Largest Portfolios by Value

Filing on Apr 22, 2024 Q1 2024

Reitz Capital Advisors LLC

  • SCHD
  • JEPQ
  • BND
  • SCHG
  • JEPI
  • PFF
  • COWZ
Reitz Capital Advisors LLC's Q1 2024 Portfolio
Portfolio Value 57.4 Million
Stocks 23
Filing on Oct 05, 2023 Q3 2023

Qp Wealth Management, LLC

  • AAPL
  • FV
  • FPEI
  • TSLA
  • SPDW
  • AMZN
  • MSFT
Qp Wealth Management, LLC's Q3 2023 Portfolio
Portfolio Value 57.3 Million
Stocks 71
Filing on Nov 04, 2025 Q3 2025

Lingohr & Partner Asset Management Gmb H

  • MSFT
  • GOOGL
  • TME
  • IFS
  • IBN
  • NU
  • BRK-B
Lingohr & Partner Asset Management Gmb H's Q3 2025 Portfolio
Portfolio Value 57.3 Million
Stocks 101
Filing on Feb 14, 2024 Q4 2023

Potomac Capital Management, Inc.

  • LSAK
  • DISH
  • INSE
  • BVH
  • CLAR
  • DSP
  • PESI
Potomac Capital Management, Inc.'s Q4 2023 Portfolio
Portfolio Value 56.8 Million
Stocks 55
Filing on Oct 28, 2025 Q3 2025

Cannon Global Investment Management, LLC

  • QQQ
  • WBD
  • APP
  • SUI
  • NSC
  • LNG
  • WBD
Cannon Global Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 56.6 Million
Stocks 65
Filing on Nov 14, 2023 Q3 2023

Saber Capital Managment, LLC

  • NRP
  • FND
  • CPRT
  • V
  • MSFT
  • JPM
  • FCNCA
Saber Capital Managment, LLC's Q3 2023 Portfolio
Portfolio Value 56.6 Million
Stocks 17
Filing on Nov 04, 2025 Q3 2025

Robert Wood Johnson Foundation

  • ORCC
Robert Wood Johnson Foundation's Q3 2025 Portfolio
Portfolio Value 56.5 Million
Stocks 2
Filing on Nov 13, 2025 Q3 2025

Great Mountain Partners LLC

  • NFE
Great Mountain Partners LLC's Q3 2025 Portfolio
Portfolio Value 56.5 Million
Stocks 1
Filing on Oct 29, 2025 Q3 2025

Northwestern University

  • BRK-A
  • RYAN
Northwestern University's Q3 2025 Portfolio
Portfolio Value 56.5 Million
Stocks 4
Filing on Nov 13, 2023 Q3 2023

Sbb Research Group LLC

  • SPY
  • VTI
  • BRK-B
  • TLT
  • IWM
  • BDX
  • AAPL
Sbb Research Group LLC's Q3 2023 Portfolio
Portfolio Value 56.1 Million
Stocks 34
Filing on Nov 12, 2025 Q3 2025

Discovery Value Fund

  • NVDA
  • DASH
  • NTLA
Discovery Value Fund's Q3 2025 Portfolio
Portfolio Value 56 Million
Stocks 3
Filing on Aug 15, 2022 Q2 2022

Bruderman Asset Management, LLC

  • MSFT
  • AAPL
  • NEE
  • COST
  • DUK
  • GOOGL
  • BCE
Bruderman Asset Management, LLC's Q2 2022 Portfolio
Portfolio Value 55.7 Million
Stocks 64
Filing on Feb 14, 2023 Q4 2022

Deep Field Asset Management LLC

  • OSW
  • BOOT
  • RBA
  • PLNT
  • FNKO
  • APLD
  • LIND
Deep Field Asset Management LLC's Q4 2022 Portfolio
Portfolio Value 55.5 Million
Stocks 9
Filing on Nov 14, 2025 Q3 2025

Tanaka Capital Management Inc

  • CORT
  • UAMY
  • NVDA
  • NXE
  • AAPL
  • NUVB
  • IJR
Tanaka Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 55.5 Million
Stocks 45
Filing on Feb 07, 2024 Q4 2023

Kellner Capital, LLC

  • HES
  • SPLK
  • PXD
  • CPRI
  • SRC
  • SP
  • AYX
Kellner Capital, LLC's Q4 2023 Portfolio
Portfolio Value 55.5 Million
Stocks 18
Filing on Nov 09, 2022 Q3 2022

Foundation Capital, LLC

  • LC
  • DOMA
  • ROVR
Foundation Capital, LLC's Q3 2022 Portfolio
Portfolio Value 55.5 Million
Stocks 3
Filing on Nov 14, 2023 Q3 2023

Bregal North America General Partner Jersey LTD

  • LPRO
Bregal North America General Partner Jersey LTD's Q3 2023 Portfolio
Portfolio Value 55.4 Million
Stocks 1
Filing on Nov 14, 2023 Q3 2023

Bregal Sagemount I, L.P.

  • LPRO
Bregal Sagemount I, L.P.'s Q3 2023 Portfolio
Portfolio Value 55.4 Million
Stocks 1