
  • MGM
  • ASTS
  • EVLV
  • T
  • EIX
  • EVLVW
Key Colony Management, LLC's Q1 2025 Portfolio
Portfolio Value 64.4 Million
Stocks 7
Filing on May 06, 2025 Q1 2025

Goodwin Investment Advisory

  • FBCG
  • FBND
  • ESGU
  • FVAL
  • VOO
  • IVV
  • XLG
Goodwin Investment Advisory's Q1 2025 Portfolio
Portfolio Value 64.4 Million
Stocks 155
Filing on Nov 02, 2023 Q3 2023

Matrix China Management Iv, L.P.

  • XPEV
Matrix China Management Iv, L.P.'s Q3 2023 Portfolio
Portfolio Value 64.3 Million
Stocks 1
Filing on May 05, 2025 Q1 2025

Mosaic Advisors LLC

  • VIG
  • VXUS
  • VB
  • VWO
  • VRT
  • VTEB
  • QUAL
Mosaic Advisors LLC's Q1 2025 Portfolio
Portfolio Value 64.3 Million
Stocks 14