Largest Portfolios by Value

Filing on Nov 03, 2022 Q3 2022

Act Capital Management, LLC

  • STAA
  • XOM
  • DVN
  • KRYS
  • ARWR
  • AXSM
  • CVX
Act Capital Management, LLC's Q3 2022 Portfolio
Portfolio Value 72.5 Million
Stocks 71
Filing on Aug 04, 2025 Q2 2025

Amh Equity LTD

  • LPTH
  • PWFL
  • UEIC
  • DOCN
  • TWIN
  • IDCC
  • DOCN
Amh Equity LTD's Q2 2025 Portfolio
Portfolio Value 72.3 Million
Stocks 53
Filing on Jul 14, 2025 Q2 2025

Capital Cs Group, LLC

  • UPS
  • NVDA
  • PLTR
  • VOO
  • SCHG
  • UCON
  • QQQ
Capital Cs Group, LLC's Q2 2025 Portfolio
Portfolio Value 72.3 Million
Stocks 65
Filing on Aug 06, 2025 Q2 2025

Jcsd Capital, LLC

  • IVV
  • CCB
  • KBE
  • EWBC
  • NTB
  • BPOP
  • AMTB
Jcsd Capital, LLC's Q2 2025 Portfolio
Portfolio Value 72.3 Million
Stocks 26
Filing on Jul 20, 2022 Q2 2022

Ibm Retirement Fund

  • IWM
Ibm Retirement Fund's Q2 2022 Portfolio
Portfolio Value 72.1 Million
Stocks 1
Filing on Jan 23, 2023 Q4 2022

Capital Financial Services, LLC

  • AAPL
  • NVEE
  • BRK-B
  • PFE
  • ANET
  • URI
  • BLK
Capital Financial Services, LLC's Q4 2022 Portfolio
Portfolio Value 72 Million
Stocks 79
Filing on Nov 10, 2022 Q3 2022

Grand Central Investment Group

  • SH
  • JNJ
  • SLV
  • FCG
  • GDX
  • GLD
  • SILJ
Grand Central Investment Group's Q3 2022 Portfolio
Portfolio Value 71.7 Million
Stocks 34
Filing on Apr 29, 2025 Q1 2025

Groesbeck Investment Management Corp

  • ABBV
  • AVGO
  • URI
  • AAPL
  • OKE
  • MSFT
  • CDW
Groesbeck Investment Management Corp 's Q1 2025 Portfolio
Portfolio Value 71.5 Million
Stocks 84
Filing on Jul 25, 2025 Q2 2025

Wells Financial Advisors Inc

  • VUG
  • MGK
  • USMV
  • GLD
  • VYM
  • VV
  • QUAL
Wells Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 71.4 Million
Stocks 76
Filing on Aug 08, 2025 Q2 2025

Credit Capital Investments LLC

  • TSM
  • MU
  • VZ
  • WBD
  • GOOGL
  • AMZN
  • FSLR
Credit Capital Investments LLC's Q2 2025 Portfolio
Portfolio Value 71.2 Million
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Meteora Capital, LLC

  • SKX
  • TGI
  • HYG
  • MBB
  • GMS
  • FYBR
  • RDNT
Meteora Capital, LLC's Q2 2025 Portfolio
Portfolio Value 70.9 Million
Stocks 172
Filing on Jul 24, 2025 Q2 2025

Castellan Group

  • XLE
  • GLTR
  • CWEN
  • CTRE
  • ES
  • ATO
  • WEC
Castellan Group's Q2 2025 Portfolio
Portfolio Value 70.9 Million
Stocks 31
Filing on Aug 12, 2025 Q2 2025

Fosse Capital Partners LLP

  • TT
Fosse Capital Partners LLP's Q2 2025 Portfolio
Portfolio Value 70.6 Million
Stocks 2
Filing on Nov 01, 2023 Q3 2023

Jacob Asset Management Of New York LLC

  • DKNG
  • INSE
  • INVE
  • NET
  • OPRX
  • CTLP
  • LTRX
Jacob Asset Management Of New York LLC's Q3 2023 Portfolio
Portfolio Value 70.6 Million
Stocks 66
Filing on Jul 15, 2025 Q2 2025

Texas County & District Retirement System

  • CCAP
Texas County & District Retirement System's Q2 2025 Portfolio
Portfolio Value 70.5 Million
Stocks 1
Filing on May 12, 2025 Q1 2025

Discovery Value Fund

  • NVDA
  • DASH
  • NTLA
Discovery Value Fund's Q1 2025 Portfolio
Portfolio Value 70.5 Million
Stocks 3
Filing on Aug 05, 2025 Q2 2025

Timelo Investment Management Inc.

  • SPY
  • TLT
  • PROF
  • SHY
  • AAPL
  • BCE
  • RCI
Timelo Investment Management Inc.'s Q2 2025 Portfolio
Portfolio Value 70.2 Million
Stocks 22
Filing on Oct 24, 2023 Q3 2023

Trellus Management Company, LLC

  • SPY
  • VTNR
  • VICR
  • GLD
  • AWK
  • QDEL
  • CNC
Trellus Management Company, LLC's Q3 2023 Portfolio
Portfolio Value 69.9 Million
Stocks 55