Largest Portfolios by Value

Filing on Oct 29, 2025 Q3 2025

Amh Equity LTD

  • LPTH
  • TWIN
  • PWFL
  • DOCN
  • UEIC
  • IDCC
  • MYGN
Amh Equity LTD's Q3 2025 Portfolio
Portfolio Value 70.6 Million
Stocks 54
Filing on Nov 13, 2025 Q3 2025

Blacksheep Fund Management LTD

  • TDG
  • TCX
Blacksheep Fund Management LTD's Q3 2025 Portfolio
Portfolio Value 70.6 Million
Stocks 4
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 Oct 31, 2025 Q3 2025

Atlas Wealth Partners, LLC

  • GBTC
  • TPL
  • INFL
  • FNV
  • MSFT
  • SCHD
  • WPM
Atlas Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 70.1 Million
Stocks 62
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
Filing on Jan 18, 2024 Q4 2023

Alterity Financial Group, LLC

  • AAPL
  • NVDA
  • GOOGL
  • AVGO
  • TMO
  • MSFT
  • HON
Alterity Financial Group, LLC's Q4 2023 Portfolio
Portfolio Value 69.9 Million
Stocks 73
Filing on Jan 29, 2025 Q4 2024

Longitude (Cayman) Ltd.

  • SOFI
  • TSLA
  • AMD
  • PLTR
  • MU
  • NVDA
  • META
Longitude (Cayman) Ltd.'s Q4 2024 Portfolio
Portfolio Value 69.8 Million
Stocks 43
Filing on Nov 06, 2025 Q3 2025

Indie Asset Partners, LLC

  • LLY
  • VEU
  • AAPL
  • MSFT
  • NVDA
  • ITA
  • DFIS
Indie Asset Partners, LLC's Q3 2025 Portfolio
Portfolio Value 69.7 Million
Stocks 78
Filing on Nov 14, 2024 Q3 2024

Dan L Duncan Foundation

  • IEFA
  • VIG
Dan L Duncan Foundation's Q3 2024 Portfolio
Portfolio Value 69.1 Million
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Fosun International LTD

  • BFLY
  • ASHR
  • GOOGL
  • MSFT
  • HYPR
  • UNH
  • NVDA
Fosun International LTD's Q3 2025 Portfolio
Portfolio Value 68.9 Million
Stocks 52
Filing on Nov 10, 2025 Q3 2025

Shenkman Capital Management Inc

  • BKLN
  • USHY
  • SJNK
  • CCO
  • ATUS
Shenkman Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 68.7 Million
Stocks 123
Filing on Nov 14, 2025 Q3 2025

Rip Road Capital Partners LP

  • GO
  • TTWO
  • GOOGL
  • GDRX
  • CHWY
  • AMZN
  • CASY
Rip Road Capital Partners LP's Q3 2025 Portfolio
Portfolio Value 68.7 Million
Stocks 17
Filing on Nov 12, 2025 Q3 2025

Advisor Resource Council

  • SPY
  • RSP
  • EWJ
  • GLD
  • IWB
  • PTLC
  • RDVY
Advisor Resource Council's Q3 2025 Portfolio
Portfolio Value 68.7 Million
Stocks 40
Filing on Nov 14, 2024 Q3 2024

Winning Points Advisors, LLC

  • AAPL
  • TGT
  • BAC
  • MSFT
  • PG
  • JPM
  • HD
Winning Points Advisors, LLC's Q3 2024 Portfolio
Portfolio Value 68.7 Million
Stocks 41
Filing on Nov 03, 2023 Q3 2023

Goff John C

  • CRGY
  • PINE
  • MSFT
  • HLLY
  • FIP
Goff John C's Q3 2023 Portfolio
Portfolio Value 68.6 Million
Stocks 7
Filing on Apr 16, 2024 Q1 2024

Norwood Financial Corp

  • NWFL
  • VUG
  • MSFT
  • IJT
  • AMAT
  • VTV
  • CAT
Norwood Financial Corp's Q1 2024 Portfolio
Portfolio Value 68.6 Million
Stocks 396
Filing on Nov 12, 2025 Q3 2025

Atomvest LTD

  • META
  • ACN
  • CNXC
  • UBER
Atomvest LTD's Q3 2025 Portfolio
Portfolio Value 68.5 Million
Stocks 4
Filing on Oct 20, 2025 Q3 2025

Tikehau Investment Management

  • MSFT
  • AMZN
  • META
  • NVDA
  • GOOGL
  • V
  • SPGI
Tikehau Investment Management's Q3 2025 Portfolio
Portfolio Value 68.4 Million
Stocks 19