Largest Portfolios by Value

Filing on Aug 13, 2025 Q2 2025

Surgo Cap Partners LP

  • LPLA
  • BSX
  • BX
  • CRS
  • HLT
  • NFLX
  • INTU
Surgo Cap Partners LP's Q2 2025 Portfolio
Portfolio Value 2.65 Trillion
Stocks 13
Filing on Aug 14, 2025 Q2 2025

Atomi Financial Group, Inc.

  • COIN
  • AAPL
  • IVV
  • VEA
  • INTF
  • SCHG
  • SCHV
Atomi Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.65 Trillion
Stocks 1110
Filing on Aug 13, 2025 Q2 2025

Sage View Advisory Group, LLC

  • AGG
  • VONG
  • VONV
  • SCHF
  • VXF
  • SCHE
  • IAGG
Sage View Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.64 Trillion
Stocks 615
Filing on Aug 14, 2025 Q2 2025

Point72 (Difc) LTD

  • IWM
  • SPY
  • SPY
  • ADI
  • NVDA
  • EW
  • GE
Point72 (Difc) LTD's Q2 2025 Portfolio
Portfolio Value 2.64 Trillion
Stocks 1494
Filing on Jul 15, 2025 Q2 2025

Maseco LLP

  • DFUS
  • VGIT
  • AVUS
  • AVDE
  • DFUV
  • AVSU
  • DFSB
Maseco LLP's Q2 2025 Portfolio
Portfolio Value 2.63 Trillion
Stocks 509
Filing on Aug 14, 2025 Q2 2025

Diversify Advisory Services, LLC

  • NVDA
  • SPY
  • QQQ
  • BKLN
  • GLD
  • MSFT
  • AAPL
Diversify Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 2.61 Trillion
Stocks 825
Filing on Jul 31, 2025 Q2 2025

Globalt Investments LLC / Ga

  • IWF
  • IWD
  • SPTI
  • SPTL
  • SPTS
  • GLD
  • IBTH
Globalt Investments LLC / Ga's Q2 2025 Portfolio
Portfolio Value 2.61 Trillion
Stocks 205
Filing on Aug 14, 2025 Q2 2025

State Street Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
State Street Corp's Q2 2025 Portfolio
Portfolio Value 2.59 Trillion
Stocks 4260
Filing on Aug 13, 2025 Q2 2025

Dixon Mitchell Investment Counsel Inc.

  • IEFA
  • MSFT
  • V
  • TD
  • ICE
  • RY
  • BRK-B
Dixon Mitchell Investment Counsel Inc.'s Q2 2025 Portfolio
Portfolio Value 2.57 Trillion
Stocks 70
Filing on Aug 14, 2025 Q2 2025

Oddo Bhf Asset Management Sas

  • NVDA
  • AVGO
  • V
  • AAPL
  • NFLX
  • BSX
  • SPGI
Oddo Bhf Asset Management Sas's Q2 2025 Portfolio
Portfolio Value 2.54 Trillion
Stocks 377
Filing on Jul 09, 2025 Q2 2025

Focus Financial Network, Inc.

  • NVDA
  • SCHG
  • QQQ
  • SCHD
  • AAPL
  • AMZN
  • IVV
Focus Financial Network, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.53 Trillion
Stocks 704
Filing on May 15, 2025 Q1 2025

Kodai Capital Management LP

  • T
  • GWW
  • EQIX
  • MKSI
  • NFLX
  • EMR
  • CHTR
Kodai Capital Management LP's Q1 2025 Portfolio
Portfolio Value 2.53 Trillion
Stocks 145
Filing on Aug 13, 2025 Q2 2025

Vest Gen Advisors, LLC

  • VTI
  • QQQ
  • SPY
  • GLPI
  • NVDA
  • VTV
  • MSFT
Vest Gen Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 2.51 Trillion
Stocks 579
Filing on Aug 14, 2025 Q2 2025

Sylebra Capital LLC

  • PCT
  • PAYC
  • PI
  • ESTC
  • RNG
  • S
  • XMTR
Sylebra Capital LLC's Q2 2025 Portfolio
Portfolio Value 2.45 Trillion
Stocks 17
Filing on Aug 12, 2025 Q2 2025

Evelyn Partners Investment Management LLP

  • MSFT
  • AMZN
  • GOOGL
  • NVDA
  • V
  • BRK-B
  • TSM
Evelyn Partners Investment Management LLP's Q2 2025 Portfolio
Portfolio Value 2.42 Trillion
Stocks 272
Filing on Jul 31, 2025 Q2 2025

Caisse Des Depots Et Consignations

  • UBS
  • ALC
  • TT
  • NVDA
  • V
  • MSFT
  • AAPL
Caisse Des Depots Et Consignations's Q2 2025 Portfolio
Portfolio Value 2.39 Trillion
Stocks 194
Filing on Jul 24, 2025 Q2 2025

Fifth Third Wealth Advisors LLC

  • IVV
  • SPY
  • IEFA
  • NVDA
  • MSFT
  • AAPL
  • AMZN
Fifth Third Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.38 Trillion
Stocks 750
Filing on Mar 17, 2023 Q3 2022

American Portfolios Advisors

  • AAPL
  • IVV
  • DFEB
  • MSFT
  • VTV
  • VUG
  • QQQ
American Portfolios Advisors's Q3 2022 Portfolio
Portfolio Value 2.36 Trillion
Stocks 3531