Largest Portfolios by Value
Filing on Oct 13, 2023
Q3 2023
Armstrong Shaw Associates Inc
- MSFT
- BRK-A
- AAPL
- GOOG
- UNH
- APD
- ELV
Filing on Feb 04, 2025
Q4 2024
Filing on Nov 13, 2025
Q3 2025
Filing on Nov 05, 2025
Q3 2025
Filing on Oct 30, 2025
Q3 2025
Filing on Nov 04, 2024
Q3 2024
Sage Investment Advisers LLC
- VOO
- V
- IAU
- CHDN
- VGSH
- CVX
- BSV
Filing on Nov 14, 2022
Q3 2022
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 14, 2025
Q3 2025
Filing on Aug 25, 2025
Q2 2025
Fulcrum Equity Management
- ITOT
- URTH
- SPY
- SPLV
- XLK
- OKE
- BRK-B
Filing on Nov 13, 2025
Q3 2025
Bislett Management, LLC
- BRK-A
- WSC
- GOOG
- LBRDA
- CMCSA
- KO
- BRK-B
Filing on Nov 14, 2025
Q3 2025
Filing on Nov 04, 2025
Q3 2025
Goodwin Investment Advisory
- FBCG
- FBND
- FVAL
- ESGU
- VOO
- IVV
- XLG
Filing on Nov 07, 2025
Q3 2025
Pitti Group Wealth Management, LLC
- EFA
- VTI
- BUFQ
- META
- JNJ
- IJH
- NFLX
Filing on Nov 04, 2025
Q3 2025
Garrison Bradford & Associates Inc
- BX
- COST
- MSFT
- UNH
- PWR
- TMO
- ODFL
Filing on Aug 11, 2022
Q2 2022
Bivin & Associates, Inc.
- IUSB
- SRLN
- VEU
- PTBD
- BSV
- EPRF
- FLOT
Filing on Oct 30, 2025
Q3 2025
Applied Fundamental Research, LLC
- DY
- IAC
- GLPI
- UFPT
- NOMD
- HSII
- FIGS
Filing on Feb 06, 2024
Q4 2023
Charles Carroll Financial Partners, LLC
- AAPL
- URI
- GOOG
- MSFT
- BLK
- JPM
- INTU